It’s never a dull news cycle in AI, but with NVIDIA’s high earnings, Google’s Gemini 1.5 release, and Mistral rapidly releasing new product launches there’s plenty to cover on this week’s host only episode. Sarah and Elad get into the latest developments in AI models and discuss whether or not the sleeping giant Google has finally awoken to compete in the AI space. And, of course, they touch on NVIDIA’s high earnings, how big tech is investing in AI internally, as well as AI startups creating a virtuous tech cycle. Will 2024 be the year of AI application, better agents, and US chip production? We’ll have to see. 

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 Show Notes: 
(0:00) Introduction
(0:27) Model news and product launches
(5:01) Google enters the competitive space with Gemini 1.5
(8:23) Biology and robotics using LLMs
(10:22) Agent-centric companies
(14:22) NVIDIA earnings
(17:29) ROI in AI
(20:43) Impact from AI
(25:45) Building effective AI tools in house
(29:09) What would it take to compete with NVIDIA
(33:23) The architectural approach to compute
(35:42) the roadblocks to chip production in the US
(38:30) The virtuous tech cycles in AI