Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262

Channel:
United Kingdom 20VC with Harry Stebbings
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Published on ● Video Link: https://www.youtube.com/watch?v=xEbNfpVE_A8


Duration: 0:00
7,185 views
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Steeve Morin is the Founder & CEO @ ZML, a next-generation inference engine enabling peak performance on a wide range of chips. Prior to founding ZML, Steeve was the VP Engineering at Zenly for 7 years leading eng to millions of users and an acquisition by Snap.
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In Today’s Episode We Discuss:

(00:00) Intro
(00:59) How Will Inference Change and Evolve Over the Next 5 Years
(06:24) Challenges and Innovations in AI Hardware
(14:07) The Economics of AI Compute
(16:57) Training vs. Inference: Infrastructure Needs
(24:56) The Future of AI Chips and Market Dynamics
(36:25)Nvidia's Market Position and Competitors
(40:47) Challenges of Incremental Gains in the Market
(41:39) The Zero Buy-In Strategy
(42:18) Switching Between Compute Providers
(43:23) The Importance of a Top-Down Strategy for Microsoft and Google
(44:49) Microsoft's Strategy with AMD
(49:35) Data Center Investments and Training
(52:20) How to Succeed in AI: The Triangle of Products, Data, and Compute
(52:48) Scaling Laws and Model Efficiency
(54:34) Future of AI Models and Architectures
(01:03:38) Retrieval Augmented Generation (RAG)
(01:07:51) Why OpenAI’s Position is Not as Strong as People Think
(01:15:20) Challenges in AI Hardware Supply
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