Acquired
Nvidia Part III: The Dawn of the AI Era (2022-2023)
Ben Gilbert
So there's sort of a second bear case there, which is right now we threw a brute force kitchen sink at training these things, and all of that revenue accrued to NVIDIA because they're the ones that make the kitchen sinks. And... Over time, like you look at Google's Chinchilla or Llama 2, they actually use less parameters than GPT-4 and have equivalent quality.
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