20VC: Raising $500M To Compete in the Race for AGI | Will Scaling Laws Continue: Is Access to Compute Everything | Will Nvidia Continue To Dominate | The Biggest Bottlenecks in the Race for AGI with Eiso Kant, CTO @ Poolside

2000.425 - 2020.537 Eiso Kant

The reason I mentioned those three specifically is that they are all building extremely large volume of chips and constantly iterating on faster and better and better generations of chips for training and for inference. They're for me the three primary players in the race, just from sheer volume of what they're producing in the fabs versus what they're bringing online to end users.