20VC: Why All AI Companies Are Under-Valued | The Future of Foundation Models: Scaling Laws, Generalised vs Specialised, Commoditised? | From Unable to Afford Rent to Raising $130M From Index and Peter Thiel with George Sivulka @ Hebbia

2500.787 - 2519.518 George Sivulka

And so you might actually see other chip makers actually start to their chips start to be used in a more meaningful way because CUDA is what all ML scientists were trained on in their PhDs. But then inference doesn't matter kind of what you're using. And I think it will be the infrastructure layer and then actually the application or agent layer that will accrue the most value.