The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
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
George Sivulka
I would probably buy Nvidia. It's a lame answer, or AMD rather. I think AMD, because I believe that they will benefit from the shift to inference scaling more than in an outsized way.
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