Bret Taylor

I think the large hyperscalers are in a challenging position where there's a big difference between owning and operating one of the best frontier models and not. As a consequence, I think that I'd probably make very similar decisions to all of those firms because there's so much value for consumer products,

I think the large hyperscalers are in a challenging position where there's a big difference between owning and operating one of the best frontier models and not. As a consequence, I think that I'd probably make very similar decisions to all of those firms because there's so much value for consumer products,

I think the large hyperscalers are in a challenging position where there's a big difference between owning and operating one of the best frontier models and not. As a consequence, I think that I'd probably make very similar decisions to all of those firms because there's so much value for consumer products,

infrastructure as a service providers to have a differentiated frontier model available to their customers that betting on the future and then similarly betting on breakthroughs and AGI I think is really rational. But the reason I was talking about the sort of Moore's law part of it is I think that

infrastructure as a service providers to have a differentiated frontier model available to their customers that betting on the future and then similarly betting on breakthroughs and AGI I think is really rational. But the reason I was talking about the sort of Moore's law part of it is I think that

infrastructure as a service providers to have a differentiated frontier model available to their customers that betting on the future and then similarly betting on breakthroughs and AGI I think is really rational. But the reason I was talking about the sort of Moore's law part of it is I think that

Sort of like in the infrastructure as a service market, it really consolidated around a very small handful of companies. And much like AI, you know, building data centers like scale helps. So, you know, the more data centers you operate, the more you can afford the CapEx to expand your data center footprint.

Sort of like in the infrastructure as a service market, it really consolidated around a very small handful of companies. And much like AI, you know, building data centers like scale helps. So, you know, the more data centers you operate, the more you can afford the CapEx to expand your data center footprint.

Sort of like in the infrastructure as a service market, it really consolidated around a very small handful of companies. And much like AI, you know, building data centers like scale helps. So, you know, the more data centers you operate, the more you can afford the CapEx to expand your data center footprint.

You know, it should be financed and built by the large hyperscalers because of the CapEx requirements to do so. And I think as the training market sort of consolidates and people start, I think it will probably help because the revenue will sort of consolidate, you know, around those providers as well. So it is a complex situation.

You know, it should be financed and built by the large hyperscalers because of the CapEx requirements to do so. And I think as the training market sort of consolidates and people start, I think it will probably help because the revenue will sort of consolidate, you know, around those providers as well. So it is a complex situation.

You know, it should be financed and built by the large hyperscalers because of the CapEx requirements to do so. And I think as the training market sort of consolidates and people start, I think it will probably help because the revenue will sort of consolidate, you know, around those providers as well. So it is a complex situation.

I think these companies have an imperative because of the potential impact of AI to spend. And, you know, the CapEx numbers are mind boggling, but I probably would do the same thing.

I think these companies have an imperative because of the potential impact of AI to spend. And, you know, the CapEx numbers are mind boggling, but I probably would do the same thing.

I think these companies have an imperative because of the potential impact of AI to spend. And, you know, the CapEx numbers are mind boggling, but I probably would do the same thing.

One of the things that I have changed my mind on over the past year is how quickly open source foundation models would be impactful. So I had a thesis when we started CIRA in March of last year that eventually we'd end up with a

One of the things that I have changed my mind on over the past year is how quickly open source foundation models would be impactful. So I had a thesis when we started CIRA in March of last year that eventually we'd end up with a

One of the things that I have changed my mind on over the past year is how quickly open source foundation models would be impactful. So I had a thesis when we started CIRA in March of last year that eventually we'd end up with a

few frontier model frontier models essentially built and financed by some of the hyperscalers in partnership with the research labs and that we would eventually have a meaningful open source model or two the equivalent of postgres and mysql in the database market

few frontier model frontier models essentially built and financed by some of the hyperscalers in partnership with the research labs and that we would eventually have a meaningful open source model or two the equivalent of postgres and mysql in the database market