Eric Schmidt
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So the fact that the innards of the system don't matter anymore is like a big deal in my little Eric world.
So the fact that the innards of the system don't matter anymore is like a big deal in my little Eric world.
Think about the millions of people who have either, or they're not good programmers, or they don't have a programmer, who all of a sudden, lots of my friends say, well, if I only had a programmer who could adapt the following, well, now they will.
Think about the millions of people who have either, or they're not good programmers, or they don't have a programmer, who all of a sudden, lots of my friends say, well, if I only had a programmer who could adapt the following, well, now they will.
It's a general rule that innovation always comes from small teams and this next generation of agents and so forth will come from both. I would expect the answer, unfortunately, to your question is both. I think the big companies are so well run and so focused on this area that they will do interesting things.
It's a general rule that innovation always comes from small teams and this next generation of agents and so forth will come from both. I would expect the answer, unfortunately, to your question is both. I think the big companies are so well run and so focused on this area that they will do interesting things.
And I also think that the startups are sufficiently specialized and sufficiently important that they'll do so. I'll give an example. Microsoft did a very good job with something called Copilot, which is a programmer's assistant. And there are now at least five startups that I'm aware of that are trying to do a product which is far, far better.
And I also think that the startups are sufficiently specialized and sufficiently important that they'll do so. I'll give an example. Microsoft did a very good job with something called Copilot, which is a programmer's assistant. And there are now at least five startups that I'm aware of that are trying to do a product which is far, far better.
Now, that competition is good, keeps both on their toes. I'm not going to predict the winner, but I can tell you that it's very competitive.
Now, that competition is good, keeps both on their toes. I'm not going to predict the winner, but I can tell you that it's very competitive.
I'll make a blunt statement as I can. It's clear to me that the US and China will dominate. The US because we invented it and because we're inventing it as we speak. China because they have made a decision to focus on this regardless of cost, and they're good, they're catching up. And I'm worried about that.
I'll make a blunt statement as I can. It's clear to me that the US and China will dominate. The US because we invented it and because we're inventing it as we speak. China because they have made a decision to focus on this regardless of cost, and they're good, they're catching up. And I'm worried about that.
I'm sure that the UK will be part of the success of the US, but what about all the other countries? What do the European countries that are busy regulating themselves to death and perfectly happy, what do they do when AI is imposed on them from a foreign power? in this case, probably US values. That's a loss for them and that's a mistake. I've told them this, they just aren't listening to me.
I'm sure that the UK will be part of the success of the US, but what about all the other countries? What do the European countries that are busy regulating themselves to death and perfectly happy, what do they do when AI is imposed on them from a foreign power? in this case, probably US values. That's a loss for them and that's a mistake. I've told them this, they just aren't listening to me.
What happens when Africa, which will have the majority of population in the next 50 years, population growth, what happens when the systems that are built reflect US or Chinese values and not local values? And there are differences in culture and values that matter a lot. One of the things about this technology that's important is it's very expensive.
What happens when Africa, which will have the majority of population in the next 50 years, population growth, what happens when the systems that are built reflect US or Chinese values and not local values? And there are differences in culture and values that matter a lot. One of the things about this technology that's important is it's very expensive.
It takes large teams and, again, billions of dollars of hardware. Elon has done his new data center. The press reports 200,000 GPUs. A GPU costs about $50,000. So for purposes of argument, that's $10 billion right there in the ground. There aren't that many ELONs, but how many people can afford that?
It takes large teams and, again, billions of dollars of hardware. Elon has done his new data center. The press reports 200,000 GPUs. A GPU costs about $50,000. So for purposes of argument, that's $10 billion right there in the ground. There aren't that many ELONs, but how many people can afford that?
We did a survey of the number of 100,000 GPU clusters and larger, and there are seven or eight, two of which appear to be in China or related to China, and the rest appear to be in the West, but mostly under US control. What happens to every other country? If you thought about it, let's say you're in Germany. The first thing you would say is we need one of those two.
We did a survey of the number of 100,000 GPU clusters and larger, and there are seven or eight, two of which appear to be in China or related to China, and the rest appear to be in the West, but mostly under US control. What happens to every other country? If you thought about it, let's say you're in Germany. The first thing you would say is we need one of those two.