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Jaden Schaefer

๐Ÿ‘ค Speaker
6393 total appearances

Appearances Over Time

Podcast Appearances

AI in Business
AI App Crisis, OpenAI Does Math, Big Nvidia Deal

Get more into education, I think.

AI in Business
AI App Crisis, OpenAI Does Math, Big Nvidia Deal

And I think I did a podcast on it back at the time.

AI in Business
AI App Crisis, OpenAI Does Math, Big Nvidia Deal

I think the race right now to build the next generation of AI infrastructure is going to be interesting.

AI in Business
AI App Crisis, OpenAI Does Math, Big Nvidia Deal

We have all these new features, but all of these new features have to be powered by AI.

AI in Business
AI App Crisis, OpenAI Does Math, Big Nvidia Deal

infrastructure, they've got to be powered by more compute, as these tools just get more and more intense.

AI in Business
AI App Crisis, OpenAI Does Math, Big Nvidia Deal

And on that note, Miriam Maradi startup thinking machine labs has just announced a multi year strategic partnership with NVIDIA to deploy large scale, large scale computing systems.

AI in Business
AI App Crisis, OpenAI Does Math, Big Nvidia Deal

And this is actually going to start in 2027.

AI in Business
AI App Crisis, OpenAI Does Math, Big Nvidia Deal

So not this year.

AI in Business
AI App Crisis, OpenAI Does Math, Big Nvidia Deal

It's interesting.

AI in Business
AI App Crisis, OpenAI Does Math, Big Nvidia Deal

I mean, it's kind of crazy, Miriam Maradi, and then we have, you know, super safe intelligence as well.

AI in Business
AI App Crisis, OpenAI Does Math, Big Nvidia Deal

And

AI in Business
AI App Crisis, OpenAI Does Math, Big Nvidia Deal

kind of these spinoffs from some of the top brass over open ai when they when they came out and they raised like a billion dollars their startups didn't launch something immediately although i do believe that um miriam moratti thinking machine labs does have tinker i think is their product they do have a product out there but i think they got a lot more on the pipe and they're they're building all of these kind of compute partnerships that are starting you know not this like they they got out maybe last year they didn't really put out a ton last year then they have all of this year they're still working and

AI in Business
AI App Crisis, OpenAI Does Math, Big Nvidia Deal

And these compute deals aren't rolling out till next year.

AI in Business
AI App Crisis, OpenAI Does Math, Big Nvidia Deal

So you can expect that whenever their products are scaling is going to be in the future.

AI in Business
AI App Crisis, OpenAI Does Math, Big Nvidia Deal

This agreement in particular includes deploying at least one gigawatt of NVIDIA's Vera Rubin AI systems.

AI in Business
AI App Crisis, OpenAI Does Math, Big Nvidia Deal

I mean, honestly, even just going and signing a gigawatt deal, it's a lot of confidence that their product is going to be incredibly useful.

AI in Business
AI App Crisis, OpenAI Does Math, Big Nvidia Deal

I think this is one of the company's newest architectures.

AI in Business
AI App Crisis, OpenAI Does Math, Big Nvidia Deal

And NVIDIA is also making a strategic investment in Thinking Machine Labs, which has already raised more than $2 billion since it was founded last year.

AI in Business
AI App Crisis, OpenAI Does Math, Big Nvidia Deal

It's valued at over $12 billion.

AI in Business
AI App Crisis, OpenAI Does Math, Big Nvidia Deal

Thinking Machine Labs is focused on building AI models that are designed to produce more replicable and reliable outputs.