Nathan Benaich

speaker

623 appearances 1 recordings 1 series first heard Nov 2024 last heard Nov 2024

Nathan Benaich’s voice in public audio — every appearance, attributed to the second.

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The MAD Podcast with Matt Turck · State of AI 2024: Frontier Models, AI Geopolitics and The Robotics Renaissance | Nathan Benaich, Founder, Air Street Capital · 14 Nov 2024 podcast

shows you just how long they are relevant.

So for example, last year the most popular chip was the V one hundred, which was released almost like six or seven years ago.

So we can chart basically like the growth of papers with the V one hundred over time, peaks last year.

And then if you sort of unscientifically complete the Gaussian, like that length of time is like 10 years.

So this company is like shipping new products like twice a year.

uh on the chip side, not even including like the interconnects and then and V link and and then other things.

And each generation is like useful for ten years.

Yeah, how do you how do you beat that?

It's truly astounding.

So yeah, so I thought there'd be a l a lot more carnage in the chip space than what we've seen.

So sometimes we do repeat predictions just to enforce our conviction.

Yeah.

Um so this year uh we predicted that there would be some kind of like blockbuster app, like call it, I don't know, like Apple Store top one hundred or top fifty that was like fully written with in a generative fashion.

So that like some guy or girl like who doesn't know how to code wrote this thing and it just went like viral.

So sort of like Flappy Bird or something.

But like generative.

Uh that's awesome.

And just given how much hype there is around like, hey, I spent fifteen minutes and I wrote this Mac app.

I have friends who do this, like it's pretty wild.

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