Peter Elstrom

speaker

634 appearances 21 recordings 1 series first heard Nov 2025 last heard 10 Sep

Peter Elstrom’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 21 in all, peaking in Jul 2026 with 5.

Appearances

newest first · ▶ plays the moment

Bloomberg Tech · Nvidia's AI Push, Paramount's Merger Pause & China's AI Race · 21 Jul 2026 podcast

That was with Johnny. voice-verified

Bloomberg Tech · The AI Race, Starship and Silicon Valley's Defense Bet · 20 Jul 2026 podcast

Well, yeah, let's let's broaden out the lens a little bit here. voice-verified

Uh what's going on is uh China is holding this World AI conference in Shanghai, and we're seeing their companies come forward with new offerings in all sorts of different areas. voice-verified

Moonshot is certainly the one that got the most uh attention uh over the weekend. voice-verified

Uh we saw this company that was probably not that well known outside of China, if at all, um, and all of a sudden people are paying voice-verified

Attention to it as you mentioned, its performance is very close to the frontier models. voice-verified

2.8 trillion parameters. voice-verified

Uh essentially, you know, the the the the synapses of this um, the brain synapses of this model are very significant. voice-verified

But also you saw Alibaba come out with a new uh version of their Gwen model that is very close behind. voice-verified

It's 2.4 trillion parameters. voice-verified

It's a very powerful model too. voice-verified

So I think the big lesson, the big takeaway here that it voice-verified

China AI is much closer behind the U.S. voice-verified

in terms of AI capabilities than we really realized. voice-verified

If you thought uh China was six to twelve months behind before, now it looks like maybe they're only a couple of months behind uh and they're catching up quite quickly. voice-verified

And it's a broader selection of competitors than we really anticipated. voice-verified

People who have been focusing mostly on Deep Seek in particular, maybe a little bit on Alibaba, and then a couple of the smaller models. voice-verified

Now we're seeing companies like Moonshot come forward and they're very competitive and a lot of people didn't even realize that they were gonna be in this race. voice-verified

Well, the founder of Moonshot is a 33-year-old uh Yang Ji Lin. voice-verified

He graduated from Carnegie Mellon. voice-verified

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