20VC: Why Google Will Win the AI Arms Race & OpenAI Will Not | NVIDIA vs AMD: Who Wins and Why | The Future of Inference vs Training | The Economics of Compute & Why To Win You Must Have Product, Data & Compute with Steeve Morin @ ZML
episode
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
1h 12m
2 speakers
8 chapters
transcribed
Transcript
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Transcript generated automatically by AI and may contain errors.
Who is Steeve Morin and what does ZML do?
Steve is the founder of ZML, a next generation inference engine, enabling peak performance on a wide range of chips. Literally the perfect speaker for this topic. And this was a super nerdy show. It was probably the most information dense episode we've done in a long time. So do slow it down, pause it, get a notebook out. But wow, there is so much gold in this one. But before we dive in today, turning your back of a napkin idea into a billion-dollar startup requires countless hours of collaboration and teamwork. It can be really difficult to build a team that's aligned on everything from values to workflow, but that's exactly what Coda was made to do. Coda is an all-in-one collaborative workspace that started as a napkin sketch.
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Chapters
8 chapters
1
Who is Steeve Morin and what does ZML do?
0:47–5:49
2
How does NVIDIA's strategy differ from AMD's in AI?
5:49–12:23
3
What challenges exist in AI hardware supply?
12:23–17:14
4
Why might NVIDIA not dominate the inference market?
17:14–25:29
5
What is latent space reasoning and its implications?
25:29–33:38
6
How does memory technology impact AI chip performance?
33:38–39:00
7
What role does compute in memory play in AI's future?
39:00–41:02
8
What are the economic dynamics of AI compute?
41:02–1:12:31
Speakers
1 identifiedMore from The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
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