20VC: Why Foundation Model Performance is Not Diminishing But Models Are Commoditising, Why Nvidia Will Enter the Model Space and Models Will Enter the Chip Space & The Right Business Model for AI Software with David Luan, Co-Founder @ Adept

This podcast episode explores the transformative role of deep learning, particularly the impact of the transformer model, in the field of AI. It discusses the importance of collaboration, curiosity-driven exploration, and focusing on real-world problems. The episode also highlights the challenges of model scaling, reasoning, and memory in AI, as well as the future dynamics of the AI industry. The conversation delves into the execution of AI chip space by Nvidia, Google's TPU team, and Apple's advantages in the AI space. It examines the recent deal between Apple and OpenAI and its implications for the future of foundation models. The episode emphasizes the importance of vertical integration in enterprise workflows and the transformative potential of AI agents in the workplace. It discusses the current state of enterprise adoption of AI and the potential impact of combining different skill sets. Lastly, the episode explores the potential impact of regulation on data usage and collection in the development of AI models and the importance of human-computer interaction in the development of Artificial General Intelligence.