Azeem Azhar interviews Kai-Fu Lee about the generative AI landscape, comparing its adoption and development in the US and China. They discuss the impact of cheaper models and enterprises rolling their own solutions in China, contrasting it with the SaaS-heavy approach in the US. They explore AI-first tools like PopAI and Beagle, emphasizing the importance of AI driving content creation and search, with humans tweaking the results. The conversation touches on the limitations and potential of text-to-video and AI agents, the shift towards inference scaling, and the need for faster and cheaper inference. They also discuss the potential for AI-native applications, multimodal AI, robotics, and self-driving cars, and the challenges and expectations surrounding humanoid robots.
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