This podcast episode explores the challenges faced by the AI industry due to the shortage of GPUs. It discusses the impact of the current GPU bottleneck and provides insights into the future of AI adoption, applications, and agents. The episode also covers different approaches to developing technology and predicts trends in tech markets for 2024.
Takeaways
• The AI industry faces challenges due to the shortage of GPUs, leading to long wait times for deliveries and the development of new models dependent on GPU access.
• AI adoption is in its early stages, with large-scale applications expected to become more prevalent in the next two years.
• Developing agents should start with a targeted approach, focusing on one or two things and doing them well.
• Research-driven, product-driven, and infrastructure tooling driven approaches to developing technology have their own advantages and disadvantages.
• The predicted trends in tech markets for 2024 include AI domination and a decline in commercial real estate due to failed startups.
• Companies facing down rounds should adjust cost profiles and make difficult decisions about their business models.
