
In this a16z podcast episode, Marco Mascorro interviews David Owen and Yafah Edelman from Epoch AI about their research on the AI landscape. They discuss whether the current AI boom is a bubble, the increasing capabilities of AI models, and the potential impact of AI on the labor market. The conversation covers the scaling of data centers, the possibility of a software-only singularity, and timelines for major milestones like solving math problems or achieving breakthroughs in biology. They also explore the political and economic responses to increasingly powerful AI systems, and share their data center research, highlighting the rapid infrastructure build-up and potential bottlenecks.
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