Скачать или смотреть 300 | Breaking Analysis | Why NVIDIA Maintains its Moat and Gemini Won’t Kill OpenAI

In this Breaking Analysis, David Floyer and I set forth our thinking around what we believe is a misplaced narrative in the market. We’ll explain what we think the market is missing and why NVIDIA’s forthcoming product lineup will reset the narrative. We’ll also look at the economics of search, LLMs and chatbots and share why OpenAI, while facing many challenges, is in a stronger position than many believe; and why Google, while clearly a leader in AI, remains challenged to preserve what many believe is the greatest business in the history of the technology business.


00:00 - AI Disruption and Market Dynamics: A Comprehensive Analysis
02:45 - Why TPUs Do Not Break Nvidia's AI Factory Moat
06:29 - TPUs vs. GPUs - Capability and Market Position
10:48 - CoWoS Technology and Capacity Constraints in AI Chips
16:28 - Gavin Baker's Insights on Nvidia and AI Market Dynamics
21:07 - Navigating Economic Pressures: Google's Strategic and Innovative Advertising Challenges
25:06 - Google’s Innovator’s Dilemma Explained
28:17 - Costs and Efficiency of AI-Based Search Models
33:45 - Nvidia vs. Google: AI Chip Production and Pricing
39:17 - Strategic Shifts in AI Search and Revenue Models
44:15 - Future Outlook: Leadership and Dynamics in the AI Industry