Episode Description

Phoebe Liu, Nvidia Reporter, talks with TITV Host Akash Pasricha about Nvidia’s financial backstops for GPU purchases. We also talk with Anita Ramaswamy about Microsoft’s true market valuation and Andrew Dai, CEO and Co-Founder of Elorian, about why AI models fail basic visual reasoning tasks. We also chat with Rob Long of Eleos AI about the empirical evidence for machine consciousness, and Laura Bratton about how model routers are reining in enterprise software costs.

Articles discussed on this episode:

https://www.theinformation.com/articles/microsofts-real-value-close-3-8-trillion-500-share

https://www.theinformation.com/newsletters/ai-agenda/five-kinds-model-routers-cut-ai-costs

https://www.theinformation.com/articles/nvidia-says-will-take-cut-customers-cloud-revenues

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Chapters:

00:00 - Introduction

01:13 - Nvidia Backstops Neo-Cloud GPU Purchases

12:42 - Why Microsoft’s Real Value is Closer to $3.8 Trillion

22:34 - AI's Visual Reasoning Challenge

34:35 - Can AI Be Conscious?

45:30 - How Model Routers Are Lowering AI Costs