The strategic landscape around advanced #ArtificialIntelligence models is defined by a bottleneck...
1.) in talent on the software side.
2.) in specialized chips on the hardware side.
In this video, I paint this landscape through the lens of two recent announcement by Amazon that they are
1.) making another large investment in leading #AI startup Anthropic.
2.) flirting with entering the chip-making business.
To continue my pattern of pairs of bullet points, there is narrative also sheds light on...
1.) the recent stumbles of Google
2.) the recent success of NVIDIA