AI training
5 statements across 4 episodes · 2 bullish · 1 bearish · 4 people on the record · first statement Dec 18, 2024 by Daniel Dines · across every show →
Everything said about AI training, oldest first
Dec 18, 2024 negative
Dines: Scaling GPU compute with current algorithms will not yield godlike AI
“Look, I think it's, it would be an easy investment if there is a predictable outcome, but I don't, do you really think that just adding GPUs and with the existing algorithm to train, they will suddenly become, become godlike, intelligent? I don't understand. A…”
Feb 17, 2025 neutral
Feb 24, 2025
Morin: Interconnect dependency is the core difference between training and inference
“In terms of infra, probably the number one thing that is the number one difference between these two is the need for interconnect. So if you do, you know, production, you, if you can avoid to have interconnect between, you know, let's say a cluster of GPUs, of…”
Dec 31, 2025 bullish