Steeve Morin
13 statements across 1 episodes · 5 bullish · 5 bearish · 1 people on the record · first statement Feb 24, 2025 by Steeve Morin · across every show →
On the record as a speaker too: Steeve Morin's record, appearances and statements → this page counts the times other people say the name.
Everything said about Steeve Morin, oldest first
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…”
Feb 24, 2025 positive
Morin: Founders should focus on success before worrying about European AI regulation
“No, I don't care. I have zero, I, this is something I makes me wonder sometimes. I understand the narrative and so on, but I am absolutely not fearful. Let's be successful first and then we'll talk about the politics.”
Feb 24, 2025
Morin: Closed-source AI models are actually complex backend constellations
“At least if you look at close source model, they're not really models. They're more like backend, right? And there are a lot of tricks that you feel like you're talking to one model, but ultimately you're talking to a constellation, an assembly of backends tha…”
Feb 24, 2025 bearish
Feb 24, 2025 bearish
Morin: Stargate data center is inefficient vertical scaling for AI
“It is a vertical scaling. And as you know, my days are spent on efficiency. So I look at these things as being like, all right, this is a bigger, you know, this is an American car of AI. It's big. It consumes a lot of gas, but ultimately, you know, it's not a …”
Feb 24, 2025 bullish
Feb 24, 2025 bullish
Morin: Written-off narratives about Mistral AI's demise are baseless FUD
“They are very competent. So I don't know. I think it's easy to spread FUD. There's a lot of FUD going around, especially about regulation and everything. But here's the thing. I look around me and I don't see You know, what I read. I am hardly convinced about,…”
Feb 24, 2025 bearish
Feb 24, 2025 negative
Morin: Cloud compute hoarding creates fake AI GPU scarcity
“So in, in the case of, you know, Amazon or Google, that would be buying reserved compute, which you're not going to use because if you buy it on demand, you will get tremendously ripped off. So that creates this like face scarcity of compute because that peopl…”
Feb 24, 2025 bullish
Feb 24, 2025 negative
Morin: Running standalone AI model weights will eventually become obsolete
“Models in the sense of, you know, getting, you know, weights and running them is something that is ultimately going away because you know, in favor of like full blown backends, right? You feel like you're talking to a model, but ultimately you're talking to an…”
Feb 24, 2025
Feb 24, 2025 positive