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ZML

2 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Feb 24, 2025 by Steeve Morin · said 6 times in 1 episodes since 2025 · across every show →

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brought up most by Harry Stebbings (4), Steeve Morin (2)

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2025 6 mentions in 1 episode

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Everything said about ZML, oldest first

Feb 24, 2025 bearish
Opinion
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 …”
Steeve Morin Feb 24, 2025 ▶ 1:12:11 Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 · 20VC with Harry Stebbings
Feb 24, 2025 positive
Assertion Not checkable as stated
Morin: Auto-scaling AI inference yields 5x to 10x spend efficiency
“And that's number, probably the number one thing that, you know, gives you a lot of efficiency in terms of spend. Like we're talking, you know, multiples, like, you know, five, you know, sometimes 10 X, you know, improvement.”
Steeve Morin Feb 24, 2025 ▶ 21:35 Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 · 20VC with Harry Stebbings
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