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Verbatim, from the transcripts: the passages where ZML comes up

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Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 · 20VC with Harry Stebbings Feb 24, 2025 · 6 mentions

  • ▶ 0:59 Harry Stebbings Can you just give us a quick overview of ZML and specifically your role in the infrastructure strategy today and where you sit? 3 times in the scene
  • ▶ 3:16 Harry Stebbings So we've got that at the top, then we've got ZML in the middle, and then you said, and then on any hardware.
  • ▶ 16:21 Steeve Morin The problem is, is that for multiple software reasons, which are, you know, which we are solving, um, at DML is that they're not really, I would say, a commercial success.
  • ▶ 42:09 Steeve Morin Our whole, uh, at least as an ML is, our thesis is that if the buy-in is zero, then, you know, you completely unlock that value because you're free.
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