Mollick: Major AI companies will inevitably enter custom chipmaking
Ethan Mollick · Ethan Mollick: Why OpenAl Abandons Products, The Biggest Opportunities They Have Not Taken | E1184 · 20VC with Harry Stebbings · Jul 31, 2024 · at 1:06:27
Wharton professor Ethan Mollick addresses host Harry Stebbings' question about whether tech incumbents will develop in-house AI chips to reduce dependence on vendors like NVIDIA.
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“Yeah, I mean, the, your requirement in any supply chain pipeline is to eat the value. If you're, you know, like, that's the whole idea of, you know, how those things work. So, like, if the, if you're spending a lot of money on chips, you go into chip making. Just like if you're spending lots of money on, you know, warehousing, you figure out a way to, you know, reduce your warehouse costs. Like, they're gonna figure something out.”
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