AI competitiveness
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jan 3, 2025 by Anjney Midha · across every show →
Everything said about AI competitiveness, oldest first
Jan 3, 2025
Midha: AI competitiveness depends on four core ingredients
“The good news is that there's only three or four ingredients here that really matter. The first is compute, which we've talked about. The second is abundant and low cost energy, which powers the data centers. The third is data, just the availability of really …”