AI Models And Compute
topic on 1 show · 1 statements across 1 episodes
1 statements about AI Models And Compute, every show
Ehrlich says proprietary data is the only real moat for AI
“When you can think about it, ah, models, ah, compute, everything is relatively ephemeral, ah, almost zero switching costs, and those are infrastructure, important parts of the infrastructure. For the industry. But if you're a company, whether you're a hotel ch…”