Chip Layer
topic on 2 shows · 2 statements across 2 episodes
2 statements about Chip Layer, every show
George: AI market value will accrue primarily to applications and chips
“We're very high conviction that at the application layer you will have tremendous value and at the chip layer you will have tremendous value.”
Gomez: AI Value Currently Accrues at the Chip and Application Layers
“Value is accruing beneath, like at the chip layer, because everyone is spending insane amounts of money on chips to build these models in the first place, and then above, at the application layer, where you see stuff like let's say ChatGPT, which is charged on…”