The Ledger, every show

Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.

shows every show 44 of 44
every show
clear all ✕
20VC Assertion Contradicted
Morin: GPUs cannot deliver latent space AI reasoning at scale
“Fundamentally, GPUs cannot deliver, deliver this, plain and simple at scale.”
Steeve Morin Feb 24, 2025 ▶ 31:24 Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 · 20VC with Harry Stebbings
20VC Assertion Contradicted
Morin: Switching from Nvidia to AMD offers 4x spend efficiency
“A simple example is if you know, switch from Nvidia to AMD on a seven TB model, you can get four times better efficiency, right? In terms of spend.”
Steeve Morin Feb 24, 2025 ▶ 3:44 Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 · 20VC with Harry Stebbings
20VC Assertion Contradicted
Morin: Doubling GPUs in AI inference yields only 10% performance gain
“If you go from one GPU to two, you don't get twice the performance. Maybe you get 10% better performance. Yeah, that's the dirty secret nobody talks about. I'm talking inference, right? So, so you go from, let's say, a hundred to a 110 by doubling the amount o…”
Steeve Morin Feb 24, 2025 ▶ 45:22 Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 · 20VC with Harry Stebbings
20VC Assertion Contradicted
Morin: AMD GPUs achieve 4x inference throughput over Nvidia setups
“If you run on AMD, well, there's enough memory inside the GPU to run one model per card. So you get, you know, eight GPUs, eight times the throughput, while on the other hand, you get eight GPUs, two, you know, two, maybe two and a half times the throughput. S…”
Steeve Morin Feb 24, 2025 ▶ 46:00 Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 · 20VC with Harry Stebbings
20VC Assertion Contradicted
Morin: Apple purchased 100,000 Trainium AI chips from Amazon
“Let's take Amazon, for instance, with Tranium. Apple just came and said, Hey, we're going to buy a 100,000 of them.”
Steeve Morin Feb 24, 2025 ▶ 40:30 Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 · 20VC with Harry Stebbings
Made with StarZero

Turn any episode into a week of clips.

This entire site, thousands of episodes across every show transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.