second and third tier models

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Dec 23, 2024 by Brad Gerstner · across every show →

Everything said about second and third tier models, oldest first

Dec 23, 2024 neutral
Assertion Not checkable as stated
Gerstner: Lower-tier AI model makers are abandoning the compute arms race
“I think you already see some of these smaller second and third tier models, changing business model, falling aside, no longer engaged in the arms race.”
Brad Gerstner Dec 23, 2024 ▶ 1:29:04 AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
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