McCullough: GPU Startups Could Provide Alternatives to AWS and Incumbent Clouds
Brian McCullough · Big Technology's New Release, AI Bubble Looms, Apple's Next Event — With Brian McCullough · Oct 25, 2023 · at 14:49
Brian McCullough (Techmeme Ride Home host and GP at Ride Home Fund) explores competitive risks to Amazon Web Services from specialized AI compute providers.
0:00 / 1:04exact quote · 64.6s
▶ Watch the full episode on YouTube → 720p mp4 · rendered on demand · StarZero watermark
“There are these new startups that have access to the Nvidia chips that are creating sort of sort of new cloud offerings I've been hearing from a lot of people that, like, this could provide the opening for people to get a wedge against the traditional, because essentially running a sort of a cloud instance or a, you know, a set of racks for doing AI stuff is different. You have to design it differently than how a traditional cloud service does. And so I think maybe that's some of the concerns around AWS is I've been hearing people say a bunch of these startups that now are getting multi-billion dollar valuations just because they have access to a 100 chips. If people get like sort of acclimated to using these people to do their AI stuff. Well, then it's easy to be like, well, here we'll add on this cloud thing or whatever. Anyway, the point being, this might be an opportunity for people to create alternatives to AWS and the traditional cloud providers.”
quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →
More from Brian McCullough
McCullough: AI will disrupt live-action Hollywood production within 18 months
“Yeah, and by the way, we're talking about animation houses now, but give it six months, 18 months, and we're talking about actual video. We know how fast this is going, so all of Hollywood creativity writ, writ large, really.”
McCullough: Roughly 80 percent of China's AI data centers sit unused
“And there was an article that I did this week about how in China something like 80% of the build out of their data centers for AI is, is currently unused.”
McCullough: Meta Is Most Likely to Dethrone OpenAI Within Three Years
“If someone's gonna dethrone, if OpenAI is and also ran within three years, I bet it'll be Meta. I, my money would be on Meta that would dethrone them, and then maybe Google slash Alphabet.”
McCullough: ChatGPT's Ghibli Style Suggests Training on Millions of Miyazaki Frames
“No, this is dead on, which suggests that they trained it, possibly, on millions of cells and frames of Miyazaki movies.”
McCullough: OpenAI intentionally sparked the Ghibli controversy for viral marketing
“And again, I think that they are, this is not accidental. They are Writing a line here of, they know what can go viral, and they know what will get attention, and even the questions and the controversy about the legality of it, and is this where it's going? Li…”