Aug 10, 2023 · 23m · no-priors
No Priors Ep. 27 | With Sarah Guo & Elad Gil
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In this mailbag episode of No Priors, Sarah Guo and Elad Gil break down the GPU supply crunch, enterprise AI adoption curves, autonomous agent architecture, and venture market valuation forecasts for 2024.
Statements from this episode (8)
Guo: Most major cloud providers are sold out of GPUs through April 2024
“Most of the large cloud providers are sold out for any scale for at least through April of next year.”
Gil: Cerebras signed a $100 million supercomputer deal with the UAE
“Cerebrus, and I think we're going to have Andrew from Cerebrus on our podcast in a couple of weeks, they just signed a hundred million dollar deal with UAE for building nine supercomputers using their chips, which are optimized for AI.”
Guo: Inference already dominates OpenAI compute usage over training
“Inference, like inference already dominates open AI compute usage, right?”
Gil: Enterprise adoption of generative AI at scale is close to zero
“And so we've had zero real enterprise adoption in terms of real products at scale or close to zero.”
Gil: Large-scale enterprise AI apps are 1–2 years away
“And so we're probably a year or two years before we really start to see large scale AI applications by existing incumbent enterprises in real products live everywhere.”
Guo: AI agents writing executable code is a powerful new paradigm
“There's been very recently more attention or just more understanding of how powerful it is to have agents that in some way write executable code. Right. Because you can programmatically use many more tools you can call APIs. And I think if that is do a task th…”
Gil: A third of 2021 non-AI unicorns will go bust or fire-sale
“I think if I were to sort of divvy up that pie of those companies, sort of mid to late stage private tech companies, not in AI, and what's going to happen to them next year and in 20, 25, I think a third of them are just going to go under, or a third of, I sho…”
Gil: VC funds will struggle to fundraise as unicorn valuations hit zero
“And then third, the venture capital community will be impacted because a lot of the things that they've been using to You know, fundraise new funds or do other things with will suddenly go to zero. Their big unicorn success will go from a multi-billion dollar …”