Elad Gil predicts only hyperscalers will afford subsidizing long-term frontier models
Elad Gil · No Priors Ep. 63 | With Sarah Guo and Elad Gil · May 9, 2024 · at 17:27
Investor Elad Gil discusses the capital scale required to train frontier AI models versus smaller, specialized models on inference platforms.
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“And so one could argue that in the long run, that's where those types of models should go is the inference platforms probably provide things that are more in that range. And then the hyperscalers and their partners, you know, a handful of them will be at the frontier because those are the ones that have business models that can actually afford the subsidization of these massive frontier models with the idea that the ROI pays for itself dramatically later as you scale into More and more intelligence and more and more applications and things like that.”
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