The All in Podcast ranked who they thought would be number one and number 2 in AI in 5 years.
Thomas Laffont, East/West Conference, calls for Nvidia #1 and Tesla #2 (dark horse).
Chamath says Tesla #1 and Google #2. Chamath says it is because Tesla and XAI have the full stack AI offering.
Jason Tesla #1 and Google #2 because he of what he saw when he went to the XAI and Tesla AI offices. Jason think Elon getting #1 is assured if XAI and Tesla merge.
David Frieberg says Google #1 and Tesla #2 because of Teslabot. Nvidia could be durable with a chip moat but could see China getting a 1 nanometer process. He looks Google’s diverse portfolio of AI options.



Brian Wang is a Futurist Thought Leader and a popular Science blogger with 1 million readers per month. His blog Nextbigfuture.com is ranked #1 Science News Blog. It covers many disruptive technology and trends including Space, Robotics, Artificial Intelligence, Medicine, Anti-aging Biotechnology, and Nanotechnology.
Known for identifying cutting edge technologies, he is currently a Co-Founder of a startup and fundraiser for high potential early-stage companies. He is the Head of Research for Allocations for deep technology investments and an Angel Investor at Space Angels.
A frequent speaker at corporations, he has been a TEDx speaker, a Singularity University speaker and guest at numerous interviews for radio and podcasts. He is open to public speaking and advising engagements.
AMD is in it to win it. Free open source software, fast energy conserving in memory matrix processing, 40% more generative tokens per dollar, Pensando Network Interface Cards, Open source optical chip to chip UltraEthernet, Air or water cooled GPU rack servers…. bargain priced.