All in Podcast Ranks Ultimate AI Winners

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.

1 thought on “All in Podcast Ranks Ultimate AI Winners”

  1. 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.

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