The neXt Curve reThink Podcast
The official podcast channel of neXt Curve, a research and advisory firm based in San Diego founded by Leonard Lee focused on the frontier markets and business opportunities forming at the intersect of transformative technologies and industry trends. This podcast channel features audio programming from our reThink podcast bringing our listeners the tech and industry insights that matter across the greater technology, media, and telecommunications (TMT) sector.
Topics we cover include:
-> Artificial Intelligence
-> Cloud & Edge Computing
-> Semiconductor Tech & Industry Trends
-> Digital Transformation
-> Consumer Electronics
-> New Media & Communications
-> Consumer & Industrial IoT
-> Telecommunications (5G, Open RAN, 6G)
-> Security, Privacy & Trust
-> Immersive Reality & XR
-> Emerging & Advanced ICT Technologies
Check out our research at www.next-curve.com.
The neXt Curve reThink Podcast
Artificial General Intelligence (AGI) & AI Computing Update (with Karl Freund)
In this installment of the neXt Curve reThink Podcast Silicon Futures series, Leonard Lee of neXt Curve and Karl Freund of Cambrian-AI Research talk catch up after a far-too-long hiatus and talk about the state of AI supercomputing and Karl's new area of research, AGI (Artificial General Intelligence).
The duo talk and debate about:
- Karl's new research area - Artificial General Intelligence (AGI) (01:58)
- Is there a better way than LLMs to get to AGI? (06:30)
- The great illusion of intelligence (8:45)
- Will NVIDIA need to reinvent itself and its approach to AI? (11:55)
- Huang's Curve and the scaling wall (18:06)
- The profit in Generative AI (23:00)
- The consequences of the yearly cadence of AI supercomputing (27:00)
- Is interconnect and networking or CUDA the real NVIDIA moat? (28:29)
- Cerebras, the different way of looking at AI supercomputing (36:00)
- Apple's mystery Apple Silicon server chip (39:37)
- Qualcomm's growing AI supercomputing footprint (41:30)
- What does NVIDIA Rubin mean to Karl? (44:46)
Remember to like, subscribe to the neXt Curve reThink YouTube channel. Also, follow neXt Curve by subscribing at www.next-curve.com.
Check out Cambrian-AI Research at www.cambrian-ai.com and get in touch with Karl Freund on LinkedIn. You can also read his research on Forbes where he has a column.
