No Priors: Artificial Intelligence | Technology | Startups

Future of LLM Markets, Consolidation, and Small Models with Sarah and Elad

In this episode of No Priors, Sarah and Elad go deep into what's on everyone’s mind. They break down new partnerships and consolidation in the LLM market, specialization of AI models, and AMD’s strategic moves. Plus, Elad is looking for a humanoid robot. 

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Show Notes:
(0:00) Introduction
(0:24) LLM market consolidation 
(2:18) Competition and decreasing API costs
(3:58) Innovation in LLM productization 
(8:20) Comparing  the LLM and social network market
(11:40) Increasing competition in image generation
(13:21) Trend in smaller models with higher performance
(14:43) Areas of innovation
(17:33) Legacy of AirBnB and Uber pushing boundaries
(24:19) AMD Acquires ZT 
(25:49) Elad’s looking for a Robot

At this moment of inflection in technology, co-hosts Elad Gil and Sarah Guo talk to the world's leading AI engineers, researchers and founders about the biggest questions: How far away is AGI? What markets are at risk for disruption? How will commerce, culture, and society change? What’s happening in state-of-the-art in research? “No Priors” is your guide to the AI revolution. Email feedback to show@no-priors.com.
Sarah Guo is a startup investor and the founder of Conviction, an investment firm purpose-built to serve intelligent software, or "Software 3.0" companies. She spent nearly a decade incubating and investing at venture firm Greylock Partners.
Elad Gil is a serial entrepreneur and a startup investor. He was co-founder of Color Health, Mixer Labs (which was acquired by Twitter). He has invested in over 40 companies now worth $1B or more each, and is also author of the High Growth Handbook.