NVIDIA: OpenAI, Future of Compute, and the American Dream | BG2 w/ Bill Gurley and Brad Gerstner
Episode publishedPodcast: BG2Pod with Brad Gerstner and...BG2Pod with Brad Gerstner and Bill Gurley
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I think that OpenAI is likely going to be the next multi trillion dollar hyperscale company.
Jensen, great to be back, of course, with my partner Clark Tang. You know, I can't believe it's
Welcome to NVIDIA.
Oh, and nice glasses. Those actually look really good on you. The problem is now everybody's going want you to wear them all the time. They're going say, wear the red glasses. I can vouch for that. So it's been over a year since we did the last pod. Yeah. Over 40% of your revenue today is inference. But inference is about ready because of chain of reasoning.
Yeah. Right? It's about to go up by a billion times. Right. By by by by
a million x by a
billion right. X. That's the part that most people have, you know, haven't completely internalized. This is that industry we were talking about, but this is the industrial revolution.
Honestly, it's felt like you and I have had a continuation of the pod every day since then. Know, in AI time, it's been about one hundred years. I was rewatching the pod recently, and the many things that we talked about that stood out, the one that was probably most profound for me was you pounding the table. Remember at the time, there was kind of a slump in terms of pre training? And people were like, oh my The end of pre training. Right. The end of pre training. We're overbuilding. This about is a year and a half ago. Yeah. And you said inference isn't going to 100x, 1000x. It's going to 1
I underestimated. Let me just go on record. I underestimated. We now have three scaling laws, right? We have pre training scaling law. We have post training scaling law. Post training is basically like AI practicing. Practicing a skill until it gets it right. And so it tries a whole bunch of different ways. And in order to do that, you've got to do inference. So now training and inference are now integrated in reinforcement learning. Really complicated. And so that's called post training. And then the third is inference. The old way of doing inference was one shot. But the new way of doing inf
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