Jeff Dean & Noam Shazeer

Bullish:

• $AI - AI technology is rapidly advancing, with improvements in model efficiency and quantization. This progress is expected to lead to significant improvements in productivity and economic growth across various sectors.

  • “I think one general trend is we're getting better at quantizing or having much more reduced precision models.”

    Jeff·25:03

  • “I think we're going to see, like, orders of magnitude of improvements in GDP, health, well, and anything else you can think of.”

    Jeff·2:03:11
• $GOOGL - Google is making significant progress in AI development, particularly with their Gemini models and chatbots. The company's strong performance and selective approach to publishing research suggest a competitive advantage in the AI space.

  • “I mean, I assume the we will be we will have these models a lot better and, hopefully be able to be much, much more productive.”

    Noam·36:57

  • “Thank god Google's doing well as well. So, you know, these days we do we do publish a little less of, of, what we're doing”

    Noam·2:04:13

  • “We have a pretty awesome chatbot with awesome Gemini models that are getting better all the time, and that's that's been cool.”

    Jeff·2:09:11
• $SEMI - The semiconductor industry is likely to benefit from ongoing improvements in AI models, which are driven in part by hardware advancements and larger scale computing.

  • “I mean, I think one one thing people should be aware of is the improvements from generation to generation of these models often are partially driven by hardware and larger scale, but equally and perhaps even more so driven by major algorithmic improvements and major changes in the model architecture”

    Jeff·45:39
• $CLOUD - The growing importance of inference compute in AI applications suggests an increasing demand for cloud computing resources.

  • “I mean, I think one general trend is it's clear that inference time compute, you know, you have a model that's pretty much already trained and you wanna do inference on it, is going to be a growing and important class of computation”

    Jeff·57:51
• $AIRESEARCH - Collaborative, interdisciplinary research is crucial for advancing AI technology, suggesting potential value in companies or institutions that foster diverse research teams.

  • “Getting those insights and often working with, like, a set of five or six colleagues who have different expertise than you do, enables you to collectively do something that none of you could do individually.”

    Jeff·2:09:54