Jack Morris on Finding the Next Big AI Breakthrough

Bullish:

• $GOOGL - Google has a potential competitive advantage in AI development through YouTube data, which could be the next source for making really good models

  • “Google has YouTube, which some people think might be, like, the next source of making really good models.”

    Jack·23:54
• $NVDA - AI models rely heavily on GPUs for training and inference, with increasing expertise in GPU code optimization driving demand

  • “The AI models all run on GPUs, and there are a lot of people that are getting really good at writing fast GPU code.”

    Jack·25:05