Why Cerebras CEO Andrew Feldman Built The World's Largest Computer Chip
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OddLots is brought to you by Van Eck. For years, investors basically forgot about real assets, energy, gold, and infrastructure. But look what's driving markets now. Central banks loading up on gold, massive CapEx cycles, currencies doing weird things. These assets are at the center of it. RACS, the Van Eck real asset ETF, is an actively managed one stop shop for real assets spanning gold, commodities, natural resource equities, and more. Go to vaneck.com/raaxpod to learn more. Fund disclosures later in this episode.
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Hello, and welcome to another episode of the Odd Lots podcast. I'm Jill Weisenthal.
And I'm Tracey Allaway.
Tracey, I have to say, unfortunately, I don't have AI psychosis. I'm certain of that. Debatable. I'm pretty sure I don't have AI psychosis. I do have to say, unfortunately, the amount of time now where it feels like AI related questions, and there's many of them, are sort of swallowing up the other thoughts that I have in my head, whether it's questions about which model is best and why, and what are the economics of inference, and how much training is pre training versus post training for each model? It's just sort of like this blob that's growing that's taking up more and more of my thoughts
What is your definition of AI psychosis? Because one would argue that maybe thinking about AI literally all the time would be a form of psychosis.
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