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29:09EN
No Priors: AI, Machine Learning, Tech, & Startups· May 9, 2024Podcast · 2 speakersThe Hyperscalers Are Spending $200 Billion — and the Next Bottleneck Is a Power PlantHost Sarah Guo, Elad GilSarah Guo and Elad Gil walk through music models, on-device LLMs, long context, and why AI capex now sits beside oil and broadband.Infrastructure & deploymentAI cost & performanceContext engineering+3