In this episode of Gradient Dissent, host Lukas Biewald sits down with David Cahn, partner at Sequoia Capital, for a compelling discussion on the dynamic world of AI investments. They dive into recent developments, including DeepSeek and Stargate, exploring their implications for the AI industry. Drawing from his articles, "AI's $200 Billion Question" and "AI's $600 Billion Question," David unpacks the financial challenges and opportunities surrounding AI infrastructure spending and the staggering revenue required to sustain these investments. Together, they examine the competitive strategies of cloud providers, the transformative impact of AI on business models, and predictions for the next wave of AI-driven growth. This episode offers an in-depth look at the crossroads of AI innovation and financial strategy.

Mentioned Articles:

AI’s $200B Question

AI’s $600B Question

🎙 Get our podcasts on these platforms:

Apple Podcasts: http://wandb.me/apple-podcasts

Spotify: http://wandb.me/spotify

Google: http://wandb.me/gd_google

YouTube: http://wandb.me/youtube

Connect with David Cahn:

@DavidCahn6

Follow Weights & Biases:

https://twitter.com/weights_biases

https://www.linkedin.com/company/wandb

Join the Weights & Biases Discord Server:

https://discord.gg/CkZKRNnaf3

In this episode of Gradient Dissent, Akshay Agrawal, Co-Founder of Marimo, joins host Lukas Biewald to discuss the future of collaborative AI development.

They dive into how Marimo is enabling developers and researchers to collaborate seamlessly on AI projects, the challenges of scaling AI tools, and the importance of fostering open ecosystems for innovation. Akshay shares insights into building a platform that empowers teams to iterate faster and solve complex AI challenges together.

Follow Weights & Biases:

https://twitter.com/weights_biases

https://www.linkedin.com/company/wandb

Join the Weights & Biases Discord Server:

https://discord.gg/CkZKRNnaf3

In this episode of Gradient Dissent, Joseph E. Gonzalez, EECS Professor at UC Berkeley and Co-Founder at RunLLM, joins host Lukas Biewald to explore innovative approaches to evaluating LLMs.

They discuss the concept of vibes-based evaluation, which examines not just accuracy but also the style and tone of model responses, and how Chatbot Arena has become a community-driven benchmark for open-source and commercial LLMs. Joseph shares insights on democratizing model evaluation, refining AI-human interactions, and leveraging human preferences to improve model performance. This episode provides a deep dive into the evolving landscape of LLM evaluation and its impact on AI development.

🎙 Get our podcasts on these platforms:

Apple Podcasts: http://wandb.me/apple-podcasts

Spotify: http://wandb.me/spotify

Google: http://wandb.me/gd_google

YouTube: http://wandb.me/youtube

Follow Weights & Biases:

https://twitter.com/weights_biases

https://www.linkedin.com/company/wandb

Join the Weights & Biases Discord Server:

https://discord.gg/CkZKRNnaf3