Long-Term Demand for Intelligence vs Nostalgic Skepticism

Andrew and Justin discuss how AI is shaping health, ranging from a dog that appears to have been saved from cancer thanks to AI-enabled research to the ongoing push into this field by OpenAI. They also discuss Nvidia's recent earnings report, showing off advanced guidance that seems to point to ever-increasing compute demand.

Chapters

00:00 - Intro

01:10 - Dog's Cancer Diagnosis

09:49 - Broader Health Thoughts

19:00 - Nvidia and Compute

38:34 - Wrap-up

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