The Reasoning Show
The Reasoning Show - Reasoning through the AI Revolution
The industry's leading AI podcast, explores how leaders think through AI, technology, and transformation. Each week founders, investors, and operators unpack the decisions behind the systems shaping modern business.
Hosts: Aaron Delp and Brian Gracely
The Reasoning Show
Is Everyone's AI Strategy in Chaos?
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When you see the headline “<ex-employee> says <company> AI strategy is in chaos”, what does it really mean? Is any company’s AI strategy NOT in chaos at this point?
SHOW: 824
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SHOW NOTES:
- Ex-Google says Google's AI strategy is in chaos (Decoder)
- The Transformer Paper from Google (foundation of GenAI)
- NVIDIA coverage on Stratechery (Ben Thompson)
- DBRX LLM from Databricks
- Artic LLM from Snowflake
- OpenElm LLM from Apple
- OpenAI and Apple sign deal, Apple still wants a Google option
- IBM and Red Hat bring Open Source to AI with InstructLab
WE OVERESTIMATE IN 1YR, AND UNDERESTIMATE IN 10YRS
- “Most people overestimate what they can do in one year and underestimate what they can do in ten years.” - Bill Gates
DOES ANYONE REALLY HAVE THEIR AI STRATEGY FIGURED OUT?
- NVIDIA
- OpenAI
- Microsoft / Azure / GitHub
- Amazon / AWS
- Meta
- Apple
- IBM / Red Hat
- Oracle
- Snowflake
- Databricks
- VCs
- Startups
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