Episode Details
| Title | Jeff Dean & Noam Shazeer |
|---|---|
| Date | 2/12/2025 |
| Podcast | Dwarkesh Podcast ↗ |
Key Insights
Bullish:
- 🟢 $AI - AI technology is rapidly advancing, with improvements in model efficiency and quantization. This progress is expected to lead to significant improvements in productivity and economic growth across various sectors.
- “I think one general trend is we're getting better at quantizing or having much more reduced precision models.” - Jeff (25:03)
- “I think we're going to see, like, orders of magnitude of improvements in GDP, health, well, and anything else you can think of.” - Jeff (2:03:11)
- 🟢 $GOOGL - 🔒
- 🟢 $SEMI - 🔒
- 🟢 $CLOUD - 🔒
- 🟢 $AIRESEARCH - 🔒