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...technologies to be able to add a level of sort of artisan craftsmanship on the end of the process. Platforms, I think it can continue to be a force more of an sort of an economic conversation than a technological one. Now your Ubers and YouTubes and
...technologies are artificial intelligence machine learning, blockchain distributed ledger technologies,
So, again, as with every one of these convergences, they're not good or bad. They're not apocalyptic or utopian. They just are. It's a new phenomenon, and we have to name the phenomenon because we have to engage now with it. And, again, this is somet
is directly linked to the hardware explosion as humanoid sensors and high speed AI high processors require massive amounts of silver for its superior conductivity. As Elon Musk wander next, the industrial need for these materials is no longer optiona
to traditional mainstream private equity, but maybe even superior alpha over time. Okay. So I'm hearing the value of global platforms. I'm hearing the value of multiple impact pathways across sectors. Any other learnings that you'd like to bring some
And we've been through a number of big technology waves over the last ten to twenty years, you know, mobile phone, cloud computing, social. We're just now in the midst of perhaps the most consequential wave of new technology adoption around generativ
like, that might just like, it might work because not just one thing can be come true. It might work because these two or three really vague signals that you're seeing out there may come together. And, you know, we're spending a ton of time right now
I think there's a bit of a humbling that has happened. You know, may maybe I'm using them as one one lens. But but more broadly, I think the the positive impact of that experience, made them more open to adopting the best technology that exists in th
we could possibly learn, meeting with private companies, public companies, mega caps, chip companies in Taiwan, in The US, software companies, venture capitalists, you name it, to put together the pieces and anticipate that we might not have all the
phone, a touch screen monitor that your grandmother or child could use, and then he connected it to the three g network. And so all those barriers were immediately removed and then you hit that mainstream takeoff phase, that inflection where you go f
look. I I think what's so fascinating about this space and what gets me so excited is that it's actually, like, the culmination of, like, the the the the the the, like, so many different engineering disciplines, and it's, like, the pinnacle of human
quantum computing. Whatever we see exciting people working on, we will invest in. And at the moment, the majority of people are building an AI. But I you know, this is such an important technological shift. Mhmm. And I suppose what we are seeing as w
On Masters of Scale, we talk a lot about inflection points, those moments when a technology stops being optional and starts being fundamental. AI presents one of those moments, and behind every breakthrough, whether it's medical research or education
is, you know, entirely in service of, AI use cases. There's gonna be some technological advancement in the coming years that really ramps up what we're able to do in building large language models and doing inference. What do you think that'll be? A
On Masters of Scale, we talk a lot about inflection points, those moments when a technology stops being optional and starts being fundamental. AI presents one of those moments, and behind every breakthrough, whether it's medical research or education
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