Dylan Patel: GPT4.5's Flop, Grok 4, Meta's Poaching Spree, Apple's Failure, and Super Intelligence
Автор: Matthew Berman
Загружено: 2025-06-30
Просмотров: 254536
Dylan Patel breaks down the current chaos inside the world’s top AI companies. Dylan is the founder and CEO of SemiAnalysis, one of the best analyst firms covering everything AI and semiconductors.
https://semianalysis.com/
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Timestamps:
0:00 - Intro
1:15 - Meta’s llama struggles
6:20 - ScaleAI acquisition and $100m offers
15:32 - OpenAI’s relationship with Microsoft
22:28 - GPT4.5, what went wrong?
28:43 - Apple’s AI blunders
31:07 - Apple vs. NVIDIA Beef
33:43 - On-device vs. Cloud AI
39:39 - NVIDIA vs. AMD
48:47 - Grok and xAI
52:49 - Grok 3.5
54:16 - AI and Job Loss
1:00:59 - Who wins Super Intelligence race?
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