20VC: Why Google Will Win the AI Arms Race & OpenAI Will Not | NVIDIA vs AMD: Who Wins and Why | The Future of Inference vs Training | The Economics of Compute (E1262)

Long-form founder interview covering the economics of compute, NVIDIA vs AMD, and why inference rather than training is the strategic battleground. Show notes describe him as Founder & CEO of ZML and previously VP Engineering at Zenly for seven years through the Snap acquisition. Video version: https://www.youtube.com/watch?v=xEbNfpVE_A8.