Naveen Rao, founder and chief executive of Unconventional AI, sits down with Harry Stebbings to argue that inference rather than training is where the AI economy will actually be won. Rao previously founded Nervana Systems, which Intel bought, and co-founded MosaicML, acquired by Databricks for $1.3B.
The conversation ranges from why the US could run out of spare power capacity to why chips will not become commoditized, and includes a blunt case that pure software investors face a much harder decade than the last one.
