Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not
20VC
Feb 24, 2025
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Steeve Morin is the Founder & CEO @ ZML, a next-generation inference engine enabling peak performance on a wide range of chips. Prior to founding ZML, Steeve was the VP Engineering at Zenly for 7 years leading eng to millions of users and an acquisition by Snap.
In Today’s Episode We Discuss:
How Will Inference Change and Evolve Over the Next 5 Years
Challenges and Innovations in AI Hardware
The Economics of AI Compute
Training vs. Inference: Infrastructure Needs
The Future of AI Chips and Market Dynamics
Nvidia's Market Position and Competitors
Challenges of Incremental Gains in the Market
The Zero Buy-In Strategy
Switching Between Compute Providers
The Importance of a Top-Down Strategy for Microsoft and Google
Microsoft's Strategy with AMD
Data Center Investments and Training
How to Succeed in AI: The Triangle of Products, Data, and Compute
Scaling Laws and Model Efficiency
Future of AI Models and Architectures
Retrieval Augmented Generation (RAG)
Why OpenAI’s Position is Not as Strong as People Think
Challenges in AI Hardware Supply
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