‫این اپیزود ما در رابطه با Gemini 1.5 , Sora و تحلیل سناریوهای پیش رو در مورد آینده ی Foundation مدل ها بحث کردیم . در بخش دوم ما راجع به Sam Altman ,که به دنبال یک Financing بزرگ هست حرف زدیم و در آخر هم روش سرمایه گذاری Masayoshi Son را تحلیل کردیم.

In this episode, we delve into an indepth analysis of Gemini 1.5 and Sora, as well as discussing future scenarios for Foundation models. In the second segment, we discuss the significant news that Sam Altman is seeking a substantial financing round. Finally, we analyze Masayoshi Son's investment strategy.


#SecondPod is a podcast that Ardalan Javadi, Ahmad Movahedian Attar, Farzam Hejazi & Shirin Mojarad talking about Technology & Business.

Subscribe to SecondPod :    / @secondpod  


(0:00) خلاصه
(1:00) مقدمه
(1:32) موضاعات
(1:58) Gemini 1.5 vs Sora
(2:30) Google paper for Gemini
(7:05) What’s the base of Sora
(7:27) Why Gemini or Sora isn’t big deal
(9:13) Gemini Context window is not important
(22:34) Why Video?
(25:33) Yann LeCun, Meta AI scientist, discusses the Context Window
(27:30) Is a 4yearold child smarter than ChatGPT?
(28:00) Are Transformers suitable for image or video processing?
(37:21) What is the highlevel strategy in these Large Language Models (LLMs)?
(43:45) Is Sam Altman seeking a trilliondollar financing round?
(45:06) Math behind $7T?
(45:41) Arm’s Projection
(49:11) OpenAI Number of Users
(51:20) Is $7 trillion the market size or related to financing rounds?
(1:00:16) Nvidia Stock Holders
(1:03:28) Masayoshi Son Investment Style
(1:04:16) Vision fund Performance
(1:10:37) Softbank NAV
(1:10:50) SoftBank's Investment in Semiconductors
(1:17:25) YCombinator


منابع :

https://storage.googleapis.com/deepmi...
  / 1758167314480910791  
   • AM24: The Expanding Universe of Gener...  
https://www.macrumors.com/2023/11/29/...
https://investors.arm.com/staticfile...
https://www.demandsage.com/chatgptst...
https://www.nasdaq.com/marketactivit...
https://openaccess.thecvf.com/content...
https://group.softbank/system/files/p...


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