0:00 Naveen’s background
5:32 Where Generative AI is today
8:00 ChatGPT4o and Google I/O announcements were NOT fundamental shifts
9:38 Has generative AI scaling hit a wall?
16:34 AI pretraining difficulties
22:49 General AI vs. specialized AI
25:55 Biggest opportunities for generative AI startups
29:15 AI hardware landscape
33:23 How open source AI companies can compete with closed models like OpenAI?
38:59 Why Naveen doesn’t use AI in his home
40:22 Is opensourcing AI dangerous?
43:46 Advice for founders
47:00 Naveen sold to Intel too early
51:09 The pace of AI innovation

Sriram and Aarthi are joined by Naveen Rao, VP of Generative AI at Databricks to talk about the state of artificial intelligence.

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