Part 6/20:
- The Race Among Giants: Google, Amazon, Meta, and others are all vying for dominance. Google’s slower pivot historically hindered deployment speed, but the company is now aggressively investing in infrastructure and AI hardware. The scaling laws suggest that with more compute, AI models will continually improve—driving companies to overspend in hopes of staying ahead.
Bottlenecks and the Path Forward: Inference, Model Size, and User Experience
A nuanced discussion on the core bottlenecks reveals that inference latency and hardware capacity are among the most critical limiting factors.