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In this installment of the neXt Curve reThink Podcast Silicon Futures series, Leonard Lee of neXt Curve and Karl Freund of Cambrian-AI Research talk catch up after a far-too-long hiatus and talk about the state of AI supercomputing and Karl's new area of research, AGI (Artificial General Intelligence).

The duo talk and debate about:

• Karl's new research area - Artificial General Intelligence (AGI) (01:58)
• Is there a better way than LLMs to get to AGI? (06:30)
• The great illusion of intelligence (8:45)
• Will NVIDIA need to reinvent itself and its approach to AI? (11:55)
• Huang's Curve and the scaling wall (18:06)
• The profit in Generative AI (23:00)
• The consequences of the yearly cadence of AI supercomputing (27:00)
• Is interconnect and networking or CUDA the real NVIDIA moat? (28:29)
• Cerebras, the different way of looking at AI supercomputing (36:00)
• Apple's mystery Apple Silicon server chip (39:37)
• Qualcomm's growing AI supercomputing footprint (41:30)
• What does NVIDIA Rubin mean to Karl? (44:46)

Remember to like, subscribe to the neXt Curve reThink YouTube channel. Also, follow neXt Curve by subscribing at www.next-curve.com.

Check out Cambrian-AI Research at www.cambrian-ai.com and get in touch with Karl Freund on LinkedIn. You can also read his research on Forbes where he has a column.