Evidence receipt / belief
Published · transcript-backedDavid Rosenthal: belief
28 Oct 2024 Acquired Meta
“I think the only way that this new paradigm exists is because of AI and because of GPUs specifically.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 28 Oct 2024
- Publisher
- Acquired
- Episode
- Meta
Transcript context
…So part of their business is defensible from the network economies. But the other part, honestly, it feels like habit. Well habit, but I think scale economies are really big for that too, especially in AI. I think the only way that this new paradigm exists is because of AI and because of GPUs specifically. I’m not even talking about generative AI. I’m talking about feed recommender systems and personalization systems. There is a very, very large minimum barrier to entry there that keeps going higher as ByteDance and Meta keep investing in it. That’s a great point. Okay. Playbook?…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.