What Molly O'shea Says About Artificial Intelligence
2 episodes featuring Molly O'shea on artificial intelligence
Key Insights on Artificial Intelligence
Azure generated "a few billion dollars a quarter" from AI spend alone, proving real money flows despite limited actual impact
- "90% of people are going to be in something that doesn't work" - most AI startups will fail despite current hype and funding
- PsiQuantum makes "some of the best photonics in the world" as byproduct, relevant for AI supercomputer networking beyond copper wires
- The company operates like "a 1980s Silicon Valley chip company" with minimal AI usage in actual chip design processes