Scoping the Enterprise LLM Market
Naveen Rao has been building artificial intelligence technologies and companies for more than a decade. He founded Nervana Systems (acquired by Intel) and MosaicML (acquired by Databricks), and now serves as vice president of generative AI at Databricks. From chips to models, there are few people with a better pulse on how enterprises are using AI.
In this inaugural episode of the AI + a16z podcast, Rao joins a16z partner Matt Bornstein and a16z enterprise editor Derrick Harris to discuss where we’re at in terms of large language model (LLM) adoption, as well as how LLMs will influence chip design and software refresh cycles. He also shares some of his personal story of watching AI technology — and awareness — grow from fringe movement to mainstream phenomenon.
[6:21] “I think the transformer being a standard paradigm is a good thing for hardware vendors, for sure, because it gives them an opportunity to actually come into the game. And that’s what we’re going to see this year. And that’s why I think this year is where we’ll actually see some competition [for Nvidia].
