In this episode I interview James Cham from Bloomberg Beta.  We discuss the book "The Man Who Lied to His Laptop" and the book "Prediction Machines" about the economics of AI.  We discuss how startups compete with big companies when it comes to AI and the data sets needed, and we have a spirited debate about whether or not AI is the new electricity.

Heath Terry, Managing Director at Goldman Sachs, discusses AI in public markets.  We talk about why Goldman started paying attention to AI, how it is changing how public companies compete with each other, and how AI is touching some surprising areas of business.  Note that Heath has since left GS for Third Point Capital.

In this episode I talk to Rob Toews, from Highland Capital  about his 2021 predictions for AI.  We cover federated learning, synthetic media and deepfakes, and the ramifications of political content made with these tools.  We also touch on MLOps and why Rob and I both expect some consolidation in the space, and the intersection of AI and biology.