Show notes:

(0:00) Naveen’s background

(5:32) Where Generative AI is today

(8:00) ChatGPT-4o and Google I/O announcements were NOT fundamental shifts

(9:38) Has generative AI scaling hit a wall?

(16:34) AI pretraining difficulties

(22:49) General AI vs. specialized AI

(25:55) Biggest opportunities for generative AI startups

(29:15) AI hardware landscape

(33:23) How open source AI companies can compete with closed models like OpenAI?

(38:59) Why Naveen doesn’t use AI in his home

(40:22) Is open-sourcing AI dangerous?

(43:46) Advice for founders

(47:00) Naveen sold to Intel too early

(51:09) The pace of AI innovation

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