He said these companies, which put only a "thin wrapper" around what the AI models can offer, are doomed. One of the fields ripe for the taking is chip design, Khosla said, with AI demanding ever more specialized processors that provide highly specific powers. Groq CEO Jonathan Ross told AFP that Nvidia won't be the best at everything, even if they are uncontested for generative AI training. "Nvidia and (its CEO) Jensen Huang are like Michael Jordan... the greatest of all time in basketball. Another opportunity will come from highly specialized AI that will provide expertise and know-how based on proprietary data which won’t be co-opted by voracious big tech.

Source: Wall Street Journal June 23, 2024 13:19 UTC