About this episode

This episode discusses the rapid developments in inference chips, partnerships between AI companies and consulting firms, and the push for stock tokenization by major exchanges.

Hi everyone – welcome to your 3 Shifts Edition [AI-generated audio version]. First, in the AI chip race, inference is where the real volume game sits – and unfortunately Nvidia’s general-purpose GPUs aren’t ideal for inference. Deal-making around inference chips is happening now at a rapid-fire pace, as players aim to make inference faster and cheaper. Next, OpenAI and Anthropic are tying up with consulting giants – which may mean consulting is not dead after all. These partner programs...

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