The author attended the AI Agenda Live conference, meeting many subscribers and interviewing leaders from companies such as OpenAI, Google DeepMind, Nvidia, Blackstone, Replit, and Atlassian. Discussions covered topics including whether Google can catch up in the AI race, how companies are managing the runaway costs of AI, and who will buy the debt being raised to fund the data center buildout. The author shares three themes from the conversations.
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