Sunya Stories Episode #15 - AI and Power with Shanu Mathew - Senior Vice President and Portfolio Manager at Lazard Asset ManagementHosted by Raj MistryAi-generated show notes:KeywordsAI models, data centers, power constraints, energy storage, nuclear energy, market dynamics, hardware performance, compute needs, flexibility, value captureSummaryIn this conversation, Raj Mistry and Shanu Mathew discuss the latest developments in AI models, the impact of new hardware, and the challenges faced by data centers in terms of power constraints and labor shortages. They explore the future of AI and compute needs, the role of flexibility in power management, and the potential of nuclear energy. The discussion also touches on value capture in the energy sector and the dynamics of the market as it evolves.TakeawaysThe latest AI models show significant multimodal capabilities.Pre-training remains a critical aspect of AI model development.Demand for data center capacity is increasing amid power constraints.Labor shortages are impacting the energy and data center sectors.Flexibility in power management is becoming increasingly important.Nuclear energy presents both opportunities and challenges for communities.Storage solutions are vital for managing energy supply and demand.The market for AI and energy is rapidly evolving with new technologies.Value capture in the energy sector is still unclear.The TAM for AI is expected to expand significantly. TitlesAI Models and Their Impact on WorkflowsUnderstanding Hardware Dynamics in AISound bites"The scaling laws are intact.""Pre-training is still very much alive.""The cure to high prices is high prices."Chapters00:00 Introduction and Model Releases03:24 The Power of Multimodal Models05:44 Scaling Laws and Compute Investment08:27 Hardware and Training Models11:05 Power Needs and Data Center Capacity13:54 Constraints in Power Supply16:56 Flexibility in Power and Data Centers25:04 Data Center Workload Management26:44 Operational Complexity and Smart Solutions28:03 Rapid Advancements in AI and Hardware29:48 Model Leapfrogging in AI30:36 AI's Impact on Job Dynamics32:44 Value Creation vs. Value Capture in AI34:20 The Future of Software in an AI-Driven World37:14 Incentives and Stakeholder Dynamics in Power Markets44:28 The Political Landscape of Energy Risks47:12 The Challenges of Nuclear Energy50:24 The Future of Energy Storage and Flexibility57:35 Navigating Community Concerns in Energy Projects58:38 Identifying White Space in Energy Innovation01:02:37 Market Dynamics and Future Outlook

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