AI Agent · Gemini · Google · China · Meta · TechCrunch AI
Some users catch the friction annoying, Shevelenko confirmed, but he confirmed heconsiders it essential
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Key facts
- Some users find the friction annoying, Shevelenko said, but he said heconsiders it essential, particularly after joining the board of Lazard, where said he has found himself unexpectedly sympathetic
- Her largest model runs to 200 million parameters, compared to the hundreds of billions in leading LLMs, and she claims it runs thousands of times faster
- When Comet, Perplexity’s computer-use agent, takes actions on a user’s behalf, it presents a plan and asks for approval first
- Today, in the United States, you have the data, you have the computing access, you have the chips, you have the talent
Summary
Earlier this week, five people who touch every layer of the AI supply chain sat down at the Milken Global Conference in Beverly Hills, where they talked with this editor about everything from chip shortages to orbital data centers to the possibility that the whole architecture that undergirds the tech is wrong.
The AI boom is running into hard physical limits, and the constraints begin further down the stack than many may realize. DeSouza highlighted how big, and how fast growing, an issue this is, reminding the audience that Google Cloud’s revenue crossed $20 billion last quarter, growing 63%, while its backlog, the committed but not yet delivered revenue, nearly doubled in a single quarter, from $250 billion to $460 billion. For Younis, the constraint comes primarily from elsewhere.