Sunya Stories Episode #15 - AI and Power with Shanu Mathew - Senior Vice President and Portfolio Manager at Lazard Asset Management
Hosted by Raj Mistry
Ai-generated show notes:
Keywords
AI models, data centers, power constraints, energy storage, nuclear energy, market dynamics, hardware performance, compute needs, flexibility, value capture
Summary
In 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.
Takeaways
The 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.
Titles
AI Models and Their Impact on Workflows
Understanding Hardware Dynamics in AI
Sound bites
"The scaling laws are intact."
"Pre-training is still very much alive."
"The cure to high prices is high prices."
Chapters
00:00 Introduction and Model Releases
03:24 The Power of Multimodal Models
05:44 Scaling Laws and Compute Investment
08:27 Hardware and Training Models
11:05 Power Needs and Data Center Capacity
13:54 Constraints in Power Supply
16:56 Flexibility in Power and Data Centers
25:04 Data Center Workload Management
26:44 Operational Complexity and Smart Solutions
28:03 Rapid Advancements in AI and Hardware
29:48 Model Leapfrogging in AI
30:36 AI's Impact on Job Dynamics
32:44 Value Creation vs. Value Capture in AI
34:20 The Future of Software in an AI-Driven World
37:14 Incentives and Stakeholder Dynamics in Power Markets
44:28 The Political Landscape of Energy Risks
47:12 The Challenges of Nuclear Energy
50:24 The Future of Energy Storage and Flexibility
57:35 Navigating Community Concerns in Energy Projects
58:38 Identifying White Space in Energy Innovation
01:02:37 Market Dynamics and Future Outlook
