What Davos Revealed About AI’s Real Constraints скачать в хорошем качестве

What Davos Revealed About AI’s Real Constraints

Tuesday’s show focused on how AI productivity is increasingly shaped by energy costs, infrastructure, and economics, not just model quality. The conversation connected global policy, real-world benchmarks, and enterprise workflows to show where AI is delivering measurable gains, and where structural limits are starting to matter. Key Points Discussed 00:00:00 👋 Opening, housekeeping, community reminders 00:01:50 📰 UK AI stress tests, OpenAI–ServiceNow deal, ChatGPT ads 00:06:30 🌍 World Economic Forum context and Satya Nadella remarks 00:09:40 ⚡ AI productivity, energy costs, and GDP framing 00:15:20 💸 Inference economics and underpricing concerns 00:19:30 🧠 CES hardware signals, Nvidia Vera Rubin cost reductions 00:23:45 🚗 Tesla AI-5 chip, terra-scale fabs, inference efficiency 00:28:10 📊 OpenAI GDP-VAL benchmark explained 00:33:00 🚀 GPT-5.2 performance jump vs GPT-5 00:37:40 🧩 Power grid fragility and infrastructure limits 00:42:10 🧑‍💻 Claude Code and the concept of self-ware 00:47:00 📉 SaaS pressure and internal tool economics 00:51:10 📈 Anthropic Economic Index, task acceleration data 00:56:40 🔗 MCP, skill sharing, and portability discussion 00:59:10 🧬 AI and science, cancer outcomes modeling 01:01:00 ♿ Accessibility story and final wrap-up The Daily AI Show Co Hosts: Andy Halliday, Junmi Hatcher, and Beth Lyons