Insights on artificial intelligence investing

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People have been trying to model human intelligence in computer systems for 30-plus years. What’s interesting now is the confluence of computing power, connectivity and storage — those are the fundamental building blocks. On the compute side, we went from millions, to tens of millions, to hundreds of millions, to billions of transistors, so compute power has increased exponentially. If we’re talking about connectivity, we’re now shipping switches that are capable of supporting 25.6 terabits per second (one terabit is a trillion bits per second).

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