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I attended Eric Newcomer’s Cerebral Valley conference in San Francisco, notable for its substantive discussions among AI industry leaders. An audience survey revealed predictions for OpenAI’s revenue of $30 billion by 2026 and Nvidia’s worth at $6 trillion. Attendees expressed skepticism about AGI, expecting a declaration by 2030, and showed a preference for Anthropic over OpenAI in investment opportunities. The focus has shifted from AGI to immediate business applications, highlighting the competitive landscape in AI.
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