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David Luan

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  1. 20VC with Harry Stebbings58 min

    David Luan: Why Nvidia Will Enter the Model Space & Models Will Enter the Chip Space | E1169

    David Luan, Harry Stebbings

    OpenAI's strategic pivot toward an "Apollo project" model aims to solve unsolved scientific problems through massive, focused teams that leverage simulated environments for advanced reasoning rather than simple scaling. As the industry consolidates around 5 to 7 vertically integrated providers due to immense capital requirements, enterprise adoption shifts from rigid Robotic Process Automation to flexible AI agents capable of natural language task execution. This evolution promises to collapse traditional talent stacks and redefine economic value by transitioning knowledge work from transactional pricing to human-AI collaboration, provided incumbent "walled gardens" do not stifle agent interoperability.