The Tim Ferriss Show#863: Elad Gil, Consigliere to Empire Builders — How to Spot Billion-Dollar Companies Before Everyone Else, The Misty AI Frontier, How Coke Beat Pepsi, When Consensus Pays, and Much MoreThe great AI bottleneck
8:29–9:34 · 66s
Elad breaks down today’s hard cap on AI progress: memory supply. He explains how HBM shortages throttle training and inference, shaping the next two years of competition.