GV’s Dave Munichiello On Qualcomm’s Modular Purchase, The Firm’s 10x Return And The Shift In AI Software

Qualcomm acquired Modular, a startup that develops software for running AI models across different computer chips, highlighting the growing importance of software layers in AI computing. This move and a reported $800 million funding round for SambaNova underscore the increasing value of AI software and hardware.

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