The stock market can't properly value AI yet, says Dataiku founder
There are still unanswered scientific questions about how AI works, says Florian Douetteau. The answers could have a significant market impact on companies like Nvidia.
Right now Big Tech companies deploy tens of thousands of GPUs to train cutting-edge AI models. What remains an open question, according to the founder of AI unicorn Dataiku, is whether those processors might be better used on actually running AI apps instead.
This question, one of many fundamental scientific uncertainties in AI development, could have enormous market implications, said Florian Douetteau, who has led Dataiku since its founding in 2013.
“We don’t know the answer to those questions, but we have to answer them for AI, and the answer to those questions has a potential impact on the stock market, [for example] for understanding what is the moat of Nvidia?” Douetteau told Capital Brief during a visit to Australia.
“There are lots of uncertainties around AI,” he added. “It’s an early market.”
