Three of us spent last week in Beverly Hills for the Milken Institute Global Conference. The official sessions ran May 3 through 6 across the Beverly Hilton and the Waldorf, under the banner “Leading in a New Era.” As always, the more useful conversations happened in the side rooms, the hotel suite meetings, and the Tuesday night party we sponsored. A few things we are bringing back to clients.
Jensen on Monday
Jensen Huang’s fireside with Becky Quick was the hottest ticket of the day. Room was over capacity, long line down the Hilton hallway, no chance of getting in late. Three points stuck with us.
First, his framing of AI as “the five-layer cake” rather than a model. AI is infrastructure, not software, and you should be diligencing exposure at every layer of the stack. Useful frame for anyone underwriting an AI-adjacent target.
