Is deep learning hitting a wall? Eiso Kant (Poolside) and Nathan Benaich (Air Street Capital)

After another round of scaling law speculation, Eiso Kant (Co-founder and CTO of Poolside) and Nathan Benaich (General Partner of Air Street Capital) recorded a discussion for Air Street Press.
We talk about scaling laws, synthetic data, training infra, reasoning, economics, and much more...
tl;dr - there is no wall.