The speaker says that all major innovative AI companies are private, except for some companies such as Nvidia and Google.

“Yeah. Um, and, and I think we identified this problem last year. You know, it, it's a couple of things, right? First, all of the major innovative AI companies are private.”

“I mean, with some exceptions. You can look at Nvidia and, and, uh, and Google. But, you know, yeah, but those companies were already quite big before they really got into this new phase of, of AI.”