#088 - From Models to Money with JP Morgan Director of AI Davood Shamsi

This week on GAEA Talks, Graeme Scott sits down with Davood Shamsi, Director of AI at J.P. Morgan Chase, Stanford-trained mathematician, former Apple language model lead, and co-author of the forthcoming O'Reilly book From Models to Money.Filmed in our new London studio, Davood lays out the framework at the heart of his book. He explains why the vast majority of Gen AI pilots fail to produce real ROI, why so many enterprises are quietly hosting "zombie pilots" that nobody wants to kill, and why measuring an efficiency pilot the same way as a strategic bet is one of the biggest mistakes leaders are making right now. He then takes us inside the elegant simplicity of the transformer architecture, explains why data centres are quietly making electricity cheaper for consumers, and walks through the tribal-knowledge shift that will change the value of long-tenured employees inside every large organisation.Topics covered:The three questions every AI pilot must answerThe zombie pilot problem inside large enterprisesEfficiency vs compounding vs strategic bet pilots - and why measurement has to changeThe Amazon Just Walk Out and IBM Watson lessonsPrivacy-first AI - what Apple's approach still teaches every industryThe IPA thesis - why transformers are elegantly simpleWhy data centres are quietly making electricity cheaperThe tribal knowledge shift and the future value of long tenureThe price of anarchy and how AI could close the gap in every organisation