Podcasts about cerebras

OpenAI korrigiert seine Umsatzerwartungen erneut nach oben: $284 Mrd. bis 2030, davon $150 Mrd. aus dem Consumer-Geschäft . Anthropic meldet massive Destillationsangriffe chinesischer Modellbetreiber mit bis zu 24.000 Fake-Accounts, während DeepSeek laut Reuters auf Nvidias Blackwell-Chips trainiert – angeblich in Data Centern in der Mongolei. Bernie Sanders fordert nach Gesprächen mit KI-CEOs ein Moratorium. Der virale Citrini-Research-Artikel "The 2028 Global Intelligence Crisis" beschreibt ein Doom-Szenario für SaaS und löst einen realen Kursrutsch bei ServiceNow, DoorDash und Cloudflare aus. Das DHS baut eine behördenübergreifende biometrische Datenbank. OpenAI-Mitarbeiter erkannten Warnsignale in der Chat-Historie einer kanadischen Amokläuferin, meldeten sie aber nicht an Behörden. Open-Source-Projekte kämpfen mit AI-Slop-Commits, Cerebras wagt einen zweiten IPO-Anlauf. Trump bedroht Netflix wegen Board-Mitglied Susan Rice, Musks Super PAC verstößt gegen das Wahlrecht in Georgia. Das Pentagon arbeitet mit Google, OpenAI und XAI ohne Guardrails. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Intro (00:09:15) OpenAI Umsatzziel Anpassung (00:23:15) China destilliert Claude mit 24.000 Fake-Accounts (00:35:13) Citrini Research: The 2028 Global Intelligence Crisis (00:57:40) LinkedIn-Verifizierung: Was Persona mit deinen Daten macht (01:04:20) DHS baut biometrische Mega-Datenbank (01:08:50) OpenAI: Warnsignale vor Amoklauf nicht gemeldet (01:13:30) AI-Slop in Open Source und Cerebras IPO (01:19:07) Trump droht Netflix und Musks Wahlrechtsverstoß in Georgia (01:25:00) Waymo vs. Tesla und Pentagon ohne Guardrails (01:30:30) Trump-Regierung gegen europäische NGOs und DMA (01:32:57) Binance: $1,7 Mrd. Iran-Transaktionen, Whistleblower gefeuert (01:37:37) Steven Bartlett und Christian Angermayer (01:44:04) DJI-Saugroboter-Hack Shownotes OpenAI resets spending expectations, tells investors compute target is around $600 billion by 2030 - cnbc.com Anthropic beschuldigt chinesische Firmen, Daten von Claude zu stehlen. - wsj.com China nutzte Nvidia-Chip für KI-Modell trotz US-Verbot. - reuters.com Sanders warnt vor unkontrollierter Geschwindigkeit der KI-Revolution. - theguardian.com Post von pitdesi - x.com LinkedIn-Identität verifiziert - thelocalstack.eu DHS Search Engine - wired OpenAI-Mitarbeiter warnten Monate zuvor vor Kanadaschützen. - wsj.com Für Open-Source-Programme sind KI-Codierungswerkzeuge ein zweischneidiges Schwert. - techcrunch.com Cerebras Files Confidentially For a U.S. IPO - theinformation.com Trump droht Netflix wegen Rice im Vorstand Konsequenzen an. - bloomberg.com Trump sagt, Netflix wird 'Konsequenzen tragen', wenn Susan Rice bleibt. - theverge.com Georgia sagt, Elon Musks America PAC verletzte Wahlgesetz. - theverge.com Tesla Waymo - wired Musks xAI und Pentagon vereinbaren Nutzung von Grok in Geheimdiensten - axios.com Trump-Verbündete zielen auf europäische NGOs wegen Big-Tech-Regeln. - ftm.eu Binance Employees Find $1.7 Billion in Crypto Was Sent to Iranian Entities - nytimes.com Von Dragons' Den zu Disney: Steven Bartlett sammelt achtstellige Summe. - eu-startups.com Meta-Direktorin für KI-Sicherheit gab OpenClaw-Bot vollen Zugriff. - x.com DJI Romo mit Xbox-Controller. - x.com

Aujourd'hui, on plonge dans le code avec OpenAI qui vient de frapper un grand coup en lançant GPT-5.3-Codex-Spark.C'est une version allégée mais ultra-rapide de son modèle de génération de code.La vitesse pureD'abord, la promesse est simple : la vitesse pure.Ce nouveau modèle "Spark" est capable de générer du code 15 fois plus vite que le modèle standard GPT-5.3-Codex.On parle d'une réduction drastique de la latence, avec une réponse aux requêtes presque instantanée. Pour les développeurs, cela signifie la fin du mode "batch" où l'on envoyait une instruction avant de partir prendre un café en attendant le résultat.Ici, on entre dans l'ère de la collaboration en temps réel. Le modèle permet des micro-éditions ciblées et des ajustements d'interface en direct, et ce sans casser le flux de travail.Partenariat stratégique avec CerebrasEnsuite, il faut regarder sous le capot pour comprendre ce bond de performance.Cette prouesse est le fruit d'un partenariat stratégique avec le fabricant de puces Cerebras. Le modèle Spark tourne sur le "Wafer Scale Engine 3", un processeur géant de la taille d'une galette qui regroupe toutes les ressources de calcul sur une seule pièce de silicium.Concrètement, OpenAI a réduit l'échange de données entre le client et le serveur de 80 %. C'est cette architecture matérielle unique qui permet une interactivité fluide, autorisant même le développeur à interrompre ou à rediriger l'IA en plein milieu de sa tâche.Mais attention, et c'est mon troisième point, cette vitesse a un prix : celui de la précision et de la sécurité.Plus vite, mais plus faillibleOpenAI est très honnête sur ce point : sur les bancs d'essai mesurant les capacités d'ingénierie logicielle autonome, Spark est moins performant que son grand frère.Plus inquiétant encore pour les entreprises, il n'atteint pas les seuils de haute capacité en cybersécurité définis par OpenAI.En clair, Spark fait les choses beaucoup plus vite, mais il est plus susceptible de commettre des erreurs ou de générer des failles.On est donc sur un outil de prototypage rapide et d'itération légère, plutôt que sur un agent capable de gérer seul des infrastructures critiques.Le ZD Tech est sur toutes les plateformes de podcast ! Abonnez-vous !Hébergé par Ausha. Visitez ausha.co/politique-de-confidentialite pour plus d'informations.

Focus sur le nouveau MacBook à 600 euros d’Apple, les LLMs et leur impact sur le travail, les ambitions spatiales de Musk et Bezos, et les nouveautés d’Android 17.   Me soutenir sur Patreon Me retrouver sur YouTube On discute ensemble sur Discord Interactions auditeurs Lou et le Mac low cost. Gremi, t'es dur avec moi sur Temu et… Lucy 2 !? Heureusement… peut-être pas. Mika : Braga part, Seedance 2 est une boucherie. Will Smith, valide. Alih s'homard bien, les IA aussi. Per Aspera Claude Wars : la revanche de Kimi. Codex passe la seconde avec Cerebras. Culture pub : la mauvaise foi, ça marche. Gemini man : l'ARC se termine. Médecines alternatives : pas encore généraliste, mais peut-être proctologues ? Les usages numériques excessifs des français. C'est l'eXode chez X / Space X / xAI. Ad Astra Le lièvre, la tortue, la grenouille et le panda. Crystal chronicles : des semi-conducteurs très spatiaux. Aurora est beau comme un camion mais aux US, l'électrique est sous tension. Android 17, je vis pour cannelle. Jeux vidéo Contrôle, vampires, poulet géant, du kratos et du Saros, c’était le state of play. Participants Avec Cassim Montilla Présenté par Guillaume Poggiaspalla

Get our AI Video Guide: https://clickhubspot.com/dth Episode 97: How close are we to a world where AI-generated videos are indistinguishable from reality? Matt Wolfe (https://x.com/mreflow) and Joe Fier (linkedin.com/in/joefier) dive deep into Seedance 2.0—ByteDance's new AI video model that could outpace giants like Sora and Veo. Joe, a marketing and business expert known for his hands-on approach and insights into AI's rapid evolution, helps to break down the five most fascinating developments in the AI space this week. They tackles game-changing AI advances: Seedance 2.0's mind-blowing video generation for ads and motion graphics, the rollout of Google's Veo 3.1 in Google Ads, the GPT-5.3 Codex Spark coding model built on specialized inference chips, Gemini's DeepThink model for scientific research, and the early rollout of ChatGPT ads. Check out The Next Wave YouTube Channel if you want to see Matt and Nathan on screen: https://lnk.to/thenextwavepd — Show Notes: (00:00) Seedance 2.0 arrives – AI video generation blurs reality, ad creation moves fast. (03:03) Google's Veo 3.1 powers video ads, advertisers can now generate clips directly from image uploads. (05:33) Comparison of Runway, Kling, Veo, and Sora—head-to-head prompt showdown. (07:00) Motion graphics and explainers—AI's take on the creative industry. (08:35) US vs. China—Copyright, IP, and training data debates. (12:10) Deepfake and video authenticity—why we now default to skepticism. (13:30) Google's edge in visual AI via YouTube's massive corpus. (14:39) The next frontier: Longer, more consistent video generation. (15:14) Where do humans fit in? Taste, storytelling, and creative direction. (18:30) GPT-5.3 Codex Spark—coding models on Cerebras inference chips, demo generating a website in 18 seconds. (24:34) AI tool comparisons—Codex vs. Cursor vs. Claude Code. (25:12) Speed as the key bottleneck breaker in creative and technical workflows. (28:02) Google's Gemini DeepThink—state-of-the-art research, advanced coding and physics capabilities. (32:52) Gemini demo attempt—3D-printable STL file and solving the three-body problem. (33:20) ChatGPT rolls out ads—impact on monetization and user trust. (40:02) Google's ad history—how “sponsored” is becoming harder to distinguish. (44:02) Democratizing AI access via ad-supported models. (45:03) Matt Schumer's viral article—why AI is moving even faster than most people realize. (51:11) Tools that build tools—AGI's path and the new role for humans. (53:12) Real-world skills and taste—where humanity still wins (for now). (54:01) Final thoughts—wake up, pay attention, and stay on the leading edge. — Mentions: Seedance 2.0: https://www.seedance.com/ ByteDance: https://www.bytedance.com/ CapCut: https://www.capcut.com/ Veo: https://deepmind.google/models/veo/ Runway: https://runwayml.com/ ChatGPT Codex: https://chatgpt.com/codex Matt Schumer's Viral Article: https://www.mattshumer.com/blog/ai-changes-everything Super Bowl Claude Commercial: https://www.anthropic.com/news/super-bowl-ad Get the guide to build your own Custom GPT: https://clickhubspot.com/tnw — Check Out Matt's Stuff: • Future Tools - https://futuretools.beehiiv.com/ • Blog - https://www.mattwolfe.com/ • YouTube- https://www.youtube.com/@mreflow — Check Out Nathan's Stuff: Newsletter: https://news.lore.com/ Blog - https://lore.com/ The Next Wave is a HubSpot Original Podcast // Brought to you by Hubspot Media // Production by Darren Clarke // Editing by Ezra Bakker Trupiano

Our 235th episode with a summary and discussion of last week's big AI news!Recorded on 01/02/2026Hosted by Andrey Kurenkov and Jeremie HarrisFeel free to email us your questions and feedback at contact@lastweekinai.com and/or hello@gladstone.aiRead out our text newsletter and comment on the podcast at https://lastweekin.ai/In this episode:* Major model launches include Anthropic's Opus 4.6 with a 1M-token context window and “agent teams,” OpenAI's GPT-5.3 Codex and faster Codex Spark via Cerebras, and Google's Gemini 3 Deep Think posting big jumps on ARC-AGI-2 and other STEM benchmarks amid criticism about missing safety documentation.* Generative media advances feature ByteDance's Seedance 2.0 text-to-video with high realism and broad prompting inputs, new image models Seedream 5.0 and Alibaba's Qwen Image 2.0, plus xAI's Grok Imagine API for text/image-to-video.* Open and competitive releases expand with Zhipu's GLM-5, DeepSeek's 1M-token context model, Cursor Composer 1.5, and open-weight Qwen3 Coder Next using hybrid attention aimed at efficient local/agentic coding.* Business updates include ElevenLabs raising $500M at an $11B valuation, Runway raising $315M at a $5.3B valuation, humanoid robotics firm Apptronik raising $935M at a $5.3B valuation, Waymo announcing readiness for high-volume production of its 6th-gen hardware, plus industry drama around Anthropic's Super Bowl ad and departures from xAI.Timestamps:(00:00:10) Intro / Banter(00:02:03) Sponsor Break(00:05:33) Response to listener commentsTools & Apps(00:07:27) Anthropic releases Opus 4.6 with new 'agent teams' | TechCrunch(00:11:28) OpenAI's new GPT-5.3-Codex is 25% faster and goes way beyond coding now - what's new | ZDNET(00:25:30) OpenAI launches new macOS app for agentic coding | TechCrunch(00:26:38) Google Unveils Gemini 3 Deep Think for Science & Engineering | The Tech Buzz(00:31:26) ByteDance's Seedance 2.0 Might be the Best AI Video Generator Yet - TechEBlog(00:35:14) China's ByteDance, Alibaba unveil AI image tools to rival Google's popular Nano Banana | South China Morning Post(00:36:54) DeepSeek boosts AI model with 10-fold token addition as Zhipu AI unveils GLM-5 | South China Morning Post(00:43:11) Cursor launches Composer 1.5 with upgrades for complex tasks(00:44:03) xAI launches Grok Imagine API for text and image to videoApplications & Business(00:45:47) Nvidia-backed AI voice startups ElevenLabs hits $11 billion valuation(00:52:04) AI video startup Runway raises $315M at $5.3B valuation, eyes more capable world models | TechCrunch(00:54:02) Humanoid robot startup Apptronik has now raised $935M at a $5B+ valuation | TechCrunch(00:57:10) Anthropic says 'Claude will remain ad-free,' unlike an unnamed rival | The Verge(01:00:18) Okay, now exactly half of xAI's founding team has left the company | TechCrunch(01:04:03) Waymo's next-gen robotaxi is ready for passengers — and also 'high-volume production' | The VergeProjects & Open Source(01:04:59) Qwen3-Coder-Next: Pushing Small Hybrid Models on Agentic Coding(01:08:38) OpenClaw's AI 'skill' extensions are a security nightmare | The VergeResearch & Advancements(01:10:40) Learning to Reason in 13 Parameters(01:16:01) Reinforcement World Model Learning for LLM-based Agents(01:20:00) Opus 4.6 on Vending-Bench – Not Just a Helpful AssistantPolicy & Safety(01:22:28) METR GPT-5.2(01:26:59) The Hot Mess of AI: How Does Misalignment Scale with Model Intelligence and Task Complexity?See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

La versione podcast automatica della newsletter #Techy del 16/2/2026 Il panorama tecnologico sta cambiando a una velocità senza precedenti. Se ti occupi di digitale, questi sono i trend e i dati che non puoi ignorare per restare rilevante nel 2025. Ecco l'analisi sintetica di ciò che sta accadendo:1. La Crisi del Software (SaaSgeddon)

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Hey dear subscriber, Alex here from W&B, let me catch you up! This week started with Anthropic releasing /fast mode for Opus 4.6, continued with ByteDance reality-shattering video model called SeeDance 2.0, and then the open weights folks pulled up! Z.ai releasing GLM-5, a 744B top ranking coder beast, and then today MiniMax dropping a heavily RL'd MiniMax M2.5, showing 80.2% on SWE-bench, nearly beating Opus 4.6! I've interviewed Lou from Z.AI and Olive from MiniMax on the show today back to back btw, very interesting conversations, starting after TL;DR!So while the OpenSource models were catching up to frontier, OpenAI and Google both dropped breaking news (again, during the show), with Gemini 3 Deep Think shattering the ArcAGI 2 (84.6%) and Humanity's Last Exam (48% w/o tools)... Just an absolute beast of a model update, and OpenAI launched their Cerebras collaboration, with GPT 5.3 Codex Spark, supposedly running at over 1000 tokens per second (but not as smart) Also, crazy week for us at W&B as we scrambled to host GLM-5 at day of release, and are working on dropping Kimi K2.5 and MiniMax both on our inference service! As always, all show notes in the end, let's DIVE IN! ThursdAI - AI is speeding up, don't get left behind! Sub and I'll keep you up to date with a weekly catch upOpen Source LLMsZ.ai launches GLM-5 - #1 open-weights coder with 744B parameters (X, HF, W&B inference)The breakaway open-source model of the week is undeniably GLM-5 from Z.ai (formerly known to many of us as Zhipu AI). We were honored to have Lou, the Head of DevRel at Z.ai, join us live on the show at 1:00 AM Shanghai time to break down this monster of a release.GLM-5 is massive, not something you run at home (hey, that's what W&B inference is for!) but it's absolutely a model that's worth thinking about if your company has on prem requirements and can't share code with OpenAI or Anthropic. They jumped from 355B in GLM4.5 and expanded their pre-training data to a whopping 28.5T tokens to get these results. But Lou explained that it's not only about data, they adopted DeepSeeks sparse attention (DSA) to help preserve deep reasoning over long contexts (this one has 200K)Lou summed up the generational leap from version 4.5 to 5 perfectly in four words: “Bigger, faster, better, and cheaper.” I dunno about faster, this may be one of those models that you hand off more difficult tasks to, but definitely cheaper, with $1 input/$3.20 output per 1M tokens on W&B! While the evaluations are ongoing, the one interesting tid-bit from Artificial Analysis was, this model scores the lowest on their hallucination rate bench! Think about this for a second, this model is neck-in-neck with Opus 4.5, and if Anthropic didn't release Opus 4.6 just last week, this would be an open weights model that rivals Opus! One of the best models the western foundational labs with all their investments has out there. Absolutely insane times. MiniMax drops M2.5 - 80.2% on SWE-bench verified with just 10B active parameters (X, Blog)Just as we wrapped up our conversation with Lou, MiniMax dropped their release (though not weights yet, we're waiting ⏰) and then Olive Song, a senior RL researcher on the team, joined the pod, and she was an absolute wealth of knowledge! Olive shared that they achieved an unbelievable 80.2% on SWE-Bench Verified. Digest this for a second: a 10B active parameter open-source model is directly trading blows with Claude Opus 4.6 (80.8%) on the one of the hardest real-world software engineering benchmark we currently have. While being alex checks notes ... 20X cheaper and much faster to run? Apparently their fast version gets up to 100 tokens/s. Olive shared the “not so secret” sauce behind this punch-above-its-weight performance. The massive leap in intelligence comes entirely from their highly decoupled Reinforcement Learning framework called “Forge.” They heavily optimized not just for correct answers, but for the end-to-end time of task performing. In the era of bloated reasoning models that spit out ten thousand “thinking” tokens before writing a line of code, MiniMax trained their model across thousands of diverse environments to use fewer tools, think more efficiently, and execute plans faster. As Olive noted, less time waiting and fewer tools called means less money spent by the user. (as confirmed by @swyx at the Windsurf leaderboard, developers often prefer fast but good enough models) I really enjoyed the interview with Olive, really recommend you listen to the whole conversation starting at 00:26:15. Kudos MiniMax on the release (and I'll keep you updated when we add this model to our inference service) Big Labs and breaking newsThere's a reason the show is called ThursdAI, and today this reason is more clear than ever, AI biggest updates happen on a Thursday, often live during the show. This happened 2 times last week and 3 times today, first with MiniMax and then with both Google and OpenAI! Google previews Gemini 3 Deep Think, top reasoning intelligence SOTA Arc AGI 2 at 84% & SOTA HLE 48.4% (X , Blog)I literally went

Infrastructure was passé…uncool. Difficult to get dollars from Private Equity and Growth funds, and almost impossible to get a VC fund interested. Now?! Now, it's cool. Infrastructure seems to be having a Renaissance, a full on Rebirth, not just fueled by commercial interests (e.g. advent of AI), but also by industrial policy and geopolitical considerations. In this episode of Tech Deciphered, we explore what's cool in the infrastructure spaces, including mega trends in semiconductors, energy, networking & connectivity, manufacturing Navigation: Intro We're back to building things Why now: the 5 forces behind the renaissance Semiconductors: compute is the new oil Networking & connectivity: digital highways get rebuilt Energy: rebuilding the power stack (not just renewables) Manufacturing: the return of “atoms + bits” Wrap: what it means for startups, incumbents, and investors Conclusion Our co-hosts: Bertrand Schmitt, Entrepreneur in Residence at Red River West, co-founder of App Annie / Data.ai, business angel, advisor to startups and VC funds, @bschmitt Nuno Goncalves Pedro, Investor, Managing Partner, Founder at Chamaeleon, @ngpedro Our show: Tech DECIPHERED brings you the Entrepreneur and Investor views on Big Tech, VC and Start-up news, opinion pieces and research. We decipher their meaning, and add inside knowledge and context. Being nerds, we also discuss the latest gadgets and pop culture news Subscribe To Our Podcast Nuno Gonçalves Pedro Introduction Welcome to episode 73 of Tech Deciphered, Infrastructure, the Rebirth or Renaissance. Infrastructure was passé, it wasn’t cool, but all of a sudden now everyone’s talking about network, talking about compute and semiconductors, talking about logistics, talking about energy. What gives? What’s happened? It was impossible in the past to get any funds, venture capital, even, to be honest, some private equity funds or growth funds interested in some of these areas, but now all of a sudden everyone thinks it’s cool. The infrastructure seems to be having a renaissance, a full-on rebirth. In this episode, we will explore in which cool ways the infrastructure spaces are moving and what’s leading to it. We will deep dive into the forces that are leading us to this. We will deep dive into semiconductors, networking and connectivity, energy, manufacturing, and then we’ll wrap up. Bertrand, so infrastructure is cool now. Bertrand Schmitt We're back to building things Yes. I thought software was going to eat the world. I cannot believe it was then, maybe even 15 years ago, from Andreessen, that quote about software eating the world. I guess it’s an eternal balance. Sometimes you go ahead of yourself, you build a lot of software stack, and at some point, you need the hardware to run this software stack, and there is only so much the bits can do in a world of atoms. Nuno Gonçalves Pedro Obviously, we’ve gone through some of this before. I think what we’re going through right now is AI is eating the world, and because AI is eating the world, it’s driving a lot of this infrastructure building that we need. We don’t have enough energy to be consumed by all these big data centers and hyperscalers. We need to be innovative around network as well because of the consumption in terms of network bandwidth that is linked to that consumption as well. In some ways, it’s not software eating the world, AI is eating the world. Because AI is eating the world, we need to rethink everything around infrastructure and infrastructure becoming cool again. Bertrand Schmitt There is something deeper in this. It’s that the past 10, even 15 years were all about SaaS before AI. SaaS, interestingly enough, was very energy-efficient. When I say SaaS, I mean cloud computing at large. What I mean by energy-efficient is that actually cloud computing help make energy use more efficient because instead of companies having their own separate data centers in many locations, sometimes poorly run from an industrial perspective, replace their own privately run data center with data center run by the super scalers, the hyperscalers of the world. These data centers were run much better in terms of how you manage the coolings, the energy efficiency, the rack density, all of this stuff. Actually, the cloud revolution didn’t increase the use of electricity. The cloud revolution was actually a replacement from your private data center to the hyperscaler data center, which was energy efficient. That’s why we didn’t, even if we are always talking about that growth of cloud computing, we were never feeling the pinch in term of electricity. As you say, we say it all changed because with AI, it was not a simple “Replacement” of locally run infrastructure to a hyperscaler run infrastructure. It was truly adding on top of an existing infrastructure, a new computing infrastructure in a way out of nowhere. Not just any computing infrastructure, an energy infrastructure that was really, really voracious in term of energy use. Nuno Gonçalves Pedro There was one other effect. Obviously, we’ve discussed before, we are in a bubble. We won’t go too much into that today. But the previous big bubble in tech, which is in the late ’90s, there was a lot of infrastructure built. We thought the internet was going to take over back then. It didn’t take over immediately, but there was a lot of network connectivity, bandwidth built back in the day. Companies imploded because of that as well, or had to restructure and go in their chapter 11. A lot of the big telco companies had their own issues back then, etc., but a lot of infrastructure was built back then for this advent of the internet, which would then take a long time to come. In some ways, to your point, there was a lot of latent supply that was built that was around that for a while wasn’t used, but then it was. Now it’s been used, and now we need new stuff. That’s why I feel now we’re having the new moment of infrastructure, new moment of moving forward, aligned a little bit with what you just said around cloud computing and the advent of SaaS, but also around the fact that we had a lot of buildup back in the late ’90s, early ’90s, which we’re now still reaping the benefits on in today’s world. Bertrand Schmitt Yeah, that’s actually a great point because what was built in the late ’90s, there was a lot of fibre that was built. Laying out the fibre either across countries, inside countries. This fibre, interestingly enough, you could just change the computing on both sides of the fibre, the routing, the modems, and upgrade the capacity of the fibre. But the fibre was the same in between. The big investment, CapEx investment, was really lying down that fibre, but then you could really upgrade easily. Even if both ends of the fibre were either using very old infrastructure from the ’90s or were actually dark and not being put to use, step by step, it was being put to use, equipment was replaced, and step by step, you could keep using more and more of this fibre. It was a very interesting development, as you say, because it could be expanded over the years, where if we talk about GPUs, use for AI, GPUs, the interesting part is actually it’s totally the opposite. After a few years, it’s useless. Some like Google, will argue that they can depreciate over 5, 6 years, even some GPUs. But at the end of the day, the difference in perf and energy efficiency of the GPUs means that if you are energy constrained, you just want to replace the old one even as young as three-year-old. You have to look at Nvidia increasing spec, generation after generation. It’s pretty insane. It’s usually at least 3X year over year in term of performance. Nuno Gonçalves Pedro At this moment in time, it’s very clear that it’s happening. Why now: the 5 forces behind the renaissance Maybe let’s deep dive into why it’s happening now. What are the key forces around this? We’ve identified, I think, five forces that are particularly vital that lead to the world we’re in right now. One we’ve already talked about, which is AI, the demand shock and everything that’s happened because of AI. Data centers drive power demand, drive grid upgrades, drive innovative ways of getting energy, drive chips, drive networking, drive cooling, drive manufacturing, drive all the things that we’re going to talk in just a bit. One second element that we could probably highlight in terms of the forces that are behind this is obviously where we are in terms of cost curves around technology. Obviously, a lot of things are becoming much cheaper. The simulation of physical behaviours has become a lot more cheap, which in itself, this becomes almost a vicious cycle in of itself, then drives the adoption of more and more AI and stuff. But anyway, the simulation is becoming more and more accessible, so you can do a lot of simulation with digital twins and other things off the real world before you go into the real world. Robotics itself is becoming, obviously, cheaper. Hardware, a lot of the hardware is becoming cheaper. Computer has become cheaper as well. Obviously, there’s a lot of cost curves that have aligned that, and that’s maybe the second force that I would highlight. Obviously, funds are catching up. We’ll leave that a little bit to the end. We’ll do a wrap-up and talk a little bit about the implications to investors. But there’s a lot of capital out there, some capital related to industrial policy, other capital related to private initiative, private equity, growth funds, even venture capital, to be honest, and a few other elements on that. That would be a third force that I would highlight. Bertrand Schmitt Yes. Interestingly enough, in terms of capital use, and we’ll talk more about this, but some firms, if we are talking about energy investment, it was very difficult to invest if you are not investing in green energy. Now I think more and more firms and banks are willing to invest or support different type of energy infrastructure, not just, “Green energy.” That’s an interesting development because at some point it became near impossible to invest more in gas development, in oil development in the US or in most Western countries. At least in the US, this is dramatically changing the framework. Nuno Gonçalves Pedro Maybe to add the two last forces that I think we see behind the renaissance of what’s happening in infrastructure. They go hand in hand. One is the geopolitics of the world right now. Obviously, the world was global flat, and now it’s becoming increasingly siloed, so people are playing it to their own interests. There’s a lot of replication of infrastructure as well because people want to be autonomous, and they want to drive their own ability to serve end consumers, businesses, etc., in terms of data centers and everything else. That ability has led to things like, for example, chips shortage. The fact that there are semiconductors, there are shortages across the board, like memory shortages, where everything is packed up until 2027 of 2028. A lot of the memory that was being produced is already spoken for, which is shocking. There’s obviously generation of supply chain fragilities, obviously, some of it because of policies, for example, in the US with tariffs, etc, security of energy, etc. Then the last force directly linked to the geopolitics is the opposite of it, which is the policy as an accelerant, so to speak, as something that is accelerating development, where because of those silos, individual countries, as part their industrial policy, then want to put capital behind their local ecosystems, their local companies, so that their local companies and their local systems are for sure the winners, or at least, at the very least, serve their own local markets. I think that’s true of a lot of the things we’re seeing, for example, in the US with the Chips Act, for semiconductors, with IGA, IRA, and other elements of what we’ve seen in terms of practices, policies that have been implemented even in Europe, China, and other parts of the world. Bertrand Schmitt Talking about chips shortages, it’s pretty insane what has been happening with memory. Just the past few weeks, I have seen a close to 3X increase in price in memory prices in a matter of weeks. Apparently, it started with a huge order from OpenAI. Apparently, they have tried to corner the memory market. Interestingly enough, it has flat-footed the entire industry, and that includes Google, that includes Microsoft. There are rumours of their teams now having moved to South Korea, so they are closer to the action in terms of memory factories and memory decision-making. There are rumours of execs who got fired because they didn’t prepare for this type of eventuality or didn’t lock in some of the supply chain because that memory was initially for AI, but obviously, it impacts everything because factories making memories, you have to plan years in advance to build memories. You cannot open new lines of manufacturing like this. All factories that are going to open, we know when they are going to open because they’ve been built up for years. There is no extra capacity suddenly. At the very best, you can change a bit your line of production from one type of memory to another type. But that’s probably about it. Nuno Gonçalves Pedro Just to be clear, all these transformations we’re seeing isn’t to say just hardware is back, right? It’s not just hardware. There’s physicality. The buildings are coming back, right? It’s full stack. Software is here. That’s why everything is happening. Policy is here. Finance is here. It’s a little bit like the name of the movie, right? Everything everywhere all at once. Everything’s happening. It was in some ways driven by the upper stacks, by the app layers, by the platform layers. But now we need new infrastructure. We need more infrastructure. We need it very, very quickly. We need it today. We’re already lacking in it. Semiconductors: compute is the new oil Maybe that’s a good segue into the first piece of the whole infrastructure thing that’s driving now the most valuable company in the world, NVIDIA, which is semiconductors. Semiconductors are driving compute. Semis are the foundation of infrastructure as a compute. Everyone needs it for every thing, for every activity, not just for compute, but even for sensors, for actuators, everything else. That’s the beginning of it all. Semiconductor is one of the key pieces around the infrastructure stack that’s being built at scale at this moment in time. Bertrand Schmitt Yes. What’s interesting is that if we look at the market gap of Semis versus software as a service, cloud companies, there has been a widening gap the past year. I forgot the exact numbers, but we were talking about plus 20, 25% for Semis in term of market gap and minus 5, minus 10 for SaaS companies. That’s another trend that’s happening. Why is this happening? One, because semiconductors are core to the AI build-up, you cannot go around without them. But two, it’s also raising a lot of questions about the durability of the SaaS, a software-as-a-service business model. Because if suddenly we have better AI, and that’s all everyone is talking about to justify the investment in AI, that it keeps getting better, and it keeps improving, and it’s going to replace your engineers, your software engineers. Then maybe all of this moat that software companies built up over the years or decades, sometimes, might unravel under the pressure of newly coded, newly built, cheaper alternatives built from the ground up with AI support. It’s not just that, yes, semiconductors are doing great. It’s also as a result of that AI underlying trend that software is doing worse right now. Nuno Gonçalves Pedro At the end of the day, this foundational piece of infrastructure, semiconductor, is obviously getting manifest to many things, fabrication, manufacturing, packaging, materials, equipment. Everything’s being driven, ASML, etc. There are all these different players around the world that are having skyrocket valuations now, it’s because they’re all part of the value chain. Just to be very, very clear, there’s two elements of this that I think are very important for us to remember at this point in time. One, it’s the entire value chains are being shifted. It’s not just the chips that basically lead to computing in the strict sense of it. It’s like chips, for example, that drive, for example, network switching. We’re going to talk about networking a bit, but you need chips to drive better network switching. That’s getting revolutionised as well. For example, we have an investment in that space, a company called the eridu.ai, and they’re revolutionising one of the pieces around that stack. Second part of the puzzle, so obviously, besides the holistic view of the world that’s changing in terms of value change, the second piece of the puzzle is, as we discussed before, there’s industrial policy. We already mentioned the CHIPS Act, which is something, for example, that has been done in the US, which I think is 52 billion in incentives across a variety of things, grants, loans, and other mechanisms to incentivise players to scale capacity quick and to scale capacity locally in the US. One of the effects of that now is obviously we had the TSMC, US expansion with a factory here in the US. We have other levels of expansion going on with Intel, Samsung, and others that are happening as we speak. Again, it’s this two by two. It’s market forces that drive the need for fundamental shifts in the value chain. On the other industrial policy and actual money put forward by states, by governments, by entities that want to revolutionise their own local markets. Bertrand Schmitt Yes. When you talk about networking, it makes me think about what NVIDIA did more than six years ago when they acquired Mellanox. At the time, it was largest acquisition for NVIDIA in 2019, and it was networking for the data center. Not networking across data center, but inside the data center, and basically making sure that your GPUs, the different computers, can talk as fast as possible between each of them. I think that’s one piece of the puzzle that a lot of companies are missing, by the way, about NVIDIA is that they are truly providing full systems. They are not just providing a GPU. Some of their competitors are just providing GPUs. But NVIDIA can provide you the full rack. Now, they move to liquid-cool computing as well. They design their systems with liquid cooling in mind. They have a very different approach in the industry. It’s a systematic system-level approach to how do you optimize your data center. Quite frankly, that’s a bit hard to beat. Nuno Gonçalves Pedro For those listening, you’d be like, this is all very different. Semiconductors, networking, energy, manufacturing, this is all different. Then all of a sudden, as Bertrand is saying, well, there are some players that are acting across the stack. Then you see in the same sentence, you’re talking about nuclear power in Microsoft or nuclear power in Google, and you’re like, what happened? Why are these guys in the same sentence? It’s like they’re tech companies. Why are they talking about energy? It’s the nature of that. These ecosystems need to go hand in hand. The value chains are very deep. For you to actually reap the benefits of more and more, for example, semiconductor availability, you have to have better and better networking connectivity, and you have to have more and more energy at lower and lower costs, and all of that. All these things are intrinsically linked. That’s why you see all these big tech companies working across stack, NVIDIA being a great example of that in trying to create truly a systems approach to the world, as Bertrand was mentioning. Networking & connectivity: digital highways get rebuilt On the networking and connectivity side, as we said, we had a lot of fibre that was put down, etc, but there’s still more build-out needs to be done. 5G in terms of its densification is still happening. We’re now starting to talk, obviously, about 6G. I’m not sure most telcos are very happy about that because they just have been doing all this CapEx and all this deployment into 5G, and now people already started talking about 6G and what’s next. Obviously, data center interconnect is quite important, and all the hubbing that needs to happen around data centers is very, very important. We are seeing a lot movements around connectivity that are particularly important. Network gear and the emergence of players like Broadcom in terms of the semiconductor side of the fence, obviously, Cisco, Juniper, Arista, and others that are very much present in this space. As I said, we made an investment on the semiconductor side of networking as well, realizing that there’s still a lot of bottlenecks happening there. But obviously, the networking and connectivity stack still needs to be built at all levels within the data centers, outside of the data centers in terms of last mile, across the board in terms of fibre. We’re seeing a lot of movements still around the space. It’s what connects everything. At the end of the day, if there’s too much latency in these systems, if the bandwidths are not high enough, then we’re going to have huge bottlenecks that are going to be put at the table by a networking providers. Obviously, that doesn’t help anyone. If there’s a button like anywhere, it doesn’t work. All of this doesn’t work. Bertrand Schmitt Yes. Interestingly enough, I know we said for this episode, we not talk too much about space, but when you talk about 6G, it make me think about, of course, Starlink. That’s really your last mile delivery that’s being built as well. It’s a massive investment. We’re talking about thousands of satellites that are interconnected between each other through laser system. This is changing dramatically how companies can operate, how individuals can operate. For companies, you can have great connectivity from anywhere in the world. For military, it’s the same. For individuals, suddenly, you won’t have dead space, wide zones. This is also a part of changing how we could do things. It’s quite important even in the development of AI because, yes, you can have AI at the edge, but that interconnect to the rest of the system is quite critical. Having that availability of a network link, high-quality network link from anywhere is a great combo. Nuno Gonçalves Pedro Then you start seeing regions of the world that want to differentiate to attract digital nomads by saying, “We have submarine cables that come and hub through us, and therefore, our connectivity is amazing.” I was just in Madeira, and they were talking about that in Portugal. One of the islands of Portugal. We have some Marine cables. You have great connectivity. We’re getting into that discussion where people are like, I don’t care. I mean, I don’t know. I assume I have decent connectivity. People actually care about decent connectivity. This discussion is not just happening at corporate level, at enterprise level? Etc. Even consumers, even people that want to work remotely or be based somewhere else in the world. It’s like, This is important Where is there a great connectivity for me so that I can have access to the services I need? Etc. Everyone becomes aware of everything. We had a cloud flare mishap more recently that the CEO had to jump online and explain deeply, technically and deeply, what happened. Because we’re in their heads. If Cloudflare goes down, there’s a lot of websites that don’t work. All of this, I think, is now becoming du jour rather than just an afterthought. Maybe we’ll think about that in the future. Bertrand Schmitt Totally. I think your life is being changed for network connectivity, so life of individuals, companies. I mean, everything. Look at airlines and ships and cruise ships. Now is the advent of satellite connectivity. It’s dramatically changing our experience. Nuno Gonçalves Pedro Indeed. Energy: rebuilding the power stack (not just renewables) Moving maybe to energy. We’ve talked about energy quite a bit in the past. Maybe we start with the one that we didn’t talk as much, although we did mention it, which was, let’s call it the fossil infrastructure, what’s happening around there. Everyone was saying, it’s all going to be renewables and green. We’ve had a shift of power, geopolitics. Honestly, I the writing was on the wall that we needed a lot more energy creation. It wasn’t either or. We needed other sources to be as efficient as possible. Obviously, we see a lot of work happening around there that many would have thought, Well, all this infrastructure doesn’t matter anymore. Now we’re seeing LNG terminals, pipelines, petrochemical capacity being pushed up, a lot of stuff happening around markets in terms of export, and not only around export, but also around overall distribution and increases and improvements so that there’s less leakage, distribution of energy, etc. In some ways, people say, it’s controversial, but it’s like we don’t have enough energy to spare. We’re already behind, so we need as much as we can. We need to figure out the way to really extract as much as we can from even natural resources, which In many people’s mind, it’s almost like blasphemous to talk about, but it is where we are. Obviously, there’s a lot of renaissance also happening on the fossil infrastructure basis, so to speak. Bertrand Schmitt Personally, I’m ecstatic that there is a renaissance going regarding what is called fossil infrastructure. Oil and gas, it’s critical to humanity well-being. You never had growth of countries without energy growth and nothing else can come close. Nuclear could come close, but it takes decades to deploy. I think it’s great. It’s great for developed economies so that they do better, they can expand faster. It’s great for third-world countries who have no realistic other choice. I really don’t know what happened the past 10, 15 years and why this was suddenly blasphemous. But I’m glad that, strangely, thanks to AI, we are back to a more rational mindset about energy and making sure we get efficient energy where we can. Obviously, nuclear is getting a second act. Nuno Gonçalves Pedro I know you would be. We’ve been talking about for a long time, and you’ve been talking about it in particular for a very long time. Bertrand Schmitt Yes, definitely. It’s been one area of interest of mine for 25 years. I don’t know. I’ve been shocked about what happened in Europe, that willingness destruction of energy infrastructure, especially in Germany. Just a few months ago, they keep destroying on live TV some nuclear station in perfect working condition and replacing them with coal. I’m not sure there is a better definition of insanity at this stage. It looks like it’s only the Germans going that hardcore for some reason, but at least the French have stopped their program of decommissioning. America, it seems to be doing the same, so it’s great. On top of it, there are new generations that could be put to use. The Chinese are building up a very large nuclear reactor program, more than 100 reactors in construction for the next 10 years. I think everybody has to catch up because at some point, this is the most efficient energy solution. Especially if you don’t build crazy constraints around the construction of these nuclear reactors. If we are rational about permits, about energy, about safety, there are great things we could be doing with nuclear. That might be one of the only solution if we want to be competitive, because when energy prices go down like crazy, like in China, they will do once they have reach delivery of their significant build-up of nuclear reactors, we better be ready to have similar options from a cost perspective. Nuno Gonçalves Pedro From the outside, at the very least, nuclear seems to be probably in the energy one of the areas that’s more being innovated at this moment in time. You have startups in the space, you have a lot really money going into it, not just your classic industrial development. That’s very exciting. Moving maybe to the carbonization and what’s happening. The CCUS, and for those who don’t know what it is, carbon capture, utilization, and storage. There’s a lot of stuff happening around that space. That’s the area that deals with the ability to capture CO₂ emissions from industrial sources and/or the atmosphere and preventing their release. There’s a lot of things happening in that space. There’s also a lot of things happening around hydrogen and geothermal and really creating the ability to storage or to store, rather, energy that then can be put back into the grids at the right time. There’s a lot of interesting pieces happening around this. There’s some startup movement in the space. It’s been a long time coming, the reuse of a lot of these industrial sources. Not sure it’s as much on the news as nuclear, and oil and gas, but certainly there’s a lot of exciting things happening there. Bertrand Schmitt I’m a bit more dubious here, but I think geothermal makes sense if it’s available at reasonable price. I don’t think hydrogen technology has proven its value. Concerning carbon capture, I’m not sure how much it’s really going to provide in terms of energy needs, but why not? Nuno Gonçalves Pedro Fuels niche, again, from the outside, we’re not energy experts, but certainly, there are movements in the space. We’ll see what’s happening. One area where there’s definitely a lot of movement is this notion of grid and storage. On the one hand, that transmission needs to be built out. It needs to be better. We’ve had issues of blackouts in the US. We’ve had issues of blackouts all around the world, almost. Portugal as well, for a significant part of the time. The ability to work around transmission lines, transformers, substations, the modernization of some of this infrastructure, and the move forward of it is pretty critical. But at the other end, there’s the edge. Then, on the edge, you have the ability to store. We should have, better mechanisms to store energy that are less leaky in terms of energy storage. Obviously, there’s a lot of movement around that. Some of it driven just by commercial stuff, like Tesla a lot with their storage stuff, etc. Some of it really driven at scale by energy players that have the interest that, for example, some of the storage starts happening closer to the consumption as well. But there’s a lot of exciting things happening in that space, and that is a transformative space. In some ways, the bottleneck of energy is also around transmission and then ultimately the access to energy by homes, by businesses, by industries, etc. Bertrand Schmitt I would say some of the blackout are truly man-made. If I pick on California, for instance. That’s the logical conclusion of the regulatory system in place in California. On one side, you limit price that energy supplier can sell. The utility company can sell, too. On the other side, you force them to decommission the most energy-efficient and least expensive energy source. That means you cap the revenues, you make the cost increase. What is the result? The result is you cannot invest anymore to support a grid and to support transmission. That’s 100% obvious. That’s what happened, at least in many places. The solution is stop crazy regulations that makes no economic sense whatsoever. Then, strangely enough, you can invest again in transmission, in maintenance, and all I love this stuff. Maybe another piece, if we pick in California, if you authorize building construction in areas where fires are easy, that’s also a very costly to support from utility perspective, because then you are creating more risk. You are forced buy the state to connect these new constructions to the grid. You have more maintenance. If it fails, you can create fire. If you create fire, you have to pay billions of fees. I just want to highlight that some of this is not a technological issue, is not per se an investment issue, but it’s simply the result of very bad regulations. I hope that some will learn, and some change will be made so that utilities can do their job better. Nuno Gonçalves Pedro Then last, but not the least, on the energy side, energy is becoming more and more digitally defined in some ways. It’s like the analogy to networks that they’ve become more, and more software defined, where you have, at the edge is things like smart meters. There’s a lot of things you can do around the key elements of the business model, like dynamic pricing and other elements. Demand response, one of the areas that I invested in, I invest in a company called Omconnect that’s now merged with what used to be Google Nest. Where to deploy that ability to do demand response and also pass it to consumers so that consumers can reduce their consumption at times where is the least price effective or the less green or the less good for the energy companies to produce energy. We have other things that are happening, which are interesting. Obviously, we have a lot more electric vehicles in cars, etc. These are also elements of storage. They don’t look like elements of storage, but the car has electricity in it once you charge it. Once it’s charged, what do you do with it? Could you do something else? Like the whole reverse charging piece that we also see now today in mobile devices and other edge devices, so to speak. That also changes the architecture of what we’re seeing around the space. With AI, there’s a lot of elements that change around the value chain. The ability to do forecasting, the ability to have, for example, virtual power plans because of just designated storage out there, etc. Interesting times happening. Not sure all utilities around the world, all energy providers around the world are innovating at the same pace and in the same way. But certainly just looking at the industry and talking to a lot of players that are CEOs of some of these companies. That are leading innovation for some of these companies, there’s definitely a lot more happening now in the last few years than maybe over the last few decades. Very exciting times. Bertrand Schmitt I think there are two interesting points in what you say. Talking about EVs, for instance, a Cybertruck is able to send electricity back to your home if your home is able to receive electricity from that source. Usually, you have some changes to make to the meter system, to your panel. That’s one great way to potentially use your car battery. Another piece of the puzzle is that, strangely enough, most strangely enough, there has been a big push to EV, but at the same time, there has not been a push to provide more electricity. But if you replace cars that use gasoline by electric vehicles that use electricity, you need to deliver more electricity. It doesn’t require a PhD to get that. But, strangely enough, nothing was done. Nuno Gonçalves Pedro Apparently, it does. Bertrand Schmitt I remember that study in France where they say that, if people were all to switch to EV, we will need 10 more nuclear reactors just on the way from Paris to Nice to the Côte d’Azur, the French Rivière, in order to provide electricity to the cars going there during the summer vacation. But I mean, guess what? No nuclear plant is being built along the way. Good luck charging your vehicles. I think that’s another limit that has been happening to the grid is more electric vehicles that require charging when the related infrastructure has not been upgraded to support more. Actually, it has quite the opposite. In many cases, we had situation of nuclear reactors closing down, so other facilities closing down. Obviously, the end result is an increase in price of electricity, at least in some states and countries that have not sold that fully out. Nuno Gonçalves Pedro Manufacturing: the return of “atoms + bits” Moving to manufacturing and what’s happening around manufacturing, manufacturing technology. There’s maybe the case to be made that manufacturing is getting replatformed, right? It’s getting redefined. Some of it is very obvious, and it’s already been ongoing for a couple of decades, which is the advent of and more and more either robotic augmented factories or just fully roboticized factories, where there’s very little presence of human beings. There’s elements of that. There’s the element of software definition on top of it, like simulation. A lot of automation is going on. A lot of AI has been applied to some lines in terms of vision, safety. We have an investment in a company called Sauter Analytics that is very focused on that from the perspective of employees and when they’re still humans in the loop, so to speak, and the ability to really figure out when people are at risk and other elements of what’s happening occurring from that. But there’s more than that. There’s a little bit of a renaissance in and of itself. Factories are, initially, if we go back a couple of decades ago, factories were, and manufacturing was very much defined from the setup. Now it’s difficult to innovate, it’s difficult to shift the line, it’s difficult to change how things are done in the line. With the advent of new factories that have less legacy, that have more flexible systems, not only in terms of software, but also in terms of hardware and robotics, it allows us to, for example, change and shift lines much more easily to different functions, which will hopefully, over time, not only reduce dramatically the cost of production. But also increase dramatically the yield, it increases dramatically the production itself. A lot of cool stuff happening in that space. Bertrand Schmitt It’s exciting to see that. One thing this current administration in the US has been betting on is not just hoping for construction renaissance. Especially on the factory side, up of factories, but their mindset was two things. One, should I force more companies to build locally because it would be cheaper? Two, increase output and supply of energy so that running factories here in the US would be cheaper than anywhere else. Maybe not cheaper than China, but certainly we get is cheaper than Europe. But three, it’s also the belief that thanks to AI, we will be able to have more efficient factories. There is always that question, do Americans to still keep making clothes, for instance, in factories. That used to be the case maybe 50 years ago, but this move to China, this move to Bangladesh, this move to different places. That’s not the goal. But it can make sense that indeed there is ability, thanks to robots and AI, to have more automated factories, and these factories could be run more efficiently, and as a result, it would be priced-competitive, even if run in the US. When you want to think about it, that has been, for instance, the South Korean playbook. More automated factories, robotics, all of this, because that was the only way to compete against China, which has a near infinite or used to have a near infinite supply of cheaper labour. I think that all of this combined can make a lot of sense. In a way, it’s probably creating a perfect storm. Maybe another piece of the puzzle this administration has been working on pretty hard is simplifying all the permitting process. Because a big chunk of the problem is that if your permitting is very complex, very expensive, what take two years to build become four years, five years, 10 years. The investment mass is not the same in that situation. I think that’s a very important part of the puzzle. It’s use this opportunity to reduce regulatory state, make sure that things are more efficient. Also, things are less at risk of bribery and fraud because all these regulations, there might be ways around. I think it’s quite critical to really be careful about this. Maybe last piece of the puzzle is the way accounting works. There are new rules now in 2026 in the US where you can fully depreciate your CapEx much faster than before. That’s a big win for manufacturing in the US. Suddenly, you can depreciate much faster some of your CapEx investment in manufacturing. Nuno Gonçalves Pedro Just going back to a point you made and then moving it forward, even China, with being now probably the country in the world with the highest rate of innovation and take up of industrial robots. Because of demographic issues a little bit what led Japan the first place to be one of the real big innovators around robots in general. The fact that demographics, you’re having an aging population, less and less children. How are you going to replace all these people? Moving that into big winners, who becomes a big winner in a space where manufacturing is fundamentally changing? Obviously, there’s the big four of robots, which is ABB, FANUC, KUKA, and Yaskawa. Epson, I think, is now in there, although it’s not considered one of the big four. Kawasaki, Denso, Universal Robots. There’s a really big robotics, industrial robotic companies in the space from different origins, FANUC and Yaskawa, and Epson from Japan, KUKA from Germany, ABB from Switzerland, Sweden. A lot of now emerging companies from China, and what’s happening in that space is quite interesting. On the other hand, also, other winners will include players that will be integrators that will build some of the rest of the infrastructure that goes into manufacturing, the Siemens of the world, the Schneider’s, the Rockwell’s that will lead to fundamental industrial automation. Some big winners in there that whose names are well known, so probably not a huge amount of surprises there. There’s movements. As I said, we’re still going to see the big Chinese players emerging in the world. There are startups that are innovating around a lot of the edges that are significant in this space. We’ll see if this is a space that will just be continued to be dominated by the big foreign robotics and by a couple of others and by the big integrators or not. Bertrand Schmitt I think you are right to remind about China because China has been moving very fast in robotics. Some Chinese companies are world-class in their use of robotics. You have this strange mix of some older industries where robotics might not be so much put to use and typically state-owned, versus some private companies, typically some tech companies that are reconverting into hardware in some situation. That went all in terms of robotics use and their demonstrations, an example of what’s happening in China. Definitely, the Chinese are not resting. Everyone smart enough is playing that game from the Americans, the Chinese, Japanese, the South Koreans. Nuno Gonçalves Pedro Exciting things are manufacturing, and maybe to bring it all together, what does it mean for all the big players out there? If we talk with startups and talk about startups, we didn’t mention a ton of startups today, right? Maybe incumbent wind across the board. But on a more serious note, we did mention a few. For example, in nuclear energy, there’s a lot of startups that have been, some of them, incredibly well-funded at this moment in time. Wrap: what it means for startups, incumbents, and investors There might be some big disruptions that will come out of startups, for example, in that space. On the chipset side, we talked about the big gorillas, the NVIDIAs, AMDs, Intel, etc., of the world. But we didn’t quite talk about the fact that there’s a lot of innovation, again, happening on the edges with new players going after very large niches, be it in networking and switching. Be it in compute and other areas that will need different, more specialized solutions. Potentially in terms of compute or in terms of semiconductor deployments. I think there’s still some opportunities there, maybe not to be the winner takes all thing, but certainly around a lot of very significant niches that might grow very fast. Manufacturing, we mentioned the same. Some of the incumbents seem to be in the driving seat. We’ll see what happens if some startups will come in and take some of the momentum there, probably less likely. There are spaces where the value chains are very tightly built around the OEMs and then the suppliers overall, classically the tier one suppliers across value chains. Maybe there is some startup investment play. We certainly have played in the couple of the spaces. I mentioned already some of them today, but this is maybe where the incumbents have it all to lose. It’s more for them to lose rather than for the startups to win just because of the scale of what needs to be done and what needs to be deployed. Bertrand Schmitt I know. That’s interesting point. I think some players in energy production, for instance, are moving very fast and behaving not only like startups. Usually, it’s independent energy suppliers who are not kept by too much regulations that get moved faster. Utility companies, as we just discussed, have more constraints. I would like to say that if you take semiconductor space, there has been quite a lot of startup activities way more than usual, and there have been some incredible success. Just a few weeks ago, Rock got more or less acquired. Now, you have to play games. It’s not an outright acquisition, but $20 billion for an IP licensing agreement that’s close to an acquisition. That’s an incredible success for a company. Started maybe 10 years ago. You have another Cerebras, one of the competitor valued, I believe, quite a lot in similar range. I think there is definitely some activity. It’s definitely a different game compared to your software startup in terms of investment. But as we have seen with AI in general, the need for investment might be larger these days. Yes, it might be either traditional players if they can move fast enough, to be frank, because some of them, when you have decades of being run as a slow-moving company, it’s hard to change things. At the same time, it looks like VCs are getting bigger. Wall Street is getting more ready to finance some of these companies. I think there will be opportunities for startups, but definitely different types of startups in terms of profile. Nuno Gonçalves Pedro Exactly. From an investor standpoint, I think on the VC side, at least our core belief is that it’s more niche. It’s more around big niches that need to be fundamentally disrupted or solutions that require fundamental interoperability and integration where the incumbents have no motivation to do it. Things that are a little bit more either packaging on the semiconductor side or other elements of actual interoperability. Even at the software layer side that feeds into infrastructure. If you’re a growth investor, a private equity investor, there’s other plays that are available to you. A lot of these projects need to be funded and need to be scaled. Now we’re seeing projects being funded even for a very large, we mentioned it in one of the previous episodes, for a very large tech companies. When Meta, for example, is going to the market to get funding for data centers, etc. There’s projects to be funded there because just the quantum and scale of some of these projects, either because of financial interest for specifically the tech companies or for other reasons, but they need to be funded by the market. There’s other place right now, certainly if you’re a larger private equity growth investor, and you want to come into the market and do projects. Even public-private financing is now available for a lot of things. Definitely, there’s a lot of things emanating that require a lot of funding, even for large-scale projects. Which means the advent of some of these projects and where realization is hopefully more of a given than in other circumstances, because there’s actual commercial capital behind it and private capital behind it to fuel it as well, not just industrial policy and money from governments. Bertrand Schmitt There was this quite incredible stat. I guess everyone heard about that incredible growth in GDP in Q3 in the US at 4.4%. Apparently, half of that growth, so around 2.2% point, has been coming from AI and related infrastructure investment. That’s pretty massive. Half of your GDP growth coming from something that was not there three years ago or there, but not at this intensity of investment. That’s the numbers we are talking about. I’m hearing that there is a good chance that in 2026, we’re talking about five, even potentially 6% GDP growth. Again, half of it potentially coming from AI and all the related infrastructure growth that’s coming with AI. As a conclusion for this episode on infrastructure, as we just said, it’s not just AI, it’s a whole stack, and it’s manufacturing in general as well. Definitely in the US, in China, there is a lot going on. As we have seen, computing needs connectivity, networks, need power, energy and grid, and all of this needs production capacity and manufacturing. Manufacturing can benefit from AI as well. That way the loop is fully going back on itself. Infrastructure is the next big thing. It’s an opportunity, probably more for incumbents, but certainly, as usual, with such big growth opportunities for startups as well. Thank you, Nuno. Nuno Gonçalves Pedro Thank you, Bertrand.

Dylan Patel (SemiAnalysis) joins Matt Turck for a deep dive into the AI chip wars — why NVIDIA is shifting from a “one chip can do it all” worldview to a portfolio strategy, how inference is getting specialized, and what that means for CUDA, AMD, and the next wave of specialized silicon startups.Then we take the fun tangents: why China is effectively “semiconductor pilled,” how provinces push domestic chips, what Huawei means as a long-term threat vector, and why so much “AI is killing the grid / AI is drinking all the water” discourse misses the point.We also tackle the big macro question: capex bubble or inevitable buildout? Dylan's view is that the entire answer hinges on one variable—continued model progress—and we unpack the second-order effects across data centers, power, and the circular-looking financings (CoreWeave/Oracle/backstops).Dylan PatelLinkedIn - https://www.linkedin.com/in/dylanpatelsa/X/Twitter - https://x.com/dylan522pSemiAnalysisWebsite - https://semianalysis.comX/Twitter - https://x.com/SemiAnalysis_Matt Turck (Managing Director)Blog - https://mattturck.comLinkedIn - https://www.linkedin.com/in/turck/X/Twitter - https://twitter.com/mattturckFirstMarkWebsite - https://firstmark.comX/Twitter - https://twitter.com/FirstMarkCap(00:00) - Intro(01:16) - Nvidia acquires Groq: A pivot to specialization(07:09) - Why AI models might need "wide" compute, not just fast(10:06) - Is the CUDA moat dead? (Open source vs. Nvidia)(17:49) - The startup landscape: Etched, Cerebras, and 1% odds(22:51) - Geopolitics: China's "semiconductor-pilled" culture(35:46) - Huawei's vertical integration is terrifying(39:28) - The $100B AI revenue reality check(41:12) - US Onshoring: Why total self-sufficiency is a fantasy(44:55) - Can the US actually build fabs? (The delay problem)(48:33) - The CapEx Bubble: Is $500B spending irrational?(54:53) - Energy Crisis: Why gas turbines will power AI, not nuclear(57:06) - The "AI uses all the water" myth (Hamburger comparison)(1:03:40) - Circular Debt? Debunking the Nvidia-CoreWeave risk(1:07:24) - Claude Code & the software singularity(1:10:23) - The death of the Junior Analyst role(1:11:14) - Model predictions: Opus 4.5 and the RL gap(1:14:37) - San Francisco Lore: Roommates (Dwarkesh Patel & Sholto Douglas)

Этот выпуск – луч надежды для отчаявшихся геймеров, смирившихся, что все видеокарты сметут ИИ-корпорации. Говорим про чипы, на которых обучение и инференс работают кратно быстрее, чем на GPU. В чем секрет, и чего ожидать в будущем – обсуждаем с Зигфридом Звездиным из Cerebras! Также ждем вас, ваши лайки, репосты и комменты в мессенджерах и соцсетях!
 Telegram-чат: https://t.me/podlodka Telegram-канал: https://t.me/podlodkanews Страница в Facebook: www.facebook.com/podlodkacast/ Twitter-аккаунт: https://twitter.com/PodcastPodlodka Ведущие в выпуске: Женя Кателла, Егор Толстой Полезные ссылки: Telegram-канал гостя https://t.me/zzigfrid Telegram гостя https://t.me/ziggerzz LinkedIn гостя https://www.linkedin.com/in/zigfrid/

Andrew Mayne explains how chips like Groq and Cerebras are giving us faster training and inferencing, and how that can help save us time and power and increase productivity.Featuring Tom Merritt and Andrew Mayne. Hosted on Acast. See acast.com/privacy for more information.

(0:00) Intro (0:37) Coinbase CEO, Brian Armstrong on Crypto Adoption (38:51) Cerebras CEO, Andrew Feldman on Compute Power (1:18:50) Gecko Robotics CEO, Jake Loosararian on AI and Physical Robots This episode is sponsored by the New York Stock Exchange - a modern marketplace and exchange for building the future. It all happens at the NYSE. https://www.nyse.com/ Featuring Brian Armstrong (CEO, Coinbase), Andrew Feldman (CEO, Cerebras), and Jake Loosararian (CEO, Gecko), this conversation explores how AI is changing work, infrastructure, and productivity in real time- from the builders shaping what comes next. Follow Brian: https://x.com/brian_armstrong Follow Andrew: https://x.com/andrewdfeldman Follow Jake: https://x.com/jakeloosy Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect

Focus sur Cerebras, les puces aussi grosses qu’un wafer, Windows 11 est définitivement un veau, les LLMs connaissent toujours presque tous leurs classiques en intégralité et les modèles IA de la semaine.  Me soutenir sur Patreon Me retrouver sur YouTube On discute ensemble sur Discord Modèles de la semaine Mocha, la revanche de V-JEPA. Social Reasoner et  OpenVoxel. Ministral 3 et la sécurité des IA. Un Erdős tres, un pasito pa'lante matemáticas ! Stupefix ! Les LLM connaissent toujours leur classiques… Un récapitulatif sur ces LLM qu'on aime. Et là, c'est le DRAM Panier percé : Sam investit dans Altman, OpenAI dans dans Cerebras. Marie Kondo pour les puces de RAM. Encore des centrales en orbites… qui bougent. C'est confirmé scientifiquement : Windows 11 est un veau. Dilbert est orphelin. Participants Une émission préparée par Guillaume Poggiaspalla Présenté par Guillaume Vendé

Will AGI happen soon - or are we running into a wall?In this episode, I'm joined by Tim Dettmers (Assistant Professor at CMU; Research Scientist at the Allen Institute for AI) and Dan Fu (Assistant Professor at UC San Diego; VP of Kernels at Together AI) to unpack two opposing frameworks from their essays: “Why AGI Will Not Happen” versus “Yes, AGI Will Happen.” Tim argues progress is constrained by physical realities like memory movement and the von Neumann bottleneck; Dan argues we're still leaving massive performance on the table through utilization, kernels, and systems—and that today's models are lagging indicators of the newest hardware and clusters.Then we get practical: agents and the “software singularity.” Dan says agents have already crossed a threshold even for “final boss” work like writing GPU kernels. Tim's message is blunt: use agents or be left behind. Both emphasize that the leverage comes from how you use them—Dan compares it to managing interns: clear context, task decomposition, and domain judgment, not blind trust.We close with what to watch in 2026: hardware diversification, the shift toward efficient, specialized small models, and architecture evolution beyond classic Transformers—including state-space approaches already showing up in real systems.Sources:Why AGI Will Not Happen - https://timdettmers.com/2025/12/10/why-agi-will-not-happen/Use Agents or Be Left Behind? A Personal Guide to Automating Your Own Work - https://timdettmers.com/2026/01/13/use-agents-or-be-left-behind/Yes, AGI Can Happen – A Computational Perspective - https://danfu.org/notes/agi/The Allen Institute for Artificial IntelligenceWebsite - https://allenai.orgX/Twitter - https://x.com/allen_aiTogether AIWebsite - https://www.together.aiX/Twitter - https://x.com/togethercomputeTim DettmersBlog - https://timdettmers.comLinkedIn - https://www.linkedin.com/in/timdettmers/X/Twitter - https://x.com/Tim_DettmersDan FuBlog - https://danfu.orgLinkedIn - https://www.linkedin.com/in/danfu09/X/Twitter - https://x.com/realDanFuFIRSTMARKWebsite - https://firstmark.comX/Twitter - https://twitter.com/FirstMarkCapMatt Turck (Managing Director)Blog - https://mattturck.comLinkedIn - https://www.linkedin.com/in/turck/X/Twitter - https://twitter.com/mattturck(00:00) - Intro(01:06) – Two essays, two frameworks on AGI(01:34) – Tim's background: quantization, QLoRA, efficient deep learning(02:25) – Dan's background: FlashAttention, kernels, alternative architectures(03:38) – Defining AGI: what does it mean in practice?(08:20) – Tim's case: computation is physical, diminishing returns, memory movement(11:29) – “GPUs won't improve meaningfully”: the core claim and why(16:16) – Dan's response: utilization headroom (MFU) + “models are lagging indicators”(22:50) – Pre-training vs post-training (and why product feedback matters)(25:30) – Convergence: usefulness + diffusion (where impact actually comes from)(29:50) – Multi-hardware future: NVIDIA, AMD, TPUs, Cerebras, inference chips(32:16) – Agents: did the “switch flip” yet?(33:19) – Dan: agents crossed the threshold (kernels as the “final boss”)(34:51) – Tim: “use agents or be left behind” + beyond coding(36:58) – “90% of code and text should be written by agents” (how to do it responsibly)(39:11) – Practical automation for non-coders: what to build and how to start(43:52) – Dan: managing agents like junior teammates (tools, guardrails, leverage)(48:14) – Education and training: learning in an agent world(52:44) – What Tim is building next (open-source coding agent; private repo specialization)(54:44) – What Dan is building next (inference efficiency, cost, performance)(55:58) – Mega-kernels + Together Atlas (speculative decoding + adaptive speedups)(58:19) – Predictions for 2026: small models, open-source, hardware, modalities(1:02:02) – Beyond transformers: state-space and architecture diversity(1:03:34) – Wrap

This week in AI and tech: Google removes medical AI overviews after controversy, Anthropic launches Claude for Healthcare, Slackbot becomes a full AI agent, OpenAI signs a $10 billion deal with Cerebras, and Trump announces 25% tariffs on AI chips.⏱️ TIMESTAMPS00:00 Intro00:30 Story #1: Google Pulls Medical AI Overviews04:15 Story #2: Anthropic Launches Claude for Healthcare08:45 Story #3: Slackbot Becomes AI Agent13:20 Story #4: OpenAI's $10B Cerebras Deal18:00 Story #5: Trump's 25% AI Chip Tariff22:30 Final Thoughts

A critical ServiceNow vulnerability shows how quickly deployed AI features can turn into major security risks. By rushing agentic AI into production without proper authentication, authorization, and safeguards, organizations are creating new attack paths that bypass traditional defenses. Experts warn that AI agents need zero-trust controls, least-privilege access, and lifecycle management—or enterprises risk turning productivity tools into security liabilities. This and more on the Tech Field Day News Rundown with Tom Hollingsworth and Alastair Cooke. Time Stamps: 0:00 - Cold Open0:25 - Welcome to the Tech Field Day News Rundown1:07 - Snowflake to Acquire Observe to Strengthen AI Observability4:25 - Firewall Prices May Rise as Memory Shortages Hit Cybersecurity Hardware8:17 - IBM Introduces Sovereign Core Platform Built on Red Hat OpenShift11:48 - Delinea Acquires StrongDM to Strengthen Infrastructure Access Security15:04 - Cloudflare Buys Human Native to Reinvent How Creators Get Paid in the AI Era18:31 - FCC Approves Higher-Power Wi-Fi Devices in 6 GHz Band22:50 - OpenAI Locks in Massive Compute Deal with Cerebras to Meet Surging AI Demand26:35 - Rushing AI to Market Is Creating Dangerous Security Gaps34:58 - The Weeks Ahead: Upcoming Events38:02 - Thanks for Watching the Tech Field Day News RundownFollow our hosts ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tom Hollingsworth⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alastair Cooke⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Stephen Foskett⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow Tech Field Day ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X/Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Bluesky⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Mastodon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

In today's Tech3 from Moneycontrol, we track the biggest stories shaping startups and technology. From Davos, seven Indian business leaders, including N Chandrasekaran, Sunil Bharti Mittal, Salil Parekh, and Srini Pallia, are set to attend a reception hosted by US President Donald Trump. We also bring you how global CEOs at Davos are pitching India as a key hub for telecom, AI, and infrastructure, with Ericsson, Siemens, and Cerebras calling the country central to future growth. Plus, SEBI clears the path for PhonePe's IPO that could value the fintech major at $15 billion, setting up one of India's biggest listings, and AI startup Emergent raises $70 million from Khosla Ventures and SoftBank.

In this episode of The Circuit, Ben Bajarin and Jay Goldberg discuss the launch of Ben's new publication, "The Diligent Stack." The duo then performs a deep dive into TSMC's recent earnings, analyzing the risks of semiconductor cyclicality, the massive CapEx requirements for the future, and the specific bottlenecks in advanced packaging (CoWoS). Later, they shift focus to OpenAI's partnership with Cerebras and the introduction of ads to fund massive compute needs. Finally, they break down the latest data on GPU pricing, highlighting the significant premiums hyperscalers charge compared to NeoClouds and the difficulty of tracking pricing for Nvidia's new Grace Blackwell chips.

Welcome to a very special edition of the Six Five Podcast! In this milestone episode, hosts Patrick Moorhead and Daniel Newman come together live in studio to celebrate hitting 100,000 YouTube subscribers. The duo takes a moment to reflect on the journey so far, their ever-growing community, and the audience of VCs, tech investors, and enterprise leaders who tune in each week. But it's not just about commemorating the past—our hosts dive right into the latest headlines shaping the tech industry, unpacking Apple's ongoing AI challenges and the strategy behind its latest collaboration with Google's Gemini. They break down OpenAI's $10 billion deal with Cerebras, and the explosive race to build out global data centers and energy capacity. Plus, a debate on what custom silicon means for the future of AI, Meta's recent layoffs at Reality Labs, TSMC's strong quarterly earnings, and they share predictions for enterprise AI in 2026. The handpicked topics for this week are: Celebrating 100K Subscribers: Hosts open the special episode, celebrating 100,000 YouTube subscribers, thanking the audience and introducing the YouTube Creator Award. A montage of show highlights, including funny moments, diverse locations, shirtless episodes, and memorable guest appearances. Apple, Google, and the AI Race: Pat and Dan transition into news analysis: Apple's AI strategy, Gemini integration, CapEx, and the broader implications for device form factors AI Chip Wars: OpenAI, Cerberus, Nvidia & Heterogeneous Computing: Hosts discuss major AI chip deals, the future of custom vs. merchant silicon, and why heterogeneous compute architectures matter. Data Center Boom, Energy Constraints & U.S. vs. China: Exploring the exponential growth in data centers, energy supply/regulatory bottlenecks, and the U.S.-China competition on infrastructure. Meta Layoffs, Wearables, and Future of XR: Meta's Reality Labs layoffs and what it signals for the Metaverse, AI wearables, and the XR industry shift toward AI-powered augmentation. China/PRC: Nvidia H200 Ban & Tech Sovereignty Rumors: Analysis on China's restrictions on Nvidia H200 chips, sovereign innovation, and the "cat and mouse" of supply chains and government posturing. The Flip - Live Debate Custom vs. Merchant Silicon, Google, Apple: A special, in-person, rapid-fire debate segment with spicy Texas sausage and coin flips: custom silicon's rise, Google TPUs, Apple's semiconductor strategy. TSMC Earnings, AI Ecosystem, & Chip Market Trends: Macro discussion on TSMC's results, CapEx, implications for Nvidia, AMD, Apple, Intel, and the ongoing AI-led semiconductor boom. Infosys, GSIs, and the AI Implementation Curve: Hosts trade insights on Infosys' strong quarter, what it means for enterprise digital transformation, and the role of GSIs as AI reshapes services. 2026 Tech Predictions: Dan and Pat share predictions for enterprise AI, ROI, key AI milestones, and potential for AI-driven layoffs.   Be sure to subscribe to The Six Five Pod so you never miss an episode.  

(0:00) Bestie intros! (4:18) Iran's breaking point: regime change coming? (14:28) Solving energy prices: Microsoft first hyperscaler to "pay its own way" and subsidize residential electric costs (31:18) OpenAI's compute deal with Cerebras, the renaissance in decode silicon (35:09) Billionaire backlash in California: Wealth Tax exodus (56:13) Greenland acquisition: Why it's crucial Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit https://x.com/TheZachEffect Referenced in the show: https://polymarket.com/event/khamenei-out-as-supreme-leader-of-iran-by-january-31 https://polymarket.com/event/will-the-iranian-regime-fall-by-the-end-of-2026 https://home.treasury.gov/news/press-releases/sb0364 https://truthsocial.com/@realDonaldTrump/posts/115884759090137876 https://www.ft.com/content/3f392c9b-c07d-42f5-b000-0a7347ad1ec0 https://www.wsj.com/tech/ai/openai-forges-multibillion-dollar-computing-partnership-with-cerebras-746a20e4 https://www.theinformation.com/briefings/openai-signs-compute-deal-worth-least-10-billion-chipmaker-cerebras?rc=f8fu8f https://x.com/chamath/status/2011486582386106387 https://x.com/friedberg/status/2011703965143220457 https://x.com/chamath/status/2011197387830935777 https://polymarket.com/event/will-trump-acquire-greenland-before-2027 https://x.com/chamath/status/2011197387830935777

Sinister Saturdays are back with a breakdown of recent events, including why the Clarity Act ran into a major roadblock after Coinbase pulled its support, the US decision to impose a 25 percent tariff on advanced AI chips headed to China, and Taiwan's material commitment to expand semiconductor manufacturing in the United States. We also cover OpenAI's multibillion-dollar compute partnership with Cerebras and close with the Chart of the Week as Gartner forecasts global AI spending to surge to $2.5 trillion in 2026. Remember to Stay Current! To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creekdigital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com Legal Disclaimer This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions.

Discover how Cerebras is challenging NVIDIA with a fundamentally different approach to AI hardware and large-scale inference.In this episode of Startup Project, Nataraj sits down with Andrew Feldman, co-founder and CEO of Cerebras Systems, to discuss how the company built a wafer-scale AI chip from first principles. Andrew shares the origin story of Cerebras, why they chose to rethink chip architecture entirely, and how system-level design decisions unlock new performance for modern AI workloads.The conversation explores:Why inference is becoming the dominant cost and performance bottleneck in AIHow Cerebras' wafer-scale architecture overcomes GPU memory and communication limitsWhat it takes to compete with incumbents like NVIDIA and AMD as a new chip companyThe tradeoffs between training and inference at scaleCerebras' product strategy across systems, cloud offerings, and enterprise deploymentsThis episode is a deep dive into AI infrastructure, semiconductor architecture, and system-level design, and is especially relevant for builders, engineers, and leaders thinking about the future of AI compute.

Send us a textInvest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only. www.agdillon.com00:00 - Intro00:08 - Cerebras Eyes $23B Post-Money as IPO Nears00:55 - Cerebras Lands $10B OpenAI Capacity Deal Through 202801:29 - Skild's $1.4B Series C Prices In $14B+ Robot Brain Ambition02:24 - Temporal Nears $5B in Talks as ARR Tops $100M03:00 - Parloa Jumps to $3B Valuation After $350M Series D04:08 - Higgsfield Hits $1.3B After Extending Series A to $130M05:06 - Torq Reaches $1.2B Valuation With $140M for AI SOC Automation05:49 - Etched Scores $500M at $5B as Investors Back Specialized Silicon06:21 - Harmattan Hits $1.4B a Year After Founding on $200M Series B07:13 - X to Open-Source Its Algorithm as Grok Rates 100M+ Posts a Day07:55 - Anthropic Ships HIPAA Claude as 22K Banner Clinicians Adopt08:52 - Anthropic's Cowork Puts Claude in Your Files With Guardrails and Risk09:38 - OpenAI Leads Merge Labs Seed as Noninvasive BCI Raises $252M10:20 - OpenAI Buys Torch for $100M to Build a Unified Medical Memory11:05 - 1X Holds $10B Valuation as Neo Targets Homes With a World Model12:00 - ElevenLabs Hits $330M ARR as Growth Pace Accelerates12:50 - Erebor Raises $350M to Build a Regulated Crypto Bank13:52 - Replit Talks $400M Round at ~$9B as It Ships AI-Made iOS Apps

Die UK-Polizei setzt israelische Fans auf die No-Fly-Liste – wegen eines von Copilot erfundenen Fußballspiels. Jonas Andrulis verlässt Aleph Alpha, 15 Prozent der Stellen werden gestrichen. Trump verspricht, dass Amerikaner nicht für Data-Center-Stromkosten zahlen müssen. Google Gemini will Zugriff auf E-Mails und Fotos. TSMC meldet 35% Gewinnwachstum. OpenAI schließt einen 10-Milliarden-Dollar-Deal mit Cerebras für 750 Megawatt Rechenleistung. Tesla streicht den FSD-Einmalkauf. ChatGPT und Google launchen Übersetzungstools. Mira Muratis Thinking Machines Lab verliert drei Co-Gründer an OpenAI. Replit raised 400 Millionen auf 9 Milliarden, Parloa 350 Millionen auf 3 Milliarden. Der DeepSeek-Hedge-Fund macht 57% Rendite. Frank Thelen ist wieder in Scam-Anzeigen. Hoss und Hopf trennen sich. CNBC startet 2027 einen deutschen Kanal. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Intro (00:03:52) Aktientipps für 15-Jährige: Blutige Nase holen (00:12:00) Trump & Microsoft: Data Center Stromkosten-Deal (00:19:30) Aleph Alpha: Gründer Jonas Andrulis geht (00:24:30) TSMC: 35% Gewinnwachstum, globale Expansion (00:26:00) Cerebras: 10 Mrd. Dollar Deal mit OpenAI (00:30:00) Replit & Parloa (00:34:30) DeepSeek Hedge Fund: 57% Rendite (00:37:00) Tesla FSD (00:42:00) ChatGPT Translate & Google Translate (00:43:15) Copilot erfindet Fußballspiel (00:45:00) Thinking Machines Lab (00:47:00) Frank Thelen Scam-Anzeigen (00:58:30) Hoss und Hopf (01:03:00) CNBC startet deutschen Kanal 2027 (01:05:30) Verbraucherschutzecke Shownotes Trump sagt, Microsoft wird Amerikaner nicht für Strom bezahlen lassen. - businessinsider.com Kann Gemini jetzt auf E-Mails und Fotos zugreifen? - zdnet.com Aleph Alpha ohne Jonas Andrulis: Gründer legt alle Ämter nieder. - linkedin.com TSMC Q4 Rekordgewinn durch KI-Chip-Nachfrage - cnbc.com OpenAI schließt Milliarden-Partnerschaft mit Cerebras - wsj.com Replit kurz vor Finanzierung bei 9 Milliarden Bewertung - bloomberg.com Parloa verdreifacht Bewertung in 8 Monaten auf 3 Mrd mit 350 Mio Finanzierung - techcrunch.com Deepseek-Gründer Liangs Fonds wachsen um 57% im China-Quants-Boom - bloomberg.com Tesla plant subtile Änderung mit großen Auswirkungen - marketwatch.com chatgpt-uebersetzung - androidauthority.com Polizei Microsoft Copilot Fehler - theverge.com Mira Murati verliert Co-Gründer an OpenAI - manager-magazin.de 1000 Scam-Anzeigen mit Frank Thelen - manager-magazin.de Frank Thelen vs. Christian W. Röhl (Scalable): Jay-Z würde sagen "Men lie, women lie, numbers don't." - LinkedIn Ende von Hoss Hopf: Was hinter den Kulissen geschah - businessinsider.de afd einzige lösung deutschland bushido podcast - raptastisch.net CNBC startet deutschen Kanal 2027 - broadbandtvnews.com

This episode features a large news slate: BlackRock surges to record $14T in assets, OpenAI inks $10B deal with AI chipmaker Cerebras, New York knocks Uber, DoorDash over tips. Roundtable: Buying Primary home through an LLC https://www.instagram.com/delano.saporu/?hl=en. Connect with me here also: https://newstreetadvisorsgroup.com/social/. Want to support the show? Feel free to do so here! https://anchor.fm/delano-saporu4/support. Thank you for listening.

Ce jeudi 15 janvier, François Sorel a reçu Frédéric Simottel, journaliste BFM Business, Isabelle Bordry, fondatrice de Retency, et Jérôme Marin, Fondateur de cafetech.fr. Ils se sont penchés sur le lancement du cloud souverain européen d'AWS, et l'achat d'une puissance de calcul à Cerebras par OpenAI pour 10 milliards de dollars, dans l'émission Tech & Co, la quotidienne, sur BFM Business. Retrouvez l'émission du lundi au jeudi et réécoutez la en podcast.

Send us a textCES 2026 brought the heat—and the robots. In this episode, Amith Nagarajan and Mallory Mejias break down the biggest stories from the Consumer Electronics Show, where AI made its move from code to corporeal. They cover Meta's $2B acquisition of Manus, Groq's $20B licensing deal with Nvidia, and how LPUs are set to revolutionize inference computing. From humanoid robots dancing across stages to Nvidia's open-source models reshaping robotics and autonomous vehicles, this episode offers a rapid-fire tour of the tech shaping our future. Plus, Amith shares why AI pilots are more about learning than proof—and yes, we dream about robots doing the dishes. 

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape.Welcome back to another episode of Venture Unlocked, the podcast that takes you behind the scenes of the business of venture capital.In this episode, I sit down with Lior Susan from Eclipse to explore his journey from building companies in the physical world to founding and scaling a unique venture firm. We discuss the importance of high-conviction investing, assembling elite teams from operator backgrounds, and staying adaptable in a rapidly shifting market shaped by technology and AI. Lior shares lessons on discipline, honesty, and the realities of venture investing, offering actionable insights for anyone interested in building resilient companies or understanding what it takes to succeed in today's venture landscape.Thanks for listening to another episode of Venture Unlocked. We hope you enjoyed our conversation with Lior. If you'd like to get Venture Unlocked content straight to your inbox, go to ventureunlocked.substack.com and sign up, or go to Apple Podcasts or Spotify and subscribe. Thanks again for listening.About Lior SusanLior Susan is the founder and managing partner of Eclipse, a venture capital firm focused on backing entrepreneurs who are building companies to transform physical industries. He began his career as a co-founder of Intucell, a software-defined networking startup that was acquired by Cisco in 2012. After that, he led the hardware investment platform Lab IX at Flextronics, deploying capital across energy storage, additive manufacturing, robotics, and wireless infrastructure. In 2015, Lior launched Eclipse to invest in startups transforming critical industries like manufacturing, logistics, supply chain, transportation, energy, and on. He draws on experience as an operator, investor, and former Israeli special forces serviceman to support founders tackling complex, real-world problems.Eclipse is a firm headquartered in Palo Alto (with a New York presence) that partners with entrepreneurs building category-defining companies in physical industries. The firm builds and invests in companies at all stages, combining hardware, software, and systems to modernize “bits and atoms.” Since its founding in 2015, Eclipse has built and backed over 100 companies and helped accelerate startups like Bedrock, VulcanForms, True Anomaly, and Cerebras — companies driving innovation in construction, digital manufacturing infrastructure, defense capabilities, and AI infrastructure.During the conversation, we discussed:* Lior's Career Path and Founding Eclipse (3:38)* Reflecting on the Fund's Origins and Initial Fundraising (6:46)* Adjusting Firm Size and Strategy as Opportunities Grow (9:49)* High-Conviction, High-Ownership Investment Approach (12:45)* Decision-Making Process and Team Dynamics (14:57)* Patterns Among Founders of Large Companies (17:27)* The Evolution of Eclipse's Value Proposition (20:23)* Operator-to-Investor Transitions and Internal Training (24:49)* Market Shifts and Macro Changes in Venture Capital (27:07)* Exit Challenges, IPOs, and Long-Term Private Markets (30:27)* Alignment Between LPs and Managers Around Exits (33:44)* Lior's Investment Lessons and Reflections on Power Law (35:17)* Thoughts on Deglobalization and Future Predictions (36:32)I'd love to know what you took away from this conversation with Lior. Follow me @SamirKaji and give me your insights and questions with the hashtag #ventureunlocked. If you'd like to be considered as a guest or have someone you'd like to hear from (GP or LP), drop me a direct message on X. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ventureunlocked.substack.com

SEC Commissioner Mark Uyeda weighs in on the proposal to let 401(k) plans invest in private assets. Then the U.S. CEO of trading platform Webull reacts to quarterly results and how the recent spike in volatility and drop in bitcoin is impacting business. And the CEO of AI chipmaker Cerebras on President Trump's executive order allowing the sale of the most advanced AI chips to the UAE and Saudi Arabia. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Send us a textInvest in pre-IPO stocks with AG Dillon & Co. Contact aaron.dillon@agdillon.com to learn more. Financial advisors only.00:08 - xAI $20B GPU Financing Structure Nears Close01:42 - Reflection AI Raises $2B Round Builds Open-Source Frontier Lab02:37 - n8n $180M Series C Drives 7x Valuation Jump to $2.5B03:26 - Base Power $1B Raise Targets 200k Home Batteries by 202704:13 - ICE Takes Polymarket Stake as Prediction Volume +700% YTD05:01 - Cerebras $1.1B Series G at $8.1B Valuation Ahead of IPO05:51 - BVNK Acquired by Coinbase-Mastercard06:41 - OpenAI ChatGPT Go Expands to 16 Asian Markets07:31 - OpenAI $18B AMD GPU Deal Diversifies Beyond Nvidia08:19 - OpenAI Sora 2 Hits 30M Users in Week One08:57 - OpenAI Instant Checkout Allows eCommerce in ChatGPT09:47 - OpenAI AgentKit Launch Accelerates AI Agent Economy10:30 - Google Gemini Enterprise Targets Copilot's 15M Seats11:12 - SpaceX | Starlink Revenue +40%, 120 Launches in 2025

OpenAI launcht App-SDK mit Expedia, Spotify und Canva als erste Partner. AMD-Deal: OpenAI sichert sich 10% Aktienanteil für 6 Gigawatt GPU-Bestellung. Sora-Update mit umstrittenem Opt-Out für Rechteinhaber. ROI-Übernahme stärkt OpenAIs Finanz-App-Ambitionen. Small Modular Reactors: Financial Times warnt vor überhöhten Kosten bei Atom-Renaissance. Cerebras zieht IPO zurück nach neuer Finanzierungsrunde. Deloitte muss Honorar wegen KI-generiertem Report teilweise zurückzahlen. Peak Social Media: Jüngste Generation reduziert Nutzung. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) OpenAI Dev Day und App-SDK (00:06:38) Privacy-Probleme bei App-Daten-Sharing (00:10:10) Sora Social Network Update (00:11:57) Opt-Out Logik für Rechteinhaber (00:17:47) Microsoft-OpenAI Beziehungsdynamik (00:19:04) AMD-Deal (00:32:31) Hubspot-Kurssprung nach OpenAI-Erwähnung (00:34:38) OpenAIs Plattform-Strategie (00:52:19) ROI-Finanz-App Übernahme (00:57:25) Small Modular Reactors Kostenanalyse (01:01:08) Data Center Asset-Verkäufe in Europa (01:07:46) Deloitte KI-Report Skandal (01:14:51) ICE-Block App aus App Stores entfernt (01:19:06) AppLovin SEC-Ermittlungen (01:21:48) N26 Kreditkarten (01:25:52) Peak Social Media Studie (01:31:32) Online-Scam-Schäden 17 Milliarden USA Shownotes Einführung von Apps in ChatGPT und das neue Apps SDK – openai.comSora-Update #1 - Sam Altman – blog.samaltman.comAMD-Aktie steigt um 23% durch OpenAI-Interesse an KI-Chiphersteller – cnbc.comOpenAI macht Börse nervös – linkedin.comOpenAI verstärkt Fokus auf personalisierte Verbraucher-KI durch Übernahme – techcrunch.comUSA und Investoren setzen auf unbewiesene Nukleartechnologie, warnen Experten – ft.comKI-Chiphersteller Cerebras zieht Börsengang zurück – cnbc.comEuropäische Private-Equity-Firmen zielen auf 17 Mrd. € in Rechenzentrum-Deals ab – ft.comDeloitte zahlt Geld an Regierung zurück nach KI-Nutzung im Bericht – theguardian.comArizona: Anstieg der VPN-Nachfrage nach Altersverifizierungsgesetzen – tomsguide.comApple entfernt ICE-Tracking-App nach Druck der Bondi-Justizministerium – foxbusiness.comElon Musk empfiehlt, Netflix-Abos zu kündigen. – cnbc.comAppLovin von SEC wegen Datenerfassungspraktiken untersucht – bloomberg.comNordkoreanische Agenten leiten bis zu 1 Milliarde Dollar in Kim Jong Uns Atomprogramm. – fortune.comBetrügerische Abbuchungen bei N26-Kunden – linkedin.comInstagram Rings Awards Programm von Meta angekündigt – hollywoodreporter.com$1 Trump-Münze ist „echt“, sagt US-Schatzmeister – cnn.comHaben wir den Höhepunkt der sozialen Medien überschritten? – ft.comOnline-Betrug und Angriffe in Amerika – pewresearch.org

Andrew Feldman is Co-Founder & CEO of Cerebras, building the world's fastest AI inference and training. Cerebras recently closed a $1.1BN Series G round at an $8.1 billion valuation, backed by top names including Fidelity, Atreides, Tiger Global, Valor Equity and 1789 Capital. Under his leadership, they've leapfrogged GPU limits in inference, operate at trillions of tokens per month, and are filing to go public soon. AGENDA: 02:43 Why We Did Not IPO and Raised $1BN From Fidelity 05:03 Analysis of Chip and Compute Landscape Today 07:14 NVIDIA Showing Signs They Are Running Out of Ideas 13:57 The Real Questions to Ask on Chip Depreciation 24:54 Energy Requirements for AI: Is it Feasible? 29:25 Mag7 Value Concentration: Feature or a Bug 31:57 Talent is the Bottleneck and Trump Makes it Worse 32:55 The War for Talent: Secrets No One Sees 34:22 Evaluating the Data Centre Economy: Many Will Lose Money 38:01 Three Changes the US Could Make to Beat China in AI 42:30 Why 80% of our Revenues are in the UAE 47:26 Quick Fire Questions 58:59 Why Work Life Balance is Total BS  

This ABCD Roundup covers the SEC's push to accelerate tokenized stocks and SWIFT's collaboration with global banks on a shared blockchain ledger for instant payments, moves that could fundamentally reshape traditional finance. We also examine Bitcoin's recent price and volume swings,  as well as the broader implications of onshoring and the U.S. crypto cycle. Finally, we cover Cerebras' $1.1 billion raise at an $8.1 billion valuation. To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com  Legal Disclaimer  This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions. 

Send us a text00:00 - Intro01:16 - Wealthfront's Robo-Advisor IPO Sprint: $88B AUM, $194M Profits02:43 - OpenAI's Instant Checkout: Etsy Surge 16%, Taps 700M Users03:51 - OpenAI H1 2025: $4.3B Sales vs $2.5B Burn, Breakeven by 2026?05:23 - Cerebras' $1.1B Pre-IPO Raise: $8.1B Val, Q2 Rev 11x YoY06:39 - Black Forest Labs' $4B AI Image Raise: FLUX.1 Downloads 5M+07:59 - Rebellions' $1.4B Series C: 3x Rev YoY, Arm GPU Co-Dev09:28 - TikTok US Divestiture: $14B Val at 1.4x P/S, ByteDance Keeps 50% Profits11:04 - Meta's Rivos Acquisition: Cuts GPU Reliance 20-30%, $10B Annual Spend12:27 - Anthropic's Claude Sonnet 4.5: 30-Hour Autonomy, $5B ARR Run-Rate14:01 - Perplexity's Free Comet Browser: ARR Nears $200M, 50% Query Boost15:24 - Stripe Bridge's Stablecoin Open Issuance: $300B Market to $2T by 202816:52 - Thinking Machines' Tinker API: 95% Nondeterminism Fix, $12B Seed Val

Deutschland startet 80-Punkte-Modernisierungsagenda mit KI-Verwaltung und 24h-Unternehmensgründung. Fusion 2040: 2 Milliarden für erstes deutsches Fusionskraftwerk. Meta kauft Chip-Startup Rivos, Yann LeCun droht mit Rücktritt wegen Publikationsbeschränkungen. Mira Muratis Thinking Machines launcht Tinker-Platform für Model-Finetuning. Cerebras sammelt 1 Milliarde auf 8 Milliarden Bewertung als Nvidia-Konkurrent. Microsoft warnt vor KI-Biowaffen-Bedrohungen. Northern Data Ermittlungen wegen Mehrwertsteuerbetrug. DeepL strebt 5-Milliarden-IPO an. Trump launcht TrumpRX-Medikamenten-Website. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf ⁠⁠⁠⁠⁠doppelgaenger.io/werbung⁠⁠⁠⁠⁠. Vielen Dank!  Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) Tag Der Deutschen Einheit - Quiz (00:09:29) Modernisierungsagenda Deutschland (00:19:40) Fusion 2040 Kraftwerk-Plan (00:27:15) Meta (00:28:00) Yann LeCun vs Meta Research (00:34:15) Mira Murati Tinker Platform (00:38:54) Cerebras 1 Mrd. Funding (00:41:39) AI Productivity Index APEX (00:42:45) OpenAI 500 Mrd. Bewertung (00:50:49) Microsoft KI-Biowaffen-Warnung (00:52:13) TrumpRX Medikamenten-Website (01:05:11) Northern Data Ermittlungen (01:11:30) DeepL 5-Milliarden-IPO Shownotes Modernisierungsagenda für ein schnelles Deutschland – bmds.bund.de Homepage - Aktionsplan für erstes Fusionskraftwerk in Deutschland – bmftr.bund.de Meta-Änderung beim Veröffentlichen von Forschung sorgt für Aufruhr in der KI-Gruppe – theinformation.com Tinker: Startup von OpenAI Ex-CTO launcht erstes Produkt – the-decoder.de Meta erwirbt Chips-Startup Rivos für KI-Initiative – bloomberg.com Ein Jahr nach IPO-Anmeldung: Cerebras Systems sammelt $1,1 Mrd. ein – techcrunch.com Einführung von APEX: Der KI-Produktivitätsindex – mercor.com Bloomberg - Bist du ein Roboter? – bloomberg.com Meta Ads target – wsj.com TrumpRx – wsj.com Microsoft warnt vor KI-gestützten "Zero Day"-Bedrohungen in der Biologie – technologyreview.com Northern Data – bloomberg.com DeepL – bloomberg.com Break 30 | Schaffen Philipp Gloeckler und Daniel Voigt die 29 im GLC Nordkirchen? – youtu.be

MRKT Matrix - Tuesday, September 30th S&P 500 rises to close out winning month, shakes off government shutdown concerns (CNBC) Government on track to shut down after midnight with no funding deal in sight (CNBC) A Traders' Guide to US Markets If the Government Shuts Down (Bloomberg) Trump, Pfizer agree to lower U.S. drug prices, exempt company from pharma tariffs (CNBC) Nvidia's market cap tops $4.5 trillion after string of AI infrastructure deals (CNBC) Nvidia challenger Cerebras raises $1.1bn ahead of IPO (FT) CoreWeave signs $14 billion AI infrastructure deal with Meta (CNBC AI Data Centers Are Sending Power Bills Soaring (Bloomberg) OpenAI Launches Video Generator App to Rival TikTok and YouTube (WSJ) --- Subscribe to our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://riskreversalmedia.beehiiv.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ MRKT Matrix by RiskReversal Media is a daily AI powered podcast bringing you the top stories moving financial markets Story curation by RiskReversal, scripts by Perplexity Pro, voice by ElevenLabs

CommanderAI launched in early 2024 as a customer relationship manager and sales prospecting platform built for waste management — and other industrial services like dumpster rentals and industrial recyclers – to fill that gap.   Also, Silicon Valley-based Cerebras announced it raised a $1.1 billion Series G round on Tuesday that valued the AI hardware company at $8.1 billion. The round was co-led by Fidelity and Atreides Management with participation from Tiger Global, Valor Equity Partners, and 1789 Capital, among others.   Learn more about your ad choices. Visit podcastchoices.com/adchoices

The Information's Sylvia Varnham O'Regan talks with TITV Host Akash Pasricha about the latest developments in the TikTok deal, including the Murdoch family's potential involvement and new details on the algorithm. We also talk with Mostly Metrics newsletter Founder CJ Gustafson about Navan's S-1 filing and what it reveals about the tech IPO market. Lastly, we speak to Cerebras' CEO Andrew Feldman about their delayed IPO and rivalry with NVIDIA.Articles discussed on this episode: https://www.theinformation.com/briefings/trump-sign-executive-order-week-details-tiktok-dealTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to: - The Information on YouTube: https://www.youtube.com/@theinformation4080/?sub_confirmation=1- The Information: https://www.theinformation.com/subscribe_hSign up for the AI Agenda newsletter: https://www.theinformation.com/features/ai-agenda

Connor Group's Jim Neesen goes in-depth on the IPO market, including one of his clients that debuted Wednesday: Klarna. He says the fintech company has a "great growth story" in one of the year's most-anticipated public debuts. Jim adds that 2025 is shaping up to be the best year for IPOs since 2021 and explains how the seeds of this year's "cherry blossoms" for the IPO spring were set in place. He tells investors to watch for debuts down the road from names like Databricks, Cerebras, and Stubhub.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

C'est le grand final !Après plusieurs épisodes de débriefing sur certaines conférences du Raise Summit 2025, voici LE dernier débrief, le plus complet, le plus riche, réalisé par PPC avec ses mates pour vous donner des clés de lecture uniques.Autour de la table :

Today's show: Jason, Alex, Lon and Special Guest Mark Jeffrey of Hash Rate, cover the explosive rise of Bittensor, a decentralized AI compute network some are calling the “third great coin” after Bitcoin and Ethereum, explore Meta's bold move to host its open-source LLaMA models via partnerships with Groq and Cerebras—potentially setting the stage for a future AWS competitor—and unpack shocking revelations from the Wall Street Journal about Meta AI chatbots engaging in inappropriate conversations with underage users. Plus, we explore how AI is now writing up to 30% of code at major tech firms like Google and Microsoft, signaling a radical shift in how software gets built.Timestamps:(0:00) Episode Teaser(1:28) Introduction to the episode and guests(2:31) Mark Jeffrey's involvement in crypto and Bittensor project(5:06) Bitcoin vs. Bittensor: Stability and efficiency(10:20) Hubspot for Startups - Visit hubspot.com/startups and join the founders who are turning growth challenges into opportunities.(15:16) Governance, staking, and starting a subnet in Bittensor(17:52) Exploring Ready.AI and its impact on the future of AI(20:08) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(27:17) Trump's influence on crypto regulations and the stablecoin act(30:03) Oracle - Try OCI and save up to 50% on your cloud bill at https://w⁠⁠⁠⁠ww.oracle.com/twist(38:42) AI-driven VC outreach and Alexis Ohanian's advice on cold emailing(45:03) Introducing LayerNext with CEO Buddhika Madduma and customer onboarding challenges(49:04) Ikigai for startups and balancing bespoke work with scalable product development(55:38) Strategies for securing lighthouse customers and the 'bear hug' approach(56:43) Reddit rapid response: Debating the return to office for young professionals(1:04:05) Closing remarks and guest plugsSubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpLinks from episode:Hash Rate Podcast: https://www.youtube.com/@markjeffreyLayerNext: https://www.layernext.ai/r/antiwork: https://www.reddit.com/r/antiwork/Follow Mark:X: https://x.com/markjeffreyLinkedIn: https://www.linkedin.com/in/markjeffrey/Follow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:(10:20) Hubspot for Startups - Visit hubspot.com/startups and join the founders who are turning growth challenges into opportunities.(20:08) Squarespace - Use offer code TWIST to save 10% off your first purchase of a website or domain at https://www.Squarespace.com/TWIST(30:03) Oracle - Try OCI and save up to 50% on your cloud bill at https://w⁠⁠⁠⁠ww.oracle.com/twistGreat TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

Hagay Lupesko is the SVP for AI Inference at Cerebras Systems. Subscribe to the Gradient Flow Newsletter