Podcasts about compute

As AI systems grow more powerful, the computational infrastructure behind them has become a strategic resource, one that is unevenly distributed across the world. This episode takes a deep look at the three layers of compute sovereignty: where data centers are located, who owns them, and who manufactures the chips that power them. Zoe explains how access to compute has quickly shifted from a technical issue to a core question of economic resilience and sovereignty.The conversation unpacks new research showing how few countries actually host advanced AI-relevant data centers, and how global dependencies on companies like Nvidia shape strategic decisions. Adarsh and Zoe discuss the implications for countries that are “compute deserts,” the growing push toward sovereign capabilities, and why a binary view of sovereignty is misleading. They also explore how countries are attempting to secure compute, through public investment, regional collaborations, and new transnational initiatives.Finally, the episode examines the emerging tension between the pursuit of compute sovereignty and the environmental and socioeconomic costs of data centers. As global investments flow into AI infrastructure, Zoe argues for a more grounded, people-centric approach to AI strategy, one that balances access, sustainability, and long-term national priorities amid evolving questions about the future of the AI industry.Episode ContributorsAdarsh Ranjan is a research analyst at Carnegie India where his research focuses on AI and emerging technologies, digital transformation, and technology partnerships. His current research explores India's evolving policy on AI compute and digital transformation in Global South countries.Zoe Jay Hawkins is the co-founder and deputy executive director of the Tech Policy Design Institute. Zoe brings extensive experience designing tech policy from government, big tech, academic and think tank perspectives. Zoe worked for the Australian government across communications, innovation, and foreign policy portfolios, as a ministerial adviser and in the public service. She is a Research Associate at the University of Oxford and an expert researcher for the OECD, having started her career at the Australian Strategic Policy Institute.  Every two weeks, Interpreting India brings you diverse voices from India and around the world to explore the critical questions shaping the nation's future. We delve into how technology, the economy, and foreign policy intertwine to influence India's relationship with the global stage.As a Carnegie India production, hosted by Carnegie scholars, Interpreting India, a Carnegie India production, provides insightful perspectives and cutting-edge by tackling the defining questions that chart India's course through the next decade.Stay tuned for thought-provoking discussions, expert insights, and a deeper understanding of India's place in the world.Don't forget to subscribe, share, and leave a review to join the conversation and be part of Interpreting India's journey.

In this episode of American Potential, host David From talks with Tanner Avery, Policy Director at the Frontier Institute in Montana, about how pro-innovation policies are helping Big Sky Country become a leader in both artificial intelligence and energy development. Avery explains how Montana's new Right to Compute law protects AI and modern computing as forms of free speech—calling them the “modern printing press”—and why that protection is vital for innovation and economic growth. He also dives into Montana's unique opportunity to pair energy abundance with the rise of data centers and AI-driven industries. With low regulation, smart permitting reforms, and a strong culture of freedom, Montana is attracting businesses and tech talent from high-regulation states. Avery and From discuss how AI can augment work, boost labor productivity, and create prosperity without fear or overregulation. This is a must-listen for anyone interested in AI policy, energy innovation, and the future of technology freedom in America.

How do networks keep our society running? This week, Technology Now continues with the third episode in its miniseries with a further three objects: the A52 WiFi 7, and Juniper access points. We dive into the birth of modern networking, the security and technology required for “bring your own device” connections, and the unexpected things a modern day WiFi router can detect. Stuart Strickland, Wireless Chief Technology Officer and HPE Fellow tells us more.This is Technology Now, a weekly show from Hewlett Packard Enterprise. Every week, hosts Michael Bird and Aubrey Lovell look at a story that's been making headlines, take a look at the technology behind it, and explain why it matters to organizations.About Stuart Strickland: https://www.hpe.com/psnow/doc/a00118725enw

Nillion announces the Nillion L2 on Ethereum. Privacy Pools proposes an EU-compliant architecture. Devconnect releases its PWA app. And Aave plans to offer zero-fee stablecoin onramps via Push. Read more: https://ethdaily.io/824 Sponsor: Arkiv is an Ethereum-aligned data layer for Web3. Arkiv brings the familiar concept of a traditional Web2 database into the Web3 ecosystem. Find out more at Arkiv.network Disclaimer: Content is for informational purposes only, not endorsement or investment advice. The accuracy of information is not guaranteed.

Key Takeaways: The rise of digital oil wells: Learn how renting AI computing power—like “digital oil wells”—is changing the way people build wealth. AI is transforming industries: From finance to law, AI is helping businesses work faster, smarter, and more profitably. Take advantage of AI opportunities: Businesses can now rent powerful computer chips to run AI models and boost performance. Build new income streams: Discover how to use digital technology to create fresh sources of income within your business. Understand the AI supply chain: Learn how AI technology is made and distributed so you can find smart ways to take part in this growing industry.   Chapters: Timestamp Summary 0:00 Exploring Digital Oil Wells and AI in Wealth Building 2:49 Opportunities in AI Compute Rentals for Business Owners 4:13 AI's Impact on Evolving White Collar Professions 6:28 Leveraging Data Center Space for Business Expansion Opportunities 8:16 Maximizing Property Income Amidst Inflation Challenges 9:34 Leveraging AI to Enhance Business Profitability and Efficiency 10:27 Opportunities for CPA Firms in the Digital World   Powered by ReiffMartin CPA and Stone Hill Wealth Management   Social Media Handles    Follow Phillip Washington, Jr. on Instagram (@askphillip)   Subscribe to Wealth Building Made Simple newsletter https://www.wealthbuildingmadesimple.us/   Ready to turn your investing dreams into reality? Our "Wealth Building Made Simple" premium newsletter is your secret weapon. We break down investing in a way that's easy to understand, even if you're just starting out. Learn the tricks the wealthy use, discover exciting opportunities, and start building the future YOU want. Sign up now, and let's make those dreams happen!   WBMS Premium Subscription   Phillip Washington, Jr. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Can radical optimism about AI truly shape our future, or are we stuck in a cycle of doom-and-hype? This episode features an unfiltered debate with Wired co-founder Kevin Kelly on why most fears about artificial intelligence might be missing the bigger picture. Vibe Coding' Named Word of the Year By Collins Dictionary OpenAI CFO Says Company Isn't Seeking Government Backstop, Clarifying Prior Comment Montana Becomes First State to Enshrine 'Right to Compute' Into Law - Montana Newsroom Sam Altman's Worldcoin Project Struggles Toward Billion-User Ambition With 17.5 Million Sign-Ups Meta's chief AI scientist Yann LeCun reportedly plans to leave to build his own startup Exclusive: US Army to buy 1 million drones, in major acquisition ramp-up Facebook Dating Is a Surprise Hit For the Social Network - Slashdot 12 Things I've Heard Boomers Say That I Agree With 100% The FBI has subpoenaed the domain registrar of archive.today, demanding information about the owner of the archiving site as part of a criminal investigation How Similar Are Grokipedia and Wikipedia? What We Can Learn From Brain Organoids If the US Has to Build Data Centers, Here's Where They Should Go LLM-Based Multi-Agent System for Simulating and Analyzing Marketing and Consumer Behavior No. 10's synthetic voters Tim Wu and Cory Doctorow's NPCs: Non-Player Consumers Eric Schmidt: This Is No Way to Rule a Country My torture for you Ohio State to hire 100 new faculty with AI expertise 'A frightening development': How AI-Articles are flooding the internet with fake news Internet Archive's legal fights are over, but its founder mourns what was lost YouTube TV deal reportedly hung up on ESPN pricing as Disney loses $30 million a week How people really use ChatGPT, according to 47,000 conversations shared online Tort Law museum visit Bread and Puppet Museum We're famous in Germany Brand new bridge Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Kevin Kelly Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: zapier.com/machines ventionteams.com/twit Melissa.com/twit agntcy.org

Can radical optimism about AI truly shape our future, or are we stuck in a cycle of doom-and-hype? This episode features an unfiltered debate with Wired co-founder Kevin Kelly on why most fears about artificial intelligence might be missing the bigger picture. Vibe Coding' Named Word of the Year By Collins Dictionary OpenAI CFO Says Company Isn't Seeking Government Backstop, Clarifying Prior Comment Montana Becomes First State to Enshrine 'Right to Compute' Into Law - Montana Newsroom Sam Altman's Worldcoin Project Struggles Toward Billion-User Ambition With 17.5 Million Sign-Ups Meta's chief AI scientist Yann LeCun reportedly plans to leave to build his own startup Exclusive: US Army to buy 1 million drones, in major acquisition ramp-up Facebook Dating Is a Surprise Hit For the Social Network - Slashdot 12 Things I've Heard Boomers Say That I Agree With 100% The FBI has subpoenaed the domain registrar of archive.today, demanding information about the owner of the archiving site as part of a criminal investigation How Similar Are Grokipedia and Wikipedia? What We Can Learn From Brain Organoids If the US Has to Build Data Centers, Here's Where They Should Go LLM-Based Multi-Agent System for Simulating and Analyzing Marketing and Consumer Behavior No. 10's synthetic voters Tim Wu and Cory Doctorow's NPCs: Non-Player Consumers Eric Schmidt: This Is No Way to Rule a Country My torture for you Ohio State to hire 100 new faculty with AI expertise 'A frightening development': How AI-Articles are flooding the internet with fake news Internet Archive's legal fights are over, but its founder mourns what was lost YouTube TV deal reportedly hung up on ESPN pricing as Disney loses $30 million a week How people really use ChatGPT, according to 47,000 conversations shared online Tort Law museum visit Bread and Puppet Museum We're famous in Germany Brand new bridge Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Kevin Kelly Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: zapier.com/machines ventionteams.com/twit Melissa.com/twit agntcy.org

Can radical optimism about AI truly shape our future, or are we stuck in a cycle of doom-and-hype? This episode features an unfiltered debate with Wired co-founder Kevin Kelly on why most fears about artificial intelligence might be missing the bigger picture. Vibe Coding' Named Word of the Year By Collins Dictionary OpenAI CFO Says Company Isn't Seeking Government Backstop, Clarifying Prior Comment Montana Becomes First State to Enshrine 'Right to Compute' Into Law - Montana Newsroom Sam Altman's Worldcoin Project Struggles Toward Billion-User Ambition With 17.5 Million Sign-Ups Meta's chief AI scientist Yann LeCun reportedly plans to leave to build his own startup Exclusive: US Army to buy 1 million drones, in major acquisition ramp-up Facebook Dating Is a Surprise Hit For the Social Network - Slashdot 12 Things I've Heard Boomers Say That I Agree With 100% The FBI has subpoenaed the domain registrar of archive.today, demanding information about the owner of the archiving site as part of a criminal investigation How Similar Are Grokipedia and Wikipedia? What We Can Learn From Brain Organoids If the US Has to Build Data Centers, Here's Where They Should Go LLM-Based Multi-Agent System for Simulating and Analyzing Marketing and Consumer Behavior No. 10's synthetic voters Tim Wu and Cory Doctorow's NPCs: Non-Player Consumers Eric Schmidt: This Is No Way to Rule a Country My torture for you Ohio State to hire 100 new faculty with AI expertise 'A frightening development': How AI-Articles are flooding the internet with fake news Internet Archive's legal fights are over, but its founder mourns what was lost YouTube TV deal reportedly hung up on ESPN pricing as Disney loses $30 million a week How people really use ChatGPT, according to 47,000 conversations shared online Tort Law museum visit Bread and Puppet Museum We're famous in Germany Brand new bridge Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Kevin Kelly Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: zapier.com/machines ventionteams.com/twit Melissa.com/twit agntcy.org

Can radical optimism about AI truly shape our future, or are we stuck in a cycle of doom-and-hype? This episode features an unfiltered debate with Wired co-founder Kevin Kelly on why most fears about artificial intelligence might be missing the bigger picture. Vibe Coding' Named Word of the Year By Collins Dictionary OpenAI CFO Says Company Isn't Seeking Government Backstop, Clarifying Prior Comment Montana Becomes First State to Enshrine 'Right to Compute' Into Law - Montana Newsroom Sam Altman's Worldcoin Project Struggles Toward Billion-User Ambition With 17.5 Million Sign-Ups Meta's chief AI scientist Yann LeCun reportedly plans to leave to build his own startup Exclusive: US Army to buy 1 million drones, in major acquisition ramp-up Facebook Dating Is a Surprise Hit For the Social Network - Slashdot 12 Things I've Heard Boomers Say That I Agree With 100% The FBI has subpoenaed the domain registrar of archive.today, demanding information about the owner of the archiving site as part of a criminal investigation How Similar Are Grokipedia and Wikipedia? What We Can Learn From Brain Organoids If the US Has to Build Data Centers, Here's Where They Should Go LLM-Based Multi-Agent System for Simulating and Analyzing Marketing and Consumer Behavior No. 10's synthetic voters Tim Wu and Cory Doctorow's NPCs: Non-Player Consumers Eric Schmidt: This Is No Way to Rule a Country My torture for you Ohio State to hire 100 new faculty with AI expertise 'A frightening development': How AI-Articles are flooding the internet with fake news Internet Archive's legal fights are over, but its founder mourns what was lost YouTube TV deal reportedly hung up on ESPN pricing as Disney loses $30 million a week How people really use ChatGPT, according to 47,000 conversations shared online Tort Law museum visit Bread and Puppet Museum We're famous in Germany Brand new bridge Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Kevin Kelly Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: zapier.com/machines ventionteams.com/twit Melissa.com/twit agntcy.org

How has compute evolved to meet the changing demands of modern society? This week, Technology Now continues with its mini-series, exploring objects two, three and four: the HP35 calculator, the HP 65 calculator, and the ProLiant Gen 12 Server. We dive into this history of personal devices and computing, how compute has evolved over the years, and where the world of computing is going to go in the future. Kirk Bresniker, Chief Architect at HPE Labs, tells us more.This is Technology Now, a weekly show from Hewlett Packard Enterprise. Every week, hosts Michael Bird and Aubrey Lovell look at a story that's been making headlines, take a look at the technology behind it, and explain why it matters to organizations.About Kirk: https://www.linkedin.com/in/kirkbresniker

Can radical optimism about AI truly shape our future, or are we stuck in a cycle of doom-and-hype? This episode features an unfiltered debate with Wired co-founder Kevin Kelly on why most fears about artificial intelligence might be missing the bigger picture. Vibe Coding' Named Word of the Year By Collins Dictionary OpenAI CFO Says Company Isn't Seeking Government Backstop, Clarifying Prior Comment Montana Becomes First State to Enshrine 'Right to Compute' Into Law - Montana Newsroom Sam Altman's Worldcoin Project Struggles Toward Billion-User Ambition With 17.5 Million Sign-Ups Meta's chief AI scientist Yann LeCun reportedly plans to leave to build his own startup Exclusive: US Army to buy 1 million drones, in major acquisition ramp-up Facebook Dating Is a Surprise Hit For the Social Network - Slashdot 12 Things I've Heard Boomers Say That I Agree With 100% The FBI has subpoenaed the domain registrar of archive.today, demanding information about the owner of the archiving site as part of a criminal investigation How Similar Are Grokipedia and Wikipedia? What We Can Learn From Brain Organoids If the US Has to Build Data Centers, Here's Where They Should Go LLM-Based Multi-Agent System for Simulating and Analyzing Marketing and Consumer Behavior No. 10's synthetic voters Tim Wu and Cory Doctorow's NPCs: Non-Player Consumers Eric Schmidt: This Is No Way to Rule a Country My torture for you Ohio State to hire 100 new faculty with AI expertise 'A frightening development': How AI-Articles are flooding the internet with fake news Internet Archive's legal fights are over, but its founder mourns what was lost YouTube TV deal reportedly hung up on ESPN pricing as Disney loses $30 million a week How people really use ChatGPT, according to 47,000 conversations shared online Tort Law museum visit Bread and Puppet Museum We're famous in Germany Brand new bridge Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Kevin Kelly Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: zapier.com/machines ventionteams.com/twit Melissa.com/twit agntcy.org

Can radical optimism about AI truly shape our future, or are we stuck in a cycle of doom-and-hype? This episode features an unfiltered debate with Wired co-founder Kevin Kelly on why most fears about artificial intelligence might be missing the bigger picture. Vibe Coding' Named Word of the Year By Collins Dictionary OpenAI CFO Says Company Isn't Seeking Government Backstop, Clarifying Prior Comment Montana Becomes First State to Enshrine 'Right to Compute' Into Law - Montana Newsroom Sam Altman's Worldcoin Project Struggles Toward Billion-User Ambition With 17.5 Million Sign-Ups Meta's chief AI scientist Yann LeCun reportedly plans to leave to build his own startup Exclusive: US Army to buy 1 million drones, in major acquisition ramp-up Facebook Dating Is a Surprise Hit For the Social Network - Slashdot 12 Things I've Heard Boomers Say That I Agree With 100% The FBI has subpoenaed the domain registrar of archive.today, demanding information about the owner of the archiving site as part of a criminal investigation How Similar Are Grokipedia and Wikipedia? What We Can Learn From Brain Organoids If the US Has to Build Data Centers, Here's Where They Should Go LLM-Based Multi-Agent System for Simulating and Analyzing Marketing and Consumer Behavior No. 10's synthetic voters Tim Wu and Cory Doctorow's NPCs: Non-Player Consumers Eric Schmidt: This Is No Way to Rule a Country My torture for you Ohio State to hire 100 new faculty with AI expertise 'A frightening development': How AI-Articles are flooding the internet with fake news Internet Archive's legal fights are over, but its founder mourns what was lost YouTube TV deal reportedly hung up on ESPN pricing as Disney loses $30 million a week How people really use ChatGPT, according to 47,000 conversations shared online Tort Law museum visit Bread and Puppet Museum We're famous in Germany Brand new bridge Hosts: Leo Laporte, Jeff Jarvis, and Paris Martineau Guest: Kevin Kelly Download or subscribe to Intelligent Machines at https://twit.tv/shows/intelligent-machines. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free shows, a members-only Discord, and behind-the-scenes access. Join today: https://twit.tv/clubtwit Sponsors: zapier.com/machines ventionteams.com/twit Melissa.com/twit agntcy.org

The infrastructure behind AI is massive - learn to leverage it with our free guide to advanced prompt engineering: https://clickhubspot.com/fnw Episode 84: What's the real infrastructure powering every mind-blowing AI app and model you see today—and are we heading for a “compute bubble”? Nathan Lands (https://x.com/NathanLands) is joined by Evan Conrad (https://x.com/NathanLands), CEO of SF Compute and a leading expert in data centers and AI infrastructure. Evan, previously an AI audio model founder, now leads SF Compute—building a groundbreaking spot market for AI compute that transforms supercomputers into a tradable, financeable commodity. He's at the heart of the rapidly growing AI data center industry, shaping how AI is built, scaled, and funded. This episode pulls back the curtain on the biggest physical build-out in tech history—compute infrastructure. Nathan and Evan break down how AI companies actually get the raw power they need, the economics behind GPU clusters, credit risk bubbles, power constraints in the US vs. China, and why making compute tradable could make or break the future of AI. Whether you're an investor, founder, or just love tech, this is your crash course in the “invisible” industry driving the AI revolution. 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) AI Cluster Economics Explained (05:59) Venture Capital Dependency Risks (09:34) GPU Cloud Requires Long-Term Contracts (10:23) GPU Contracts and Market Solution (13:57) US vs China: AI Competition (19:33) Crypto vs. Automation Ambitions (22:03) US Plutocracy and Environmental Barriers (26:03) GPU Cluster Investment Management (26:55) Compute as Real Estate Model (29:52) Future Skills for a 12-Year-Old (34:20) Automated In-Home Delivery System — Mentions: Evan Conrad: https://www.linkedin.com/in/evan-conrad SF Compute: https://sfcompute.com/ Pipedream: https://pipedream.com/ Udio: https://www.udio.com/ Suno: https://suno.com/ Anthropic: https://www.anthropic.com/ Waymo: https://waymo.com/ 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

AI Daily News Rundown November 13 2025:Welcome to AI Unraveled, Your daily briefing on the real world business impact of AIIn today's daily AI News Rundown:

As AI shifts from training to inference, founders, investors and VCs face a new frontier: the physical infrastructure that enables massive compute.  In this episode, Frazer and Éanna discuss:  The hidden development lifecycle of a hyperscale build - from dirt to green lights - and what that means for build‑to‑suit strategies. Why power, latency and land have become the new scalers of value, and how to spot when infrastructure constraints turn into opportunity. How investors and founders can position themselves early in this "third wave" of data‑centre build‑out to win sub‑1% of the market before it becomes crowded. — Éanna Murphy is CEO and Founder of Montera Infrastructure, a Stonepeak-backed datacenter developer focused on single tenant hyperscale campuses in North America. With over 17 years in the digital infrastructure industry, Éanna has held senior roles at Google and Yondr, scaling global delivery and operations across five continents. He serves on the boards of Digital Edge and H&MV Engineering, as an advisor to XYZ Reality and Beacon AI Centers and an Operating Partner at Stonepeak.  Éanna brings a global perspective shaped by deep experience across Digital Infrastructure, tech and capital markets. Originally from Ireland, he now lives in California with his family and is a passionate sports fan, girls soccer coach and golfer.

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines. This week's handpicked topics include:    OpenAI signs a 7-year, $38B cloud deal with AWS to secure massive GPU capacity and diversify beyond Microsoft. Announced Nov 3 (Pat) https://x.com/PatrickMoorhead/status/1985358316592079054?s=20  https://x.com/PatrickMoorhead/status/1985352179444863072?s=20  U.S. to block Nvidia's scaled-down AI chips to China; Nvidia CEO says there are "no active discussions" to sell Blackwell there. Nov 7. (Dan) https://x.com/PatrickMoorhead/status/1986380431260815544?s=20  https://x.com/PatrickMoorhead/status/1985690392239513969?s=20  Microsoft's UAE Nvidia AI chip deal: Microsoft secured U.S. government approval to ship 60,000 Nvidia AI chips to the UAE, with a broader $9.7 billion contract for AI cloud services. (Dan) Google makes Ironwood TPUs generally available and adds new Axion Arm VMs for inference-heavy workloads. Announced Nov 6 (Pat) https://x.com/PatrickMoorhead/status/1986854566835748959?s=20  Kimi 2 Thinking costs $4.6M Dan  https://x.com/PatrickMoorhead/status/1986930007554531470?s=20  Cheap MacBook (pat) https://x.com/PatrickMoorhead/status/1985774551318368696?s=20  Bulls & Bears Arm Earnings  https://x.com/PatrickMoorhead/status/1986771536960008301 https://investors.arm.com/static-files/bde7f15e-4bc8-4524-a0e9-e016889b520d https://x.com/danielnewmanUV/status/1986203347439824919 AMD Earnings  https://x.com/PatrickMoorhead/status/1985979219352908272 https://ir.amd.com/news-events/press-releases/detail/1265/amd-reports-third-quarter-2025-financial-results https://x.com/danielnewmanUV/status/1985822986063266013 https://x.com/danielnewmanUV/status/1985835687309165063 https://x.com/danielnewmanUV/status/1985895752372289986 Qualcomm Earnings  https://x.com/PatrickMoorhead/status/1986764581293977813 https://investor.qualcomm.com/news-events/press-releases/news-details/2025/Qualcomm-Earnngs-Release-Available-on-Companys-Investor-Relations-Website-c44bca3cf/default.aspx https://x.com/danielnewmanUV/status/1986185406744871045 Coherent Earnings  https://x.com/PatrickMoorhead/status/1986774118985794034 https://www.coherent.com/news/press-releases/first-quarter-fiscal-year-2026-results https://x.com/danielnewmanUV/status/1986205975171190977 Lattice Semiconductor Earnings  https://x.com/PatrickMoorhead/status/1985983349916143977 https://x.com/danielnewmanUV/status/1985475655241232529  

In this episode of Hashtag Trending, host Jim Love discusses the shift in AI financing towards debt markets, NVIDIA CEO's warning about China potentially winning the AI race due to cheaper electricity, and Montana's groundbreaking Right to Compute Act. We also cover Wikipedia's call for AI companies to stop scraping and start paying for its data, and the Coding for Veterans program reaching a significant milestone. Stay tuned for insights on the latest in AI, digital rights, and cybersecurity. 00:00 Introduction and Sponsor Message 00:49 AI Financing Shifts to Debt Markets 03:08 NVIDIA's CEO on China's AI Advantage 04:09 Montana's Right to Compute Act 04:58 Wikipedia's Stand Against AI Scraping 05:46 Coding for Veterans Milestone 07:21 Conclusion and Final Thoughts

The AI boom isn't just about chatbots.In this video, I explain why cloud companies and chipmakers are exploding in value: we're moving into an economy where computation becomes a fundamental input – like steel, electricity or oil.If that's true, our demand for compute could approach infinity.I also break down new data from Wharton's 2025 AI Adoption Report, which shows how AI agents and automated workflows are already spreading through major U.S. companies: https://knowledge.wharton.upenn.edu/special-report/2025-ai-adoption-report/Timestamps:(00:00) The economic shift to computation (00:40) The surprising Cloud business boom (02:52) Is the hardware industry growth a bubble? (03:18) What is computing, really? (04:31) Our insatiable appetite for computing (09:15) Our economic dependence on computation (10:54) The rise of agentic workforces (13:05) What does infinite demand actually mean? (15:23) The future of compute demandWhere to find me:Exponential View newsletter: https://www.exponentialview.co/Website: https://www.azeemazhar.com/LinkedIn: https://www.linkedin.com/in/azharTwitter/X: https://x.com/azeemProduction by supermix.io and EPIIPLUS1Production and research: Chantal Smith, Hannah Petrovic and Marija Gavrilov. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Frontier AI is colliding with real-world infrastructure. Eiso Kant (Co-CEO & Co-Founder, Poolside) joins the MAD Podcast to unpack Project Horizon— a multi-gigawatt West Texas build—and why frontier labs must own energy, compute, and intelligence to compete. We map token economics, cloud-style margins, and the staged 250 MW rollout using 2.5 MW modular skids.Then we get operational: the CoreWeave anchor partnership, environmental choices (SCR, renewables + gas + batteries), community impact, and how Poolside plans to bring capacity online quickly without renting away margin—plus the enterprise motion (defense to Fortune 500) powered by forward deployed research engineers.Finally, we go deep on training. Eiso lays out RL2L (Reinforcement Learning to Learn)— aimed at reverse-engineering the web's thoughts and actions— why intelligence may commoditize, what that means for agents, and how coding served as a proxy for long-horizon reasoning before expanding to broader knowledge work.PoolsideWebsite - https://poolside.aiX/Twitter - https://x.com/poolsideaiEiso KantLinkedIn - https://www.linkedin.com/in/eisokant/X/Twitter - https://x.com/eisokantFIRSTMARKWebsite - https://firstmark.comX/Twitter - https://twitter.com/FirstMarkCapMatt Turck (Managing Director)Blog - https://www.mattturck.comLinkedIn - https://www.linkedin.com/in/turck/X/Twitter - https://twitter.com/mattturck(00:00) Cold open – “Intelligence becomes a commodity”(00:23) Host intro – Project Horizon & RL2L(01:19) Why Poolside exists amid frontier labs(04:38) Project Horizon: building one of the largest US data center campuses(07:20) Why own infra: scale, cost, and avoiding “cosplay”(10:06) Economics deep dive: $8B for 250 MW, capex/opex, margins(16:47) CoreWeave partnership: anchor tenant + flexible scaling(18:24) Hiring the right tail: building a physical infra org(30:31) RL today → agentic RL and long-horizon tasks(37:23) RL2L revealed: reverse-engineering the web's thoughts & actions(39:32) Continuous learning and the “hot stove” limitation(43:30) Agents debate: thin wrappers, differentiation, and model collapse(49:10) “Is AI plateauing?”—chip cycles, scale limits, and new axes(53:49) Why software was the proxy; expanding to enterprise knowledge work(55:17) Model status: Malibu → Laguna (small/medium/large)(57:31) Poolside's Commercial Reality today: defense; Fortune 500; FDRE (1:02:43) Global team, avoiding the echo chamber(1:04:34) Next 12–18 months: frontier models + infra scale(1:05:52) Closing

Brian Moore is CEO of Voxel51, a data infra platform for visual AI. They most recently raised a $30M Series B led by Bessemer.  Brian's favorite books: Trillion Dollar Coach (Author: Eric Schmidt, Jonathan Rosenberg, and Alan Eagle)(00:01) Introduction and setup(00:22) Defining visual AI — beyond traditional computer vision(02:14) Why visual data is so hard to manage(04:17) Common “gotchas” in image and video datasets(06:43) Is it a data problem or a model problem?(09:41) The importance of edge cases and scenario analysis(10:46) Coverage and handling rare events in datasets(13:35) Using synthetic data and foundation models to fill data gaps(14:25) The origin story of Voxel51 and the birth of FiftyOne(17:56) Open source strategy and community growth(19:31) Handling massive visual datasets — storage best practices(22:03) Cost vs. quality tradeoffs in video storage(23:54) Cleaning and indexing messy datasets(25:49) Measuring real progress — beyond simple metrics(27:40) Compute bottlenecks and faster iteration loops(30:05) The economics of data infrastructure(31:53) Labeling inefficiencies and smarter annotation workflows(33:56) Hidden costs of data wrangling and wasted engineering time(35:10) Positioning Voxel51 and lessons for founders(37:53) The future of visual AI and missing industry standards(40:36) Rapid Fire Round--------Where to find Brian Moore: LinkedIn: https://www.linkedin.com/in/brimoor/--------Where to find Prateek Joshi: Research Column: https://www.infrastartups.comNewsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-infiniteX: https://x.com/prateekvjoshi 

AI Daily News Rundown November 05 3025:Welcome to AI Unraveled, Your daily briefing on the real world business impact of AITune in at https://podcasts.apple.com/us/podcast/ai-daily-news-rundown-googles-space-based-ai-data-centers/id1684415169?i=1000735421097In today's edition:

¿Quieres que actualicen iOS 26.1 incluso antes de terminar el podcast? Porque acaban de lanzarla en directo mientras hablaban. Rafa, Guaica y Joaquín debaten sobre el acuerdo bomba: Apple usará Gemini de Google para potenciar la nueva Siri en iOS 26.4. ¿Es estrategia brillante o admisión de fracaso? Además, ¿qué pasa con OpenAI? Y todo mientras especulan sobre el 50 aniversario de Apple en 2026: hasta 15 nuevos productos, incluyendo el iPhone plegable y posiblemente las Apple Glasses. Este episodio es pura actualidad, análisis sin filtro y ese caos organizado que solo tiene El Garaje. Escúchalo antes de la actualización.#AppleIntelligence #iOS26 #Siri #Gemini #iPhonehttps://t.me/MACiLustratedSíguenos en todos los podcast!https://www.macilustrated.com/#homeConviértete en un seguidor de este podcast: https://www.spreaker.com/podcast/el-garaje-de-cupertino--3153796/support.

Floppy Days 156 - Interview with Paul Schindler, Computer Chronicles Patreon: https://www.patreon.com/FloppyDays Sponsors: 8-Bit Classics Arcade Shopper and https://thekeep.net FutureVision Research Tuc's Workbench Hello, and welcome to episode 156 of the Floppy Days Podcast for October, 2025. I'm Randy Kindig, your host for this "retro"spective covering vintage computers of the late 70's through the 80's and the people who were on the forefront of that incredible revolution. This month, I'm bringing you another interview episode with a tech media personality that was involved with the Computer Chronicles TV show (among many other things): Mr. Paul Schindler. Paul has a big personality and has a lot of great stories about Computer Chronicles and about the tech industry in general in those days. I really enjoyed talking with Paul and he made me laugh a lot! As you know, if you're a regular listener, I was able to interview Stewart Cheifet some ago about Computer Chronicles. Computer Chronicles was a great way to get information about computers in those early days and I've always wanted to do some follow-up. Thanks to S.M. Oliva, who is mentioned in the resulting interview, and who runs a blog called "Computer Chronicles Revisited", I was able to get in contact with Paul. Next up for Floppy Days will be a series of podcasts on the KayPro line of computers, for which I was able to line up an interview with a key figure from that company and was also able to find someone who knows a lot about the computer line to help me discuss the technical topics. Stay tuned for that series. As usual, I will begin this podcast going through new acquisitions and what I've been up to, upcoming vintage computer shows and more. Video version of the episode at YouTube: New Acquisitions/What I've Been Up To Tandy Assembly - https://www.tandyassembly.com TRS-80 LED sign - https://techdungeon.xyz TS2068 mailing list - https://ts2068.groups.io/g/main/topics Compute!'s Gazette - https://www.computesgazette.com Atari Tricky Tutorial #7 Disk Utilities by Jerry White - https://www.atarimania.com/documents/Tricky-Tutorial-7-Disk-Utilities.pdf TenoxVGA for Atari TT - https://www.legacypixels.com Call-A.P.P.L.E. - https://www.callapple.org/ News Compute's Gazette article from the October, 2025 issue about Floppy Days written by Brian Cox of FutureVision Research - https://shop.computesgazette.com/product/computes-gazette-issue-4-digital-edition-october-2025/ Upcoming Shows Ami West - November 1-2, Sacramento, CA - https://www.amiwest.net Atari Party 2025 - Nov. 22, 2025 (noon to 4) - Quakertown, PA Train Station - http://atariparty.org/ World of Commodore 2025 - December 6-7 - Admiral Inn, Mississauga, Ontario, Canada - https://www.tpug.ca/world-of-commodore/world-of-commodore-2025/ Vintage Computer Festival Montreal - Jan. 24-25, 2026 - Saint-Jean-sur-Richelieu, QC - https://vcfed.org/vcf-montreal/ Tandy Retro Show 2026 - Jan. 24-25 - virtual - tandyretroshow.com Vintage Electronics Expo - Jan. 31, 2026 - Oakland Expo Center, Waterford, MI - https://www.thevee.org/ Vintage Computer Festival SoCal - February 14-15, 2026 - Hotel Fera Events Center, Orange, CA - vcfsocal.com Indy Classic Computer and Video Game Expo - March 20-22 - Wyndham Indianapolis Airport Hotel, Indianapolis, IN - https://indyclassic.org/ VCF East - April 17-19 2026 - InfoAge Science and History Museums, Wall, NJ - https://vcfed.org/events/vintage-computer-festival-east/ Midwest Gaming Classic - April 24-26 - Baird Center, Milwaukee, WI - https://www.midwestgamingclassic.com/ The Annual "Last" Chicago CoCoFEST! - April 24-25, 2026 - Holiday Inn & Suites Chicago-Carol Stream (Wheaton), Carol Stream, Illinois - https://www.glensideccc.com/cocofest/ Schedule Published on Floppy Days Website - https://docs.google.com/document/d/e/2PACX-1vSeLsg4hf5KZKtpxwUQgacCIsqeIdQeZniq3yE881wOCCYskpLVs5OO1PZLqRRF2t5fUUiaKByqQrgA/pub Interview Paul's general Website - https://www.schindler.org Paul Website about the Computer Chronicles - http://compchron.com/ S.M. Oliva's Computer Chronicles Revisited Paul's long-running blog Paul's podcast, PS A Podcast on Things Paul recounts some tales from his Chronicles days Paul's YouTube channel Computer Chronicles at archive.org Computer Chronicles episodes on YouTube

Carina Hong is CEO of Axiom Math, where they're building a self-improving superintelligent reasoner, starting with an AI mathematician. She's a Rhodes Scholar, first-gen college grad and mathematics prodigy who earned dual degrees in mathematics and physics from MIT in 3 years. And a joint JD/PhD at Stanford. They just raised a $64M seed round from B Capital, Greycroft, Madrona, and Menlo Ventures. Carina's favorite books: Proofs from THE BOOK (Author: Martin Aigner, Günter M. Ziegler)(00:02) Intro(00:38) What self-improving mathematical superintelligence means(04:04) Proofs as programs: Lean and the data gap(06:36) How AI proves: human-style vs. Lean-style reasoning(10:43) Carina's journey: from Olympiad problem-solver to theory-builder(14:47) The engine room: data, infra, and building a math knowledge graph(17:42) Verifying results: compile checks vs. LLM judges(18:56) Self-improvement loops: skills libraries, memory, and conjecture↔prover curricula(21:30) Synthetic data & auto-formalization strategy(24:00) Benchmarks that matter: miniF2F, CombiBench, miniCTX v2(26:24) Why combinatorics is uniquely hard for AI(31:13) Compute footprint & scaling philosophy(32:20) In-house Lean tooling and productization path(33:57) Early use cases: formal verification in hardware/software(36:19) Team blueprint: AI, programming languages, and math(37:35) Scaling laws, efficiency, and bottlenecks(38:26) If Axiom works: what becomes cheaper/faster for the world(40:22) Rapid Fire Round--------Where to find Carina Hong: LinkedIn: https://www.linkedin.com/in/carina-hong/--------Where to find Prateek Joshi: Research column: https://www.infrastartups.comNewsletter: https://prateekjoshi.substack.com Website: https://prateekj.com LinkedIn: https://www.linkedin.com/in/prateek-joshi-infiniteX: https://x.com/prateekvjoshi 

ANTIC Episode 122 - Atypical Kay In this episode of ANTIC The Atari 8-Bit Computer Podcast… we introduce a new format for the news, there's lots of archiving going on, new software and hardware for our favorite 8-bits, and we find out Kay is atypical… READY! Recurring Links Floppy Days Podcast AtariArchives.org AtariMagazines.com Kay's Book "Terrible Nerd" New Atari books scans at archive.org ANTIC feedback at AtariAge Atari interview discussion thread on AtariAge Interview index: here ANTIC Facebook Page AHCS Eaten By a Grue Next Without For What we've been up to Via Mark Knudsen: 2" binder of "August 1987": Atari newsletter time capsule 1987-08 - https://archive.org/details/antc_Atari_newsletter_time_capsule_1987-08/ And individual newsletters - https://archive.org/details/@savetz?query=identifier%3Aantc_*1987-08 scanning Harry Stewart material: Here's his obit - https://www.mercurynews.com/obituaries/harry-stewart-san-jose-ca/ https://archive.org/details/stx_MicroTec_6500_Relocatable_Macro_Assembler_Manual https://archive.org/details/Bruce_Sherwood_Articles_about_Speech_Synthesis https://archive.org/details/Atari_Speech_Handler_Preliminary_Specification_1983-03-31 https://archive.org/details/Steve_Bristow_memo_on_Atari_810_drive_manual_1981-02-22 https://archive.org/details/atari-810-model-810-rear-board-schematic https://archive.org/details/Atari_810_disk_controller_firmware_memo_1980-12-22 https://archive.org/details/Atari_810_Disk_Drive_Peripheral_Device_Description_preliminary_release https://archive.org/details/Atari_810_Disk_Drive_Controller_Program_Report_1980-11-18 Atari Usenet groups on IA (so far, more to come): https://archive.org/details/net_micro_atari https://archive.org/details/net_micro_atari8 https://archive.org/details/net_micro_atari16 https://archive.org/details/comp_sys_atari https://archive.org/details/comp_sys_atari_announce https://archive.org/details/comp_sources_atari_st Allan and Kay continuing work to archive all APX programs. Still need: Missing (any version) manuals: Algicalc Basic Arithmetic Basic Renumber Utility (Renum) Character Set Editor Database/Report System Deep Blue C Disk Menu Dragons Quest or a twist in the tail Geography Gossip. (?) Home Loan Analysis Market Place Reversi Missing programs (some have other versions other than APX): Basic Utility for Renumbering Programs BURP Calculator Earth Science Geography (both lists) Home Loan Analysis (both lists) Instructional Computing Demonstration Market Place (both lists) Variable Changer Spreadsheet of APX archiving progress Atari poster - https://www.redbubble.com/i/poster/BASIC-Programmers-Guide-from-1981-by-ChoccyHobNob/39504539.LVTDI?asc=u&c=1128814-wall-art&ref=work_collections_grid Tricky Tutorial #7 from Kevin Lund - https://www.atarimania.com/documents/Tricky-Tutorial-7-Disk-Utilities.pdf News New and Updated Games: FujiLlama: https://www.atariorbit.org/2025/09/26/fujilama-is-a-new-multiplayer-game/ https://forums.atariage.com/topic/384764-a-new-fuji-net-game-fuji-llama-coming-soon/ https://boardgamegeek.com/boardgame/266083/llama New Italian text adventures for the Atari 8-bit: https://www.atariteca.net.pe/2025/10/nuevas-aventuras-de-texto-italianas.html Wild West - https://forums.atariage.com/topic/385434-wild-west-text-adventure-released/ Tin Star - https://forums.atariage.com/topic/385435-tin-star-text-adventure-released/ Desperados - https://forums.atariage.com/topic/385436-desperados-text-adventure-released/ New & Updated Software: https://forums.atariage.com/topic/234684-atari-8-bit-software-preservation-initiative/page/113/#findComment-5735315 Atari OS ROM collection - https://forums.atariage.com/topic/201133-os-source-code-all-revisions/page/6/#findComment-5730231 Mark "atarimac" Grebe updated Atari800MacX to 6.1.0 - https://forums.atariage.com/topic/385276-atari800macx-61-released/ Paulo Garcia continues his fantastic work on the FujiSan emulator (based on Atari800 emulator with emphasis on UI). - https://github.com/pedgarcia/fujisan/releases/tag/v1.0.5 Eric Carr updates the VSCode Extension for FastBASIC - https://forums.atariage.com/topic/351055-fastbasic-debugger-extension-for-vscode/ Publications Atari Insights October issue - https://ataribasics.com/newsletter-hub/ Compute's Gazette October issue - https://www.computesgazette.com ABBUC Magazine Special Mag 56 available in English (downloadable) for members - https://abbuc.de/download/abbuc-sondermagazin-56-papierbeilage-englisch/ Old School Gamer #48 - https://shop.oldschoolgamer.com/products/osg-issue-48-september-2025 New & Updated Hardware Atari 1027 printer belt by Jeri Ellsworth - https://bsky.app/profile/jeriellsworth.bsky.social/post/3m3ojeg7x6c2e New 1:1 1000dpi Replica of Atari XE Motherboard in production - https://forums.atariage.com/topic/383379-new-11-1000dpi-replica-of-atari-xe-motherboard-%E2%80%93-interest-check/page/7/ New 1:1 1000dpi Replica of Atari 600XL Motherboard – Interest Check - Piotr D. Kaczorowski - https://forums.atariage.com/topic/384709-new-11-1000dpi-replica-of-atari-600xl-motherboard-%E2%80%93-interest-check/ Contests ABBUC Software Competition: https://forums.atariage.com/topic/381593-abbuc-software-contest-2025 Video of the 13 games from the contest run on real hardware (Philsan) - https://forums.atariage.com/topic/381593-abbuc-software-contest-2025/page/5/#findComment-5735942 ABBUC Hardware Competition - https://forums.atariage.com/topic/381594-abbuc-hardware-contest-2025/ ATASCII Compo 2025: https://atariscne.org/news/index.php/atascii-compo-2025-is-running https://logiker.com/ATASCII Other https://tedium.co/2025/10/20/computers-fcc-rf-interference-history/ Atari 8-bit calendar (from Atariteca on Facebook): Article - https://www.facebook.com/share/p/17NVFQ4pA8/ Ordering - https://www.facebook.com/martin.grundy.94 Upcoming Shows 2025 Atari Party 2025 - Nov. 22, 2025 (noon to 4) - Quakertown, PA Train Station - http://atariparty.org/ 2026 Vintage Computer Festival Montreal - Jan. 24-25, 2026 - Saint-Jean-sur-Richelieu, QC - https://vcfed.org/vcf-montreal/ Vintage Electronics Expo - Jan. 31, 2026 - Oakland Expo Center, Waterford, MI - https://www.thevee.org/ Vintage Computer Festival SoCal - February 14-15, 2026 - Hotel Fera Events Center, Orange, CA - vcfsocal.com Indy Classic Computer and Video Game Expo - March 20-22 - Wyndham Indianapolis Airport Hotel, Indianapolis, IN - https://indyclassic.org/ VCF East - April 17-19 2026 - InfoAge Science and History Museums, Wall, NJ - https://vcfed.org/events/vintage-computer-festival-east/ Midwest Gaming Classic - April 24-26 - Baird Center, Milwaukee, WI - https://www.midwestgamingclassic.com/ VCF Southwest - May 29-31, 2026 - Westin Dallas Ft. Worth Airport - https://www.vcfsw.org/ Retrofest 2026 - May 30-31 - Steam Museum of the Great Western Railway, Swindon, UK - https://retrofest.uk/ Southern Fried Gaming Expo - July 31-Aug 2, 2026 - Atlanta, GA - https://gameatl.com/ Fujiama - August 26-30 - Lengenfeld, Germany - http://atarixle.ddns.net/fuji/2026 Event page on Floppy Days Website - https://docs.google.com/document/d/e/2PACX-1vSeLsg4hf5KZKtpxwUQgacCIsqeIdQeZniq3yE881wOCCYskpLVs5OO1PZLqRRF2t5fUUiaKByqQrgA/pub YouTube Videos A Brilliant Failure: The Atari 400 & 800 Story - Little Car - https://www.youtube.com/watch?v=gcUt0GCk-YI Atari Now! October 2025 News and Home brew for all Atari systems - Steve & Jeff Fulton - https://www.youtube.com/watch?v=OMhNSFx6gyg New at Archive.org Allan: https://archive.org/details/@allan52 : https://archive.org/details/math-mission-apx-ver-3 https://www.oconnormortuary.com/obituaries/david-paul-kosmal/ https://archive.org/details/wordgo-apx-ver-3 https://archive.org/details/atari-xl-product-line-fact-sheets https://archive.org/details/@archivingisimportant : I Heart Atari newsletters french - https://archive.org/details/atarinews_1 https://archive.org/details/@ted_skrecky New at GitHub https://github.com/illuminated-g/atari_asm_moon Feedback https://oldbytes.space/@fluidlogic/115248639418865349

Grayson is back on the podcast this week to talk about the #Hokies Double Overtime victory vs the California Golden Bears, the tailgating vibes, Liz Kitley returning to Virginia Tech, and more! Tales From The Terrordome is sponsored by THE Benny's in Blacksburg, VA. Tales From The Terrordome is part of the BLEAV Network. Tales From The Terrordome Merch: https://theswvashop.com/collections/terrordome Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Strategic Technology Consultation Services This episode of The Modern .NET Show is supported, in part, by RJJ Software's Strategic Technology Consultation Services. If you're an SME (Small to Medium Enterprise) leader wondering why your technology investments aren't delivering, or you're facing critical decisions about AI, modernization, or team productivity, let's talk. Show Notes "What do I mean by compute? Compute is whenever you want a computer to do a thing, okay, it requires the CPU to exist and I want the CPU to do a thing. How well it can do it Is based upon what kind of CPU you have. What kind of CPU they have since have it in miniature chip. So, if you have an NVIDIA chip, it does a lot of really good things, but as we know, they're very expensive, and that's why NVIDIA is like what, I guess, the largest company in the world right now."— Michael Washington Hey everyone, and welcome back to The Modern .NET Show; the premier .NET podcast, focusing entirely on the knowledge, tools, and frameworks that all .NET developers should have in their toolbox. I'm your host Jamie Taylor, bringing you conversations with the brightest minds in the .NET ecosystem. Today, Michael Washington joined us to talk about his open source project "Personal Data Warehouse", what a data warehouse is, and the why we collect data in our applications. We also talk about the differences between storing data in the database and storing it in a data warehouse—one of the biggest differences, as you'll find out, is the difference in cost. "The only reason why we collect any data is because at some point a human being needs this data to make a decision. Seriously, and I challenge anyone to come up with any exceptions to that."— Michael Washington Along the way, we talked about the benefits and pitfalls of leveraging AI (particularly LLMs) in your applications. Both Michael and I agree that there is little "intelligence" in LLMs in the traditional sense, and Michael brings up the most important point when deciding to an LLM in your application: that a human must always make decisions based on what data they have and what the LLM can provide. We must never hand over decision making to LLMs. Before we jump in, a quick reminder: if The Modern .NET Show has become part of your learning journey, please consider supporting us through Patreon or Buy Me A Coffee. Every contribution helps us continue bringing you these in-depth conversations with industry experts. You'll find all the links in the show notes. Anyway, without further ado, let's sit back, open up a terminal, type in `dotnet new podcast` and we'll dive into the core of Modern .NET. Full Show Notes The full show notes, including links to some of the things we discussed and a full transcription of this episode, can be found at: https://dotnetcore.show/season-8/data-ai-and-the-human-touch-michael-washington-on-building-trustworthy-applications/ Useful Links: Apache Parquet Personal Data Warehouse on: Windows App Store GitHub Michael on: Find an MVP GitHub Bluesky Blazor Help Website blazordata.net AI Story Builders Supporting the show: Leave a rating or review Buy the show a coffee Become a patron Getting in Touch: Via the contact page Joining the Discord Remember to rate and review the show on Apple Podcasts, Podchaser, or wherever you find your podcasts, this will help the show's audience grow. Or you can just share the show with a friend. And don't forget to reach out via our Contact page. We're very interested in your opinion of the show, so please get in touch. You can support the show by making a monthly donation on the show's Patreon page at: https://www.patreon.com/TheDotNetCorePodcast. Music created by Mono Memory Music, licensed to RJJ Software for use in The Modern .NET Show. Editing and post-production services for this episode were provided by MB Podcast Services.

Are we failing to understand the exponential, again?My guest is Julian Schrittwieser (top AI researcher at Anthropic; previously Google DeepMind on AlphaGo Zero & MuZero). We unpack his viral post (“Failing to Understand the Exponential, again”) and what it looks like when task length doubles every 3–4 months—pointing to AI agents that can work a full day autonomously by 2026 and expert-level breadth by 2027. We talk about the original Move 37 moment and whether today's AI models can spark alien insights in code, math, and science—including Julian's timeline for when AI could produce Nobel-level breakthroughs.We go deep on the recipe of the moment—pre-training + RL—why it took time to combine them, what “RL from scratch” gets right and wrong, and how implicit world models show up in LLM agents. Julian explains the current rewards frontier (human prefs, rubrics, RLVR, process rewards), what we know about compute & scaling for RL, and why most builders should start with tools + prompts before considering RL-as-a-service. We also cover evals & Goodhart's law (e.g., GDP-Val vs real usage), the latest in mechanistic interpretability (think “Golden Gate Claude”), and how safety & alignment actually surface in Anthropic's launch process.Finally, we zoom out: what 10× knowledge-work productivity could unlock across medicine, energy, and materials, how jobs adapt (complementarity over 1-for-1 replacement), and why the near term is likely a smooth ramp—fast, but not a discontinuity.Julian SchrittwieserBlog - https://www.julian.acX/Twitter - https://x.com/mononofuViral post: Failing to understand the exponential, again (9/27/2025)AnthropicWebsite - https://www.anthropic.comX/Twitter - https://x.com/anthropicaiMatt Turck (Managing Director)Blog - https://www.mattturck.comLinkedIn - https://www.linkedin.com/in/turck/X/Twitter - https://twitter.com/mattturckFIRSTMARKWebsite - https://firstmark.comX/Twitter - https://twitter.com/FirstMarkCap(00:00) Cold open — “We're not seeing any slowdown.”(00:32) Intro — who Julian is & what we cover(01:09) The “exponential” from inside frontier labs(04:46) 2026–2027: agents that work a full day; expert-level breadth(08:58) Benchmarks vs reality: long-horizon work, GDP-Val, user value(10:26) Move 37 — what actually happened and why it mattered(13:55) Novel science: AlphaCode/AlphaTensor → when does AI earn a Nobel?(16:25) Discontinuity vs smooth progress (and warning signs)(19:08) Does pre-training + RL get us there? (AGI debates aside)(20:55) Sutton's “RL from scratch”? Julian's take(23:03) Julian's path: Google → DeepMind → Anthropic(26:45) AlphaGo (learn + search) in plain English(30:16) AlphaGo Zero (no human data)(31:00) AlphaZero (one algorithm: Go, chess, shogi)(31:46) MuZero (planning with a learned world model)(33:23) Lessons for today's agents: search + learning at scale(34:57) Do LLMs already have implicit world models?(39:02) Why RL on LLMs took time (stability, feedback loops)(41:43) Compute & scaling for RL — what we see so far(42:35) Rewards frontier: human prefs, rubrics, RLVR, process rewards(44:36) RL training data & the “flywheel” (and why quality matters)(48:02) RL & Agents 101 — why RL unlocks robustness(50:51) Should builders use RL-as-a-service? Or just tools + prompts?(52:18) What's missing for dependable agents (capability vs engineering)(53:51) Evals & Goodhart — internal vs external benchmarks(57:35) Mechanistic interpretability & “Golden Gate Claude”(1:00:03) Safety & alignment at Anthropic — how it shows up in practice(1:03:48) Jobs: human–AI complementarity (comparative advantage)(1:06:33) Inequality, policy, and the case for 10× productivity → abundance(1:09:24) Closing thoughts

We ran an analysis on some of the biggest Private Equity assets and acquisitions. Is the explosion of this space a bubble, or is there something deeper happening here? 3 CEOs debate!   Chapters: 00:00 – Private Equity's Reach 05:00 – The Broader Impact of Private Equity 10:00 – Toll Roads, Robert Moses, and Infrastructure Power 15:00 – What It's Like to Work for Private Equity 23:50 – Inside Vista and the Private Equity Playbook 27:50 – Preparing for a Private Equity Acquisition 30:50 – Founder Perspectives on Being Acquired 38:10 – The Role of AI in Private Equity 40:00 – OpenAI's Product Velocity & Sora 2 44:30 – Art, Compute, and Culture 48:00 – Technology, Purpose, and Human Play 51:20 – The Optimistic Lens 54:00 – OpenAI's Velocity and Strategic Position 56:00 – Market Reactions & Acquisitions 58:30 – Microsoft's Response 1:00:50 – Culture, Standards, and Leadership Lessons 1:04:50 – Closing Reflections   Thanks for tuning in! Catch new episodes every Sunday Subscribe to Topline Newsletter. Tune into Topline Podcast, the #1 podcast for founders, operators, and investors in B2B tech. Join the free Topline Slack channel to connect with 600+ revenue leaders to keep the conversation going beyond the podcast!  

“We're gonna start seeing strategic compute reserves — like digital oil. Treasuries hoarding compute credits across networks like Aethir Cloud, ready to convert when needed," says Aethir's CEO Dan Wang.

OpenAI expands its compute power with new data centers, while Oracle ensures the money keeps flowing.Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustleTo recommend a guest email: guests(@)podcaststudio.com

Tom Lee and Arthur Hayes map how crypto is flipping Wall Street: BTC at fresh highs, ETH's comeback, and a surge of institutional capital, tokenization, and stablecoin rails. Tom lays out Bitmine's big ETH accumulation and bold targets (BTC $200–250k, ETH $10–12k), while Arthur dives into cycles, liquidity, why perps outshine leveraged ETFs, and the looming clash between prediction markets and TradFi. Plus: banks turning into on-chain tech companies and what Tether's rise signals for the new banking stack. Please visit https://fundstrat.com/tom  for complimentary access to Tom Lee's daily market updates, real-time market alerts, live webinars, and curated stock lists. ------

Discover how WebAI is revolutionizing AI by enabling powerful models to run directly on devices.About the episode:Nataraj chats with David Stout, founder of WebAI, about bringing AI infrastructure to edge devices. David shares his journey from a Michigan farm to pioneering techniques for compressing AI models onto phones, laptops, and even airplanes. They discuss the importance of data privacy, real-time processing, and the shift from cloud-based AI to a web of interconnected, specialized AI systems working across devices. Learn about WebAI's vision for the future of AI and how they achieved a $700 million valuation.What you'll learn- Understand the limitations of cloud-based AI and the advantages of edge computing for data privacy and real-time processing.- Discover how WebAI compresses and optimizes large AI models to run efficiently on everyday devices like phones and laptops.- Learn about the potential of a decentralized “web of models” and how it could revolutionize various industries.- Explore the key factors driving WebAI's success, including their focus on horizontal technology and support for diverse AI models.- Gain insights into the future of AI hardware and software.About the Guest and Host:Guest Name: David Stout, Founder of WebAI, pioneering AI infrastructure for edge devices.Connect with Guest:→ LinkedIn: https://www.linkedin.com/in/davidpstout/ → Website: https://www.webai.com/Nataraj: Host of the Startup Project podcast, Senior PM at Azure & Investor.→ LinkedIn: https://www.linkedin.com/in/natarajsindam/→ Substack: ⁠https://startupproject.substack.com/⁠In this episode, we cover(00:01) Introduction and Guest Introduction(01:35) David's Journey in AI and Machine Learning(03:51) Bringing AI Models to Devices(05:49) Applications of AI on Devices(08:10) The Thesis for Starting Web AI(11:16) Optimizing for Specialized Models(15:02) Web AI's Customers and Use Cases(17:00) Hardware Optimization for Web AI(19:12) Lightweight Personal Models(22:55) The Trajectory of Foundational Model Companies and AGI(31:48) Emergent Behavior and Intelligence(35:17) Prompts Don't Pay Bills(41:22) Meta's Approach to Recruiting and Spending(44:51) Form Factors in AI(51:04) Surprising AI Products(52:42) Breakthroughs in AI Research(56:31) XAI's Models(01:03:24) The Future of Google and Search(01:06:39) Finding David and WebAIDon't forget to subscribe and leave us a review/comment on YouTube Apple Spotify or wherever you listen to podcasts.#AI #EdgeComputing #MachineLearning #DataPrivacy #WebAI #ArtificialIntelligence #DecentralizedAI #AIInfrastructure #Startup #Technology #Innovation #Podcast #Entrepreneurship #TechStartups #DeepLearning #ModelCompression #AIModels #Inference #NatarajSindam #StartupProject

Invest Like the Best: Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- My guest today is Dylan Patel. Dylan is the founder and CEO of SemiAnalysis. At SemiAnalysis Dylan tracks the semiconductor supply chain and AI infrastructure buildout with unmatched granularity—literally watching data centers get built through satellite imagery and mapping hundreds of billions in capital flows. Our conversation explores the massive industrial buildout powering AI, from the strategic chess game between OpenAI, Nvidia, and Oracle to why we're still in the first innings of post-training and reinforcement learning. Dylan explains infrastructure realities like electrician wages doubling and companies using diesel truck engines for emergency power, while making a sobering case about US-China competition and why America needs AI to succeed. We discuss his framework for where value will accrue in the stack, why traditional SaaS economics are breaking down under AI's high cost of goods sold, and which hardware bottlenecks matter most. This is one of the most comprehensive views of the physical reality underlying the AI revolution you'll hear anywhere. Please enjoy my conversation with Dylan Patel. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠ ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ramp⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ramp.com/invest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to sign up for free and get a $250 welcome bonus. – This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ridgeline⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ridgelineapps.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more about the platform. – This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ AlphaSense⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Alpha-Sense.com/Invest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:05:12) The AI Infrastructure Buildout (00:08:25) Scaling AI Models and Compute Needs (00:11:44) Reinforcement Learning and AI Training (00:14:07) The Future of AI and Compute (00:17:47) AI in Practical Applications (00:22:29) The Importance of Data and Environments in AI Training (00:29:45) Human Analogies in AI Development (00:40:34) The Challenge of Infinite Context in AI Models (00:44:08) The Bullish and Bearish Perspectives on AI (00:48:25) The Talent Wars in AI Research (00:56:54) The Power Dynamics in AI and Tech (01:13:29) The Future of AI and Its Economic Impact (01:18:55) The Gigawatt Data Center Boom (01:21:12) Supply Chain and Workforce Dynamics (01:24:23) US vs. China: AI and Power Dynamics (01:37:16) AI Startups and Innovations (01:52:44) The Changing Economics of Software (01:58:12) The Kindest Thing

Invest Like the Best Key Takeaways  Today, the challenge is not to make the model bigger; the problem is knowing how best to generate and create data in useful domains so that the model gets better at them    AIs do not have to get to digital god mode for AI to have an enormous impact on productivity and society: Even if AI does not become smarter than humans in the short term, the economic value creation boom will still be enormous“If we didn't have the AI boom, the US probably would be behind China and no longer the world hegemon by the end of the decade, if not sooner.” – Dylan Patel The US is doing what China has done historically: dumping tons of capital into something, and then the market becomes If there is a sustained lag in model improvement, the US economy will go into a recession; this is the case for Korea and Taiwan, too  On the AI talent wars: If these companies are willing to spend billions on training runs, it makes sense to spend a lot on talent to optimize those runs and potentially mitigate errors  We actually are not dedicating that much power to AI yet; only 3-4% of total power is going to data centers He is more optimistic on Anthropic than OpenAI; their revenue is accelerating much faster because of their focus on the $2 trillion software market, whereas OpenAI's focus is split between many thingsWhile Meta “has the cards to potentially own it all”, Google is better positioned to dominate the consumer and professional markets Read the full notes @ podcastnotes.orgMy guest today is Dylan Patel. Dylan is the founder and CEO of SemiAnalysis. At SemiAnalysis Dylan tracks the semiconductor supply chain and AI infrastructure buildout with unmatched granularity—literally watching data centers get built through satellite imagery and mapping hundreds of billions in capital flows. Our conversation explores the massive industrial buildout powering AI, from the strategic chess game between OpenAI, Nvidia, and Oracle to why we're still in the first innings of post-training and reinforcement learning. Dylan explains infrastructure realities like electrician wages doubling and companies using diesel truck engines for emergency power, while making a sobering case about US-China competition and why America needs AI to succeed. We discuss his framework for where value will accrue in the stack, why traditional SaaS economics are breaking down under AI's high cost of goods sold, and which hardware bottlenecks matter most. This is one of the most comprehensive views of the physical reality underlying the AI revolution you'll hear anywhere. Please enjoy my conversation with Dylan Patel. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠ ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ramp⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ramp.com/invest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to sign up for free and get a $250 welcome bonus. – This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ridgeline⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ridgelineapps.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more about the platform. – This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ AlphaSense⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Alpha-Sense.com/Invest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:05:12) The AI Infrastructure Buildout (00:08:25) Scaling AI Models and Compute Needs (00:11:44) Reinforcement Learning and AI Training (00:14:07) The Future of AI and Compute (00:17:47) AI in Practical Applications (00:22:29) The Importance of Data and Environments in AI Training (00:29:45) Human Analogies in AI Development (00:40:34) The Challenge of Infinite Context in AI Models (00:44:08) The Bullish and Bearish Perspectives on AI (00:48:25) The Talent Wars in AI Research (00:56:54) The Power Dynamics in AI and Tech (01:13:29) The Future of AI and Its Economic Impact (01:18:55) The Gigawatt Data Center Boom (01:21:12) Supply Chain and Workforce Dynamics (01:24:23) US vs. China: AI and Power Dynamics (01:37:16) AI Startups and Innovations (01:52:44) The Changing Economics of Software (01:58:12) The Kindest Thing

AMD has signed a multi-year chip supply deal with OpenAI that could generate tens of billions in revenue for the chipmaker, helping accelerate its momentum in the AI industry.  AMD has agreed to supply 6 gigawatts of compute capacity to OpenAI, which is enough to power up to 4 ½  million homes, across multiple generations of its Instinct GPUs, starting with the Instinct MI450 GPU. OpenAI will receive the first gigawatt of capacity in the second half of next year, when the new chip is scheduled for deployment.  Learn more about your ad choices. Visit podcastchoices.com/adchoices

Alessandro De Carli the founder at Acurast, a scalable, secure, decentralized compute network powered by the massive global base of modern smartphones. Why you should listen Acurast is a decentralized, serverless cloud platform that transforms everyday smartphones into secure computing nodes, removing the need for centralized data centers. By tapping into the massive global base of modern smartphones—devices that already come equipped with advanced security features—Acurast creates a scalable, confidential, and verifiable compute network. Its mission is to democratize access to computing power, enabling anyone with a smartphone to contribute to, and benefit from, a decentralized cloud. The platform is built on a modular architecture that spans three layers. At the Consensus Layer, Acurast employs a Nominated Proof-of-Stake (NPoS) mechanism enhanced with an orchestrator, reputation engine, and attestation service. This ensures the network runs reliably and securely, with strong incentives for honest behavior. The Execution Layer harnesses Trusted Execution Environments (TEEs) inside smartphones to carry out tasks in a secure and confidential manner, guaranteeing data privacy and computational integrity. Sitting at the top, the Application Layer hosts decentralized applications that can seamlessly offload computations to the network. This layered design allows developers to deploy applications requiring verifiable, secure computations—without relying on traditional servers. This architecture opens up a range of compelling use cases. Acurast can support confidential AI processing, enabling decentralized execution of sensitive AI models. It can function as a decentralized oracle, securely feeding off-chain data to smart contracts. It also powers cross-chain asset management, allowing operations to flow securely across multiple blockchain networks. Additionally, Acurast offers a framework for ethical web scraping, providing a compliant and decentralized way to collect data without centralized gatekeepers. The ecosystem is underpinned by its native token, $ACU, which plays a vital role in the platform's economy. Tokens are used to pay for transaction fees, staked to secure the network and earn rewards, and wielded for governance—giving holders a say in the platform's future direction. The total supply of $ACU is capped at 1 billion tokens, ensuring scarcity and long-term value alignment. Community engagement is a central pillar of Acurast's strategy. Through initiatives like the “Cloud Rebellion,” users can contribute their devices, refer others, and complete various tasks to earn rewards. This community-driven model accelerates the network's growth while reinforcing its decentralization ethos. Under this approach, Acurast has already onboarded over 100,000 devices and executed more than 300 million transactions, setting a new benchmark for what decentralized computing networks can achieve. Supporting links Fidelity Crypto Careers  Acurast Andy on Twitter  Brave New Coin on Twitter Brave New Coin   If you enjoyed the show please subscribe to the Crypto Conversation and give us a 5-star rating and a positive review in whatever podcast app you are using.  

Never a dull moment with the More or Less squad: Jessica questions whether Sora is just a novelty or the start of an AI-native social economy, arguing OpenAI needs its own device to escape current platform limits. Brit calls it “Vine meets MySpace,” highlighting its cameo mechanic as a creator tool that could outpace Meta's AI video. Dave says Sora only needs to be entertaining and pitches OpenAI's real graph play: embedding ChatGPT in group chats. Sam compares Sora to Truth Social, not Instagram, arguing power and narrative—not unit economics—drive the AI capex boom. The squad also touches on the “dead internet theory,” the importance of context over data, and the limits of LLM understanding, with side notes on Swifties and always-on AI wearables.Chapters:04:59 What is Sora? The Vine meets MySpace take06:40 Early Sora product gaps: identity, friending, moderation07:37 Creator utility vs novelty: will people care09:51 Sora is Truth Social, not Instagram; Sam is Tom11:20 Power vs ownership: modern mercantilism in AI14:03 Loose on copyright, tight on moderation—the 2x216:36 Production value is a false god17:59 What is AI slop? Dead internet theory primer20:16 Idealized ideas: vibe-coded pitches fool no one22:18 Does entertainment alone create an economy26:05 If you ran OpenAI, what would you build28:39 The obvious social graph: ChatGPT in your group chats30:53 Why OpenAI needs a device: voice multitasking plus identity UX34:31 Context is king; models know nothing about you36:19 Don't sell your data; keep your context moat38:02 Sutton vs LLMs: prediction without understanding43:22 AI capex as narrative: Chinese housing and '99 fiber analogiesWe're also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessYouTube: https://youtu.be/tDsh5VdoTpcConnect with us here:1) Sam Lessin: https://x.com/lessin2) Dave Morin: https://x.com/davemorin3) Jessica Lessin: https://x.com/Jessicalessin4) Brit Morin: https://x.com/brit

DoorDash's 1st food delivery robot has as a strategic feature… Cuteness.Etsy stock jumped 16% on a shopping deal with ChatGPT… but AI agents are also a website-killer.The impact of the Government Shutdown?… Just look at Cava lunch bowls & soybeans.Plus, since it's the 1st day of Q4, Nick wrote some publicly traded poetry.Vote for The Best Idea Yet to win “Best Business Podcast”: ​​https://vote.signalaward.com/PublicVoting#/2025/shows/genre/business$DASH $ETSY $CAVA NEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Welcome to another episode of Data Driven, where we dive deep into how data and AI are shaping—sometimes shaking—the modern world. In this episode, hosts Frank La Vigne, Andy Leonard, and Carmen Li sit down with Carmen Lee, the trailblazing CEO of Silicon Data and a former Bloomberg data aficionado.Carmen's on a mission to bring clarity to the wild west of GPU compute markets, and she shares with us how she's turning raw compute into a true tradable commodity—think futures markets for GPUs, the “Bloomberg terminal” for AI infrastructure, and perhaps even a Carfax for your next used GPU cluster.Together, they explore everything from why AI startups struggle with fluctuating margins, to the crucial role TSMC plays in the world economy, all the way to the data transparency that might be the missing piece in AI's explosive growth. Whether you're curious about benchmarking GPUs, tokenomics, managing infrastructure costs, or just want a glimpse into the future of data markets, this one's for you.Stay tuned for a fascinating conversation on normalizing chaos, hedging tech costs, geeking out over hardware, and even a few laughs about used GPU “car lots” in Virginia. Let's get data driven!LinksSilicon Data -https://www.silicondata.com/Dancing with Qubits -https://amzn.to/4mIOG8UThe Nvidia Way -https://amzn.to/3VH9aUvTime Stamps00:00 "AI Commodities and GPU Markets"06:56 Ecosystem Transparency Benefits All10:55 AI SaaS Cost Optimization Challenges13:41 Token Economics in Cloud AI15:27 Optimizing GPU and Token Commitment18:41 Token-Based Product Innovation25:00 "Verifying UIDs and Connectivity"28:43 Measuring GPU Performance30:41 Supply Chain Impact on GPU Industry35:43 "TNC's Unchallenged Leadership in Supply Chain"36:31 Silicon Ecosystem Collaboration39:38 Nvidia's Strategic TSMC Capacity Purchase42:51 Bloomberg's Media and Finance Expansion46:53 "Quantum Reading Challenges"50:13 "Data Driven Podcast Wrap-Up"

My guest today is Dylan Patel. Dylan is the founder and CEO of SemiAnalysis. At SemiAnalysis Dylan tracks the semiconductor supply chain and AI infrastructure buildout with unmatched granularity—literally watching data centers get built through satellite imagery and mapping hundreds of billions in capital flows. Our conversation explores the massive industrial buildout powering AI, from the strategic chess game between OpenAI, Nvidia, and Oracle to why we're still in the first innings of post-training and reinforcement learning. Dylan explains infrastructure realities like electrician wages doubling and companies using diesel truck engines for emergency power, while making a sobering case about US-China competition and why America needs AI to succeed. We discuss his framework for where value will accrue in the stack, why traditional SaaS economics are breaking down under AI's high cost of goods sold, and which hardware bottlenecks matter most. This is one of the most comprehensive views of the physical reality underlying the AI revolution you'll hear anywhere. Please enjoy my conversation with Dylan Patel. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠ ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ramp⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ramp.com/invest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to sign up for free and get a $250 welcome bonus. – This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ridgeline⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ridgelineapps.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more about the platform. – This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ AlphaSense⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Alpha-Sense.com/Invest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Show Notes: (00:00:00) Welcome to Invest Like the Best (00:05:12) The AI Infrastructure Buildout (00:08:25) Scaling AI Models and Compute Needs (00:11:44) Reinforcement Learning and AI Training (00:14:07) The Future of AI and Compute (00:17:47) AI in Practical Applications (00:22:29) The Importance of Data and Environments in AI Training (00:29:45) Human Analogies in AI Development (00:40:34) The Challenge of Infinite Context in AI Models (00:44:08) The Bullish and Bearish Perspectives on AI (00:48:25) The Talent Wars in AI Research (00:56:54) The Power Dynamics in AI and Tech (01:13:29) The Future of AI and Its Economic Impact (01:18:55) The Gigawatt Data Center Boom (01:21:12) Supply Chain and Workforce Dynamics (01:24:23) US vs. China: AI and Power Dynamics (01:37:16) AI Startups and Innovations (01:52:44) The Changing Economics of Software (01:58:12) The Kindest Thing

Patrick Molloy and Alicia Eastman sit down with Chinmoy, the Founder and CEO of CHIPX™ Global. He describes how CHIPX™ is disrupting semiconductor design, manufacturing and usage to reduce energy requirements, eliminate emissions, and lower costs. CHIPX™ semiconductors also operate at room temperature, last longer, require less maintenance, and are fully recyclable. As an Irish company, CHIPX™ can sell to any country or company, ensuring equal access to compute, eventually including AI. About CHIPX™ Global Holdings Limited:CHIPX is revolutionizing semiconductor chip production, by building decentralized, resilient semiconductor infrastructure designed for tomorrow's intelligence. From high-conductivity substrates to mission-grade systems, CHIPX™ engineers sovereignty into silicon — and beyond.CHIPX™ is reinventing how and where semiconductors are made. Their vertically integrated value chain combines advanced materials, high-voltage ICs, and system-level design to deliver resilient, performance-driven technologies. CHIPX Connect™ accelerates semiconductor innovation across power, photonics, and sensing. From ceramic substrates to GaN/SiC ICs, CHIPX™ enables mission-grade systems for AI, Aerospace and Mobility – bridging the gap between R&D and real-world deployment. CHIPX™ combines the best of industry personnel, knowledge, and locations across Ireland, the UK, Taiwan, Malaysia, Singapore, North America and Europe, to manufacture optimized solutions to buyers worldwide. About Chinmoy Baruah:Chinmoy Baruah is the Founder and CEO of CHIPX™ Global, a next-gen semiconductor venture launched in the UK in 2022 with a radical vision: to decentralize chip manufacturing and deliver technological sovereignty to the world´s most underserved markets. But CHIPX™ is more than a hardware company—it's a blueprint for reengineering the global systems that semiconductors depend on. Chinmoy and his team are building a distributed, disruption-proof supply chain that spans Asia, MENA, Europe and US, forging powerful alliances that fuse local resilience with global reach. His leadership combines deep technical fluency, geopolitical insight, and a talent for turning complex systems into scalable solutions.

Before launching CHIPX™, Chinmoy was already pushing boundaries at the intersection of energy, deep tech, and advanced materials. As co-founder of Cavendyne in Germany, a clean hydrogen startup backed by aerospace heavyweights like Boeing and GE, he led work on some of the most advanced decarbonization technologies in development. His expertise spans quantum computation, gas purification, and nanomaterials, with research ties to world-class institutions including IIT, Henry Royce Institute (Manchester), CSIR-NEIST, and the University of Manchester. Whether in the lab or on the factory floor, Chinmoy's north star remains the same: converting cutting-edge science into real-world infrastructure with lasting global impact.

His contributions have earned recognition from the HSBC Global Fintech Challenge and The Harvard Project for Asian & International Relations, positioning him not just as an innovator but as a visionary builder of industrial systems for a volatile and fast-moving world.

Chinmoy holds a BS from Kaziranga University and a postgraduate degree in Chemistry from the University of Manchester, where he collaborated with Professor Mike Anderson at the Centre for Nanoporous Materials, whose team received the Royal Society of Chemistry's 2021 Horizon Prize for their groundbreaking work on CrystalGrower. --Links:CHIPX™ — https://www.chipxglobal.com/

Jonathan Ross is the Founder & CEO of Groq, the AI chip company redefining inference at scale. Under his leadership, Groq has raised over $3B from top investors. The company has reached a valuation of nearly $7B, positioning itself as one of NVIDIA's most formidable challengers. Previously at Google, Jonathan led the team that built the first Tensor Processing Unit (TPU), making him one of the leading architects of modern AI hardware. AGENDA: 00:00 The Future of AI and Compute 05:07 Why the Hyperscalers Have to Keep Spending Recklessly on AI 12:49 Why OpenAI and Anthropic Will Have to Build Their Own Chips 19:47 OpenAI and Anthropic Will be $5BN Companies: The Bull Case 29:50 Why China is Behind the US in AI and Deepseek is More Expensive to Run 33:55 How Europe Could Compete in AI and Why the US is More Risk Averse Than Europe 42:51 Why AI Will Lead to Too Many Not Too Few Jobs 43:19 Deflationary Pressures and New Job Markets 45:51 The Future of Vibe Coding 47:14 Why AI Companies Should Strive to Have Low Margins 49:31 Why We Have to Have Nuclear Energy and How to Bring it Back 56:55 How Permits are Ruining the Potential of AI 01:03:58 Why OpenAI and Anthropic are so Undervalued 01:16:53 Quickfire: Biggest Fear, Nvidia: $10TRN, Zuck Buying AI: Work or Not  

What comes after vibe coding? Maybe vibe researching.OpenAI's Chief Scientist, Jakub Pachocki, and Chief Research Officer, Mark Chen, join a16z general partners Anjney Midha and Sarah Wang to go deep on GPT-5—how they fused fast replies with long-horizon reasoning, how they measure progress once benchmarks saturate, and why reinforcement learning keeps surprising skeptics.They explore agentic systems (and their stability tradeoffs), coding models that change how software gets made, and the bigger bet: an automated researcher that can generate new ideas with real economic impact. Plus: how they prioritize compute, hire “cave-dweller” talent, protect fundamental research inside a product company, and keep pace without chasing every shiny demo. Timecodes: 0:00  Introduction & Goals of Automated Researcher0:43  The Evolution of Reasoning in AI1:46  Evaluations: From Benchmarks to Real-World Impact5:15  Surprising Capabilities of GPT-56:56  The Research Roadmap: Next 1, 2, 5 Years7:46  Long-Horizon Agency & Model Memory9:44  Reasoning in Open-Ended Domains11:18  The Role and Progress of Reinforcement Learning13:14  Reward Modeling & Best Practices14:21  The New Codex: Real-World Coding16:20  AI vs. Human Coding: The New Default20:07  What Makes a Great Researcher?21:14  Persistence, Conviction, and Problem Selection26:00  Building and Sustaining a Winning Research Culture31:45  Balancing Product and Fundamental Research39:00  The Importance of Compute and Physical Constraints45:50  Maintaining Speed and Learning at Scale47:18  Trust and Collaboration at OpenAI Resources: Find Jakub on X: https://x.com/merettmFind Mark on X: https://x.com/markchen90Find Sarah on X: https://x.com/sarahdingwangFind Anjney on X: https://x.com/AnjneyMidha Stay Updated: If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://x.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Podcast on SpotifyListen to the a16z Podcast on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What's the role of semiconductors—and the companies that make them—in powering human progress? What does it look like to innovate thoughtfully in a landscape where the demand for power may be higher than the supply? With AI evolving faster and faster, how can we keep up?  Advanced Micro Devices (AMD) CEO Lisa Su joins the show to talk about hardware, global manufacturing, and risk-taking. She shares what she has learned leading AMD from near-bankruptcy a decade ago to its current standing as one of the world's leading chipmakers. Lisa also weighs in on geopolitics, the AI arms race, startups, what makes her want to hire someone, and AI's enormous potential to advance healthcare for humankind.  For more info on the podcast and transcripts of all the episodes, visit https://www.possible.fm/podcast/  Topics: 2:46 - Hellos and intros 2:54 - The origins of Lisa's interest in hardware 4:19 - Deciding to bet on chips 6:06 - MIT and early engineering days 6:28 - Google Gemini defines "bunny suits" 8:25 - Differences between AMD and NVIDIA 10:25 - AI's potential to improve healthcare 16:27 - Driving AMDs comeback 19:40 - Making patience and long-term vision a company-wide virtue 22:06 - Vision for the next 10 years 24:59 - Midroll 25:16 - The impact of geopolitics on AMD 28:38 - Environmental implications of chip production   30:41 - Major hardware innovations in the start-up space 32:14 - AI driving coding acceleration 33:47 - How AMD encourages employees to leverage AI 35:22 - Identifying and empowering talent   39:08 - Rapid-fire questions Select mentions:  Liquid.ai The Worlds I See by Dr. Fei-Fei Li  Possible is an award-winning podcast that sketches out the brightest version of the future—and what it will take to get there. Most of all, it asks: what if, in the future, everything breaks humanity's way? Tune in for grounded and speculative takes on how technology—and, in particular, AI—is inspiring change and transforming the future. Hosted by Reid Hoffman and Aria Finger, each episode features an interview with an ambitious builder or deep thinker on a topic, from art to geopolitics and from healthcare to education. These conversations also showcase another kind of guest: AI. Each episode seeks to enhance and advance our discussion about what humanity could possibly get right if we leverage technology—and our collective effort—effectively.

Jason Kwon is the Chief Strategy Officer at OpenAI.In this episode of World of DaaS, Jason and Auren discuss:Compute bottlenecks and power infrastructure challengesUser expectations vs AI capabilitiesGeopolitical competition in AI developmentBringing top AI talent to the United StatesLooking for more tech, data and venture capital intel? Head to worldofdaas.com for our podcast, newsletter and events, and follow us on X @worldofdaas.You can find Auren Hoffman on X at @auren and Jason Kwon on X at @jasonkwon.Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)