Podcasts about compute

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

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.

This podcast discusses how AMD is modernizing data centers with open standards, AI-ready hardware, and a broad CPU, GPU, and FPGA portfolio, while executives highlight supply-chain strategies, open-source investments, and partnerships that boost performance, cut costs, and maximize space.

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

Intel's Dr. Darren Pulsipher explains how AI's rapid growth drives innovation but raises energy concerns, emphasizing smaller CPU-based models that cut costs and power use while urging experimentation with AI and strong data management skills to stay competitive.

Translink Nordic Tech Stars | #negotiator 356. Interviews with participants of Translink Corporate Finance Nordic Tech Stars event in Helsinki, attended by premier investors and Nordic SaaS and technology companies. The event took place at Savoy restaurant.00:00 Sami Miettinen intro to Translink Nordic Tech Stars00:32 Guests from Paris: Marc Irisson (Translink) & Elie Hodara (InfraVia)01:04 Shout-outs: Lyyti, Vastuu Group, M&M Growth Partners01:41 Interview: Marc Irisson – trends in B2B tech/TMT02:14 Polarized M&A market; deal volumes US vs. Europe02:50 Polarization inside tech: what it means03:15 Flight to quality accelerates since 202303:53 Multiples: 20× EBITDA / ~10× ARR for top assets; others lag04:36 PE dry powder; opportunities for strong-KPI SaaS05:01 Good vintage analogy for investing/exits05:25 Nordic SaaS quality & Rule of 40 call-out05:57 Nordic/Finnish leadership & international scale06:53 Petri Hollmén (Lyyti, Vaaka Partners portfolio)07:33 Hitting the Rule of 40 sustainably07:59 NPS & eNPS stay high while scaling08:25 5M+ ARR club; revenue levels09:01 B2B SaaS positioning; international expansion09:33 Finnish business community & Turku angle10:09 Tero Nummenpää birthday party with Lyyti10:54 Harry Brade (M&M Growth Partners)11:22 AlphaSense: ARR journey & valuation milestone11:54 SiloAI: early stage to breakout12:17 Flexible tickets; strong AI focus12:57 Vertical vs. horizontal AI plays13:33 SaaS multiples: vertical vs. horizontal (market view)14:13 Entry expectations vs. realized outcomes14:32 Spinning off SiloGen (product vs. services)14:57 Compute, LLMs, and infra as value drivers15:25 Niilo Pirttijärvi (Inven)15:54 AI-driven B2B analytics; who it serves16:18 Market/platform analysis use cases16:44 Funding rounds (pre-seed → Series A)17:10 Notable investors such as Tuomo Vuolteenaho17:31 Global ARR mix (US/EU/ROW)17:57 Rule of 700 growth quip18:15 Product investment & scaling18:32 CAC/NRR/churn & profitability lens18:57 AI ecosystem/community notes19:21 B2B SaaS model durability20:02 Growth vs. cash flow; metrics that matter20:32 Gross margin, usage costs, CAC multiples20:55 Building customer success at speed21:11 Founding team split & coding ambitions21:41 Pekka Vanne (Vastuu Group)22:00 Hartwall Capital partnership22:24 ~90% recurring revenue profile22:43 Consulting components at onboarding23:04 Mission: responsibility & ESG enablement23:22 Meaning of Vastuu, culture23:40 International guests & go-to-market24:00 Growth in Finland; expanding offerings24:26 M&A as an internationalization lever24:46 First acquisition done; more considered25:13 Elie Hodara (InfraVia Partners)25:36 Flexible minority/majority; pure B2B software; GIP platform support26:06 Team footprint; value-add (search, cyber, legal)26:35 Sector themes; why Finnish SaaS scales early26:52 Capital-efficient mindset & early structuring27:09 What founders seek (scaling support)27:25 Biz-dev help; Scandinavia & Europe27:44 Depth across Finland (not just Helsinki)28:33 Rule of 40: useful proxy, not a hard screen29:07 Tracking over hold; context matters29:49 Translink Corporate Finance in tech space30:20 Contact www translinkcf dot com or fi30:52 Subscribe to Translink SaaS Valuation QuarterlyWatch all Insider episodes and support Samihttps://www.youtube.com/channel/UCRI34L9OtDJuZpaWicbNXzg/join#neuvottelija #negotiator Sami Miettinen

This podcast examines how HPE is meeting AI's soaring compute demands with CPU/GPU advances, hybrid cloud models, and Neo cloud services that enable faster upgrades, liquid cooling, and flexible, consumption-based infrastructure.

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

Vincent Karremans, demissionair minister van Economische Zaken, is te gast en slaat alarm over Nederland's positie in de AI-race. We staan “100-0 achter”, Trump investeert 500 miljard in AI, Nederland spreekt over enkele honderden miljoenen. De paradox is pijnlijk: Nederlanders zijn wereldwijd het meest sceptisch over AI, wat leidt tot overregulering, terwijl de urgentie compleet afwezig is. In de stemwijzer staan nul vragen over AI. De AI Act reguleert voordat er überhaupt AI-toepassingen zijn, terwijl in biotech zes jaar aan vergunningen nodig is versus zes maanden in Amerika. De oplossing? Compute is het nieuwe goud, en Nederland moet kiezen waarin we excellent willen worden om wederzijdse afhankelijkheden te creëren. Maar zonder urgentie gebeurt er niks. Het interview met Vincent begint op 47:39. Alexander zet zijn gezicht op “publiek” in Sora 2, waardoor iedereen video's van hem kan maken. De mixed feed is realiteit, AI-video's gaan viraal op TikTok en Instagram. Sora 2 is nu via de API beschikbaar voor 10 cent per seconde, waarmee je in tien minuten content maakt waar je eerder vier uur voor nodig had.OpenAI komt met de Agent Builder, waarmee je AI-workflows bouwt door blokjes te slepen. Het bizarre detail: 70% van OpenAI's code komt inmiddels van Codex zelf. De echte verschuiving zit in de Apps SDK - booking.com, Spotify en Canva draaien nu direct in ChatGPT. Dit markeert OpenAI's poging om de browser te doden en een WeChat-achtige super-app te worden. De vraag: hoe kiest ChatGPT welk platform gebruikt wordt, en wie betaalt daarvoor?16 oktober hebben we weer het webinar (dat is volgende week donderdag). Wees erbij, wordt vandaag nog betaald abonnee en blijf op de hoogte van het laatste AI-nieuws. Krijg 2x per week tips & tools om het meeste uit AI te halen (en bij de webinar te zijn). Abonneer je op onze nieuwsbrief via aireport.emailAls je een lezing wil over AI van Wietse of Alexander dan kan dat. Mail ons op lezing@aireport.emailVandaag nog beginnen met AI binnen jouw bedrijf? Ga dan naar deptagency.com/aireport This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.aireport.email/subscribe

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

AI Daily Rundown: October 07, 2025: Your daily briefing on the real world business impact of AIListen at https://podcasts.apple.com/us/podcast/ai-daily-news-rundown-openai-ships-apps-agents-agentkit/id1684415169?i=1000730639683

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  

In today's Tech3 from Moneycontrol, we break down the half-trillion dollar AI compute arms race as tech giants lock in chips, data centres, and cloud deals. We look at Jaguar Land Rover's major cyberattack that has put Tata Consultancy Services under intense scrutiny. Plus, India's CERT-In warns of “Shai Hulud,” a Dune-inspired malware campaign targeting startups and developers, and foodtech startup Curefoods secures a Rs 160 crore pre-IPO round from Binny Bansal.

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)

Today's “cloud” is concentrated in a handful of mega data centers. Acurast is flipping that model by turning smartphones into a confidential, verifiable compute network—made for Web3 and AI. Founder Dr. Christian Killer explains how they verify hardware, encrypt workloads end-to-end, and deliver trust-minimized compute for price feeds, bridging, LLM inference, web scraping, residential proxy/VPN, and even distributed agent indexing (MIT NANDA).Timestamps[00:00] Intro & the problem: compute is centralized in ~5 companies[00:02] Christian's path (gaming → Bitcoin Lightning NFC → Web3 infra)[00:04] Why decentralize compute? Cost, control, and data misuse risk[00:05] Phones vs servers: performance-per-watt, economics, upcycling[00:07] The hard bit: verifying hardware + trusted execution environments[00:08] How Acurast works (supply/demand, encrypted jobs, scheduling)[00:09] Web3 demand: price feeds & bridging done trust-minimized[00:10] Web2 demand: scraping + residential IP/VPN for AI startups[00:11] AI focus: inference today, confidential LLMs, agent guardrails[00:13] “Agentic AI” hype vs practice—what actually matters[00:16] Distributed agent indexing (MIT NANDA) explained simply[00:18] What most people miss about LLMs (probabilistic behavior)[00:20] Quantum computing: progress, hype, and reality[00:21] Biggest technical challenges ahead (clustering, MPC, DKG)[00:24] Moore's Law → performance per watt (phones keep winning)[00:25] DePIN's real challenge: organic demand & dev UX[00:27] North star metrics & real adoption vs spam[00:28] Roadmap: Cargo (containers), clustering, futures for compute[00:30] The ask: strategic partners & builders; grants/hackathons comingConnecthttps://acurast.com/https://x.com/acurasthttps://x.com/killercsecurityDisclaimerNothing mentioned in this podcast is investment advice and please do your own research. Finally, it would mean a lot if you can leave a review of this podcast on Apple Podcasts or Spotify and share this podcast with a friend.Be a guest on the podcast or contact us - https://www.web3pod.xyz/

As agencies continue their digital transformation, cloud adoption is essential for mission agility, security and efficiency. This episode dives into how agencies are tackling cloud migration, operational continuity and regulatory compliance while ensuring their systems remain resilient and cost-effective.  ThunderCat Technology's Cloud CTO Nic Perez, Deon James, AI Lead at Google Public Sector and Jeff Marshall, Director of Hosting and Compute at DISA discuss best practices for securing workloads, leveraging AI/ML for performance optimization and navigating federal procurement challenges.

For episode 598 of the BlockHash Podcast, host Brandon Zemp is joined by Dr. Christian Killer, Head of Research for Acurast. Dr. Christian Killer, Head of Research at Acurast with a PhD in Blockchain Voting, Dr. Killer pioneered novel approaches to decentralizing electoral procedures, advancing the state of voting systems worldwide. His work has been published in top-tier interdisciplinary venues across blockchain, applied cryptography, and information security. At Acurast, he leads cutting-edge research initiatives focused on secure, decentralized computation and privacy-preserving protocols. ⏳ Timestamps: (0:00) Introduction(0:56) Who is Christian Killer?(3:22) What is Acurast?(10:28) How does Acurast work?(12:22) Incentives for users(14:28) Ecosystem use-cases(16:30) Running LLMs on Acurast(18:08) Future of Decentralized Compute(20:30) Acurast roadmap(21:55) Acurast website, socials & community 

Blake Hughes is currently Managing Director at InfraHub Compute and Vice President of Investment Sales at NexGen Cloud.

Money flood - insane revenue and valuation growth, AI impacting every industry, Open AI and Microsoft deal, new time compute records are changing the game, the first AI government member, and more important AI news for the week ending on September 12 2025Is AI on the verge of world domination… or an economic meltdown?This week's AI headlines weren't about shiny new model releases and that's a good thing. It gave us time to zoom out and examine the billion-dollar chess game shaping our future.From OpenAI's $115B spend-fest to the first AI government cabinet member, and from Replit's code-writing agents to copyright lawsuits with a twist — this episode is a crash course in just how *wild* and *wide* AI's reach has become.Here's your witty but grounded executive summary of the week's most impactful AI news — handpicked and broken down by your host, Isar Meitis, with direct implications for how business leaders should think, adapt, and move.In this session, you'll discover:- OpenAI's capital-intensive moonshot and why it may still not be profitable in 2030- Microsoft's unexpected pivot: From exclusive OpenAI integration to paying AWS for Claude- The first AI cabinet member in Albania here's why it might be brilliant (or backfire)- AI-made movies & TV are no longer a fantasy, OpenAI is backing a full-length feature- Funding frenzy decoded: Databricks, Replit, Perplexity, and others are raising billions- "Thinking" AI that works for hours: How new models are pushing past past limitations- 5,000 AI podcasts a week for $1 each?! The scary-fascinating rise of mass-produced audio- FTC probes AI's influence on kids and what it means for regulation & trust- AI-powered AR glasses from Amazon — coming to delivery drivers and consumers near you- Duke gives GPT-4o to all students what this means for the future of higher education- Why Apple is strangely silent on AI this year, and what it could cost themGoogle Cloud AI Agent Handbook (PDF) - https://services.google.com/fh/files/misc/ai_agents_handbook.pdfAbout Leveraging AI The Ultimate AI Course for Business People: https://multiplai.ai/ai-course/ YouTube Full Episodes: https://www.youtube.com/@Multiplai_AI/ Connect with Isar Meitis: https://www.linkedin.com/in/isarmeitis/ Join our Live Sessions, AI Hangouts and newsletter: https://services.multiplai.ai/events If you've enjoyed or benefited from some of the insights of this episode, leave us a five-star review on your favorite podcast platform, and let us know what you learned, found helpful, or liked most about this show!

OpenAI signed a 5-year, $300 billion cloud computing contract with Oracle, Samsung gains smartphone market share in the U.S., and DoorDash is expanding drone delivery tests to San Francisco. MP3 Please SUBSCRIBE HERE for free or get DTNS Live ad-free. A special thanks to all our supporters–without you, none of this would be possible. IfContinue reading "OpenAI Inked A $300 Billion Cloud Compute Deal With Oracle – DTH"

במרוץ החימוש העולמי של הבינה המלאכותית, נראה שיש שתי מעצמות ברורות: ארה"ב וסין. אבל איפה מדינת הסטארטאפ - ישראל עומדת ? בפרק מרתק, אני מארח את אורי גושן, ממייסדי חברת המודלים הישראלית AI21 Labs, לשיחה על הפערים הקריטיים בתשתיות, כוח האדם והאסטרטגיה הלאומית. דיברנו על שלושת המרכיבים שקובעים מי ינצח במלחמה הקרה של ה-AI - אלגוריתמים, כוח מחשוב ודאטה, ואיך מדינות כמו צרפת עוקפות אותנו בסיבוב. עוד בפרק: מהן הסכנות האמיתיות של הטכנולוגיה (ספוילר: זה לא קשור ל"שליחות קטלנית"), מהם החסמים שמונעים מ-AI לחדור לארגונים, ומה ישראל חייבת לעשות אתמול כדי לייצר פה אקוסיסטם משמעותי ולא להישאר מאחור.(00:00:00) איפה ישראל עומדת במרוץ החימוש של ה-AI?(00:02:32) מהו ה-End Game של ענקיות הטכנולוגיה?(00:05:06) המלחמה הקרה: ארה"ב נגד סין בזירת הבינה המלאכותית(00:08:23) שלושת המרכיבים להצלחה ב-AI: אלגוריתמים, Compute ודאטה(00:15:21) ההבדל בין מודל פתוח (Open Weights) לקוד פתוח(00:18:43) הפוטנציאל הישראלי: איים של טאלנט, אבל בלי תשתיות(00:22:54) מה ישראל צריכה לעשות כדי להדביק את הפער?(00:25:49) בעיית כוח האדם: איך הופכים להיות AI Native?(00:28:22) האם הישראלים מאמצים AI? נתוני הסקר המפתיעים(00:33:46) שני הפערים הטכנולוגיים שמונעים מ-AI לחדור לארגונים(00:40:13) הסכנות האמיתיות של AI: זה הרבה יותר דומה לסושיאל מדיה(00:45:23) למה לא צריך להתייחס ל-AGI (בינה מלאכותית כללית) ברצינות?(00:48:16) מה אנחנו כצרכנים יכולים לעשות כדי להתגונן?

The launch of OpenAI's GPT-5 has ushered in a panoply of views on the future of AGI and end-user applications. Does the platform's aggressive router presage a future of lobotomized AI responses driven more by compute efficiency than quality? Will new chip models be able to make up the difference? And how will OpenAI, which recently hired Fidji Simo from Instacart to become CEO of Applications, expand its revenue beyond API calls and consumer subscriptions?These are huge questions which will ricochet throughout the tech economy. Thankfully, we have a veteran hand this week to go over it with us in the form of Dylan Patel, founder, CEO, and chief analyst of Semianalysis. He's the guru everyone reads (and listens to), covering the intricacies of chips and compute for a readership of hundreds of thousands of subscribers.Joining host Danny Crichton as well as Lux's Shahin Farshchi and Michelle Fang, the quartet discuss the questions above plus how Mark Zuckerberg is transitioning Meta Reality Labs, the hopes and dreams of new chip startups, the future of AI workloads, and finally, Intel after the U.S. government's purchase of 10% of its shares.

ANTIC Episode 120 - AI Non Grata In this episode of ANTIC The Atari 8-Bit Computer Podcast… Kay discusses a big Atari haul, we get an Atari report from VCF West, we discuss a new Atari 8-bit emulator, and Kay bans AI-generated content from the podcast … 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 Spring/Summer 1992 Toad Computers Catalog - https://archive.org/details/toad-computers-spring-summer-1992-catalog  Sector Copy program - https://www.atarimania.com/utility-atari-400-800-xl-xe-scopy-810_44379.html  News Report from Rob McMullen about Ataris at VCF West [4:37] - https://www.dropbox.com/scl/fi/5qq0k7y5d25ymq87mlx3s/rob-vcf-west-review-1450-antic-podcast.wav?rlkey=30oilrbgfstazfrk4t6wh7cqm&dl=0  Shadows of Dimensions - New Atari game from SV 2025 SE: YouTube game video - https://youtu.be/3jn_zhk_vq0  Game download - https://forums.atariage.com/applications/core/interface/file/attachment.php?id=1252592&key=f30bcb01978d9a735303f5b16fde2994  VBXE Demo Show Part II SillyVenture 2025 - 25th anniversary Edition - andymanone  AtariAge thread - https://forums.atariage.com/topic/383550-atari-8-bit-xlxe-vbxe-demo-show-part-ii-sillyventure-2025-25th-anniversary-edition/  Demozoo - VBXE Slideshow Part II - SV2025 Edition 07-2025 for ATARI 8-Bit Pouet - VBXE Slideshow Part II - SV2025 Edition 07-2025 for ATARI 8-Bit  Youtube - VBXE Slideshow Part II - SV2025 Edition 07-2025 for ATARI 8-Bit FastBASIC Debugger Extension for VSCode - Eric Carr: https://forums.atariage.com/topic/351055-fastbasic-debugger-extension-for-vscode/  https://github.com/EricCarrGH/vscode-fastbasic-debugger/blob/master/readme.md#custom-emulator  Adding Fujinet support to Atari800MacX - Paulo Garcia - https://forums.atariage.com/topic/382899-adding-fujinet-support-to-atari800macx/  New Atari 8-bit emulator Fujisan by Paulo Garcia: source code is here - https://github.com/pedgarcia/fujisan  TCP server for automation - https://github.com/pedgarcia/fujisan/blob/main/TCP_SERVER_API.md  YouTube video - https://youtu.be/jFZfG9ah-9A  AIAD (AI-aided Design) for 130XE board remake - Peter Kaczorowski: https://www.youtube.com/watch?v=DGTjjxJcUks  https://forums.atariage.com/topic/383379-new-11-1000dpi-replica-of-atari-xe-motherboard-%E2%80%93-interest-check/  Timberman - a new game: https://forums.atariage.com/topic/383557-timberman-a-new-game/  https://github.com/Pecusx/Young-lumberjack/blob/main/Timberman.xex  https://www.youtube.com/watch?v=86FLcqFdQMA  August issue of the new Compute's Gazette Magazine - https://www.computesgazette.com XE Desktop with 3.5 Inch Disk Drive Hat render - Simon Daniel - https://www.facebook.com/groups/181644898539691/user/625793361  Eyeroll of the month - 9 Telengard boxes, sealed: https://www.ebay.com/itm/406093458386  https://www.atarimania.com/game-atari-400-800-xl-xe-telengard_5309.html  Was the Atari computer 8-bit or 4-bit? - https://cyberpost.co/was-atari-8-bit-or-4-bit/  Building Dandy from source - https://forums.atariage.com/topic/276387-heres-the-source-code-for-dandy/#findComment-5705579  https://intotheverticalblank.com/2025/08/10/atari-8bit-archeology-top-20-shooters-and-shmups-1979-1981/  Total Reprint (Apple II Print Shop update) - https://youtu.be/DAoXIsNP6jg  Upcoming Shows VCF Midwest - September 13-14, 2025 - Renaissance Schaumburg Convention Center in Schaumburg, IL - http://vcfmw.org/  Portland Retro Gaming Expo - October 17-19 - Oregon Convention Center, Portland, OR - https://retrogamingexpo.com/  Event page created by Chicago Classic Computing - http://chiclassiccomp.org/events.html  Event page created by Floppy Days on Facebook - https://www.facebook.com/VintageComputerShows/  Event page on Floppy Days Website - https://docs.google.com/document/d/e/2PACX-1vSeLsg4hf5KZKtpxwUQgacCIsqeIdQeZniq3yE881wOCCYskpLVs5OO1PZLqRRF2t5fUUiaKByqQrgA/pub  YouTube Videos The (Insufferable) Decline of Atari | When the Industry Crashes on Your Watch - History in the Dark - https://www.youtube.com/watch?v=DeoAsUjz72s  PS5 Pad in Atari 400 Mini? Checking It Out! [Controller Test] - Grzesiek Opowiada - https://www.youtube.com/watch?v=GCrNQESbZmM  Unboxing the Atari ST124 monochrome monitor, pt. 2 - John Zielke (Atari Basics newsletter) - https://www.youtube.com/shorts/6m-w5LDYedc  New at Archive.org Allan Bushman is on FIRE: https://archive.org/details/@allan52  https://archive.org/details/easmd-oss/  https://archive.org/details/computer-shopper-july-1986-vol-6-num-6-atari-articles/  And new entrant in the scanning scene Ted Skrecky: https://archive.org/details/@ted_skrecky https://archive.org/details/wire-taps-vol.-4-no.-6-june-1986 https://archive.org/details/xio-3-garden-city-atari-computer-enthusiasts-newsletter-june-july-1989 Listener Feedback Dropcheck redesigned Atari 1450XL (1250XL) motherboard - https://forums.atariage.com/topic/357529-building-testing-the-re-imaged-atari-1450xl/ 

Send us a textIn this Family Office Club investor panel, global investors share how artificial intelligence is impacting their industries, portfolios, and deal flow strategies. From ocean data satellites to compute power, sales automation, and blue-collar business integration, this conversation dives deep into the real opportunities and risks AI presents today.Key insights from this panel:

Greg Brockman, co-founder and president of OpenAI, joins us to talk about GPT-5 and GPT-OSS, the future of software engineering, why reinforcement learning is still scaling, and how OpenAI is planning to get to AGI. 00:00 Introductions 01:04 The Evolution of Reasoning at OpenAI 04:01 Online vs Offline Learning in Language Models 06:44 Sample Efficiency and Human Curation in Reinforcement Learning 08:16 Scaling Compute and Supercritical Learning 13:21 Wall clock time limitations in RL and real-world interactions 16:34 Experience with ARC Institute and DNA neural networks 19:33 Defining the GPT-5 Era 22:46 Evaluating Model Intelligence and Task Difficulty 25:06 Practical Advice for Developers Using GPT-5 31:48 Model Specs 37:21 Challenges in RL Preferences (e.g., try/catch) 39:13 Model Routing and Hybrid Architectures in GPT-5 43:58 GPT-5 pricing and compute efficiency improvements 46:04 Self-Improving Coding Agents and Tool Usage 49:11 On-Device Models and Local vs Remote Agent Systems 51:34 Engineering at OpenAI and Leveraging LLMs 54:16 Structuring Codebases and Teams for AI Optimization 55:27 The Value of Engineers in the Age of AGI 58:42 Current state of AI research and lab diversity 01:01:11 OpenAI's Prioritization and Focus Areas 01:03:05 Advice for Founders: It's Not Too Late 01:04:20 Future outlook and closing thoughts 01:04:33 Time Capsule to 2045: Future of Compute and Abundance 01:07:07 Time Capsule to 2005: More Problems Will Emerge

Is intelligence just compute plus data? And if so... what happens next? In this episode, Dwarkesh Patel, host of one of the most respected AI podcasts and author of “The Scaling Era”, joins us to break down the exponential rise of artificial intelligence. We explore how scaling laws became the engine behind modern models, why AI still can't learn on the job, and whether we're truly on the brink of AGI. From coding to consciousness, from geopolitics to governance, Dwarkesh shares a grounded but urgent perspective on what it means to live through the transition and how we might prepare for what's coming. ------

Demis Hassabis is the CEO of Google DeepMind and Nobel Prize winner for his groundbreaking work in protein structure prediction using AI. Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep475-sc See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc. Transcript: https://lexfridman.com/demis-hassabis-2-transcript CONTACT LEX: Feedback - give feedback to Lex: https://lexfridman.com/survey AMA - submit questions, videos or call-in: https://lexfridman.com/ama Hiring - join our team: https://lexfridman.com/hiring Other - other ways to get in touch: https://lexfridman.com/contact EPISODE LINKS: Demis's X: https://x.com/demishassabis DeepMind's X: https://x.com/GoogleDeepMind DeepMind's Instagram: https://instagram.com/GoogleDeepMind DeepMind's Website: https://deepmind.google/ Gemini's Website: https://gemini.google.com/ Isomorphic Labs: https://isomorphiclabs.com/ The MANIAC (book): https://amzn.to/4lOXJ81 Life Ascending (book): https://amzn.to/3AhUP7z SPONSORS: To support this podcast, check out our sponsors & get discounts: Hampton: Community for high-growth founders and CEOs. Go to https://joinhampton.com/lex Fin: AI agent for customer service. Go to https://fin.ai/lex Shopify: Sell stuff online. Go to https://shopify.com/lex LMNT: Zero-sugar electrolyte drink mix. Go to https://drinkLMNT.com/lex AG1: All-in-one daily nutrition drink. Go to https://drinkag1.com/lex OUTLINE: (00:00) - Introduction (00:29) - Sponsors, Comments, and Reflections (08:40) - Learnable patterns in nature (12:22) - Computation and P vs NP (21:00) - Veo 3 and understanding reality (25:24) - Video games (37:26) - AlphaEvolve (43:27) - AI research (47:51) - Simulating a biological organism (52:34) - Origin of life (58:49) - Path to AGI (1:09:35) - Scaling laws (1:12:51) - Compute (1:15:38) - Future of energy (1:19:34) - Human nature (1:24:28) - Google and the race to AGI (1:42:27) - Competition and AI talent (1:49:01) - Future of programming (1:55:27) - John von Neumann (2:04:41) - p(doom) (2:09:24) - Humanity (2:12:30) - Consciousness and quantum computation (2:18:40) - David Foster Wallace (2:25:54) - Education and research PODCAST LINKS: - Podcast Website: https://lexfridman.com/podcast - Apple Podcasts: https://apple.co/2lwqZIr - Spotify: https://spoti.fi/2nEwCF8 - RSS: https://lexfridman.com/feed/podcast/ - Podcast Playlist: https://www.youtube.com/playlist?list=PLrAXtmErZgOdP_8GztsuKi9nrraNbKKp4 - Clips Channel: https://www.youtube.com/lexclips