Results for "AI compute"
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48 results
Episodes
Intelligent Report20VC: Nebius Co-Founder on AI Infrastructure Bubbles | The Real Impact of Open Source on OpenAI & Anthropic | How Price Elastic is Demand for Compute | Could Nebius Sell 10x More Compute If They Had It & more with Roman Chernin
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Roman Chernin· Jun 8, 2026
Nebius co-founder Roman Chernin breaks down the AI infrastructure race, why consolidation is his biggest threat, and how a diversified customer stack beats raw capacity every time.
openaianthropicinvesting
StandardSummaries onlyAmazon's $200B CapEx Spend Dominates AI Race
The Jaeden Schafer Podcast· Feb 8, 2026
In this episode, we explore the intense CapEx spending by tech giants like Amazon, Google, and Meta in the AI compute arms race. We also discuss how Amazon's AWS cloud business is outperforming and expanding, despite inv…
ai
Intelligent Report#863: Elad Gil, Consigliere to Empire Builders — How to Spot Billion-Dollar Companies Before Everyone Else, The Misty AI Frontier, How Coke Beat Pepsi, When Consensus Pays, and Much More
The Tim Ferriss Show· Apr 29, 2026
Elad Gil — 40+ unicorn investor — breaks down AI compute constraints, why most AI startups should consider selling in the next 12–18 months, and how he spotted the AI wave before almost everyone else.
openai
Intelligent ReportOpenAI CFO Sarah Friar: IPO, AI Rivalries, New Device, and Spending $100B+ on Compute
All-In with Chamath, Jason, Sacks & Friedberg· Jun 2, 2026
OpenAI CFO Sarah Fryer breaks down the $122B raise, compute scarcity, the ad strategy, IPO timing, and why staying closest to the customer is the only game that matters.
openaianthropicagents
StandardSummaries onlyThe Ongoing Race for AI Compute 4/9/26
TechCheck· Apr 9, 2026
CNBC’s Kristina Partsinevelos reports on the latest in the AI race, including Meta’s commitment to an additional $21 billion dollars of spending with CoreWeave. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.c…
aiinvestingmanagement
StandardSummaries onlyChetan Puttagunta and Modest Proposal - Capital, Compute & AI Scaling
Invest Like the Best with Patrick O'Shaughnessy· Dec 6, 2024
My guests today are Chetan Puttagunta and Modest Proposal. Chetan is a General Partner at venture firm Benchmark, while Modest Proposal is an anonymous guest who manages a large pool of capital in the public markets. Bot…
aiinvesting
StandardSummaries onlyThe AI Sec-Pocalypse Is Actually Nigh?
Tech Brew Ride Home· May 11, 2026
Google confirms AI-assisted zero-day exploit, OpenAI launches $4B+ deployment company, Apple refines Liquid Glass, TikTok goes ad-free in UK, and why agentic AI will reshape compute infrastructure.
openaiagentsinference
StandardSummaries onlySamo Burja on Growth, Energy, and AI
The a16z Show· Jun 12, 2026
Theo Jaffee speaks with Samo Burja, founder of Bismarck Analysis, about AI, industrial capacity, economic growth, and the institutions that shape civilization. The conversation explores how AI’s demand for compute, energ…
ai-regulation- StandardSummaries only
20VC: Anthropic Raises $45BN but Falls Short on Compute | OpenAI Crushes with GPT5.5 and Codex: Back in the Game? | China Blocks Manus $2BN Deal to Meta | Thoma Bravo Hand Back Medallia Keys to Creditors | Why Google is a Bigger Buy Than Ever Before
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Apr 30, 2026
AGENDA: 00:00 $45B Floods into Anthropic from Google & Amazon 05:10 OpenAI Misses Growth Targets — Is This a Real Problem? 08:40 The Rise of AI Agents: Why Humans No Longer Pick Models 12:05 "Compute ≠ Revenue": The Firs…
openaianthropicagentsinvesting 
StandardSummaries onlyGavin Baker: SpaceX Might Be the Greatest Company of All Time
TBPN· Gavin Baker· Jun 15, 2026
This is our full conversation with Gavin Baker.We discuss the aftermath of the SpaceX IPO, why he believes SpaceX could become the most important company of all time, how AI infrastructure and "token factories" are resha…
ai- StandardSummaries only
GPT 5.5: Insights from the Launch
The Jaeden Schafer Podcast· May 6, 2026
OpenAI drops GPT-5.5, launches self-serve ads targeting $100B by 2030, Brockman confirms $50B compute spend, Apple opens Siri to rival AI models, and Chrome silently downloaded a 4GB Gemini model.
openaigoogle-ai 
Intelligent Report11AM Hour: ECB Forum Highlights, Anthropic Investor on Reversal of AI Model Ban & Alex Karp's Message to Wall Street 7/1/26
Squawk on the Street· Jul 1, 2026
Fed Chair Warsh dodges rate guidance at ECB forum, Meta surges on cloud push, GM sales dip, Anthropic export ban lifted, and experts say $2.50 gas is a long shot.
anthropicinvesting
Intelligent ReportAi Goes Parabolic | Greg Brockman, Co-Founder OpenAI
The Knowledge Project· Ai Goes Parabolic· Apr 22, 2026
OpenAI co-founder Greg Brockman traces the lab's origin from a Napa dinner in 2015 through Sam Altman's firing, mass employee revolt, Ilya's departure, and the compute bets that now define the AI race.
openaisocietyculture
Intelligent ReportPodcast EP335: The Far Reaching Impact of UCIe with Dr. Debendra Das Sharma
SemiWiki.com· Mar 13, 2026
Intel's Dr. Devendra Das Sharma, co-inventor of the UCIE chiplet interconnect standard, breaks down how the open ecosystem is evolving from planar 2D connections to 3D stacking and rack-level composable AI systems.
Devendra Das SharmaUCIe (Universal Chiplet Interconnect Express)IntelPCI ExpressCXL (Compute Express Link)artificial-intelligence- StandardSummaries only
Anthropic + Gates Give $200M to Healthcare | Cerebras IPO Doubles
The Jaeden Schafer Podcast· May 14, 2026
Anthropic partners with Gates Foundation for $200M global health AI push, Cerebras IPO doubles on day one, Microsoft hedges on OpenAI, and Jensen Huang donates $108M in CoreWeave compute to researchers.
openaianthropic - StandardSummaries only
Coinbase CEO's Top 3 Crypto Trends for 2026 + More from Davos!
All-In with Chamath, Jason, Sacks & Friedberg· Jan 23, 2026
(0:00) Intro (0:37) Coinbase CEO, Brian Armstrong on Crypto Adoption (38:51) Cerebras CEO, Andrew Feldman on Compute Power (1:18:50) Gecko Robotics CEO, Jake Loosararian on AI and Physical Robots This episode is sponsore…
ai - Intelligent Report
20VC: Cerebras CEO on the Future of Data Centres, Token Costs and Memory | We are Not in an Infra Bubble & Dario Got a Bad Deal with Elon for Compute | Should US Companies Sell to China & Why Most Layoffs are AI Washed with Andrew Feldman
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Andrew Feldman· May 26, 2026
Cerebras CEO Andrew Feldman breaks down why AI infrastructure demand is outpacing supply, why memory shortages will last years, and how 800 millionaires were made on IPO day.
openaianthropicinvesting 
StandardSummaries onlyAccelerating AI Training and Inference with AWS Trainium2 with Ron Diamant
The TWIML AI Podcast (formerly This Week in Machine Learning & Artificial Intelligence)· Ron Diamant· Feb 24, 2025
Today, we're joined by Ron Diamant, chief architect for Trainium at Amazon Web Services, to discuss hardware acceleration for generative AI and the design and role of the recently released Trainium2 chip. We explore the …
inferencegenerative-ai- Intelligent Report
OpenAI's Identity Crisis, Datacenter Wars, Market Up on Iran News, Mamdani's First Tax, Swalwell Out
All-In with Chamath, Jason, Sacks & Friedberg· Apr 17, 2026
OpenAI vs. Anthropic growth rates, NYC pied-à-terre taxes, data center NIMBY battles, and a game show roasting the most overvalued startups ever — Allbirds, Clubhouse, and Juicero.
openai - StandardSummaries only
Where Brad Gerstner Is Investing Billions
TBPN· May 29, 2026
This is our full conversation with Brad Gerstner, recorded live on TBPN.We discuss why he believes the AI boom is still in its early innings, how companies like Anthropic, Nvidia, and Snowflake are benefiting from the AI…
anthropic - StandardSummaries only
Startup Losses Fuel AI Boom 11/14/25
TechCheck· Nov 14, 2025
Fears around a big tech AI bubble are still weighing on markets, but the source of frothiness could instead be from the private AI markets. Startup losses are the engine of the boom, and every dollar they burn on compute…
aiinvestingmanagement - Intelligent Report
Sen. Elizabeth Warren on Trump Canceling Housing Bill Signing, Broadcom CEO & OpenAI President on New Processor, Cerebras Board Member 6/24/26
Squawk on the Street· Jun 24, 2026
OpenAI and Broadcom unveil custom AI chip 'Jalapeno'; Cerebras shares tumble post-IPO earnings; Trump cancels bipartisan housing bill signing; new home sales hit lowest level since January.
openaiinvesting - StandardSummaries only
Amazon Devs "tokenmaxxing", SpaceX & Google Collab, Anthropic Legal Fight
The Jaeden Schafer Podcast· May 12, 2026
Orbital AI data centers, Anthropic vs. legal AI startups, Amazon's token-maxing scandal, celebrity AI consent registry, and SpaceX's $1.75T IPO pitch all collide in today's wild AI news roundup.
anthropic - Intelligent Report
20VC: Micron Will Be More Valuable Than Meta | How Export Controls Helped Not Hurt China | Power is the Bottleneck to AI | Why Dario Has Done a Disservice to AI with his Labour Replacement Messaging with Aravind Srinivas, Founder @ Perplexity
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jun 15, 2026
Perplexity CEO Aravind Srinivas on attacking Google, why the model isn't the product, token value per watt, China's underestimated edge, and building a $2T company with 10,000 people.
agentsinvesting 
StandardSummaries onlyBitter Lessons in Venture vs Growth: Anthropic vs OpenAI, Noam Shazeer, World Labs, Thinking Machines, Cursor, ASIC Economics — Martin Casado & Sarah Wang of a16z
Latent Space: The AI Engineer Podcast· Feb 19, 2026
Tickets for AIEi Miami and AIE Europe are live, with first wave speakers announced!From pioneering software-defined networking to backing many of the most aggressive AI model companies of this cycle, Martin Casado and Sa…
openaianthropic- StandardSummaries only
Stocks Extend Record Run, Arm CEO "First on CNBC," Anthropic's 80-Fold Growth 5/7/26
Squawk on the Street· May 7, 2026
S&P targets 7,400 amid Iran deal hopes; ARM CEO on trillion-dollar potential; consumer weakness hits McDonald's, Whirlpool; Anthropic's 80x growth stuns; SpaceX compute deal raises eyebrows.
anthropicinvesting - Intelligent Report
Greg Brockman: Inside the 72 Hours That Almost Killed OpenAI
The Knowledge Project· Greg Brockman· Apr 22, 2026
OpenAI co-founder Greg Brockman traces the lab's origin from a Napa offsite with no whiteboards to Sam Altman's firing, mass employee revolt, and why compute scarcity may be the defining constraint of the AI era.
openaisocietyculture - Intelligent Report
20VC: Andrej Karpathy Joins Anthropic & Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1: What it Means for IPOs | Why Mass Layoffs Are More Worrying Than Anyone Sees
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· May 21, 2026
Karpathy joins Anthropic, SpaceX eyes history's largest IPO, Cerebras smashes its debut, and the crew debates whether SaaS is terminal or just waiting for one founder to pull off an AI comeback.
anthropicinvesting - StandardSummaries only
Recurrence and Attention for Long-Context Transformers with Jacob Buckman
The TWIML AI Podcast (formerly This Week in Machine Learning & Artificial Intelligence)· Jacob Buckman· Oct 7, 2025
Today, we're joined by Jacob Buckman, co-founder and CEO of Manifest AI to discuss achieving long context in transformers. We discuss the bottlenecks of scaling context length and recent techniques to overcome them, incl…
ai - StandardSummaries only
20VC: Scale, Surge, Turing, Mercor: Who Wins & Who Loses in Data Labelling | Is Revenue in Data Labelling Real or GMV? | Why 99% of Knowledge Work Will Go and What Happens Then? | Why SaaS is Dead in a World of AI with Jonathan Siddharth @ Turing
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Dec 1, 2025
Jonathan Siddharth is Founder and CEO of Turing, one of the fastest-growing AI companies advancing frontier models. Jonathan has led the company to an astonishing $350M ARR with just $225M raised and a profitable company…
aiinvesting - Intelligent Report
SpaceX's $2T Case, Nvidia's Shock Selloff, America Turns on AI, Trump Pulls AI Order, Bond Crisis?
All-In with Chamath, Jason, Sacks & Friedberg· May 22, 2026
Gavin Baker joins to break down Karpathy joining Anthropic, SpaceX's $1.75T IPO filing, Cursor's Pareto-dominant model leap on Colossus, AI's PR crisis, and why recursive self-improvement could redefine Moore's Law.
anthropic - StandardSummaries only
Exploring Trends: AI, SpaceX, and Politics
The Jaeden Schafer Podcast· Exploring Trends· May 22, 2026
SpaceX commits $2.8B to gas turbines for xAI, Anthropic eyes its first profitable quarter, Hark raises $700M Series A, and Google locks new AI agents behind a $100/month paywall.
anthropicagents 
StandardSummaries onlyCan Silicon Photonics Solve the Bandwidth Bottleneck in AI Data Centers?
Moore's Lobby: Where engineers talk all about circuits· May 21, 2024
Steve Klinger, Vice President of Product, joins the Moore's Lobby podcast to discuss how LightMatter is using silicon photonics to improve speed and reduce power consumption in AI data centers. With two previous $1B+ sta…
ai- StandardSummaries only
Gavin Baker - Watts and Wafers
Invest Like the Best with Patrick O'Shaughnessy· May 20, 2026
My guest today is Gavin Baker, founding partner and CIO of Atreides Management, and this is our sixth conversation. The central theme is watts and wafers, the two physical constraints that in Gavin's view will dictate th…
aiinvesting - Intelligent Report
20VC: Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO: The Breakdown | Ramp's $40BN Latest Valuation | Hubspot Tanks, Monday Rockets: WTF is Happening in Public Markets
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· May 14, 2026
Anthropic's SpaceX deal, $200B Google commit, Cerebras IPO frenzy, Ramp's $40B raise, and why HubSpot crashed while Monday soared—plus ZoomInfo's brutal AI reckoning.
anthropicinvesting - Intelligent Report
Report on OpenAI Revenue Hits the Chips, Musk vs. Altman Day 2, Earnings Parade Heats Up 4/28/26
Squawk on the Street· Apr 28, 2026
Cramer and crew debate a WSJ report questioning OpenAI's revenue targets, weigh old-economy earnings from Coke, GM, and UPS, and track rising oil prices as the UAE exits OPEC.
openaiinvesting - Intelligent Report
Socialists Sweep NYC, China Catches Up in Coding, AI Memory Crunch, Micron's Blowout Quarter
All-In with Chamath, Jason, Sacks & Friedberg· Jun 26, 2026
DSA socialists sweep NYC primaries, Mamdani's political rise, China's GLM-5.2 challenges US AI dominance, Micron smashes earnings, and Apple raises Mac prices amid tariff pressures.
openaianthropic