Results for "token economics"
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6 results
Episodes
Intelligent Report20VC: "Anti-Data Centres is a Chinese Psyop" | How Many Planned Data Centers Will Actually Get Built? | Is Energy AI's Biggest Bottleneck? With Thomas Sohmers, Co-Founder @ Positron
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Sep 19, 2026
Positron AI's Thomas Sommers breaks down why anti-data center sentiment may be a Chinese psyop, why frontier AI companies are secretly printing money, and what GPT-6 Astra can now do that no model could before.
inferenceinvesting
Intelligent ReportOpenAI'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
Intelligent Report10AM Hour: OpenAI Chair Bret Taylor, Taiwan Semi Pressures Chip Trade, Netflix Earnings Preview 7/16/26
Squawk on the Street· Jul 16, 2026
Chip stocks swing wildly post-Taiwan Semi earnings, OpenAI chair Brett Taylor demos Sierra's new enterprise AI agents, Netflix braces for results, and consumer spending holds up despite macro headwinds.
openaiinvesting
Intelligent ReportNeil Movva - Making AI 10x Cheaper
Invest Like the Best with Patrick O'Shaughnessy· Aug 25, 2026
Sail Research founder Neil Nova breaks down his 'token factory' vision—building the cheapest possible AI inference for long-running background agents by squeezing maximum efficiency from undervalued chips, creative data …
agentsinferenceinvesting
Intelligent ReportNaveen Rao: 4D Computing, AI's Energy Wall & Beating Biology
All-In with Chamath, Jason, Sacks & Friedberg· Naveen Rao· Sep 21, 2026
Naveen Rao unveils the world's first physical dynamical computer—1,000x more power efficient than GPUs—and explains why AI's energy crisis will be solved by rethinking computing from the ground up.
inference