Results for "AI compute"
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49 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
StandardSummaries onlyThird Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller
TBPN· Sep 16, 2026
(00:52) - Third Party Evaluators (14:00) - Fed Hikes Rates (18:47) - Zuck Pushes Back On AI Slowdown (37:44) - Kalshi's AI Compute Market Closed (49:45) - Jeremy Allaire discusses Circle’s launch of Arc, a blockchain-bas…
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 onlyDoes smart home tech work in a college dorm?
The Vergecast· Aug 25, 2026
It can be hard enough to set up smart home tech in a house or an apartment, but what about a dorm room? Jennifer Pattison Tuohy recently tested out some smart home tech when she dropped off her son for his freshman year …
ai- Intelligent Report
Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters
All-In with Chamath, Jason, Sacks & Friedberg· Jul 18, 2026
The besties debate Demis Hassabis's self-regulatory AI body, Stripe's blockbuster PayPal bid, Apple suing OpenAI over stolen trade secrets, and America's looming energy crisis threatening the AI boom.
openaiai-regulation - Intelligent Report
20VC: NVIDIA Crushes Quarter and Buys Hugging Face | OpenAI Cuts Off Cursor | Instinct Hits $2.5BN Valuation and The Race for AI Assistants | Cognition Raises at $46BN, Linear $2.5BN and Clay $7BN
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Sep 3, 2026
Nvidia's record $96B quarter, OpenAI cuts off Cursor, the Hugging Face hack's cyber wake-up call, and why every startup must now become a compound company—broken down by Rory Driscoll and Jason Lemkin.
openaianthropicinvesting 
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 only
How to Structure Multi-Threat Enterprise Deals
Sales Leadership with Fexingo: Quota Carriers, Sales Managers, and Revenue Teams· Lucas· Jul 6, 2026
Episode 97 of Sales Leadership with Fexingo digs into multi-threat deal structures — when a prospect holds multiple options simultaneously, not just a single competitor. Lucas and Luna break down the 'vendor consolidatio…
ai - Intelligent Report
Blake Scholl: Why Plane Speed Stalled, Supersonic Commercial Flight, & Revolutionizing the Engine
All-In with Chamath, Jason, Sacks & Friedberg· Blake Scholl· Sep 22, 2026
Boom Supersonic's Blake Scholl reveals how a 50-person team broke the sound barrier, killed the sonic boom ban, and is now funding supersonic flight through AI data center jet engines.
inference 
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
Gavin Baker: Why AI Demand Is Outrunning Compute Supply
The a16z Show· Gavin Baker· Aug 31, 2026
a16z’s David George sits down with Gavin Baker to unpack the state of the AI boom, why demand for intelligence may still be dramatically underestimated, and why the outcome doesn't necessarily have to be winner-take-all.…
ai - 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 - Intelligent Report
Naveen 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 - Intelligent Report
Adam Foroughi, Applovin CEO: Surviving a 92% Drawdown, Ads as ML 1.0 & the $50B Game Ad Market
All-In with Chamath, Jason, Sacks & Friedberg· Sep 20, 2026
AppLovin CEO Adam Foroughi reveals how he bought back $6B in stock during a 92% crash, built 84% EBITDA margins, and why 1B daily mobile gamers are quietly outperforming Facebook ads for e-commerce brands.
inference - Intelligent Report
Bill Gurley: Searching for Feynman
All-In with Chamath, Jason, Sacks & Friedberg· Bill Gurley· Sep 19, 2026
Legendary investor Bill Gurley makes an urgent case that COVID-19—3,000x deadlier than all major disasters combined—still lacks the independent investigation, dogged journalism, and bipartisan scrutiny that every smaller…
inference - Intelligent Report
Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off Problem
All-In with Chamath, Jason, Sacks & Friedberg· Brad Gerstner· Sep 17, 2026
Brad Gerstner breaks down the AI revenue race, why $180B in lab revenue is the market's make-or-break number, and why 2026 demands facts over conviction trades.
ai-regulationinference - StandardSummaries only
Gavin 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
RSI Is Closer Than People Think, Per Tae Kim
TBPN· Jul 29, 2026
This is our full interview with Tae Kim.We discussed why the AI trade is being misunderstood, why Kimi and better open-weight models could increase compute demand instead of reducing it, Meta's AI spending, NVIDIA's open…
agents - Intelligent Report
Anthropic's $2T IPO, Zuck's AI Manifesto, Nvidia's $500B AI Bet, Grok's Comeback
All-In with Chamath, Jason, Sacks & Friedberg· Aug 14, 2026
Anthropic's $2T IPO, Zuckerberg's open-source AI manifesto, Nvidia's GPU financing play, and the great debate over centralized vs. decentralized AI futures.
anthropic - Intelligent Report
20VC: Sam Altman Offers Trump 5% of OpenAI: Fool or Genius? | Alex Karp Sounds the Alarm: Enterprises Fear Frontier Models & Questionable ROI of AI | The Rise of Chinese Open Source: Deepseek Building Own Chips
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch· Jul 9, 2026
Harry, Rory, and Jason break down Washington lifting the Fable 5 ban, Sam Altman's wild offer to give the US government a 5% OpenAI stake, Deepseek building its own chip, and Meta's surprise cloud business launch.
openaianthropicinvesting - 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 ReportPioneers of AI: John Deere's AI vision for future farms
Masters of Scale· Jul 11, 2026
John Deere's CTO Jamie Hindman reveals how AI, computer vision, and autonomous tractors are transforming agriculture—from helping 4 trillion corn seeds live their best lives to humanoid robots harvesting mangoes.
machine-learning
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- StandardSummaries only
Daniel Ek: Life After Spotify, Broken Healthcare Incentives, Catching Disease Early & AI's Potential
All-In with Chamath, Jason, Sacks & Friedberg· Daniel Ek· Sep 28, 2026
(0:00) Daniel Ek joins the Besties! (1:14) Starting Spotify: Beating piracy and betting his own money on the record labels (6:10) Neko Health: The Spotify playbook for healthcare, the $499 body scan, and why US healthcar…
ai - StandardSummaries only
Can Open Source Keep AI Power From Concentrating?
The a16z Show· Sep 7, 2026
MTS host Sophia Dew visits the Open Source AI Summit in San Francisco to ask researchers and founders across the AI stack a central question: can open source prevent AI power from concentrating in the hands of a few comp…
ai 
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
StandardSummaries only🔬Causal Models Need Causal Data - Xaira’s X-Cell model for Drug Discovery (Bo Wang & Ci Chu, Chief Discovery Officer & Chief AI Scientist)
Latent Space: The AI Engineer Podcast· Jul 21, 2026
Bet on informationIf test loss flatlines after 1.5B parameters while training loss continues to drop as you scale, that tells you that your model is limited by the amount of information in your data.Training on a single,…
ai
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- Intelligent Report
Gavin Baker - AI Market Jitters - [Invest Like the Best, EP.485]
Invest Like the Best with Patrick O'Shaughnessy· Aug 4, 2026
Gavin and Patrick pressure-test every bearish AI narrative from July's brutal selloff—credit fears, open-source token shifts, China's DUV machine—and can't find a single negative quantitative demand metric on the ground …
anthropicinvesting - 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
Tae Kim Sounds Off, Big Companies Are Hiring Again, NVIDIA $50B Tenant | Tae Kim, Ben Zweig, Aakash Thumaty
TBPN· Jul 28, 2026
(01:17) - Big Companies Are Hiring Again (09:58) - 𝕏 Timeline Reactions (20:19) - NVIDIA $50B Tenant (23:33) - The Three Anthropic Proposals (35:00) - Tae Kim discusses negative sentiment around AI and semiconductor sto…
anthropicagents 
StandardSummaries onlyWhy the Next AI Breakthrough May Come from Physics with Max Welling
The TWIML AI Podcast (formerly This Week in Machine Learning & Artificial Intelligence)· Max Welling· Aug 26, 2026
The conventional wisdom in AI is that the next breakthrough will come from more compute, more data, and larger models. But what if the next leap comes from somewhere else? In this episode, Max Welling—co-founder and CTO …
generative-ai