Agent traffic already beats humans 60/40, and nobody is paying
Cloudflare's Matthew Prince talks with a Nous Research co-founder about agent traffic overwhelming the web, the frontier labs' commodity risk, and why GPUs sit 5-8% utilized.
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Within 5 years, your agent will decide what data to share
Jean Denise, founder of Town and former Plaid CTO, covers agent-to-agent network effects, the margin trap of competing with frontier labs, and why speed no longer protects startups.
Nvidia paid $20 billion because GPUs can't do fast inference
Andrew Feldman, CEO of Cerebras, talks to Matt Turk about why wafer-scale chips beat GPUs at inference, the three shortages that constrain GPU makers, and a decade of nobody buying.
Armadin's AI agents found 90 zero days in Fortune 500 production
Armadin's Kevin Mandia, who built Mandiant, talks with David George about AI offense at scale, autonomous defense replacing human SOC loops, and building a security company at AI speed.
AI made startups capital-bound: 20 people can now spend $1 billion
Martin Casado and Steven Sinofsky on AI's math wins and their unproven economic value, whether LLMs are another abstraction layer, and why capital now beats engineering.
Agents will compress bank multiples as AI revenue nears $170 billion
Jordy Visser, founder of Visser Labs, tells Julia La Roche why AI is the only macro that matters, how agents threaten banks, and why crypto is his 100-to-1 bet.
AI capex hits 5-6% of GDP and demand still outruns supply
SemiAnalysis's Dylan Patel and Jordan Nanos on whether $2 trillion of AI capex can pay back, Nvidia's $588 billion of backstops and neocloud security failures.