Intel says leading-edge chip output can only double, not 10x
Intel CTO Pushkar Ranade, process chief Chris Auth and fab engineers walk Dwarkesh Patel through how nodes get built, why 10nm slipped, and why AI demand outruns tool supply.
The library
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The internet is a rounding error; physical intelligence needs robots
Sergey Levine of Physical Intelligence on how robot foundation models evolved from pi 0 to pi 0.7, why generality beats specialization, and where robot data will come from.
a16z's Frontier fund bets AI may pull 20 years forward
Chris Dixon, Marc Andreessen and Ben Horowitz launch a16z Frontier, then get into why founders beat incumbents with AI, what agents do to the web, and why open source matters.
Mega-funds need $1 billion positions, so profitable startups go unfunded
Harry Stebbings, Jason Lemkin and Rory O'Driscoll dissect venture's capital concentration, CoreWeave's debt-fuelled fragility, and Anthropic's slowing growth ahead of a possible $1.5 trillion IPO.
Safeguard-free open models, not rogue AI, are the imminent threat
Bill Gates, chairman of the Gates Foundation, tells Decoder about cyber and bio risk, a 20-year jobs transition, and how to enforce safeguards on open-weight models.
Silicon Valley only talks to people it pays, Chesky warns
Airbnb CEO Brian Chesky, speaking to Semafor's CEO Signal, covers Airbnb's pivot to community and hotels, the housing-supply argument, and his warning that AI is outrunning society.
AI is the only US industry free to release superintelligence tomorrow
MIT physicist Max Tegmark, talking with Brian Keating, covers OpenAI's partial Navier-Stokes result, the Hugging Face agent breakout, and why safety standards and formally verified code could lower P(doom).