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Unconventional AI founder Naveen Rao argues that power scarcity, stalled transistor gains, and commoditizing models shift AI's economics toward hardware co-design, while admitting verification remains the unsolved human bottleneck.
Amazon CEO Andy Jassy argues that staged capital commitments and sold-out capacity make a record AI buildout defensible, while conceding that the largest enterprise opportunity still depends on cheaper inference.
Tuhin Srivastava, CEO of Baseten, gets into owned intelligence, the open-weights shift behind a $13 billion valuation, and agents becoming both a workload and a customer.
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.
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.
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.
Extropic founder Guillaume Verdon gets into thermodynamic computing, the hyperstition logic behind e/acc, and his case for decentralized AI that merges with humans rather than concentrating in labs.