AI demand grows 10x a year; supply is booked through 2028
Ben Horowitz, Martin Casado and Raghu Raghuram launch the Machine Age fund and get into the supply crunch, agents as employees, and why hardware needs systems founders.
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By 2030, AI needs India's power and America's drinking water
Ecolab CEO Christophe Beck covers AI's water and power footprint, closed-loop chip cooling, and whether communities, grids and geopolitics will cap the data center buildout.
Base Power owns the home battery and sells you electricity
Zach Dell, founder of Base Power, talks with David Senra about why the grid is too small, how distributed batteries beat utility-scale ones, and the operating culture built on constraints.
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.
Modal stitches 25 clouds into one pool, escaping three-year GPU blocks
Erik Bernhardsson, CEO of Modal, gets into how the company sources GPU capacity from 25 clouds, why sandboxes took off after nearly being shut down, and what agents change.
AWS redesigns the cloud for agents on $220 billion of capex
AWS's Matt Garman gets into designing the cloud for agents, rationing scarce GPUs between frontier labs and startups, and why $220 billion of capex is not a bubble.
Sub-one-year compute paybacks make undersupply the bigger risk than bubble
Gavin Baker and David George, both investors, get into sub-one-year compute paybacks, the political fight over data centers, and why Nvidia's financing ecosystem is hard to beat.