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Jonathan Webb, CEO of The Nuclear Company, argues that finished designs and data-driven construction management can fix Vogtle's overruns, though offtake buyers and permitting remain unresolved for Prosperity 1.
Qualcomm CEO Cristiano Amon on what an AI smartphone really is, why a 20% market drop isn't demand weakness, and how 6G turns networks into sensors.
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.
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.
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.
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.
Sam Altman, OpenAI's CEO, on delaying a frontier training run, why AGI is a poorly defined term, and his fear of unsustainable compute buildouts across the industry.