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Andreessen Horowitz investor David George argues every layer of the AI stack will succeed, while his Benchmark interviewer presses on whether token buyers, not just sellers, are earning returns.
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.
Mercor CEO Brendan Foody on why evals are the bottleneck to automating work, how verifiers and reward hacking limit RL, and why physical-world data will take decades.