Eisman sees AI capex chain hinging on OpenAI and Anthropic
Steve Eisman, who bet against subprime, argues the AI capex behind half of US growth depends on two money-losing companies, while private credit risks look painful but not systemic.
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Nadella: AI makes tacit knowledge the asset firms must not leak
Microsoft CEO Satya Nadella, speaking with Reid Hoffman, argues that AI reshapes the firm, pitting its need for frontier capability against the risk of ceding knowledge and sovereignty.
AGI could land in 2027, and cyber risk is already here
State of AI Report author Nathan Benaich weighs his 2027 AGI forecast against cyber incidents, a data center backlash, and a frontier gap that rivals and nations struggle to close.
Nvidia's Jensen Huang tells Kazakhstan to export intelligence, not energy
Nvidia CEO Jensen Huang tells Kazakhstan's AI minister that data and energy are national resources to convert into sovereign intelligence, while answering harder questions on jobs and learning with ambition.
SF Compute argues credit, not chips, is AI's bottleneck
Evan Conrad of San Francisco Compute argues that independent, physically settled forward contracts can unlock GPU financing, a model that depends on refusing the profits of becoming a cloud.
Modal's CEO: inference tokens commoditize, platform breadth endures
Eric, founder and CEO of Modal, argues that inference serving is heading toward commodity pricing while durable advantage lies in multi-product infrastructure, even as compute stays chaotic and capital-hungry.
Intelligence hits physical limits, so own what it can't replace
Cliff, an investor with a concentrated Carvana portfolio, argues intelligence is bounded by chaotic, physical reality, so AI demand may undershoot the buildout while data, attention, and scale gain value.