AI has flattened the attacker pyramid, and defenders trail
CrowdStrike CEO George Kurtz argues attackers now use unguarded open-weight models at machine speed, while defenders blocked by frontier-model refusals need purpose-built security AI.
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Gates says AI already crossed cyber and bio danger thresholds
Bill Gates argues the nearest AI danger is human misuse, not rogue systems, and that self-regulation, liability and job-market optimism all fall short of the moment.
Harry Stebbings bets media is venture's differentiator
20VC founder Harry Stebbings argues media is venture's new edge and category leadership justifies relentless intensity, yet concedes his $100 million friends are happier than his $1 billion ones.
Eisman: 70% of hyperscaler AI revenue rests on two labs
Investor Steve Eisman argues AI's chain from Nvidia to Oracle depends on two cash-burning labs without moats, yet admits he cannot say whether this is a bubble.
Rao bets energy-to-intelligence conversion, not models, will capture AI's value
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.
Baseten grew revenue 10x by selling independence, not GPUs
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.
Open models flipped from 30% to 70% of tokens
Reflection AI cofounders Misha Laskin and Ioannis Antonoglou get into the Beam open model, the safety case for openness, and a business built on serving enterprise inference.