Within 5 years, your agent will decide what data to share
Jean Denise, founder of Town and former Plaid CTO, covers agent-to-agent network effects, the margin trap of competing with frontier labs, and why speed no longer protects startups.
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Nvidia paid $20 billion because GPUs can't do fast inference
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.
AI made startups capital-bound: 20 people can now spend $1 billion
Martin Casado and Steven Sinofsky on AI's math wins and their unproven economic value, whether LLMs are another abstraction layer, and why capital now beats engineering.
Agents will compress bank multiples as AI revenue nears $170 billion
Jordy Visser, founder of Visser Labs, tells Julia La Roche why AI is the only macro that matters, how agents threaten banks, and why crypto is his 100-to-1 bet.
AI capex hits 5-6% of GDP and demand still outruns supply
SemiAnalysis's Dylan Patel and Jordan Nanos on whether $2 trillion of AI capex can pay back, Nvidia's $588 billion of backstops and neocloud security failures.
A model 34 times cheaper beats last month's best on health
OpenAI health AI research lead Karan Singhal covers specialist training inside general models, trust built on physician consensus, and why OpenAI won't try to deliver medical care itself.
Microsoft AI chief says be ready to stop within 2-10 years
Mustafa Suleyman, CEO of Microsoft AI, talks with CNN's Clare Duffy about agent swarms gone rogue, why regulation must come, and why AI should never be treated as conscious.