Qualcomm's CEO says AI phones will be defined by third-party agents
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.
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A third of Chinese cars run on a deliberately terrible business
Yu Kai, founder of Horizon Robotics, tells Nicolai Tangen about his slow-cycle moat, his hands-off to mind-off autonomy dates, and why cars become robots.
Xpeng bets cars are robots, so humanoids reuse the stack
Xpeng president Brian Gu talks to Nicolai Tangen about China's 60%-plus EV share, the speed advantage behind it, and why flying cars and humanoids share the car's AI stack.
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.
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 chips fight physics; thermodynamic hardware could be 10,000x more efficient
Extropic founder Guillaume Verdon gets into thermodynamic computing, the hyperstition logic behind e/acc, and his case for decentralized AI that merges with humans rather than concentrating in labs.
AI demand grows 10x a year; supply is booked through 2028
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.