Musk bets electricity scarcity will push AI compute into space
Elon Musk argues that power, not chips, will limit AI scaling soon, while interviewers press him on space economics, alignment, humanoid robots and how he manages bottlenecks.
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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.
Asked to resign, Intel's Tan made the case for government ownership
Intel CEO Lip-Bu Tan, a quiet nuclear engineer turned investor, explains how a collaborative temperament coexists with high-stakes risk, from venture investing to a contested Intel turnaround.
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.
Intel says leading-edge chip output can only double, not 10x
Intel CTO Pushkar Ranade, process chief Chris Auth and fab engineers walk Dwarkesh Patel through how nodes get built, why 10nm slipped, and why AI demand outruns tool supply.