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Ex-DeepMind Researcher, Misha Laskin: The real battle isn't open source vs. closed, it's who controls AI infrastructure Sovereigns and enterprises are spending trillions building "AI factories", massive GPU data centers that produce tokens "but to produce tokens, you need a powerful model, the brain of the operation"

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31,121 görüntüleme • 6 ay önce •via X (Twitter)

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As AI infrastructure scales, how do American's benefit? COATUE 's Thomas Laffont: "The token is the atomic unit of AI. If you produce tokens you can produce AI. We're seeing now these factories from power to chips to data centers get put together so you can produce tokens. How did you think about making sure that the benefits were widely shared?" Director Michael Kratsios : "The greatest and most powerful well-capitalized companies in the world are the ones that are most interested in building these data centers." "The President brought the companies to the White House and got them to agree to build, bring, or buy their own power to build these data centers." "The American people need to have confidence that when these data centers come to town they will not be the ones who are gonna be bearing the cost of that electricity." The Hill & Valley Forum 2026 The Hill & Valley Forum COATUE White House OSTP 47
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As AI infrastructure scales, how do American's benefit? COATUE 's Thomas Laffont: "The token is the atomic unit of AI. If you produce tokens you can produce AI. We're seeing now these factories from power to chips to data centers get put together so you can produce tokens. How did you think about making sure that the benefits were widely shared?" Director Michael Kratsios : "The greatest and most powerful well-capitalized companies in the world are the ones that are most interested in building these data centers." "The President brought the companies to the White House and got them to agree to build, bring, or buy their own power to build these data centers." "The American people need to have confidence that when these data centers come to town they will not be the ones who are gonna be bearing the cost of that electricity." The Hill & Valley Forum 2026 The Hill & Valley Forum COATUE White House OSTP 47

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Ex-DeepMind researcher Misha Laskin on building superintelligence, coding as a shortcut, reinforcement learning, launching Reflection AI's first product, Asimov, and competing with the big AI labs 00:00 - Intro 01:42 - Reflection AI: Company Origins and Mission 04:14 - Making Superintelligence Concrete 06:04 - ASI vs. AGI: Why the Goalposts Moved 07:55 - Organizational Superintelligence as an Oracle 12:05 - Coding as Shortcut: Hands, Legs & Brain for AI 20:55 - Capturing Tribal Knowledge in Organizations 26:31 - Introducing Asimov: Deep Research for Code 28:44 - Team-Wide Memory 33:07 - Multi-Agent Design 34:48 - Data Retrieval and Integration in Asimov 39:41 - Reinforcement Learning in Asimov 41:04 - Misha's Journey: From Physics to AI 42:06 - Growing Up in a Science-Driven Desert Town 53:03 - Building General Agents at DeepMind 56:57 - Founding Reflection AI After DeepMind 58:54 - Product vs tech in AI 1:02:22 - The State of Autonomous Coding Agents 1:04:26 - What's Next for Reflection AI
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Ex-DeepMind researcher Misha Laskin on building superintelligence, coding as a shortcut, reinforcement learning, launching Reflection AI's first product, Asimov, and competing with the big AI labs 00:00 - Intro 01:42 - Reflection AI: Company Origins and Mission 04:14 - Making Superintelligence Concrete 06:04 - ASI vs. AGI: Why the Goalposts Moved 07:55 - Organizational Superintelligence as an Oracle 12:05 - Coding as Shortcut: Hands, Legs & Brain for AI 20:55 - Capturing Tribal Knowledge in Organizations 26:31 - Introducing Asimov: Deep Research for Code 28:44 - Team-Wide Memory 33:07 - Multi-Agent Design 34:48 - Data Retrieval and Integration in Asimov 39:41 - Reinforcement Learning in Asimov 41:04 - Misha's Journey: From Physics to AI 42:06 - Growing Up in a Science-Driven Desert Town 53:03 - Building General Agents at DeepMind 56:57 - Founding Reflection AI After DeepMind 58:54 - Product vs tech in AI 1:02:22 - The State of Autonomous Coding Agents 1:04:26 - What's Next for Reflection AI

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If you think Tesla’s biggest rivals are car companies, you’re missing the real battle! Elon isn’t really fighting BYD or Waymo. He’s up against Alphabet! Google is building a full AI stack: its own chips, models, data centers, software, and robots, with $180B+ in spending this year. Elon Musk is doing the same across Tesla, xAI, and SpaceX. This isn’t about robotaxis. It’s about who controls the AI stack of the future! 🔥 $TSLA $GOOG Cern Basher

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Jensen Huang just laid out the exact playbook for the next leg of the AI infrastructure boom. The future of data centers isn't where people live, it's moving to the most remote corners of the planet to tap into massive, under-utilized sources of sustainable energy. The real bottleneck isn't a lack of global energy; it's a geographic mismatch. The winning strategy is to build hyperscale compute infrastructure directly on top of stranded, off-grid power generation. "Train the models there. When they graduate, bring them back." A powerful insight into how the next generation of AI infrastructure will be built and scaled. Watch him break down the macro infrastructure thesis below: 👇
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Jensen Huang just laid out the exact playbook for the next leg of the AI infrastructure boom. The future of data centers isn't where people live, it's moving to the most remote corners of the planet to tap into massive, under-utilized sources of sustainable energy. The real bottleneck isn't a lack of global energy; it's a geographic mismatch. The winning strategy is to build hyperscale compute infrastructure directly on top of stranded, off-grid power generation. "Train the models there. When they graduate, bring them back." A powerful insight into how the next generation of AI infrastructure will be built and scaled. Watch him break down the macro infrastructure thesis below: 👇

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🚨 Everyone is chasing GPU stocks… but Cathie Wood thinks the AI boom’s hidden winners may be somewhere else 👀 Jeff Lutz 🔋 says CPUs could make a huge comeback as agentic AI and inference grow. He also points to a “hidden layer” of AI, the companies building the racks, cooling, wiring, and power systems behind massive data centers. Big picture: the next AI race may be won by whoever builds the infrastructure fast enough. $TSLA Cathie Wood

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Sat down with Dion Harris, Senior Director of HPC and AI Infrastructure Solutions @ NVIDIA, to discuss how AI factories are scaling, complexities within global supply chains, and Nvidia’s latest GPU architecture, Vera Rubin. Thank you to Dion NVIDIA Data Center for taking the time!
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Sat down with Dion Harris, Senior Director of HPC and AI Infrastructure Solutions @ NVIDIA, to discuss how AI factories are scaling, complexities within global supply chains, and Nvidia’s latest GPU architecture, Vera Rubin. Thank you to Dion NVIDIA Data Center for taking the time!

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