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FULL INTERVIEW: Dylan Patel joins TBPN at the Cisco AI summit to discuss data centers in space, the limits of today’s AI hardware, and how chips, power, and geopolitics will shape the future of AI infra. 0:00 Space data centers and space tourism 01:03 AI chips in space and... show more

TBPN

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41,393 次观看 • 6 个月前 •via X (Twitter)

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FULL INTERVIEW: Sam Altman joins TBPN to discuss GPT-5.3-Codex, AI agents, Anthropic's Super Bowl ads, and more. 00:00 GPT-5.3-Codex 02:27 AI agents and the future of work 03:20 The role of forward-deployed engineers in AI 05:42 AI benchmarks 07:29 Emotional attachment to chatbots 10:40 On data and compute being the 'new oil' 12:56 Is software dead? 17:48 Codex Desktop and the rise of the general-purpose work agent 25:00 OpenAI’s last Super Bowl ad and the Anthropic ads

FULL INTERVIEW: Sam Altman joins TBPN to discuss GPT-5.3-Codex, AI agents, Anthropic's Super Bowl ads, and more. 00:00 GPT-5.3-Codex 02:27 AI agents and the future of work 03:20 The role of forward-deployed engineers in AI 05:42 AI benchmarks 07:29 Emotional attachment to chatbots 10:40 On data and compute being the 'new oil' 12:56 Is software dead? 17:48 Codex Desktop and the rise of the general-purpose work agent 25:00 OpenAI’s last Super Bowl ad and the Anthropic ads

TBPN

639,180 次观看 • 6 个月前

Elon Musk explains how data centers in Space could help the US compete with China in AI “Given that Chinese AI companies are doing as well as they are with a relatively small amount of compute, it seems that if they had a lot of compute, there’s a good chance they would be the leaders. The constraints on AI are essentially electricity and AI chips. China is very strong in digital AI, and it has far more electricity than the United States. In fact, China already has more electricity than the United States, Europe and India combined. The US government can prevent US companies from using Chinese models, but it can’t stop the rest of the world from using them. That won’t stop China from becoming the leader in AI. Digital intelligence comes down to how much AI compute, how many chips and how much electricity you have. The current constraint is electricity outside China. In China, the constraint is chips. China is also closer than most people realize to solving the lithography problem, which would enable it to make AI chips in very large volumes. Once we address the power constraint with AI data centers in space, the constraint will once again be chips outside China.”

Elon Musk explains how data centers in Space could help the US compete with China in AI “Given that Chinese AI companies are doing as well as they are with a relatively small amount of compute, it seems that if they had a lot of compute, there’s a good chance they would be the leaders. The constraints on AI are essentially electricity and AI chips. China is very strong in digital AI, and it has far more electricity than the United States. In fact, China already has more electricity than the United States, Europe and India combined. The US government can prevent US companies from using Chinese models, but it can’t stop the rest of the world from using them. That won’t stop China from becoming the leader in AI. Digital intelligence comes down to how much AI compute, how many chips and how much electricity you have. The current constraint is electricity outside China. In China, the constraint is chips. China is also closer than most people realize to solving the lithography problem, which would enable it to make AI chips in very large volumes. Once we address the power constraint with AI data centers in space, the constraint will once again be chips outside China.”

DogeDesigner

244,339 次观看 • 21 天前

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Patrick OShaughnessy

1,675,536 次观看 • 2 个月前

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Anthropic co-founder Jared Kaplan on scaling and the road to human-level AI. At AI Startup School in San Francisco. 00:17 - From Physics to AI 01:41 - Initial Skepticism and Shift to AI 02:12 - AI Training Phases 02:32 - Pre-Training 03:16 - Reinforcement Learning 04:19 - Scaling Laws in Training 08:19 - Unlocking AI Capabilities 11:27 - Organizational Knowledge and Memory 12:19 - Oversight and Nuanced Tasks 13:38 - Preparing for the Future 15:48 - Claude 4 and Beyond 21:18 - Human-AI Collaboration 29:50 - Scaling Laws and Compute Efficiency 35:26 - Audience Q&A

Y Combinator

116,444 次观看 • 1 年前

A Bloomberg investigation found China is building data centers in the remote Xinjiang region to fuel its AI ambitions — and looking to buy 115,000 Nvidia chips to power them

A Bloomberg investigation found China is building data centers in the remote Xinjiang region to fuel its AI ambitions — and looking to buy 115,000 Nvidia chips to power them

Bloomberg Originals

62,541 次观看 • 1 年前

Terafab is starting to sound like a lot more than just a chip factory! Tesla and SpaceX are reportedly putting $16.8B into phase one, with plans to handle everything from chip design and fabrication to memory, packaging and testing. The idea is basically to bring pieces of what TSMC, Micron and NVIDIA do under one roof. And the chips could eventually power everything from Tesla cars and Optimus to SpaceX data centers and AI compute in space. $TSLA $SPCX

Terafab is starting to sound like a lot more than just a chip factory! Tesla and SpaceX are reportedly putting $16.8B into phase one, with plans to handle everything from chip design and fabrication to memory, packaging and testing. The idea is basically to bring pieces of what TSMC, Micron and NVIDIA do under one roof. And the chips could eventually power everything from Tesla cars and Optimus to SpaceX data centers and AI compute in space. $TSLA $SPCX

Herbert Ong

29,062 次观看 • 5 天前

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Anthony Pompliano 🌪

86,547 次观看 • 17 天前

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As ever, a fascinating chat with my friend Jordi Visser on AI, crypto, and hedge funds' future... Enjoy! 00:00:00 Introduction 00:00:54 The Big Picture: AI, Crypto, and Macro 00:02:25 Jordie Visser’s Background in Macro and Finance 00:03:30 AI’s Disruptive Impact on the Economy 00:06:32 Rethinking GDP and Productivity 00:08:59 The Future of Labor and Profit Margins 00:10:49 The Rise of the Speculative Economy 00:14:41 Generational Shifts in Investing and Risk-taking 00:16:18 AI and Crypto: A Global Network Effect 00:19:38 Stablecoins and AI-Driven Market Volume Growth 00:24:28 The End of Traditional Hedge Funds? 00:31:16 Deep Research and the Power of AI Analysis 00:35:29 The Acceleration of AI and its Economic Impact 00:41:02 The Growing Crypto Adoption and Its Role in the Future Economy 00:44:22 Shifting from Fear to Optimism in Markets 00:50:27 The Political and Economic Challenges Ahead 00:56:01 Quantum Computing and the Next Leap in AI 01:02:06 Closing Thoughts: Preparing for a Radical Future

Raoul Pal

280,175 次观看 • 1 年前

Good time to repost my interview with Jonathan Ross from April 2024. 0:00 - Intro 0:38 - Founding Story 3:20 - Groq Chip Memory 6:24 - Chips vs. Cloud 9:28 - Future of AI 11:04 - Where is the Value in AI? 13:45 - Agents & Inference Speed 17:18 - Optimizing Models for Groq 19:32 - Fears and Hope for the Future 22:24 - Bias and Algo Control

Good time to repost my interview with Jonathan Ross from April 2024. 0:00 - Intro 0:38 - Founding Story 3:20 - Groq Chip Memory 6:24 - Chips vs. Cloud 9:28 - Future of AI 11:04 - Where is the Value in AI? 13:45 - Agents & Inference Speed 17:18 - Optimizing Models for Groq 19:32 - Fears and Hope for the Future 22:24 - Bias and Algo Control

Matthew Berman

26,560 次观看 • 7 个月前

This is my fifth conversation with Gavin Baker. Gavin understands semiconductors and AI as well as anyone I know and has a gift for making sense of the industry's complexity and nuance. We discuss: - Nvidia vs Google (GPUs + TPUs) - Scaling laws and reasoning models - The economics of AI compute - Why Blackwell's delay mattered - The bear case on the AI capex buildout - Data centers in space - The mistake SaaS companies are making Few people love investing more than Gavin. His closing answer about why he loves it turned into a full reflection on his investing origin story, which I had never heard before. Enjoy! Timestamps: 0:00 Intro 5:03 The Blackwell Transition 23:15 The Prisoner's Dilemma 27:12 The Bear Case: Edge AI 37:19 Meta, Open Source, and Model Depreciation 43:08 Geopolitics and Rare Earths 50:42 Data Centers in Space 56:06 Power Constraints as a Governor 1:11:31 The SaaS Mistake 1:16:17 Nuclear and Quantum 1:22:25 Gavin’s Investing Origins

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Patrick OShaughnessy

2,858,464 次观看 • 8 个月前

Building the next AI trading bot? You might need some chips... In our latest podcast, Tausif Ahmed, Chief Business Development Officer at io.net sits down with Block Fuel at ETHDenver. We jump into AI agents, decentralized computing, and why democratizing access to the latest $NVDA chips is so important. While there's no shortage of noise around AI/Blockchain, chip demand is real, tangible, and growing so follow along as we cover this sector further. 00:27 Diving into AI Agents 01:22 AI Agents and Decentralized Computing 03:47 The Importance of Compute and Data for AI 05:31 Democratizing Access to Compute 07:50 The Role of Compute in AI Development 09:26 Market Dynamics and Supplier Relationships 14:22 Partnership with Injective 15:22 Future of Compute and AI

Building the next AI trading bot? You might need some chips... In our latest podcast, Tausif Ahmed, Chief Business Development Officer at io.net sits down with Block Fuel at ETHDenver. We jump into AI agents, decentralized computing, and why democratizing access to the latest $NVDA chips is so important. While there's no shortage of noise around AI/Blockchain, chip demand is real, tangible, and growing so follow along as we cover this sector further. 00:27 Diving into AI Agents 01:22 AI Agents and Decentralized Computing 03:47 The Importance of Compute and Data for AI 05:31 Democratizing Access to Compute 07:50 The Role of Compute in AI Development 09:26 Market Dynamics and Supplier Relationships 14:22 Partnership with Injective 15:22 Future of Compute and AI

21Rates

16,543 次观看 • 1 年前

🚨 HUGE ANNOUNCEMENT 🚨 Copernic Space is tokenizing and commercializing data centers & AI in orbit soon! Read about real commercial cases on board such as Syntilay in Bloomberg (Bloomberg), SPACE.com, and more incoming! 🌍👀 🚀 We’re turning data centers and computation in space into a programmable, commercial platform for use by entities in space and on earth. Together with OrbitsEdge, Copernic Space is launching the first commercial mission for space-based AI and blockchain applications set for Q1 2026. It’s another foundation and standard we're building for a space asset segment and the new off-planet economy. 🛰 Space = the Next Data Center Real commercial access to AI-powered orbital computing Blockchain nodes and tokenized file services from space All tokenized and monetized via the Copernic Space marketplace "Within a decade, mining Bitcoin and computing AI models can be cheaper and greener in space than on Earth." — Rick Ward, CEO, OrbitsEdge 🌌 The First Commercial Framework for In-Space Computation Radiation-shielded Qualcomm AI chips running onboard Tokenized digital payloads, your apps, data, and AI agents in orbit DeFi-powered mission financing already executed on Copernic Space “We’re creating financial and commercial standards for computation in space as Real-World Space Assets (RWSAs).” — Grant Blaisdell, CEO, Copernic Space 🛠 REAL use cases on board: 👟 Syntilay, created by Reebok Co-Founder Joe Foster and Ben Weiss , will create the first-ever AI-designed shoes in microgravity, tokenized by Copernic Space, and produced on Earth via Zellerfeld . 📡 511 Innovations will run real-time AI to optimize satellite communications using orbital telemetry. And that’s just the beginning…

🚨 HUGE ANNOUNCEMENT 🚨 Copernic Space is tokenizing and commercializing data centers & AI in orbit soon! Read about real commercial cases on board such as Syntilay in Bloomberg (Bloomberg), SPACE.com, and more incoming! 🌍👀 🚀 We’re turning data centers and computation in space into a programmable, commercial platform for use by entities in space and on earth. Together with OrbitsEdge, Copernic Space is launching the first commercial mission for space-based AI and blockchain applications set for Q1 2026. It’s another foundation and standard we're building for a space asset segment and the new off-planet economy. 🛰 Space = the Next Data Center Real commercial access to AI-powered orbital computing Blockchain nodes and tokenized file services from space All tokenized and monetized via the Copernic Space marketplace "Within a decade, mining Bitcoin and computing AI models can be cheaper and greener in space than on Earth." — Rick Ward, CEO, OrbitsEdge 🌌 The First Commercial Framework for In-Space Computation Radiation-shielded Qualcomm AI chips running onboard Tokenized digital payloads, your apps, data, and AI agents in orbit DeFi-powered mission financing already executed on Copernic Space “We’re creating financial and commercial standards for computation in space as Real-World Space Assets (RWSAs).” — Grant Blaisdell, CEO, Copernic Space 🛠 REAL use cases on board: 👟 Syntilay, created by Reebok Co-Founder Joe Foster and Ben Weiss , will create the first-ever AI-designed shoes in microgravity, tokenized by Copernic Space, and produced on Earth via Zellerfeld . 📡 511 Innovations will run real-time AI to optimize satellite communications using orbital telemetry. And that’s just the beginning…

👨‍🚀Copernic Space🚀

10,185 次观看 • 1 年前

Interview with $NBIS Nebius CRO marc boroditsky & Alasdair Mann If you enjoy the podcast, please share it with someone who’d appreciate it. Thank you ❤️ Timestamps: 00:00 Introduction to Mark Boroditsky and Nebius 00:41 Landing Major Deals with Microsoft and Meta 02:56 Building and Scaling Data Centers 04:36 Defining Contracted vs. Connected Power 05:45 Managing Demand and Pricing Strategy 07:43 Addressing AI Bottlenecks and Nvidia Partnership 09:54 Power Sources and Energy Strategy 13:39 Growth Metrics and Customer Expansion 23:02 Bitcoin Miners and AI Infrastructure 26:58 Valuable Assets and Market Opportunities 27:43 Skepticism and Market Realities 28:13 Future of Rental Environmental Business 29:05 Enterprise Demand and Market Trends 31:01 Vertical Integration and Competitive Edge 33:08 Specialty Infrastructure and AI 34:16 Cybersecurity in Integrated Cloud 36:19 Customer Feedback and Platform Advantages 43:19 Revenue and Profit Split Insights 47:57 Personal Journey and Joining Neas 51:23 Future Prospects and Execution

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Daniel Koss

449,363 次观看 • 8 个月前

Tesla's path to profitable humanoid robots at consumer scale unlocks limitless demand for intelligence and energy - while SpaceX-xAI's merger accelerates orbital AI compute to escape Earth's power constraints. ARK's Tasha Keeney Tasha Keeney and Sam Korus Sam Korus break down the robotaxi ramp, Cybercab economics, and regulatory realities that will define the next decade of autonomy. 0:00 Introduction to Robax Pricing and Market Demand 0:39 SpaceX and XAI Merger: Implications and Business Use Cases 1:50 The Role of Tesla in the SpaceX-XAI Merger 4:04 Orbital Data Centers and the Future of Space Intelligence 12:59 Rebellion Air Sponsorship 14:17 Robotaxis: Current Developments and Future Potential 29:46 Breaking News and Tesla's Regulatory Challenges 30:17 Tesla's Strategy and Regulation 32:39 Economic and Safety Benefits of Autonomous Vehicles 33:53 Waymo vs. Tesla: Regulatory and Technological Perspectives 38:05 Cyber Cab and Future of Robotaxis 40:56 Market Realization and Financial Implications 45:32 Pushbacks and Misunderstandings 52:01 AI Agents and Future Prospects 55:10 Conclusion and Farewell

Tesla's path to profitable humanoid robots at consumer scale unlocks limitless demand for intelligence and energy - while SpaceX-xAI's merger accelerates orbital AI compute to escape Earth's power constraints. ARK's Tasha Keeney Tasha Keeney and Sam Korus Sam Korus break down the robotaxi ramp, Cybercab economics, and regulatory realities that will define the next decade of autonomy. 0:00 Introduction to Robax Pricing and Market Demand 0:39 SpaceX and XAI Merger: Implications and Business Use Cases 1:50 The Role of Tesla in the SpaceX-XAI Merger 4:04 Orbital Data Centers and the Future of Space Intelligence 12:59 Rebellion Air Sponsorship 14:17 Robotaxis: Current Developments and Future Potential 29:46 Breaking News and Tesla's Regulatory Challenges 30:17 Tesla's Strategy and Regulation 32:39 Economic and Safety Benefits of Autonomous Vehicles 33:53 Waymo vs. Tesla: Regulatory and Technological Perspectives 38:05 Cyber Cab and Future of Robotaxis 40:56 Market Realization and Financial Implications 45:32 Pushbacks and Misunderstandings 52:01 AI Agents and Future Prospects 55:10 Conclusion and Farewell

Farzad 🇺🇸 🇮🇷

53,093 次观看 • 6 个月前

Stanford , Week 1 (Full Lecture) AI Scaling, Bottlenecks, and Why Compute Isn't a Commodity Yet 00:00 Compute Coachella 00:29 Simple Life Heuristic 01:08 Uncertainty Creates Opportunity 01:42 Four Bottlenecks Framework 01:51 Empirical Proof Matters 02:05 Cloud Costs Are Shifting 02:15 Verifiable vs Fuzzy Progress 02:48 Scaling Predictability Explained 03:43 CapEx Explosion in Big Tech 04:06 Chips Aren’t Commodities 04:45 Compute Scarcity Conclusion

Stanford , Week 1 (Full Lecture) AI Scaling, Bottlenecks, and Why Compute Isn't a Commodity Yet 00:00 Compute Coachella 00:29 Simple Life Heuristic 01:08 Uncertainty Creates Opportunity 01:42 Four Bottlenecks Framework 01:51 Empirical Proof Matters 02:05 Cloud Costs Are Shifting 02:15 Verifiable vs Fuzzy Progress 02:48 Scaling Predictability Explained 03:43 CapEx Explosion in Big Tech 04:06 Chips Aren’t Commodities 04:45 Compute Scarcity Conclusion

Anjney Midha

404,020 次观看 • 4 个月前

Our new pod with former Airbus CTO Paul Eremenko is up. On the era of the AI engineer (P-1 AI) and where aerospace is heading Timestamps 00:00:00 - Intro 00:02:52 - Ukraine to Kentucky transition 00:07:27 - Prestigious family military background 00:09:33 - Flying solo at sixteen 00:12:09 - MIT AI lab rejection 00:14:02 - Approaching the singularity 00:16:06 - Youngest Airbus CTO 00:27:38 - Boeing vs Airbus 00:30:15 - Universal Hydrogen ups and downs 00:33:12 - Data centers killed hydrogen 00:38:20 - AI for starships vision 00:49:01 - Synthetic training data breakthrough 01:03:08 - Future airplane designs

Our new pod with former Airbus CTO Paul Eremenko is up. On the era of the AI engineer (P-1 AI) and where aerospace is heading Timestamps 00:00:00 - Intro 00:02:52 - Ukraine to Kentucky transition 00:07:27 - Prestigious family military background 00:09:33 - Flying solo at sixteen 00:12:09 - MIT AI lab rejection 00:14:02 - Approaching the singularity 00:16:06 - Youngest Airbus CTO 00:27:38 - Boeing vs Airbus 00:30:15 - Universal Hydrogen ups and downs 00:33:12 - Data centers killed hydrogen 00:38:20 - AI for starships vision 00:49:01 - Synthetic training data breakthrough 01:03:08 - Future airplane designs

Core Memory

14,718 次观看 • 1 年前

BREAKING: How AI Reaches the Most Extreme Parts of the World — From U.S. Navy Ships & Saudi Deserts to the Alaskan Arctic Dan Wright (Dan Wright), CEO of Armada Recorded at the Reagan National Defense Forum Dan joins Sourcery to share why the global race for AI sovereignty will shape the future of power And how Armada partners with SpaceX, OpenAI, Saudi Aramco, U.S. Navy, MSFT & more, to reach every edge Key Points - Starlink, Starshield, SpaceX IPO, data centers in space - 70% of the world does not have access to AI, Armada changes that - Modular data centers vs hyperscaler data centers - U.S. vs China AI stack - American AI dominance Armada has $200M+ in total funding from top investors like Founders Fund, Dragon Global, Lux Capital, Shield Capital, 8090 Industries, Microsoft’s M12, Overmatch, Silent Ventures, Felicis, & Marlinspike With more recent strategic participation from investors: Pinegrove, Veriten, & Glade Brook Armada’s partners include Microsoft, Starlink, OpenAI, NVIDIA, Nokia, Red Hat, Carahsoft, AVEVA, Esri, Halliburton, Skydio, & more Ronald Reagan Presidential Foundation & Institute HIghlights (00:00) Dan Wright, CEO Armada (01:12) Armada: an edge hyperscaler deploying modular AI data centers (04:28) Partnering with SpaceX, Microsoft, Skydio, and OpenAI (05:47) Deploying AI in extreme environments: Ocean, Desert, Arctic & Space (08:11) SpaceX IPO rumors and Starlink’s rapid expansion (12:10) The AI dominance white paper and US vs China infrastructure (14:54) Edge compute, latency, and real world response at scale (17:43) Armada’s roadmap for 2026

BREAKING: How AI Reaches the Most Extreme Parts of the World — From U.S. Navy Ships & Saudi Deserts to the Alaskan Arctic Dan Wright (Dan Wright), CEO of Armada Recorded at the Reagan National Defense Forum Dan joins Sourcery to share why the global race for AI sovereignty will shape the future of power And how Armada partners with SpaceX, OpenAI, Saudi Aramco, U.S. Navy, MSFT & more, to reach every edge Key Points - Starlink, Starshield, SpaceX IPO, data centers in space - 70% of the world does not have access to AI, Armada changes that - Modular data centers vs hyperscaler data centers - U.S. vs China AI stack - American AI dominance Armada has $200M+ in total funding from top investors like Founders Fund, Dragon Global, Lux Capital, Shield Capital, 8090 Industries, Microsoft’s M12, Overmatch, Silent Ventures, Felicis, & Marlinspike With more recent strategic participation from investors: Pinegrove, Veriten, & Glade Brook Armada’s partners include Microsoft, Starlink, OpenAI, NVIDIA, Nokia, Red Hat, Carahsoft, AVEVA, Esri, Halliburton, Skydio, & more Ronald Reagan Presidential Foundation & Institute HIghlights (00:00) Dan Wright, CEO Armada (01:12) Armada: an edge hyperscaler deploying modular AI data centers (04:28) Partnering with SpaceX, Microsoft, Skydio, and OpenAI (05:47) Deploying AI in extreme environments: Ocean, Desert, Arctic & Space (08:11) SpaceX IPO rumors and Starlink’s rapid expansion (12:10) The AI dominance white paper and US vs China infrastructure (14:54) Edge compute, latency, and real world response at scale (17:43) Armada’s roadmap for 2026

Molly O’Shea

16,196 次观看 • 6 个月前

The Global AI Race: and the View from Beijing — Manifold #96 Zixuan Li is Director of Product and genAI Strategy at He was educated at Renmin and Tsinghua University in China, and at MIT and Carnegie Mellon. has released frontier open source LLMs but is largely unknown in the West except among AI experts. Steve and Zixuan discuss the AI race from the perspective of a startup in Beijing. Chapter markers: (00:00) - Introduction and Guest Background (05:14) - Evolution and Challenges (10:37) - AI Model Comparison and Industry Insights (34:04) - Pragmatic Views on AGI in China (35:51) - Specialized Models and Scientific Contributions (39:02) - AI Chips and Model Training in PRC (50:54) - Open Source AI and Future Predictions

The Global AI Race: and the View from Beijing — Manifold #96 Zixuan Li is Director of Product and genAI Strategy at He was educated at Renmin and Tsinghua University in China, and at MIT and Carnegie Mellon. has released frontier open source LLMs but is largely unknown in the West except among AI experts. Steve and Zixuan discuss the AI race from the perspective of a startup in Beijing. Chapter markers: (00:00) - Introduction and Guest Background (05:14) - Evolution and Challenges (10:37) - AI Model Comparison and Industry Insights (34:04) - Pragmatic Views on AGI in China (35:51) - Specialized Models and Scientific Contributions (39:02) - AI Chips and Model Training in PRC (50:54) - Open Source AI and Future Predictions

steve hsu

146,691 次观看 • 10 个月前