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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...

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TBPN

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Dojo 2, Dojo 3 Chips and AI5 Chips Are Critical for Tesla and Battle for Future of AI. Tesla and XAI are buying about one million AI GPUs this year. This would be about 20% of the entire Nvidia production of B200/B300 chips that will be made in 2025. If XAI were to buy a mix of half Dojo 2/3 chips in 2025 and 2026 this could make them bigger than AMD. AMD is making about 400,000 AI GPU chips. Tesla will switch to AI5 chips for driving its cars but those chips will also act as inference chips with about 500 Teraflops of compute. Tesla could make 3-4 million AI5 chips in 2026. This would make Tesla the largest maker and user of AI inference chips in the world. Tesla could become the number 2 maker of AI training chips just by supplying a lot of those chips to XAI and Tesla internal use. Tesla is and will be the number one maker and user of AI inference chips. Sawyer Merritt Elon Musk Randy Kirk Herbert Ong Warren Redlich - Chasing Dreams 🇺🇸 Ale𝕏andra Merz 🇺🇲 Ray Emmet Peppers Bradford Ferguson
56:36

Dojo 2, Dojo 3 Chips and AI5 Chips Are Critical for Tesla and Battle for Future of AI. Tesla and XAI are buying about one million AI GPUs this year. This would be about 20% of the entire Nvidia production of B200/B300 chips that will be made in 2025. If XAI were to buy a mix of half Dojo 2/3 chips in 2025 and 2026 this could make them bigger than AMD. AMD is making about 400,000 AI GPU chips. Tesla will switch to AI5 chips for driving its cars but those chips will also act as inference chips with about 500 Teraflops of compute. Tesla could make 3-4 million AI5 chips in 2026. This would make Tesla the largest maker and user of AI inference chips in the world. Tesla could become the number 2 maker of AI training chips just by supplying a lot of those chips to XAI and Tesla internal use. Tesla is and will be the number one maker and user of AI inference chips. Sawyer Merritt Elon Musk Randy Kirk Herbert Ong Warren Redlich - Chasing Dreams 🇺🇸 Ale𝕏andra Merz 🇺🇲 Ray Emmet Peppers Bradford Ferguson

nextbigfuture

23,809 görüntüleme • 1 yıl önce

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
36:41

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 görüntüleme • 5 ay önce

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.”
4:51

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

242,924 görüntüleme • 9 gün önce

🚨 Elon Musk says SpaceX is going public because the company is entering a major investment phase Speaking at J.P. Morgan, he highlighted plans for 100,000+ next-generation Starlink satellites, AI data centers in space, and continued development of Starship, which he believes can dramatically lower the cost of reaching orbit. Musk says these projects could open the door to entirely new industries in space. 🚀 $SPCX 00:00 Welcome to JPMorgan 02:45 Why SpaceX Goes Public 03:28 Starlink V3 and Space Energy 07:46 Moon to Mars Roadmap 10:18 Starship Reusability Breakthrough 12:06 Next Gen Starlink Plans 13:54 AI Data Centers in Orbit 15:07 Terafab and US Chip Supply 16:35 AI Strategy and Grok 18:38 Culture and Building the Bench
21:07

🚨 Elon Musk says SpaceX is going public because the company is entering a major investment phase Speaking at J.P. Morgan, he highlighted plans for 100,000+ next-generation Starlink satellites, AI data centers in space, and continued development of Starship, which he believes can dramatically lower the cost of reaching orbit. Musk says these projects could open the door to entirely new industries in space. 🚀 $SPCX 00:00 Welcome to JPMorgan 02:45 Why SpaceX Goes Public 03:28 Starlink V3 and Space Energy 07:46 Moon to Mars Roadmap 10:18 Starship Reusability Breakthrough 12:06 Next Gen Starlink Plans 13:54 AI Data Centers in Orbit 15:07 Terafab and US Chip Supply 16:35 AI Strategy and Grok 18:38 Culture and Building the Bench

Herbert Ong

199,857 görüntüleme • 1 ay önce

This is my sixth conversation with Gavin Baker. As always with Gavin, the conversation covers a lot of ground, but we spend the most time on watts and wafers. We discuss: - Why the wafer shortage may prevent an AI bubble - Data centers in space (reframed) - Elon's Terafab and the new chip companies challenging Nvidia - Usage-based pricing - The disaggregation of GPUs - DRAM, frontier tokens, and open source Enjoy! Timestamps: 0:00 Intro 7:55 Anthropic and OpenAI Valuations 12:58 Watts, Wafers, and Infrastructure 14:39 Orbital Compute and Data Centers in Space 22:49 Avoiding the AI Bubble 28:26 Terafab and the Future of US Manufacturing 32:16 Returns to the Frontier 37:23 Continual Learning 42:03 New Chip Companies 48:52 Extending GPU Lifespans and Private Credit 51:22 The Application Layer 57:32 The Token Path and Open-Source Dynamics 1:01:37 Cybersecurity 1:05:46 Diversity Breakdown 1:11:59 Assessing the Big Tech Players in AI 1:19:02 Geopolitics, Personal Safety, and the AI Horizon
1:22:10

This is my sixth conversation with Gavin Baker. As always with Gavin, the conversation covers a lot of ground, but we spend the most time on watts and wafers. We discuss: - Why the wafer shortage may prevent an AI bubble - Data centers in space (reframed) - Elon's Terafab and the new chip companies challenging Nvidia - Usage-based pricing - The disaggregation of GPUs - DRAM, frontier tokens, and open source Enjoy! Timestamps: 0:00 Intro 7:55 Anthropic and OpenAI Valuations 12:58 Watts, Wafers, and Infrastructure 14:39 Orbital Compute and Data Centers in Space 22:49 Avoiding the AI Bubble 28:26 Terafab and the Future of US Manufacturing 32:16 Returns to the Frontier 37:23 Continual Learning 42:03 New Chip Companies 48:52 Extending GPU Lifespans and Private Credit 51:22 The Application Layer 57:32 The Token Path and Open-Source Dynamics 1:01:37 Cybersecurity 1:05:46 Diversity Breakdown 1:11:59 Assessing the Big Tech Players in AI 1:19:02 Geopolitics, Personal Safety, and the AI Horizon

Patrick OShaughnessy

1,674,921 görüntüleme • 2 ay önce

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
40:47

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 görüntüleme • 1 yıl önce

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
2:01

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 görüntüleme • 1 yıl önce

New pod with the legend Dan Ives is live! We break down the AI trade, including Chinese open-source models, Anthropic's slowing revenue growth, the biggest bottlenecks in chips, memory, and energy, and the political battles over data centers. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:51 - Chinese vs American open-source models, & the Anthropic IP lawsuit 4:36 - Falling model costs and the pricing war 5:55 - Cultural bias baked into Chinese AI models? 7:44 - Will AI models eat the whole stack? 11:20 - Specialized AI workflows & model routing 14:00 - Mag 7 free cash flow vs. exploding semiconductor revenue 17:37 - The real AI bottlenecks: memory chips, data centers & energy 30:13 - Anthropic's revenue growth is slowing — should investors worry? 31:17 - Why Dan is leaving Wall Street to build Yorkville Ives 34:32 - Dan's AI market predictions & closing thoughts
38:55

New pod with the legend Dan Ives is live! We break down the AI trade, including Chinese open-source models, Anthropic's slowing revenue growth, the biggest bottlenecks in chips, memory, and energy, and the political battles over data centers. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:51 - Chinese vs American open-source models, & the Anthropic IP lawsuit 4:36 - Falling model costs and the pricing war 5:55 - Cultural bias baked into Chinese AI models? 7:44 - Will AI models eat the whole stack? 11:20 - Specialized AI workflows & model routing 14:00 - Mag 7 free cash flow vs. exploding semiconductor revenue 17:37 - The real AI bottlenecks: memory chips, data centers & energy 30:13 - Anthropic's revenue growth is slowing — should investors worry? 31:17 - Why Dan is leaving Wall Street to build Yorkville Ives 34:32 - Dan's AI market predictions & closing thoughts

Anthony Pompliano 🌪

86,547 görüntüleme • 5 gün önce

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
1:03:13

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

280,173 görüntüleme • 1 yıl önce

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
24:21

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 görüntüleme • 7 ay önce

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
1:28:25

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

Patrick OShaughnessy

2,857,777 görüntüleme • 7 ay önce

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
0:45

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 görüntüleme • 1 yıl önce

🚨 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…
0:32

🚨 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 görüntüleme • 1 yıl önce

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
54:09

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

Daniel Koss

449,363 görüntüleme • 8 ay önce

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
55:23

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 görüntüleme • 5 ay önce

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
1:18:18

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 görüntüleme • 1 yıl önce

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
1:07

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 görüntüleme • 9 ay önce

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
22:34

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 görüntüleme • 6 ay önce

Join my conversation with Elon Musk on AGI timelines, energy, robots, and why abundance is the most likely outcome for humanity's future, alongside my Moonshot Mate NOTDAVID! (00:00) - Navigating the Future of AI and Robotics (04:54) - The Promise of Abundance and Optimism (10:02) - Energy: The Key to a Sustainable Future (15:00) - The Role of Education in a Changing World (41:07) - Health, Longevity, and the Future of Humanity (50:51) - AI's Impact on Labor and Employment (55:05) - Universal High Income: A New Economic Paradigm (57:58) - Navigating the Singularity and AI's Acceleration (01:02:30) - The Role of AI in Healthcare and Surgery (01:08:22) - Ethics and AI: Programming Values into Machines (01:14:18) - The Future of Space Exploration and AI's Role (01:33:30) - The Chip Shortage Crisis (01:42:46) - Simulation Theory and Consciousness (01:48:18) - The Search for Extraterrestrial Life (01:58:28) - The Future of Robotics and AI Integration
2:49:47

Join my conversation with Elon Musk on AGI timelines, energy, robots, and why abundance is the most likely outcome for humanity's future, alongside my Moonshot Mate NOTDAVID! (00:00) - Navigating the Future of AI and Robotics (04:54) - The Promise of Abundance and Optimism (10:02) - Energy: The Key to a Sustainable Future (15:00) - The Role of Education in a Changing World (41:07) - Health, Longevity, and the Future of Humanity (50:51) - AI's Impact on Labor and Employment (55:05) - Universal High Income: A New Economic Paradigm (57:58) - Navigating the Singularity and AI's Acceleration (01:02:30) - The Role of AI in Healthcare and Surgery (01:08:22) - Ethics and AI: Programming Values into Machines (01:14:18) - The Future of Space Exploration and AI's Role (01:33:30) - The Chip Shortage Crisis (01:42:46) - Simulation Theory and Consciousness (01:48:18) - The Search for Extraterrestrial Life (01:58:28) - The Future of Robotics and AI Integration

Peter H. Diamandis, MD

6,232,369 görüntüleme • 6 ay önce

FULL INTERVIEW: travis kalanick joins TBPN to discuss his new company Atoms, physical AI, Uber, and more: 01:18 - Why he's been building in stealth for 8 years 04:32 - Atoms and the future of physical AI 08:10 - Creating a culture of builders 12:05 - Lessons from Uber 24:30 - The vision for physical AI and robotics 31:15 - Why humans will be the main beneficiaries of AI 38:20 - Mining, autonomous robots, automation 47:05 - Why Travis moved to Texas
58:14

FULL INTERVIEW: travis kalanick joins TBPN to discuss his new company Atoms, physical AI, Uber, and more: 01:18 - Why he's been building in stealth for 8 years 04:32 - Atoms and the future of physical AI 08:10 - Creating a culture of builders 12:05 - Lessons from Uber 24:30 - The vision for physical AI and robotics 31:15 - Why humans will be the main beneficiaries of AI 38:20 - Mining, autonomous robots, automation 47:05 - Why Travis moved to Texas

TBPN

626,500 görüntüleme • 4 ay önce