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Google and Cisco Execs: The Infrastructure Renaissance AI is causing the biggest buildout of physical infrastructure in modern history. The five largest players alone are projected to spend $342 billion on capex in 2025, more than the entire Apollo moon landing program adjusted for inflation. In this episode from... a16z’s Runtime conference, General Partner Raghu Raghuram sits down with Google AI infra lead Amin Vahdat and Cisco President and Chief Product Officer Jeetu Patel to discuss the unprecedented scale of what’s happening, how data centers will transform over time as AI inference, RL, and distributed computing become more prevalent, and why we’re still in the very earliest phase of the capex supercycle. 00:00 Intro 01:16 The scale of the AI buildout 05:56 Scarcity and global power constraints 12:18 The next wave in processor innovation 16:14 Networking evolution, scale challenges 21:00 Inference architecture 27:30 Rewiring culture around rapid AI adoption 31:55 Future of AI models, agents, media Raghu Raghuram Jeetu Patelshow more

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AI Winners, Token Economics, and Venture Strategy w/ David Clark and David George VenCap CIO David Clark joins a16z GP David George to discuss the AI supercycle and how it's changing the technology industry, including what bigger exits mean for venture capital, why we're not in a bubble, why we're still early in enterprise AI adoption, and more. 00:00 Intro 00:38 The scale shift: Anthropic & OpenAI adding more revenue than hyperscalers 04:20 Skeuomorphic vs native AI applications in the enterprise 06:24 How the best AI companies run themselves differently 08:14 Top 1% exits 10x'd in 24 months 11:17 The half-life problem: Why 40% of AI leaders drop off every year 13:11 Token economics, cost pressure, and who captures value 17:00 Loss ratios, risk, and how to think about early stage 22:51 Are we in an AI bubble? 29:50 The future of venture capital in an AI world David Clark David George

AI Winners, Token Economics, and Venture Strategy w/ David Clark and David George VenCap CIO David Clark joins a16z GP David George to discuss the AI supercycle and how it's changing the technology industry, including what bigger exits mean for venture capital, why we're not in a bubble, why we're still early in enterprise AI adoption, and more. 00:00 Intro 00:38 The scale shift: Anthropic & OpenAI adding more revenue than hyperscalers 04:20 Skeuomorphic vs native AI applications in the enterprise 06:24 How the best AI companies run themselves differently 08:14 Top 1% exits 10x'd in 24 months 11:17 The half-life problem: Why 40% of AI leaders drop off every year 13:11 Token economics, cost pressure, and who captures value 17:00 Loss ratios, risk, and how to think about early stage 22:51 Are we in an AI bubble? 29:50 The future of venture capital in an AI world David Clark David George

a16z

42,120 Aufrufe • vor 1 Monat

Why Galaxy Might Be the Most Undervalued Crypto x AI Stock w/ Duncan What do Meta, Amazon, Google, and Microsoft …have in common? They’re spending $330B on AI infra this year. And one crypto company is building the AI infrastructure to power them. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 00:58 – Where Are We in the Bull Market? 03:11 – Is the 4-Year Cycle Dead? 06:25 – How Public Markets Are Changing Crypto 12:13 – Figure Markets 12:48 – KGeN 13:18 – Why Duncan Loves $GLXY 16:10 – The AI Data Center Opportunity 27:23 – Risks of Building at AI Scale 33:33 – What’s Galaxy’s Endgame? 36:05 – AI & Robots: What’s Coming and When 43:46 – How to Invest in Humanoid Robots 47:50 – What Could Slow Down Robot Adoption? 50:18 – Where Duncan Finds Alpha 53:29 – Final Thoughts

Why Galaxy Might Be the Most Undervalued Crypto x AI Stock w/ Duncan What do Meta, Amazon, Google, and Microsoft …have in common? They’re spending $330B on AI infra this year. And one crypto company is building the AI infrastructure to power them. Tune in to know more ⏱ TIME POINTS ⏱ 00:00 – Intro 00:58 – Where Are We in the Bull Market? 03:11 – Is the 4-Year Cycle Dead? 06:25 – How Public Markets Are Changing Crypto 12:13 – Figure Markets 12:48 – KGeN 13:18 – Why Duncan Loves $GLXY 16:10 – The AI Data Center Opportunity 27:23 – Risks of Building at AI Scale 33:33 – What’s Galaxy’s Endgame? 36:05 – AI & Robots: What’s Coming and When 43:46 – How to Invest in Humanoid Robots 47:50 – What Could Slow Down Robot Adoption? 50:18 – Where Duncan Finds Alpha 53:29 – Final Thoughts

Milk Road

59,357 Aufrufe • vor 10 Monaten

AI IS ABOUT TO RESET THE WORLD’S INDUSTRIES 🤯 NVIDIA CEO Jensen Huang says we’re entering the largest industrial buildout in human history driven by AI. Entire sectors are being rebuilt around AI infrastructure: 🤖 AI factories and chip plants 🤖 Robotics across $50T manufacturing 🤖 AI-powered telecom networks 🤖 Agentic retail and customer service 🤖 Real-time AI in media, gaming, and live video 🤖 Quantum + GPU hybrid systems Even telecom towers -- the backbone of the internet -- could soon become AI compute platforms at the edge. The message from NVIDIA’s GTC stage was clear: The next wave of AI isn’t just software -- it’s a global infrastructure buildout.

AI IS ABOUT TO RESET THE WORLD’S INDUSTRIES 🤯 NVIDIA CEO Jensen Huang says we’re entering the largest industrial buildout in human history driven by AI. Entire sectors are being rebuilt around AI infrastructure: 🤖 AI factories and chip plants 🤖 Robotics across $50T manufacturing 🤖 AI-powered telecom networks 🤖 Agentic retail and customer service 🤖 Real-time AI in media, gaming, and live video 🤖 Quantum + GPU hybrid systems Even telecom towers -- the backbone of the internet -- could soon become AI compute platforms at the edge. The message from NVIDIA’s GTC stage was clear: The next wave of AI isn’t just software -- it’s a global infrastructure buildout.

CryptosRus

28,976 Aufrufe • vor 3 Monaten