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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...

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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

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Another mindblowing conversation with my good friend .Emad... Enjoy!! 00:00 - Introduction 00:22 - AI: The Biggest Shift in Human History 00:42 - AI’s Impact on Society and the Economy 01:03 - Conversation with Emad Mostaque Begins 01:50 - The Acceleration of AI and Economic Takeoff 03:07 - AI Intelligence: Beyond Human IQ 04:08 - The Rise of AI Chefs and Super Cooks 05:07 - Breaking AI Constraints: Compute and Energy 07:03 - The Future of AI: Ubiquitous Intelligence 08:04 - The Shift to Local AI Models 10:07 - Why Has Apple Lagged in AI? 11:21 - The AI Race: OpenAI, Grok, Gemini, and More 13:11 - China’s Open-Source AI Strategy 14:57 - AI Bias and Ethical Challenges 16:57 - AI’s Cross-Pollination and Memory 18:02 - Are AI Models Becoming Self-Aware? 19:16 - AI, Bitcoin, and Self-Sustaining Algorithms 21:26 - AI-Driven Economies and Autonomous Companies 23:41 - The Future of Labor: A World Without Jobs? 25:26 - AI-Powered Robots: The Next Workforce Revolution 27:28 - The End of Traditional Economic Models 30:27 - The Political Shift: Humanist vs. Transhumanist 33:04 - AI in Financial Markets: The End of Human Traders? 36:03 - The Evolution of Investing in an AI World 38:33 - AI’s Impact on Capital Formation and Business Disruption 40:01 - The Rise of Digital Twins and Post-Capital Society 42:45 - Building AI for Education, Healthcare, and Governance 46:42 - The Future of Money in an AI-Driven World 50:11 - Universal Basic AI: A New Economic Model 54:29 - The Deflationary Impact of AI and Crypto’s Role 57:02 - The AI Singularity: Five Years Until Everything Changes 58:56 - The Road Ahead: AI, Crypto, and the Future of Civilization 01:02:24 - Final Thoughts: The Most Exciting and Terrifying Time in History

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Technology Is the Arena of National Power. Ben Horowitz, Anne Neuberger, Raghu Raghuram, and Jen Kha discuss a16z's expanding international strategy and the growing role technology plays in economic growth, national security, and global partnerships. They cover why America's technology leadership matters beyond Silicon Valley, how AI is reshaping relationships between governments and the private sector, why countries around the world are looking to adopt frontier technologies, and what it takes to build enduring technology ecosystems. 1:00 Why a16z's international strategy starts with America 4:48 Technology as the arena of national power 7:08 Why trusted AI infrastructure matters 9:05 How AI changes international go-to-market 11:18 ElevenLabs, TelevisaUnivision, and globalizing local content 18:33 How a16z prioritizes international markets and allies 29:05 AI, open source, and the future of cyber defense 37:00 What it takes to build a technology ecosystem benahorowitz.eth Anne Neuberger Raghu Raghuram Jen Kha

a16z

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"We are clearly entering a world where a product-minded engineer is now empowered to produce software without writing a line of code for it." In this conversation, Temporal CEO Samar Abbas joins a16z GPs Sarah Wang and Raghu Raghuram to cover: - Why agents are going from short-lived and interactive to long-running and async - Why the engineer of the future manages 15 parallel AI tasks at once - How OpenAI Codex runs millions of concurrent agent executions on Temporal - How real-time context engineering is exploding on Temporal - Why SaaS isn't dead, and value is migrating to APIs 00:00 Introduction 04:03 Temporal's origin story 11:14 Why agents raise the stakes 16:00 Specialized agents need durable RPC 25:20 Deep research agents 30:58 Execution histories as a superpower 39:04 Minimal viable long-running agent architecture 45:07 Context engineering at scale 52:40 Where value accrues: The "five-layer cake" and breakout AI applications Samar Abbas Sarah Wang Raghu Raghuram
1:02:30

"We are clearly entering a world where a product-minded engineer is now empowered to produce software without writing a line of code for it." In this conversation, Temporal CEO Samar Abbas joins a16z GPs Sarah Wang and Raghu Raghuram to cover: - Why agents are going from short-lived and interactive to long-running and async - Why the engineer of the future manages 15 parallel AI tasks at once - How OpenAI Codex runs millions of concurrent agent executions on Temporal - How real-time context engineering is exploding on Temporal - Why SaaS isn't dead, and value is migrating to APIs 00:00 Introduction 04:03 Temporal's origin story 11:14 Why agents raise the stakes 16:00 Specialized agents need durable RPC 25:20 Deep research agents 30:58 Execution histories as a superpower 39:04 Minimal viable long-running agent architecture 45:07 Context engineering at scale 52:40 Where value accrues: The "five-layer cake" and breakout AI applications Samar Abbas Sarah Wang Raghu Raghuram

a16z

45,496 görüntüleme • 4 ay önce

Power. Compute. Bandwidth. Trust. Learn what #AI needs to scale and why smarter networks fuel innovation from Cisco President & CPO Jeetu Patel and Content Creator David Bombal
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Power. Compute. Bandwidth. Trust. Learn what #AI needs to scale and why smarter networks fuel innovation from Cisco President & CPO Jeetu Patel and Content Creator David Bombal

Cisco

11,756 görüntüleme • 1 yıl önce

$NVDA CEO Jensen Huang says AI is triggering the largest infrastructure buildout in human history with estimates pointing to ~$85T of investment over the next 15 years spanning energy, chips, data centers & AI factories. The AI buildout still in its early innings.
15:03

$NVDA CEO Jensen Huang says AI is triggering the largest infrastructure buildout in human history with estimates pointing to ~$85T of investment over the next 15 years spanning energy, chips, data centers & AI factories. The AI buildout still in its early innings.

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We’re back for Episode 14 of TAO Talk 🚨 calanthia from Masa joins 563 and brody this week to chat about new subnets and AI agents sourcing intelligence from Bittensor! The group chats about: - $TAO -pilling AI/ML chads at NeurIPS Conference feat. const Crucible Labs Macrocosmos Manifold and Yuma - JJ teaming up with Cameron Fairchild to form Laτenτ Holdings, which will validate and help scale subnets - Crucible Labs drops a subnet analysis framework - Celium offering H100s cheaper than any other provider - Tao360 releases inaugural research report for their AI-enabled subnet analysis tool @notYourBananaa - Masa unveils the AI Agent Arena on SN59 /// Timestamps: 00:00 Intro 01:10 Subnet 42 and Agent Arena: Masa’s Subnets 03:00 Real-Time Data Networks for AI 04:20 How Masa is Building AI Agent Arenas Inspired by Gladiators 06:10 Decentralized AI and Bittensor: The Growing Ecosystem 08:15 AI Meets Web3: Masa’s Role in Revolutionizing Data Networks 10:00 The Future of AI Agents: Intelligent Societies and Real-Time Data 12:05 Why Masa Chose Bittensor 14:10 $TAO Incentives and the Future of AI Decentralization 16:25 Bittensor and the Rise of Agent Competition: Masa’s Perspective 18:00 Exploring AI Agent Societies 20:30 Creating Competitive AI Arenas: The Agent Arena Subnet Explained 23:00 Calanthia on the Challenges of Web3 AI Development 25:10 Bringing Web2 Developers into Web3: Lessons from Masa 27:30 The Evolution of AI: From Dumb Agents to Intelligent Societies 30:00 AI Agents as the Future of Interaction in Decentralized AI 34:00 The Agent Arena’s Vision: Competition, Incentives, and Innovation
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We’re back for Episode 14 of TAO Talk 🚨 calanthia from Masa joins 563 and brody this week to chat about new subnets and AI agents sourcing intelligence from Bittensor! The group chats about: - $TAO -pilling AI/ML chads at NeurIPS Conference feat. const Crucible Labs Macrocosmos Manifold and Yuma - JJ teaming up with Cameron Fairchild to form Laτenτ Holdings, which will validate and help scale subnets - Crucible Labs drops a subnet analysis framework - Celium offering H100s cheaper than any other provider - Tao360 releases inaugural research report for their AI-enabled subnet analysis tool @notYourBananaa - Masa unveils the AI Agent Arena on SN59 /// Timestamps: 00:00 Intro 01:10 Subnet 42 and Agent Arena: Masa’s Subnets 03:00 Real-Time Data Networks for AI 04:20 How Masa is Building AI Agent Arenas Inspired by Gladiators 06:10 Decentralized AI and Bittensor: The Growing Ecosystem 08:15 AI Meets Web3: Masa’s Role in Revolutionizing Data Networks 10:00 The Future of AI Agents: Intelligent Societies and Real-Time Data 12:05 Why Masa Chose Bittensor 14:10 $TAO Incentives and the Future of AI Decentralization 16:25 Bittensor and the Rise of Agent Competition: Masa’s Perspective 18:00 Exploring AI Agent Societies 20:30 Creating Competitive AI Arenas: The Agent Arena Subnet Explained 23:00 Calanthia on the Challenges of Web3 AI Development 25:10 Bringing Web2 Developers into Web3: Lessons from Masa 27:30 The Evolution of AI: From Dumb Agents to Intelligent Societies 30:00 AI Agents as the Future of Interaction in Decentralized AI 34:00 The Agent Arena’s Vision: Competition, Incentives, and Innovation

TAO τalk 🥩🦍

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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
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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

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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
55:26

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

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