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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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a16z

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102,487 次观看 • 8 个月前 •via X (Twitter)

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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

a16z

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326,827 次观看 • 1 年前

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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

Milk Road

59,357 次观看 • 10 个月前

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
33:09

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 次观看 • 1 个月前

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.
2:11

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 次观看 • 4 个月前

The optical networking supercycle is here! In this podcast, and Vikram Sekar go through all the tech jargon and explain what everything means. In just about 45 mins, you will know everything required to keep up with the next revolution in AI. Chapters 00:00 Introduction to AI and CPU Bottlenecks 03:00 The Rise of Silicon Photonics 06:01 Understanding Optical Networking and Data Centers 08:49 Scale Across: Connecting Data Centers 11:56 Scale Out: Optimizing Data Center Connectivity 14:53 Scale Up: The Future of GPU Connectivity 23:32 The Shift from Copper to Optical Connections 26:13 Challenges and Reliability of Lasers 30:47 Understanding Co-Packaged Optics 34:17 Market Dynamics: Demand and Supply of Lasers 40:46 Emerging Technologies: Optical Circuit Switches
46:08

The optical networking supercycle is here! In this podcast, and Vikram Sekar go through all the tech jargon and explain what everything means. In just about 45 mins, you will know everything required to keep up with the next revolution in AI. Chapters 00:00 Introduction to AI and CPU Bottlenecks 03:00 The Rise of Silicon Photonics 06:01 Understanding Optical Networking and Data Centers 08:49 Scale Across: Connecting Data Centers 11:56 Scale Out: Optimizing Data Center Connectivity 14:53 Scale Up: The Future of GPU Connectivity 23:32 The Shift from Copper to Optical Connections 26:13 Challenges and Reliability of Lasers 30:47 Understanding Co-Packaged Optics 34:17 Market Dynamics: Demand and Supply of Lasers 40:46 Emerging Technologies: Optical Circuit Switches

Semi Doped

21,842 次观看 • 5 个月前