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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...

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Semi Doped

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21,842 görüntüleme • 5 ay önce •via X (Twitter)

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NEW: Lumentum (NASDAQ: $LITE ) CEO Michael Hurlston on the Optics Boom How Lasers Are Transforming AI Data Centers "We're being asked by hyperscalers to deploy in millions, tens of millions of units." "You're not gonna have birds burning up as these lasers shoot data down to the Earth, right?" "Copper can't carry these signals the distances they need to go. You have more & more optics now coming into the data center." We cover: › Why AI is replacing copper with light › Birds vs. space lasers › Space lasers & the future of the internet › Why we're spending $10T moving data from kilometers to millimeters › Lumentum's 3x revenue growth in just 5 quarters › Stock went up 1000% › U.S.-China geopolitics in optical networking › The manufacturing bottlenecks facing optical infrastructure Michael Hurlston became President & CEO of Lumentum (LITE) on February 7, 2025. Fifteen months later the company reported record quarterly revenue of $808.4M, up 90% year over year, joined the Nasdaq-100, & took a $2B investment from Nvidia. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Michael Hurlston, CEO at Lumentum Holdings (00:58) Backstage with Tony Kim at RAISE Summit (01:53) What optical connectivity actually means (03:31) The $10 trillion irony of the data center build-out (05:37) Scaling up inside a data center (08:38) 3x revenue in 5 quarters (10:13) From Finisar to Synaptics to Lumentum (11:51) Why Lumentum went all-in on data centers (13:10) Why space is the next big market for optical lasers (14:06) Debunking laser myths (space vs birds) (16:40) Why copper is about to disappear from the server rack (19:00) The geopolitics of the optical supply chain (20:16) The advice that shaped Michael's path
23:56

NEW: Lumentum (NASDAQ: $LITE ) CEO Michael Hurlston on the Optics Boom How Lasers Are Transforming AI Data Centers "We're being asked by hyperscalers to deploy in millions, tens of millions of units." "You're not gonna have birds burning up as these lasers shoot data down to the Earth, right?" "Copper can't carry these signals the distances they need to go. You have more & more optics now coming into the data center." We cover: › Why AI is replacing copper with light › Birds vs. space lasers › Space lasers & the future of the internet › Why we're spending $10T moving data from kilometers to millimeters › Lumentum's 3x revenue growth in just 5 quarters › Stock went up 1000% › U.S.-China geopolitics in optical networking › The manufacturing bottlenecks facing optical infrastructure Michael Hurlston became President & CEO of Lumentum (LITE) on February 7, 2025. Fifteen months later the company reported record quarterly revenue of $808.4M, up 90% year over year, joined the Nasdaq-100, & took a $2B investment from Nvidia. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Michael Hurlston, CEO at Lumentum Holdings (00:58) Backstage with Tony Kim at RAISE Summit (01:53) What optical connectivity actually means (03:31) The $10 trillion irony of the data center build-out (05:37) Scaling up inside a data center (08:38) 3x revenue in 5 quarters (10:13) From Finisar to Synaptics to Lumentum (11:51) Why Lumentum went all-in on data centers (13:10) Why space is the next big market for optical lasers (14:06) Debunking laser myths (space vs birds) (16:40) Why copper is about to disappear from the server rack (19:00) The geopolitics of the optical supply chain (20:16) The advice that shaped Michael's path

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More good News for Intel, AI Model Trends, Future of Datacenter With Ben Bajarin and Jay Goldberg 顾忠南 Chapters (00:00) Intel's New Partnership with Tesla (03:02) Market Reactions and Implications for Intel (05:53) Google's Collaboration with Intel (08:56) The Semiconductor Market Dynamics (12:06) Valuation Discrepancies in the Semiconductor Sector (14:59) Deep Dive into Semiconductor Supply Chains (17:56) Future of Data Centers and Energy Efficiency (22:38) The Evolution of Data Center Design (31:24) AI's Impact on Software and Productivity (39:10) Token Usage and Efficiency in AI (42:35) Cost Dynamics in the Semiconductor Industry
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More good News for Intel, AI Model Trends, Future of Datacenter With Ben Bajarin and Jay Goldberg 顾忠南 Chapters (00:00) Intel's New Partnership with Tesla (03:02) Market Reactions and Implications for Intel (05:53) Google's Collaboration with Intel (08:56) The Semiconductor Market Dynamics (12:06) Valuation Discrepancies in the Semiconductor Sector (14:59) Deep Dive into Semiconductor Supply Chains (17:56) Future of Data Centers and Energy Efficiency (22:38) The Evolution of Data Center Design (31:24) AI's Impact on Software and Productivity (39:10) Token Usage and Efficiency in AI (42:35) Cost Dynamics in the Semiconductor Industry

The Circuit

17,871 görüntüleme • 4 ay önce

POET Technologies is reshaping how light and data work together with its Optical Interposer platform, making AI, data centers, and quantum computing faster and more efficient. Katie Perry sat down with CRO Raju Kankipati to discuss how POET Technologies is scaling its business, driving innovation in photonics, and powering the future of AI.
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POET Technologies is reshaping how light and data work together with its Optical Interposer platform, making AI, data centers, and quantum computing faster and more efficient. Katie Perry sat down with CRO Raju Kankipati to discuss how POET Technologies is scaling its business, driving innovation in photonics, and powering the future of AI.

Stocktwits

3,041,687 görüntüleme • 9 ay önce

Jensen Huang is investing in every photonics company he can find and the reason why tells you everything about where AI is headed (Save this). Lip-Bu Tan, the CEO of Intel says, when he looks for investment opportunities, he looks for the bottleneck and right now, the bottleneck is the interconnect, the pipes that move data between chips inside an AI data center. That is why he backed Credo Semiconductor, Astera Labs and Celestial AI on the optical side. Here is the simple version of what the interconnect bottleneck actually means. Think of an AI data center like a city, the GPUs are the buildings where all the work happens but for those buildings to function, you need roads connecting them, fast roads that can carry enormous traffic without congestion. And those roads are now the single biggest constraint on AI performance. As clusters scale to hundreds of thousands of GPUs, traditional copper wiring is hitting its physical limits and that is where this entire sector comes in. Credo Semiconductor (CRDO) is the most direct pure play on this theme, Credo makes high speed cables and optical chips that connect GPUs inside data center racks. Their revenue tripled in fiscal 2026 to $1.3 billion, growing 272% year over year at its peak and four of the world's largest hyperscalers each individually account for more than 10% of Credo's revenue. Astera Labs (ALAB) solves the connection problem between different chip types. Astera makes the PCIe and connectivity chips that manage data flow between GPUs, CPUs, and memory without errors or slowdowns. Their revenue grew 93% year over year to $308 million in Q1 2026 alone. The optical companies are where the longer-term and potentially larger opportunity lives. Copper has physical limits, you can only push electrical signals so far before the signal degrades, the heat spikes and power consumption explodes. The solution is light, fiber optic connections that move data using photons instead of electrons which is faster, cooler and far more energy efficient. Jensen Huang made this clear at Computex 2026 because copper works as long as physically possible but at greater distances and larger scale, optics takes over. Coherent (COHR) is the most established optical company in this space. Coherent makes the lasers, transceivers, and optical components at the foundation of all fiber optic communications. Nvidia signed a multibillion-dollar purchase commitment and invested $2 billion directly into the company and their customer order books are already extending out to 2028. Marvell (MRVL) is the most comprehensive bet across the entire connectivity stack. Marvell makes chips for optical networking, PCIe switching and custom AI silicon. Jensen Huang called Marvell the next trillion dollar company at Computex 2026 and backed it with a $2 billion Nvidia investment. Marvell also acquired Celestial AI, the exact company Lip-Bu Tan backed for $3.25 billion, gaining photonic fabric technology delivering 16 terabits per second of bandwidth. Lumentum (LITE), Corning (GLW), and Ciena (CIEN) round out the major public names. Lumentum received a $2 billion Nvidia investment for laser and photonics components. Corning known mostly for phone glass received $500 million from Nvidia for optical connectivity work and is up over 100% year to date. Ciena runs the optical networking systems between data centers and is seeing analyst price targets raised on the back of the AI optics boom. Every time a hyperscaler spends a billion dollars on Nvidia GPUs, the surrounding infrastructure, cables, switches, transceivers, optical components has to be upgraded to match. The smarter the GPU gets, the more the interconnect matters. Nvidia has committed at least $6.5 billion to photonics companies in the past 4 months alone and the companies building the roads between the GPUs may end up being just as valuable as the companies building the GPUs themselves. Follow me Melvin for more AI, semis and the next big market themes.
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Jensen Huang is investing in every photonics company he can find and the reason why tells you everything about where AI is headed (Save this). Lip-Bu Tan, the CEO of Intel says, when he looks for investment opportunities, he looks for the bottleneck and right now, the bottleneck is the interconnect, the pipes that move data between chips inside an AI data center. That is why he backed Credo Semiconductor, Astera Labs and Celestial AI on the optical side. Here is the simple version of what the interconnect bottleneck actually means. Think of an AI data center like a city, the GPUs are the buildings where all the work happens but for those buildings to function, you need roads connecting them, fast roads that can carry enormous traffic without congestion. And those roads are now the single biggest constraint on AI performance. As clusters scale to hundreds of thousands of GPUs, traditional copper wiring is hitting its physical limits and that is where this entire sector comes in. Credo Semiconductor (CRDO) is the most direct pure play on this theme, Credo makes high speed cables and optical chips that connect GPUs inside data center racks. Their revenue tripled in fiscal 2026 to $1.3 billion, growing 272% year over year at its peak and four of the world's largest hyperscalers each individually account for more than 10% of Credo's revenue. Astera Labs (ALAB) solves the connection problem between different chip types. Astera makes the PCIe and connectivity chips that manage data flow between GPUs, CPUs, and memory without errors or slowdowns. Their revenue grew 93% year over year to $308 million in Q1 2026 alone. The optical companies are where the longer-term and potentially larger opportunity lives. Copper has physical limits, you can only push electrical signals so far before the signal degrades, the heat spikes and power consumption explodes. The solution is light, fiber optic connections that move data using photons instead of electrons which is faster, cooler and far more energy efficient. Jensen Huang made this clear at Computex 2026 because copper works as long as physically possible but at greater distances and larger scale, optics takes over. Coherent (COHR) is the most established optical company in this space. Coherent makes the lasers, transceivers, and optical components at the foundation of all fiber optic communications. Nvidia signed a multibillion-dollar purchase commitment and invested $2 billion directly into the company and their customer order books are already extending out to 2028. Marvell (MRVL) is the most comprehensive bet across the entire connectivity stack. Marvell makes chips for optical networking, PCIe switching and custom AI silicon. Jensen Huang called Marvell the next trillion dollar company at Computex 2026 and backed it with a $2 billion Nvidia investment. Marvell also acquired Celestial AI, the exact company Lip-Bu Tan backed for $3.25 billion, gaining photonic fabric technology delivering 16 terabits per second of bandwidth. Lumentum (LITE), Corning (GLW), and Ciena (CIEN) round out the major public names. Lumentum received a $2 billion Nvidia investment for laser and photonics components. Corning known mostly for phone glass received $500 million from Nvidia for optical connectivity work and is up over 100% year to date. Ciena runs the optical networking systems between data centers and is seeing analyst price targets raised on the back of the AI optics boom. Every time a hyperscaler spends a billion dollars on Nvidia GPUs, the surrounding infrastructure, cables, switches, transceivers, optical components has to be upgraded to match. The smarter the GPU gets, the more the interconnect matters. Nvidia has committed at least $6.5 billion to photonics companies in the past 4 months alone and the companies building the roads between the GPUs may end up being just as valuable as the companies building the GPUs themselves. Follow me Melvin for more AI, semis and the next big market themes.

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Mark Jeffrey

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The intersection of crypto and AI, presented by OpenLedger Tim Copeland was joined by OpenLedger core contributor Ram in this sponsored episode to discuss the emerging intersection of decentralized AI and blockchain technology. The conversation covers OpenLedger’s infrastructure that lets users contribute proprietary data to train AI models, tokenomics, and the broader promise of creating a transparent, community-driven AI economy. OUTLINE 00:00 – Introduction 01:02 – What is Openledger? 02:27 – Data Contribution Model 08:47 – Access to Agents 15:16 – Ensuring Quality Data 19:09 – Incentive Structures 23:18 – The Role of Tokens 24:56 – The Convergence of AI and Crypto 27:53 – Competing with Centralized Systems 30:23 – Openledger's Future and Success 33:32 – Data Economy Insights 36:17 – Conclusion

The Block Media

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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 servicing challenges 02:39 Tesla FSD vs GPU reliability 05:18 Nvidia, Groq, and specialized AI chips 06:41 Cerebras and speed-first inference 09:55 xAI rumors and space compute bets 11:00 Starlink power and scaling limits 15:38 TSMC vs energy bottlenecks 27:02 Chips to China and geopolitics 30:32 Claude code and vibe coding 36:44 Meta, wearables, and the AI bull case
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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 servicing challenges 02:39 Tesla FSD vs GPU reliability 05:18 Nvidia, Groq, and specialized AI chips 06:41 Cerebras and speed-first inference 09:55 xAI rumors and space compute bets 11:00 Starlink power and scaling limits 15:38 TSMC vs energy bottlenecks 27:02 Chips to China and geopolitics 30:32 Claude code and vibe coding 36:44 Meta, wearables, and the AI bull case

TBPN

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TAO Pod EP13 is here! TAO Philosophy: Bittensor Digital Capitalism vs Bitcoin Evolution! JJ James Altucher . 00:00 Introduction to Tao and Bittensor 00:19 The US Dollar and Crypto's Role 00:51 Crypto's Investment Potential 01:09 Podcasting and Personal Motivation 04:09 Bitcoin and Market Dynamics 14:56 The Philosophy of Holding Crypto 17:26 Venture Capital and Bittensor's Potential 23:52 The Future of Currency and Technology 25:11 Open Source and Democratizing Innovation 40:47 Intrinsic Value and Market Pricing 44:16 Information Symmetry and Asset Pricing 45:59 Understanding Bitcoin Halving 49:26 Bitcoin's Evolution and Market Impact 53:32 Bittensor and Its Potential 58:19 The Future of Multi-Planetary Industry 01:10:08 The Role of Venture Capital in Innovation 01:15:32 Investment Strategies and Market Dynamics

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AI world models & why they matter... in 20 minutes. The holodeck is closer than you think, and the implications for robotics, AR/VR and content creation are staggering. In this video, I'll breakdown everything from Google Genie 3 and NVIDIA Cosmos to startups powering synthetic training data (Parallel Domain, Bifrost etc). Chapters / Time Stamps: 00:00 Introduction 00:39 Dream Worlds at 24 FPS 01:46 Painting the Third Dimension 03:03 The World Model Wars 05:27 Robot Jungle Gyms (Hybrid Approach) 08:23 Synthetic Data Revolution 11:06 Cities That Think 14:07 The Holodeck Approaches 17:49 The Rendering Stack of Reality
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AI world models & why they matter... in 20 minutes. The holodeck is closer than you think, and the implications for robotics, AR/VR and content creation are staggering. In this video, I'll breakdown everything from Google Genie 3 and NVIDIA Cosmos to startups powering synthetic training data (Parallel Domain, Bifrost etc). Chapters / Time Stamps: 00:00 Introduction 00:39 Dream Worlds at 24 FPS 01:46 Painting the Third Dimension 03:03 The World Model Wars 05:27 Robot Jungle Gyms (Hybrid Approach) 08:23 Synthetic Data Revolution 11:06 Cities That Think 14:07 The Holodeck Approaches 17:49 The Rendering Stack of Reality

Bilawal Sidhu

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A data center where compute and memory pool dynamically. Where millions of resources operate as one machine. Where architecture is defined by the needs of the workload, not the limits of connectivity. This vision of all-optical infrastructure points to a future with unprecedented scale, flexibility, and performance. Watch the closing moments from Marvell’s COMPUTEX 2026 keynote to see what’s possible. Watch the full keynote:
1:04

A data center where compute and memory pool dynamically. Where millions of resources operate as one machine. Where architecture is defined by the needs of the workload, not the limits of connectivity. This vision of all-optical infrastructure points to a future with unprecedented scale, flexibility, and performance. Watch the closing moments from Marvell’s COMPUTEX 2026 keynote to see what’s possible. Watch the full keynote:

Marvell Technology

32,573 görüntüleme • 20 gün önce

Had a great talk with Anjney Midha about why he left a16z to start AMP PBC (raised $1.3B), his early bet on Anthropic, the importance of Japan in AI, his class at Stanford and a lot more. I didn't make him cry like Harry Stebbings, but I think it was a fun conversation about the future of AI Infra. Enjoy! 00:00 Introduction to AMP and AI Infrastructure 03:07 Transition from A16Z to AMP 06:01 Understanding AMP's Role in AI Compute 08:57 The Concept of a Compute Grid 11:59 The Need for Standardization in AI Infrastructure 14:59 Education and Collaboration in AI Development 17:59 Global Perspectives on AI Infrastructure 21:03 Japan's Role in AI and Robotics 23:14 Cultural Connections: Japan and Germany 25:08 The Journey to Teaching at Stanford 26:04 Security in Infrastructure: Lessons Learned 27:50 Cybersecurity and AI: A New Frontier 29:27 The Importance of Redundancy in Cybersecurity 30:39 Investing in AI: The Anthropic Experience 32:54 Wealth Creation and Public Participation 34:06 Infrastructure Bottlenecks in AI Development 36:57 Global Perspectives on Data Centers 39:11 The Need for Education on AI Benefits 42:07 Learning from China: A Systems Approach 45:47 Conclusion: Coordinating the Western Frontier
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Had a great talk with Anjney Midha about why he left a16z to start AMP PBC (raised $1.3B), his early bet on Anthropic, the importance of Japan in AI, his class at Stanford and a lot more. I didn't make him cry like Harry Stebbings, but I think it was a fun conversation about the future of AI Infra. Enjoy! 00:00 Introduction to AMP and AI Infrastructure 03:07 Transition from A16Z to AMP 06:01 Understanding AMP's Role in AI Compute 08:57 The Concept of a Compute Grid 11:59 The Need for Standardization in AI Infrastructure 14:59 Education and Collaboration in AI Development 17:59 Global Perspectives on AI Infrastructure 21:03 Japan's Role in AI and Robotics 23:14 Cultural Connections: Japan and Germany 25:08 The Journey to Teaching at Stanford 26:04 Security in Infrastructure: Lessons Learned 27:50 Cybersecurity and AI: A New Frontier 29:27 The Importance of Redundancy in Cybersecurity 30:39 Investing in AI: The Anthropic Experience 32:54 Wealth Creation and Public Participation 34:06 Infrastructure Bottlenecks in AI Development 36:57 Global Perspectives on Data Centers 39:11 The Need for Education on AI Benefits 42:07 Learning from China: A Systems Approach 45:47 Conclusion: Coordinating the Western Frontier

Nathan Lands

28,849 görüntüleme • 4 ay 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
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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 görüntüleme • 1 yıl önce

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 Patel
32:47

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 Patel

a16z

102,487 görüntüleme • 9 ay önce

My conversation with OpenAI co-founder Greg Brockman This is the most detailed first-person account of the 72 hours after Sam Altman was fired. We also go deep on what comes next: the global race to AGI, why ChatGPT stopped showing reasoning, how much of OpenAI's own code is now written by AI ("it's hard to know what percent is not"), and the untold story of how OpenAI actually started in 2015. 00:00:00 Introduction 00:00:49 Meeting Sam Altman and Starting OpenAI 00:02:40 Building the Founding Team 00:04:25 DeepMind's Lead Over OpenAI 00:04:54 Changing OpenAI to a For-Profit Model 00:06:05 Breakthrough Moments at OpenAI 00:08:22 What Dota 2 Meant for OpenAI 00:10:04 Reasoning Versus Prediction 00:11:59 Tensions Grow at OpenAI 00:15:44 Sam Altman's Firing 00:17:49 Greg Quits OpenAI 00:19:56 Sam Explores Deal with Microsoft's Satya 00:20:28 Petition for Altman's Return 00:23:43 Ilya Sutskever Leaves OpenAI 00:24:59 Lessons Learned after Sam Ousting 00:28:22 The Thing Ilya Said that Greg Can't Forget 00:32:22 Is AI Going Parabolic? 00:33:24 How Much of OpenAI's Code is Written by AI? 00:36:21 Do AI Chatbots Tell Us What We Want to Hear? 00:38:06 The Global AI Race to Reach AGI 00:38:40 What Happens if US Doesn't Reach AGI First? 00:39:49 Are Countries Stealing AI Advancements? 00:40:38 Why ChatGPT No Longer Shows Reasoning 00:41:47 The Finite Constraints of Compute 00:43:38 On Investing Early in Data Centers 00:46:31 The Future of Data Center Specialization 00:47:52 How to Decide Whose Queries to Serve 00:49:08 OpenAI on Consumer vs Enterprise Models 00:53:05 Data Centers in Space? 01:00:56 What Should AI Regulation Look Like? 01:04:33 The Future of AI-Powered Entrepreneurship 01:04:44 AI and Job Loss 01:07:15 The Skills Young People Should Invest In 01:11:30 What Does Success Look Like For You? Full episode on X below. Also find it on: • YouTube: • Spotify: • Apple:
1:11:41

My conversation with OpenAI co-founder Greg Brockman This is the most detailed first-person account of the 72 hours after Sam Altman was fired. We also go deep on what comes next: the global race to AGI, why ChatGPT stopped showing reasoning, how much of OpenAI's own code is now written by AI ("it's hard to know what percent is not"), and the untold story of how OpenAI actually started in 2015. 00:00:00 Introduction 00:00:49 Meeting Sam Altman and Starting OpenAI 00:02:40 Building the Founding Team 00:04:25 DeepMind's Lead Over OpenAI 00:04:54 Changing OpenAI to a For-Profit Model 00:06:05 Breakthrough Moments at OpenAI 00:08:22 What Dota 2 Meant for OpenAI 00:10:04 Reasoning Versus Prediction 00:11:59 Tensions Grow at OpenAI 00:15:44 Sam Altman's Firing 00:17:49 Greg Quits OpenAI 00:19:56 Sam Explores Deal with Microsoft's Satya 00:20:28 Petition for Altman's Return 00:23:43 Ilya Sutskever Leaves OpenAI 00:24:59 Lessons Learned after Sam Ousting 00:28:22 The Thing Ilya Said that Greg Can't Forget 00:32:22 Is AI Going Parabolic? 00:33:24 How Much of OpenAI's Code is Written by AI? 00:36:21 Do AI Chatbots Tell Us What We Want to Hear? 00:38:06 The Global AI Race to Reach AGI 00:38:40 What Happens if US Doesn't Reach AGI First? 00:39:49 Are Countries Stealing AI Advancements? 00:40:38 Why ChatGPT No Longer Shows Reasoning 00:41:47 The Finite Constraints of Compute 00:43:38 On Investing Early in Data Centers 00:46:31 The Future of Data Center Specialization 00:47:52 How to Decide Whose Queries to Serve 00:49:08 OpenAI on Consumer vs Enterprise Models 00:53:05 Data Centers in Space? 01:00:56 What Should AI Regulation Look Like? 01:04:33 The Future of AI-Powered Entrepreneurship 01:04:44 AI and Job Loss 01:07:15 The Skills Young People Should Invest In 01:11:30 What Does Success Look Like For You? Full episode on X below. Also find it on: • YouTube: • Spotify: • Apple:

Shane Parrish

450,952 görüntüleme • 3 ay önce

This week on The Knowledge Project: A rare interview with Bruce Flatt, the quiet force behind 19% annual returns for 30 years, reveals the investment principles that transformed Brookfield into a $1T global powerhouse. "Our view always has been 'Buy the best.' Own the best, buy the best; continue to reinvest into the best." (00:00:54) Changes in Investing Over the Past 25 Years (00:02:50) How Private Enterprise Has Built Our Tech Infrastructure (00:05:07) Implications and Opportunities of Passive Investing (00:14:40) AI (00:19:39) Transition to Low-Carbon Energy (00:23:19) Future of Data Centers (00:25:28) De-globalization of Industry (00:27:55) Implications of Manufacturing Repatriation (00:29:06) Long-term Prospects for America (00:31:35) Changes in Real Estate (00:34:13) Approach to Risk and Debt (00:38:40) Managing Market Dislocations (00:40:22) Long-term Investing Strategy (00:42:59) History and Future of Brookfield (00:45:48) Exploration of Private Markets and Insurance (00:46:41) Investment Decision Process (00:48:34) Introduction to Annuities (00:53:10) Understanding Brookfield’s Structure (01:00:51) Focus on Downside Protection (01:02:56) Accountability in Investment Decisions (01:04:24) Understanding Investment Cycles (01:06:59) Postmortem Analysis of Investments (01:09:07) Consideration of Geopolitical Risks
1:15:17

This week on The Knowledge Project: A rare interview with Bruce Flatt, the quiet force behind 19% annual returns for 30 years, reveals the investment principles that transformed Brookfield into a $1T global powerhouse. "Our view always has been 'Buy the best.' Own the best, buy the best; continue to reinvest into the best." (00:00:54) Changes in Investing Over the Past 25 Years (00:02:50) How Private Enterprise Has Built Our Tech Infrastructure (00:05:07) Implications and Opportunities of Passive Investing (00:14:40) AI (00:19:39) Transition to Low-Carbon Energy (00:23:19) Future of Data Centers (00:25:28) De-globalization of Industry (00:27:55) Implications of Manufacturing Repatriation (00:29:06) Long-term Prospects for America (00:31:35) Changes in Real Estate (00:34:13) Approach to Risk and Debt (00:38:40) Managing Market Dislocations (00:40:22) Long-term Investing Strategy (00:42:59) History and Future of Brookfield (00:45:48) Exploration of Private Markets and Insurance (00:46:41) Investment Decision Process (00:48:34) Introduction to Annuities (00:53:10) Understanding Brookfield’s Structure (01:00:51) Focus on Downside Protection (01:02:56) Accountability in Investment Decisions (01:04:24) Understanding Investment Cycles (01:06:59) Postmortem Analysis of Investments (01:09:07) Consideration of Geopolitical Risks

The Knowledge Project

453,197 görüntüleme • 1 yıl önce

Special edition of The Six Five Podcast, live and in-studio, celebrating 100,000 YouTube subscribers. On Episode 290, Patrick Moorhead and Daniel Newman dig into what’s really driving (and constraining) the next phase of tech. From Apple’s AI crossroads and its Gemini partnership with Google, to OpenAI’s $10B Cerebras deal, and the intensifying AI silicon chip landscape, they unpack the real signals for enterprise AI ROI, bottlenecks, and share 2026 predictions. 00:00:22 - Opening & 100K Subscriber Celebration 00:03:34 - Montage: Pod Memories & Notable Guests 00:08:04 - Apple, Google, and the AI Race (The Decode) 00:14:16 - AI Chip Wars: OpenAI, Cerberus, Nvidia & Heterogeneous Computing (The Decode) 00:18:34 - Data Center Boom, Energy Constraints & U.S. vs. China (The Decode) 00:24:23 - Meta Layoffs, Wearables, and Future of XR (The Decode) 00:26:03 - China/PRC: Nvidia H200 Ban & Tech Sovereignty Rumors (The Decode) 00:28:43 - Live Debate Custom vs. Merchant Silicon, Google, Apple (The Flip) 00:41:48 - TSMC Earnings, AI Ecosystem, & Chip Market Trends (Bulls & Bears) 00:52:15 - Infosys, GSIs, and the AI Implementation Curve (Bulls & Bears) 100:53:49 - 2026 Tech Predictions (Bulls & Bears)
47:05

Special edition of The Six Five Podcast, live and in-studio, celebrating 100,000 YouTube subscribers. On Episode 290, Patrick Moorhead and Daniel Newman dig into what’s really driving (and constraining) the next phase of tech. From Apple’s AI crossroads and its Gemini partnership with Google, to OpenAI’s $10B Cerebras deal, and the intensifying AI silicon chip landscape, they unpack the real signals for enterprise AI ROI, bottlenecks, and share 2026 predictions. 00:00:22 - Opening & 100K Subscriber Celebration 00:03:34 - Montage: Pod Memories & Notable Guests 00:08:04 - Apple, Google, and the AI Race (The Decode) 00:14:16 - AI Chip Wars: OpenAI, Cerberus, Nvidia & Heterogeneous Computing (The Decode) 00:18:34 - Data Center Boom, Energy Constraints & U.S. vs. China (The Decode) 00:24:23 - Meta Layoffs, Wearables, and Future of XR (The Decode) 00:26:03 - China/PRC: Nvidia H200 Ban & Tech Sovereignty Rumors (The Decode) 00:28:43 - Live Debate Custom vs. Merchant Silicon, Google, Apple (The Flip) 00:41:48 - TSMC Earnings, AI Ecosystem, & Chip Market Trends (Bulls & Bears) 00:52:15 - Infosys, GSIs, and the AI Implementation Curve (Bulls & Bears) 100:53:49 - 2026 Tech Predictions (Bulls & Bears)

Six Five Media

143,550 görüntüleme • 6 ay önce

We've got a podcast! In our first episode, Ege, Tamay and Jaime dig into: • What they expect AI to look like by 2030 • Why economists are underestimating the likelihood of explosive growth • The startling regularity in technological trends like Moore's Law • Moravec’s paradox, and how we might overcome it And more more! Timestamps: 00:00:00 Preview 00:00:37 What is Epoch AI? 00:02:32 Scaling Laws 00:08:43 Key Drivers 00:19:20 End of the Decade Predictions 00:21:18 Bottlenecks: Power 00:27:59 Bottlenecks: GPUs 00:32:07 Bottlenecks: Data 00:45:37 Bottlenecks: Latency 00:56:18 Bottlenecks: Failure Rates 01:03:55 AI Investment 01:07:11 Automation 01:12:10 Benchmarks & Moravec’s Paradox 01:19:45 Economic Impact 01:45:48 Open Questions & Takeaways
2:02:21

We've got a podcast! In our first episode, Ege, Tamay and Jaime dig into: • What they expect AI to look like by 2030 • Why economists are underestimating the likelihood of explosive growth • The startling regularity in technological trends like Moore's Law • Moravec’s paradox, and how we might overcome it And more more! Timestamps: 00:00:00 Preview 00:00:37 What is Epoch AI? 00:02:32 Scaling Laws 00:08:43 Key Drivers 00:19:20 End of the Decade Predictions 00:21:18 Bottlenecks: Power 00:27:59 Bottlenecks: GPUs 00:32:07 Bottlenecks: Data 00:45:37 Bottlenecks: Latency 00:56:18 Bottlenecks: Failure Rates 01:03:55 AI Investment 01:07:11 Automation 01:12:10 Benchmarks & Moravec’s Paradox 01:19:45 Economic Impact 01:45:48 Open Questions & Takeaways

Epoch AI

152,591 görüntüleme • 1 yıl önce

BREAKING: AI has eaten the Internet. Data labeling is so over. & $30 trillion of human work is on the verge of automation. Inside The $2.2B AI Research Accelerator, Turing Founder & CEO, Jonathan Siddharth (), joins Sourcery to break down the severe power shift in AI training: from commodity data labeling → expert research Positioning Turing apart from AI data providers like Scale AI, Mercor, & Surge. (00:00) AI Ate The Internet (00:49) Training Superintelligence: the race to AGI (02:31) Viral tweet (03:24) What Turing actually does (04:43) The internet data is “used up” — where will new data come from? (05:34) Four pillars of superintelligence: multimodality, reasoning, tool use, coding (06:07) Automating $30T of global knowledge work (09:18) The $1B revenue opportunity (10:59) Why Turing is a research-first accelerator, not a data labeler (13:45) Jonathan’s Stanford AI Lab roots & founding DNA (17:57) How models are built: pre-training vs. post-training (20:14) RLHF, reinforcement learning, & “breaking the models” (25:19) GPT-5 and the myth of rapid takeoff (30:46) Safety debates and human-in-the-loop systems (34:53) Closing Enterprise Gap: finance, insurance, & pharma (39:23) Why proprietary enterprise data is the next moat in AI
49:29

BREAKING: AI has eaten the Internet. Data labeling is so over. & $30 trillion of human work is on the verge of automation. Inside The $2.2B AI Research Accelerator, Turing Founder & CEO, Jonathan Siddharth (), joins Sourcery to break down the severe power shift in AI training: from commodity data labeling → expert research Positioning Turing apart from AI data providers like Scale AI, Mercor, & Surge. (00:00) AI Ate The Internet (00:49) Training Superintelligence: the race to AGI (02:31) Viral tweet (03:24) What Turing actually does (04:43) The internet data is “used up” — where will new data come from? (05:34) Four pillars of superintelligence: multimodality, reasoning, tool use, coding (06:07) Automating $30T of global knowledge work (09:18) The $1B revenue opportunity (10:59) Why Turing is a research-first accelerator, not a data labeler (13:45) Jonathan’s Stanford AI Lab roots & founding DNA (17:57) How models are built: pre-training vs. post-training (20:14) RLHF, reinforcement learning, & “breaking the models” (25:19) GPT-5 and the myth of rapid takeoff (30:46) Safety debates and human-in-the-loop systems (34:53) Closing Enterprise Gap: finance, insurance, & pharma (39:23) Why proprietary enterprise data is the next moat in AI

Molly O’Shea

70,007 görüntüleme • 10 ay önce