Topic signal
Infrastructure signals across chips, memory, data centers, model platforms, and AI deployment.
Dylan Patel, founder of SemiAnalysis, argues the biggest gains in AI don't come from faster chips, they come from software-hardware co-design. Optimizing the model, the kernels, a…
(0:00) Gavin Baker and Travis Kalanick join the show! (1:05) Mamdani-endorsed socialists sweep congressional primaries in NYC (22:51) Future of the Democratic Party, the Israel is…
South Korea’s stock market has surged about 200% year-on-year, powered by retail investors chasing an artificial intelligence-fueled chip rally. But with extreme volatility and a…
Every technology cycle changes data center architecture and the AI revolution is no exception. Most of the news today is about compute,…
Dan Biderman and Jessy Lin, co-founders of Engram, are building a neolab around memory and continual learning, which they call two sides of the same coin. Their contrarian premise…
(Corrects reference to 16-square-kilometer solar array at 3:26 in video originally published on June 15). “Data centers in space” may sound like science fiction, but as the SpaceX…
Jensen Huang, founder and CEO of NVIDIA, makes the case that computing is undergoing its biggest shift in 60 years: from retrieval, where data centers store files we look up, to g…
Brain-computer interfaces could dramatically alter how humans interact with technology. Today, startups around the world are racing to get their devices approved for commercial us…
Sarah Wang speaks with Exa cofounder and CEO Will Bryk about building search infrastructure for the AI era. The conversation covers Exa’s origins, why traditional search engines w…
Martin Casado speaks with George Fraser, cofounder and CEO of Fivetran, about the future of data infrastructure in the age of AI. The conversation covers Fivetran’s merger with db…
Cursor's Federico Cassano and Fireworks' Dmytro Dzhulgakov explain how they collaborated to build Composer as a specialized foundation model. The core insight: models have finite…
(0:00) Salesforce CEO Marc Benioff joins the show! (1:14) Trump-Xi summit, doing business in China as a US company, impact on Americans and the midterms (18:46) Taiwan, chips, AI…
Memory to the moon First it was power and chips, and now memory has entered the bottleneck chat: Prices for both DDR5 and DDR4 memory c…
Erin Price-Wright speaks with Turner Caldwell and Drew Baglino about what it will take to close America's critical minerals gap and modernize the power infrastructure that underpi…
At AI Ascent 2026, Anna Goldie and Azalia Mirhoseini, co-founders of Ricursive Intelligence, introduce the company and the thesis behind it: AI should design the chips that train…
Encord is building the AI-native data infrastructure for physical AI and robotics, helping the world's top AI teams create, manage, annotate, and evaluate the data that goes into…