Posts

Marc Andreessen and Ben Horowitz on the State of AI

Marc Andreessen and Ben Horowitz on the State of AI

A discussion with Marc Andreessen and Ben Horowitz on the true nature of AI creativity, the limitations of intelligence in leadership, why the current AI boom is not a bubble, and the coming platform shifts and geopolitical race in robotics.

No Priors Ep. 138 | The Best of 2025 (So Far) with Sarah Guo and Elad Gil

No Priors Ep. 138 | The Best of 2025 (So Far) with Sarah Guo and Elad Gil

A recap of key conversations from the No Priors podcast in 2025, featuring insights from leaders at OpenAI, Harvey, and the Center for AI Safety on topics ranging from reasoning models and spatial intelligence to the geopolitical risks of superintelligence and the human impact of AI in healthcare.

Anthropic’s TPU move and NVIDIA’s Starcloud

Anthropic’s TPU move and NVIDIA’s Starcloud

The Mixture of Experts panel discusses Anthropic's major investment in Google's TPUs for inference, debates the feasibility of insuring superintelligence, critiques OpenAI's approach to handling sensitive user conversations, and explores the futuristic concept of data centers in outer space.

Good News For Startups: Enterprise Is Bad At AI

Good News For Startups: Enterprise Is Bad At AI

A viral MIT report claimed 95% of enterprise AI projects fail. This isn't because AI doesn't work, but because large companies are ill-equipped to build it. This creates a massive opportunity for startups that can deliver functional, integrated AI solutions where enterprises and established vendors fall short.

"Is there an AI bubble?” Gavin Baker and David George

"Is there an AI bubble?” Gavin Baker and David George

Gavin Baker, CIO of Atreides Management, and David George, General Partner at a16z, provide a macro view of the AI landscape. They discuss the trillion-dollar data center buildout, compare the current AI boom to the 2000 telecom bubble, analyze the competitive dynamics in AI infrastructure between Nvidia and Google, and explore the evolving business models for AI applications and the future of SaaS.

Granite 4.0: Small AI Models, Big Efficiency

Granite 4.0: Small AI Models, Big Efficiency

IBM's Granite 4.0 models introduce a groundbreaking hybrid architecture combining Mamba-2 and Transformer blocks with a Mixture of Experts (MoE) design. This approach enables smaller models to achieve superior performance, speed, and memory efficiency, even outperforming much larger models on key enterprise tasks while running on consumer-grade hardware.