Satya Nadella discusses Microsoft's massive AI infrastructure build-out, the transition to AI-driven business models, and the company's multi-pronged strategy for navigating competition, in-house model development, and the geopolitical landscape of AGI.
Adam D’Angelo (Quora/Poe) and Amjad Masad (Replit) debate the future of AI. They clash on whether LLMs are hitting limits, the timeline to AGI, and the societal impact of automating entry-level jobs while expert roles remain, potentially creating a "missing middle" in the workforce.
Sam Altman and Yakob present OpenAI's updated strategy, detailing a concrete research roadmap towards an automated AI researcher by 2028, a vision for an open AI platform, and massive infrastructure plans totaling $1.4 trillion. They also introduce a new corporate structure with a non-profit foundation focused on using AI to cure diseases and build AI resilience.
A discussion on OpenAI's new browser ChatGPT Atlas, Andrej Karpathy's pessimistic timeline for AI agents, the DeepSeek-OCR paper on visual context compression, and a study suggesting large language models can suffer from "brain rot" when trained on low-quality social media data.
Amjad Masad, founder of Replit, joins a16z to discuss the rise of AI agents that can now plan, reason, and code for hours. He explains how reinforcement learning and verification loops unlocked long-horizon reasoning, why AI is advancing fastest in verifiable domains like code, and debates whether "good enough" AI might be a local maximum that blocks the path to AGI.
OpenAI's Sam Altman and Greg Brockman, alongside Broadcom’s Hock Tan and Charlie Kawwas, announce a strategic partnership to co-design custom AI chips and vertically integrated systems. This collaboration aims to build the next generation of AI infrastructure, starting with a 10-gigawatt deployment, to meet the world's soaring demand for intelligence.