Aug 18, 2026

Elon's Former Battery Chief on Making Transformers 100x Smaller | Drew Baglino, Heron Power

Drew Baglino, former Tesla Powertrain & Energy head and now CEO of Heron Power, reveals why the current electricity grid is inadequate for the explosive growth of AI data centers. He explains how Heron Power's wideband gap power semiconductors will revolutionize grid-to-chip infrastructure, cutting power losses by half, shrinking massive transformers by 100x, and transforming data centers into grid-positive assets for a more efficient and sustainable energy future.

Aug 08, 2026

CAN CHINA BEAT WAYMO?

This episode discusses three critical topics in AI: the true nature of recent AI agent "breakouts," arguing they highlight governance and security flaws rather than model danger; the role of AGI narratives in fueling the current AI investment bubble and questioning its sustainability; and China's aggressive strategy in the global robotaxi market, potentially outpacing Western counterparts like Waymo.