Mar 19, 2026

One Size Fits None: How Platform Engineering Must Evolve • William Rizzo & Colin Griffin • GOTO 2026

Colin Griffin and William Rizzo discuss the future of platform engineering, emphasizing the need to move beyond one-size-fits-all frameworks. They explore how different industries like fintech, telco, and automotive require tailored platforms due to unique regulatory and business challenges. The conversation highlights the growing pressure to link platform investments to clear business outcomes and details the infrastructure reckoning caused by large-scale GPU investments for AI, which brings hardware and network orchestration to the forefront.

Mar 17, 2026

Greetings, Earthlings: Philip Johnston of Starcloud on Data Centers in Space

Philip Johnston of Starcloud argues that space will become the primary location for AI compute within a decade. He explains how plummeting launch costs, superior solar energy economics in orbit, and the physics of heat dissipation will soon make space-based data centers cheaper and more scalable than their terrestrial counterparts, predicting a future where nearly a trillion dollars in annual CapEx shifts to space.

Mar 12, 2026

The Future of Search: Agents, RAG, and Why Retrieval Still Matters — Simon Eskildsen, Turbopuffer

Simon Hørup Eskildsen, founder of turbopuffer, shares his journey from scaling Shopify's infrastructure to creating a new search engine for the AI era. He discusses how a prohibitively expensive experiment at Readwise inspired him to build a cost-effective vector search solution based on object storage and NVMe. Eskildsen breaks down turbopuffer's architecture, its role in cutting costs for companies like Cursor and Notion, his philosophy on building a 'P99' engineering team, and how agentic workloads are changing the future of retrieval.

Feb 26, 2026

Dylan Patel Explains the AI War While Cooking | In-Context Cooking

Dylan Patel of SemiAnalysis discusses the AI arms race, highlighting the massive $200B+ hyperscaler capex, the true semiconductor bottlenecks shifting from data centers back to fabs, the geopolitical chess game surrounding Taiwan and TSMC, and Nvidia's strategic battle against vertical integration.

Feb 26, 2026

How Capital is Powering the AI Infrastructure Buildout with Magnetar Capital's Neil Tiwari

Neil Tiwari of Magnetar Capital explains the creative debt structures and financial innovations fueling the multi-trillion dollar AI infrastructure buildout. He debunks the myths around GPU collateral, revealing that the real security lies in contracted cash flows from investment-grade partners, and details how the industry's bottlenecks are shifting from chips to power distribution, steel, and specialized labor.

Feb 19, 2026

Fast & Asynchronous: Drift Your AI, Not Your GPU Bill // Artem Yushkovskiy

Delivery Hero presents "Asya", an open-source framework that replaces traditional AI pipelines with a distributed, asynchronous actor model. This paradigm shift dramatically lowers GPU costs and improves scalability by treating each processing step as an independent, auto-scaling microservice on Kubernetes.