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.

Feb 10, 2026

Speed and Scale: How Today's AI Datacenters Are Operating Through Hypergrowth

Kris Beevers, CEO of NetBox Labs, explores the hypergrowth in AI infrastructure, detailing how teams are compressing the design, build, and deployment cycle from years to months. The discussion covers the primary bottlenecks like power and logistics, the critical need for intent-driven automation, and the role of a standardized data model in managing the immense complexity from physical cabling to logical configuration.

Feb 07, 2026

The Economics of Robotaxis: Are We There Yet?

A discussion on the evolving economics of autonomous vehicles, driven by end-to-end AI, and the growing local opposition to AI data centers due to concerns over resources like water, electricity, and noise.

Jan 26, 2026

Late-Stage Investing in an AI-Driven Market

David George (General Partner, a16z) discusses how AI is fundamentally reshaping late-stage private markets. He covers the unprecedented scale of infrastructure investment, evolving business models and monetization strategies, why AI-native companies are staying private longer, and how this new paradigm changes the calculus for durability, value creation, and long-term growth.

Jan 06, 2026

Inside the $41B AI Cloud Challenging Big Tech | CoreWeave SVP

Corey Sanders, SVP of Product at CoreWeave, explains why the unique, high-stakes demands of AI workloads are driving a shift away from general-purpose clouds toward specialized "Neo Clouds." He details the specific hardware and software innovations in storage, cooling, and networking that allow CoreWeave to maximize GPU utilization and deliver superior performance, arguing that this focused approach creates a durable competitive advantage.