The panel discusses the shifting AI hardware landscape as Oracle and OpenAI bet on AMD, challenging Nvidia's dominance. They also analyze a US government report on the risks of the DeepSeek model, debate the viability of Reflection AI's new $2B open-source venture, and dissect the story of a VC fund replacing analysts with AI agents.
Sam Altman discusses OpenAI's strategy, the path to AGI through world models like Sora, the importance of societal co-evolution with AI, and the massive infrastructure and energy requirements for future models. He covers topics from AI safety and regulation to monetization and the future of scientific discovery driven by AI.
Dr. Ilia Shumailov, former DeepMind AI Security Researcher, explains why traditional security fails for AI agents. He details the unique threat model of agents, the dangers of supply chain attacks and architectural backdoors, and proposes a system-level solution called CAML to enforce security policies by design, separating model reasoning from data execution.
Anthropic's Head of Pre-training, Nick Joseph, details the immense engineering and infrastructure challenges behind training frontier models like Claude. He covers the evolution from early-stage custom frameworks to debugging hardware at massive scale, balancing pre-training with RL, and the strategic importance of data quality and team composition.
The panel discusses NVIDIA's $100 billion investment in OpenAI, analyzing the trend towards vertically integrated AI 'tribes'. They also explore the rise of specialized open-source models like Tongyi DeepResearch, Google's new AP2 agent protocol for secure e-commerce, the ongoing debate on AI existential risk, and Apple's practical approach to wearable AI with the new real-time translation feature in AirPods.
Dr. Sarah Gebauer presents a clinical framework for deploying AI agents in healthcare, drawing a powerful analogy between AI agents and medical residents. She outlines the critical risks, validation strategies, and post-deployment monitoring required to make agents useful, safe, and credible in high-stakes clinical environments.