Nvidia CTO Michael Kagan explains how the Mellanox acquisition was key to scaling AI infrastructure from single GPUs to million-GPU data centers. He covers the critical role of networking in system performance, the shift from training to inference workloads, and his vision for AI's future in scientific discovery.
Anthropic's team discusses Claude for Financial Services, an agentic AI solution designed to transform financial workflows. They explore how Claude's core strengths in coding and reasoning are applied to tasks like real-time data analysis and generating investor-ready reports, highlighting practical customer examples and future developments.
Co-founders Albert Gozzi and Santiago Perez De Rosso of Aleph discuss their journey building an AI-native FP&A platform. They share insights on their first-principles approach of meeting finance teams in spreadsheets, achieving rapid time-to-value, and the early challenges of building a horizontal product. The conversation covers their YC experience, scaling to a $29M Series B, and their vision for the future of finance powered by pragmatic, accuracy-focused AI.
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.
Chip Huyen, an AI expert and author of 'AI Engineering', explains the realities of building successful AI applications. She covers the nuances of model training, the critical role of data quality in RAG systems, the mechanics of RLHF, and why the future of AI improvement lies in post-training, system-level thinking, and solving UX problems rather than just chasing the newest models.