Harneet Kaur, founder and CEO of Axim Intelligence and a former distressed credit investor, tests whether frontier models can reason about a live distressed situation, iHeartMedia. Two top models disagreed sharply on the odds of bankruptcy, but a layered reasoning process brought them to the same answer, raising the question of whether agreement is the same as being right.
Carmen Li, CEO of Compute Exchange and Silicon Data, makes the case for treating GPU procurement like exchange trading. She covers the neutral, verified marketplace model, its reserved, forward, token and secondary server products, and the RFQ routing system. She then examines Silicon Data's forward curves for H100 and B200, the market's expectation of rising prices, and how used GPUs are holding value well above standard depreciation.
Evan Conrad explains how San Francisco Compute went from an AI lab forced to sublease its own GPU cluster to an operator of supercomputers and a market for compute. He lays out the chain of risks facing new labs and inference companies, from sold-out capacity and oversized deposits to late, broken clusters and unpredictable demand, and argues that these form one credit-driven risk problem that a working compute market must solve.
Erik Bernhardsson, CEO of Modal, traces his path from building Spotify's recommendation system to founding a serverless GPU cloud, and explains how Modal aggregates demand, secures GPU capacity, weighs renting against owning, and sees agent sandboxes becoming a major product line.
Intel's leadership walks through how advanced process nodes are brought to volume, from yield learning and the lessons of 10nm to the shift from planar transistors to gate-all-around, High-NA EUV, backside power, and CFET. The discussion widens to the chip-to-chip bottleneck that hybrid bonding targets, the supply limits on EUV tooling as AI compute demand grows, and the economics that make foundry scale decisive.
Alex Danilowicz, co-founder of Magic Patterns (YC W23), walks through the company's origin as an attempt to make design accessible to front-end engineers and non-designers, demos the new MagicOS canvas and its MCP integration with coding agents, and reviews several AI-built startup landing pages to explain what makes a site feel vibe coded and how to make AI-generated design more intentional.