OpenAI CFO Sarah Friar and investor Vinod Khosla discuss the immense demand for AI compute, debunking the 'bubble' narrative by highlighting real-world productivity gains. They explore the future of agents, AI in healthcare, enterprise adoption, and the transformative potential of robotics on the global economy.
A discussion on the evolving cybersecurity landscape, covering the persistent threat of ransomware gangs adapting with AI, the critical failures in identity security highlighted by the Zestix case, the emergence of AI agents as a new class of insider threats, and the physical-world risks demonstrated by hacking humanoid robots.
NVIDIA CEO Jensen Huang discusses the state of AI as we begin 2026, covering rapid improvements in reasoning, the profitability of inference, why AI will increase productivity without taking jobs, the future of robotics, the importance of open source, and which sectors are poised for their 'ChatGPT moment'.
Drawing surprising parallels between AI agents and robotics, this talk argues that the agent development community is repeating a key mistake from the self-driving industry: underestimating the difficulty of action and over-focusing on reasoning. It covers essential robotics concepts like DAgger, MDPs, simulation, and the critical importance of a robust offline infrastructure, explaining why perfect reasoning doesn't guarantee successful execution in the real world.
Tony Zhao and Cheng Chi, co-founders of Sunday Robotics, discuss the state of AI robotics, framing it as being between a "GPT moment" (the core technology is known) and a "ChatGPT moment" (a scalable consumer product). They detail the key research, data collection innovations, and full-stack engineering required to build Memo, their general-purpose home robot designed to free humanity from chores.
Dr. Fei-Fei Li discusses the history of AI, from the creation of ImageNet that sparked the deep learning revolution to the future of AI with spatial intelligence and world models. She introduces 'Marble', the first large world model, and explains its potential to unlock new frontiers in robotics, virtual production, and scientific discovery, all while emphasizing a human-centered approach to technological advancement.