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'.
![The Algorithm That IS The Scientific Method [Dr. Jeff Beck]](https://img.youtube.com/vi/9suqiofCiwM/maxresdefault.jpg)
Dr. Jeff Beck argues that the future of AI lies not in scaling up large language models, but in building systems that mirror the brain's approach to understanding the world. He posits that true intelligence is grounded in physics and object-centered models, not language. Beck's vision involves creating AI composed of numerous small, modular models—much like a video game engine—that can be dynamically combined, updated through continual learning, and understand the world through causal relationships and forces. This approach, he claims, will solve key challenges in generalization, robotics, and alignment by enabling machines to 'know what they don't know' and reason about the physical world in a way that is fundamentally similar to humans.
Nikolaus West, CEO of Rerun, explains how their data logging and visualization platform, built on an Entity Component System (ECS) inspired by gaming, is unlocking new capabilities in physical AI. He discusses the rapid progress in robot manipulation through imitation learning, the gap between impressive demos and real-world products, and the critical need for better data tooling to handle complex, multi-rate sensor data in robotics and AR/VR.
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.