Dec 30, 2025

953: Beyond “Agent Washing”: AI Systems That Actually Deliver ROI— with Dell’s Global CTO John Roese

John Roese, Dell's Global CTO, discusses the "agent-washing" phenomenon and how Dell achieved a $10 billion revenue boost while cutting costs through disciplined AI adoption. He introduces the concept of the "knowledge layer" as a crucial new component in AI architecture and details his 2026 predictions. These include a focus on governance, a four-part technical definition for agentic AI systems, the need for modern resiliency in AI factories, and the maturation of sovereign AI strategies.

Nov 12, 2025

Satya Nadella – How Microsoft is preparing for AGI

Satya Nadella discusses Microsoft's massive AI infrastructure build-out, the transition to AI-driven business models, and the company's multi-pronged strategy for navigating competition, in-house model development, and the geopolitical landscape of AGI.

Oct 16, 2025

Keith Rabois: Israel, OpenAI, Opendoor, and DOGE

Keith Rabois predicts a new American economic boom driven by AI, forecasting 4-6% GDP growth without inflation. He discusses the rise of sovereign AI, OpenAI's dominance as a multi-trillion dollar company, Google's existential threat, and the strategic challenges facing Microsoft, Meta, and Apple in the new AI paradigm.

Oct 03, 2025

Building Data Centers for GPU Clouds

Craig Tavares, COO of Buzz HPC, provides an in-depth look at the complexities of building and scaling GPU cloud infrastructure for AI. He covers the critical role of renewable energy and strategic location, the evolution of data center design to handle extreme power densities, the importance of a strong partnership with NVIDIA, and the rise of sovereign mandates shaping the future of AI cloud services.