Jun 18, 2026

Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan

Intel CEO Lip Bu Tan shares his strategic vision for turning around the tech giant, focusing on cultural transformation, strengthening the balance sheet with key investments (including the US government and Nvidia), and driving innovation in foundry, advanced packaging, and new materials. He discusses collaborations like Terafab with Elon Musk, the profound impact of AI on the semiconductor supply chain, and his investment philosophy for the evolving industry, aiming to position Intel for agentic and physical AI at the edge and client, not just centralized compute.

May 15, 2026

Tokenmaxxing vs AI Hardware Bottlenecks — with Jon Krohn (@JonKrohnLearns)

While the 'tokenmaxxing' trend grows, the AI industry faces severe physical infrastructure bottlenecks. This summary explores the four key constraints choking AI compute: GPU packaging (CoWoS), high-bandwidth memory (HBM), the surprising surge in CPU demand from agentic AI, and critical electricity shortages, revealing how these challenges are shaping the future of AI development.

May 13, 2026

The Founders Who Left Tesla to Rebuild America | a16z

Erin Price-Wright, Turner Caldwell (Mariana Minerals), and Drew Baglino (Heron Power) discuss closing America's critical minerals gap and modernizing the power grid for the AI economy. They cover how automation, reinforcement learning, and lessons from Tesla can accelerate mining, refining, and grid infrastructure development to compete with China and enable re-industrialization.

May 01, 2026

Baseten CEO Tuhin Srivastava on Custom Models, and Building the Inference Cloud

Baseten CEO Tuhin Srivastava discusses the explosive growth in AI inference, driven by the adoption of specialized and post-trained open-source models. He covers the strategic importance of owning the software layer on top of compute, navigating the severe GPU supply crunch with a multi-cloud fabric, the evolving landscape of AI workloads, and the operational lessons learned from scaling 30x in one year.

Apr 15, 2026

Jensen Huang – Will Nvidia’s moat persist?

Nvidia CEO Jensen Huang discusses the company's core strategy, which he defines as transforming electrons into tokens by orchestrating a vast supply chain. He details how Nvidia's true moat lies in its ecosystem and its ability to manage supply bottlenecks. Huang contrasts Nvidia's versatile 'accelerated computing' platform with competitors like TPUs, arguing programmability via CUDA is key to AI innovation. He also presents a strong case against broad AI chip export controls on China, warning it could backfire by forcing the creation of a competing tech stack. Finally, he explains why Nvidia invests in the ecosystem rather than becoming a hyperscaler itself.

Feb 25, 2026

Exploits of public-facing apps are surging. Why?

A deep dive into the 2026 IBM X-Force Threat Intelligence Index, exploring the shift to exploiting public-facing applications, the rise of AI agent-related threats, critical AI infrastructure flaws, and the need for a more human-centric approach to threat intelligence.