Supply chain

Jensen Huang – Will Nvidia’s moat persist?

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.

Exploits of public-facing apps are surging. Why?

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.

OpenClaw and Claude Opus 4.6: Where is AI agent security headed?

OpenClaw and Claude Opus 4.6: Where is AI agent security headed?

A panel of cybersecurity experts discusses the security risks of the rapid adoption of AI agents, the "move fast and break things" development culture, the lessons from the Notepad++ supply chain breach, and the professionalization of ransomware by groups like DragonForce.

Speed and Scale: How Today's AI Datacenters Are Operating Through Hypergrowth

Speed and Scale: How Today's AI Datacenters Are Operating Through Hypergrowth

Kris Beevers, CEO of NetBox Labs, explores the hypergrowth in AI infrastructure, detailing how teams are compressing the design, build, and deployment cycle from years to months. The discussion covers the primary bottlenecks like power and logistics, the critical need for intent-driven automation, and the role of a standardized data model in managing the immense complexity from physical cabling to logical configuration.

Moonshot Podcast Deep Dive: Emily Ma on Solving Food Waste

Moonshot Podcast Deep Dive: Emily Ma on Solving Food Waste

In a discussion with Astro Teller, Emily Ma from X (formerly Google X) delves into the multifaceted problem of food waste and the moonshot projects developed to tackle it. They explore Project Delta, an initiative that created an "air traffic control" system for surplus food, and Project Chorus, a broader supply chain moonshot designed to give every object a voice through advanced sensors and software.

How AI Will Reshape The Economy In 2026 (a16z Big Ideas)

How AI Will Reshape The Economy In 2026 (a16z Big Ideas)

Experts from a16z outline three transformative ideas for 2026. Ryan McEntush discusses the rise of the 'electro-industrial stack' and the critical need for the U.S. to build a supportive industrial ecosystem. Angela Strange explains why financial services are at a tipping point, with AI-native platforms set to replace legacy systems, unify data, and create 10x winners. Sarah Wang predicts the emergence of a 'dynamic agent layer' that will overtake traditional systems of record by collapsing the gap between user intent and execution.