Topics & People

CEO of CrowdStrike, discussing the immense enterprise demand for AI-driven security tools.

CEO and co-founder of Circle, a digital currency company. He discusses the future of stablecoins, the impact of the GENIUS Act, and the role of digital money in an AI world.

A city mentioned as a prime example of where blue-collar data center workers are earning lucrative salaries.

A historical period of major industrialization that Jake Loosararian uses as an analogy for the current era, where robotics and data collection are the foundational 'steel' for the AI revolution.

A significant market for Gecko Robotics, which comprises about 30% of its business. The company's technology is used to speed up the manufacturing and maintenance of military assets like submarines and destroyers.

The foundational data sets required to train and deploy effective AI models, especially in industrial contexts where such data does not exist online and must be collected by physical means, such as robots.

The integration of artificial intelligence with robotics to perform tasks in the physical world, particularly in industrial settings for inspection, maintenance, and manufacturing.

The geopolitical and industrial competition between the United States and China for dominance in artificial intelligence technology, including chip manufacturing, model development, and energy infrastructure.

A category of extremely large AI chips developed by Cerebras Systems, containing trillions of transistors, designed to process information much faster than traditional GPUs for AI tasks.

The physical processing power required to train AI models, proposed as a natural regulatory choke point.

A successful semiconductor startup that survived a long grind to eventually hit a massive IPO.

The system of using crypto tokens to economically incentivize the building of physical decentralized networks.