Topics & People

A sleep technology company that sponsors the podcast.

The bottleneck in AI computing related to memory and storage supply.

A platform providing infrastructure and access to secondary market trading for private companies.

Apple desktop computer proposed as a local home AI server.

An AI agent product that competes with OpenClaw, part of a larger trend of companies trying to create proprietary agentic systems.

Agentic browsing tool developed by Perplexity.

Co-CEO and co-founder of IREN.

CEO of Mistral AI.

CEO of Perplexity.

CEO of Coreweave.

Data center operator originally focused on Bitcoin, now pivoting to AI compute.

The application of AI to represent and understand genes, proteins, and cells.