Open-Source AI Battle, Google Throttles Meta, Micron Margins Moon | Edward Coristine & Tai Groot, Chad Rigetti, Pim de Witte, Yadin Soffer, Jack Morris, Neil Movva, Jakob Diepenbrock, Chris Altchek
TBPN
Jun 29
Open-Source AI Battle, Google Throttles Meta, Micron Margins Moon | Edward Coristine & Tai Groot, Chad Rigetti, Pim de Witte, Yadin Soffer, Jack Morris, Neil Movva, Jakob Diepenbrock, Chris Altchek
Open-Source AI Battle, Google Throttles Meta, Micron Margins Moon | Edward Coristine & Tai Groot, Chad Rigetti, Pim de Witte, Yadin Soffer, Jack Morris, Neil Movva, Jakob Diepenbrock, Chris Altchek
TBPN
Jun 29
This podcast episode covers a wide range of topics, from the open-source AI battle and its geopolitical implications to the latest in quantum computing, defense technology, and health tech. The discussion features interviews with founders and CEOs of emerging companies, including those focused on privacy, AI inference, and chronic disease management.
The episode opens with a debate on the open-source AI battle, focusing on China's GLM 5.2 model and its implications for national security. It then covers Google throttling Meta's access to AI capacity and Comcast's planned split. Key interviews include Edward Gorberstein on Ramparts, a local-first privacy model; Chad Rigetti on quantum-accelerated AI servers; and Pim de Witte on training AI with video game footage. Yadin Sofer discusses subterranean defense technology, while Jack Morris presents Engram's AI for workflow learning. Neil Movva highlights efficient inference for background AI agents, and Jakob Diepenbrock details his $30 million hard tech fund. Chris Altchek concludes with Cadence's remote patient monitoring platform, which has saved Medicare millions by preventing hospitalizations.
00:00
00:00
China resetting the AI race
02:21
02:21
Open-source AI models spark geopolitical debates.
17:22
17:22
Distilled models generalize worse despite high benchmark scores.
21:40
21:40
Google restricts Meta's access to Gemini AI capacity
30:21
30:21
Never sell your company.
34:40
34:40
Micron's profits surged due to high demand for AI memory chips
42:17
42:17
HBO cannot build a theme park because its content is R-rated.
43:04
43:04
Visitors see abundance and kindness where Americans see division.
48:18
48:18
Ramparts keeps personal data on-device for AI interactions.
1:00:52
1:00:52
Extreme fandom is a form of self-importance.
1:21:23
1:21:23
Quantum will become mainstream when it runs production workloads in data centers
1:31:45
1:31:45
Models predict actions in unforeseen environments
1:39:28
1:39:28
Diameter is expensive while length is free.
1:42:53
1:42:53
AI that continually learns to understand users' specific contexts and workflows.
1:50:35
1:50:35
Background tasks will dominate this year.
1:54:34
1:54:34
Raising a $30 million fund for hard tech.
2:14:12
2:14:12
AI is used to deliver clinical care, not replace people.
2:14:40
2:14:40
Don't pull out your phone to show something in conversation.
