In this episode, Austin and Vik discuss if Intel is finally back with CPU partnerships with Google, and heterogeneous inference with SambaNova, while market cap soars above $300B. Vik tries to get his OpenClaw instance to dream every night.

Chapters

00:00 Anthropic's New Direction: Chip Development
02:30 Navigating Subscription Changes and Token Costs
05:25 Exploring Alternative AI Models
08:10 The Economics of AI: Rent vs. Buy
10:56 Intel's Resurgence and Market Dynamics
15:23 Intel's Strategic Partnerships and Market Positioning
19:37 The Role of IPUs in Modern Computing
25:08 Coexistence of x86 and ARM Architectures
29:55 Innovations in Chip Architecture and Future Prospects