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29:09ENThe Hyperscalers Are Spending $200 Billion — and the Next Bottleneck Is a Power PlantModeration: Sarah Guo, Elad GilSarah Guo and Elad Gil walk through music models, on-device LLMs, long context, and why AI capex now sits beside oil and broadband.
26:02ENMoore’s Law Is Not Dead—It Is a Cascade of S-CurvesModeration: Lex FridmanJim Keller explains why transistor scaling keeps outrunning its obituary, and how exponential hardware changes the mathematics AI can attempt.








