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1:13:26ENNaveen Rao on Energy, AI Hardware, Verification and the Future of RoboticsGast: Naveen Rao · Moderation: Harry StebbingsThe Unconventional AI founder argues that energy efficiency will shape AI hardware, while the growing volume of model output makes verification more valuable.
1:05:01ENChase Lochmiller on AI Data Centers, Energy and GPU EconomicsGast: Chase Lochmiller · Moderation: Harry StebbingsCrusoe’s CEO discusses the constraints on AI infrastructure, the economics of GPU capacity and his company’s approach to energy and managed inference.
1:19:54ENThomas Sohmers on AI Inference, Memory and Data-Center GrowthGast: Thomas Sohmers · Moderation: Harry StebbingsPositron’s co-founder discusses the engineering economics of inference, his views on AI infrastructure and regulation, and the risks he sees in financing and concentration.
2:36:55ENOne Second of Fuel: David Kirtley on Fusion Power by 2028Gast: David Kirtley · Moderation: Lex FridmanThe Helion Energy CEO walks Lex Fridman from 1958 theta pinches to a Microsoft contract that wants first electrons on the grid in 2028.
3:08:07ENA Hundred Million Degrees, Less Energy Than Boiling WaterGast: Dennis Whyte · Moderation: Lex FridmanMIT fusion director Dennis Whyte walks Lex Fridman from E=mc² and the strong force to why a star-hot plasma is, paradoxically, one of the safer ways to make electricity.
4:11:06ENThe climate problem is real. The 12-year asteroid story is not.Moderation: Lex FridmanBjørn Lomborg and Andrew Revkin tell Lex Fridman why vulnerability, cheaper tons of carbon, and energy innovation matter more than apocalyptic deadlines.








