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1:13:26ENNaveen Rao on Energy, AI Hardware, Verification and the Future of RoboticsGuest Naveen Rao · Host 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 EconomicsGuest Chase Lochmiller · Host 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 GrowthGuest Thomas Sohmers · Host 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.
1:29:35ENFred Turner on Curative’s Pandemic Pivot, Health Insurance and AI AutomationGuest Fred Turner · Host Harry StebbingsCurative’s CEO recounts building a COVID testing operation, moving into health insurance and using AI agents across the company’s workflows.
1:06:10ENK. R. Sridhar on Distributed Power, AI Demand and Energy AccessGuest K. R. Sridhar · Host Harry StebbingsBloom Energy’s CEO discusses data-center power, manufacturing, natural gas and his vision for broader electricity access.
32:22ENDemis Hassabis on AGI, Scientific Discovery and the Challenges AheadGuest Demis Hassabis · Host Harry StebbingsThe Google DeepMind CEO discusses compute, continual learning, safety standards and his hopes for AI in science, medicine and energy.
1:06:10ENFuse CEO Alan Chang on Revolut, Energy and Building at SpeedGuest Alan Chang · Host Harry StebbingsChang discusses his management approach, energy policy and Fuse’s growth while Harry Stebbings challenges several of his assumptions.
2:36:55ENOne Second of Fuel: David Kirtley on Fusion Power by 2028Guest David Kirtley · Host 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 WaterGuest Dennis Whyte · Host 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.







