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23:57ENChips, Agents and a Reckoning: Sarah Guo and Elad Gil on the 2023 AI Boom主持 Sarah Guo, Elad GilThe hosts answer listener questions on the GPU crunch, how soon enterprises will ship AI products, how to build agents, and what 2024 holds for tech valuations.
36:05ENContracts, Not Chips, Are the Collateral: How the AI Compute Buildout Gets Financed主持 Sarah Guo, Elad GilMagnetar's Neil Tiwari explains the debt structures behind GPU clouds, why power and steel now limit the buildout, and why he thinks the selloff in software is overdone.
31:46ENWhy Rivian Threw Out Its First Self-Driving Stack and Built Its Own Brain主持 Sarah Guo, Elad GilRivian founder RJ Scaringe explains the neural-net reset, in-house chips, software-defined architecture and the mass-market R2 bet.









