“Compare that to a software bug where when the code runs, it does something verifiably wrong. That bug is gonna be much easier for AI to fix than the much more intangible marketing issue. And while I don't believe that that means that this sort of self-driving should be enginee...”

ConceptInfrastructure

“We are seeing the opportunities for AI-based applications to evolve and grow into a similar way that cloud-based opportunities back in the early days grew and evolved”

ConceptInfrastructure

“When you, when you talk about that kind of AI-centric approach that you're taking, With a lot of people, and we certainly are guilty of it on the show, like people here, for a long time we were talking about the latest models coming out and we were in that. And the last year i...”

ConceptInfrastructure

“Yeah, absolutely. Well, you know, maybe as a starting point, it would help to explain maybe the different, the sort of different streams of AI, right? And you sort of mentioned agentic. And so maybe I'll start there and talk because I think it helps a little bit of a frame. An...”

ConceptInfrastructure

“We think that like the lab of the future should feel like a data center, rows of server racks as densely packed as possible and also as energy efficient as possible and things like that.”

ConceptInfrastructure

“This is going to be a boring and obvious one, but like, um, there's a metric that you use to track how efficient your training runs are. Um, it's called mean flop utilization or MFU. So the GPU comes with an advertised like peak flop throughput, which is under the best situati...”

ConceptInfrastructure

“And they, they kept it at that range because smaller, um, data— because data centers aren't just about AI, they're about a lot of different things, right? They're a lot about all sorts of infrastructure. And so they didn't want to cut it off from that.”

ConceptInfrastructure

“6 in 10 enterprises cannot automatically identify the root cause across AI infrastructure domains when AI workloads fail. Why root cause is so much harder in an AI factory than in traditional enterprise IT to discover. What you're saying, we're entering a phase where AI ROI wi...”

ConceptInfrastructure

“Right. And the study that you've done, the AI Factory Reality Check, I believe it's called, you're finding that these AI factories, to use that term, but these systems are growing faster than there is ability to operate them or maintain them or—”

ConceptInfrastructure

“make sure the governance and controls that you've got built into all of your legacy infrastructure get replicated in this AI data center world”

ConceptInfrastructure

“We have seen, by the way, I mean, this is not just speculation. We do know that these models, if you ask them about Things that relate to state-sanctioned discourse. If you ask about Chinese history, the models are going to give you the Chinese history from the government's pe...”

ConceptInfrastructure

“I like that the word kajillion has now become a unit of measure on the Last Week in AI podcast. We've given up now. The economy is unmoored. Yeah. There's a lot going on here. One piece is it is absolutely true that Meta— so every company has the SpaceX, I'll call it problem o...”

ConceptInfrastructure

“By its institutional and cultural capacity to build infrastructure really, really fast. Meta has historically not been scale-pilled. It has historically not been the company that believes in superintelligence through scaling. It has historically not been the company that like ...”

ConceptInfrastructure