The software and systems needed to build, deploy, and monitor AI.
Trend this week
About the same4%of conversation
9 of 11 published weeks met the cross-podcast threshold.
3quoted moments3episodes3podcasts discussing this topic
A closer read
What changed
Its share rose from 3.5% to 3.5%, with evidence across 11 podcasts.
Where it showed up
It appeared in episodes including “Redefining Chip Architecture with Arm CEO Rene Haas” and “Write, Change, Recall, Forget: MongoDB's Pete Johnson on How Retrieval Drives Agent Performance”.
How to read it
3 cited episodes from 3 podcasts are shown below. The topic appeared across 11 podcasts in the full analysis.
Podcast moments from the week
3 quoted moments · 3 episodes · 3 podcasts
No Priors
Redefining Chip Architecture with Arm CEO Rene Haas
“We've just had a cascading series of things that have been the bottleneck to more compute for the AI industry. So You know, 2 years ago or so, I think it was like packaging and packaging-related items. And then eventually now people want to talk about how it's memory and thing...”
“I think it is, there's just like such a huge pot of money in the short term chasing infrastructure. And in the long term, so much margin potentially coming in on the modeling side, so much advanced warning and so much flexibility. If you overbuild your— uh I'll pause there bec...”
Monday's first guest was Zak Bratton-Glennon, a general partner at Gradient, the AI seed fund that launched inside Google in 2017 and spun out of Alphabet last October. His written thesis: open models have closed most of the gap on coding, and what remains is domain judgement ...
pair them up with AI agents, which can really read the code, understand the code, and some expertise of other more senior members of the team, and they can do a lot more than what someone could have done maybe 12 or 18 months ago.
#235: OpenAI-Hugging Face Hack Involved 100s of Agents, Bill Gates Now Pessimistic on Jobs, Nvidia Doubles Revenue & Anthropic Targets “$30 Trillion” TAM
All right, to wrap up here, we've got some AI product and funding updates I'll go through real quick as we close out the episode. So first up, OpenAI has talked through some of the first results with Jalapeño, its first custom inference chip. It says this system developed with...
Its share grew from 10.7% last week to 13.7% this week.
Share of this week’s podcast conversation
Recent weeks10.8%→This week13.7%
Came up more often than in recent weeks.
Podcast moments5 cited momentsViewClose
The Cognitive Revolution
AI:AM Highlights: Welcome to the AGI Era
Wednesday's other fight. Dean Ball, who now leads a strategy team at OpenAI, had published an essay apologising for years of understating AI risk in public. I and many of my colleagues largely failed to talk about this issue with the seriousness and urgency it required. David ...
how do you ensure that it behaves within guardrails, right? It behaves in a way that is um suitable for your enterprise, right? So, the problem of governance and assurance becomes very important.