Naveen Rao: 4D Computing, AI's Energy Wall & Beating Biology

All-In Podcast

  • Sep 21, 2026
  • 22:35
  • Full Episode

(0:00) Welcome Naveen Rao (4:45) Is energy really the problem? The cost of a token, power contracts & the gap to close (10:24) Cutting out the middleman: abstractions, dynamical systems & a new kind of machine (19:40) Chamath joins: the path to product, porting existing models & building the team

Thanks to our partners for making this possible!

IREN is a vertically integrated AI Cloud platform, delivering data centers, compute and software for AI training and inference. https://iren.com/

Oracle connects the data, applications, and infrastructure that turn AI into business outcomes—with the flexibility, choice, and control to optimize as AI evolves. http://oracle.com/ai EY helps tech innovators scale from startup to exit to megacap. You build the future. We’ll handle the rest. http://www.ey.com

Meta believes the future is for everyone. We're focused on giving every person the tools to reach their full potential and making sure the benefits of technology are distributed to all. http://www.meta.com

Keel Infrastructure owns the power, land, and connectivity that HPC and AI run on - backed by secured energy assets and established grid interconnections across North America. https://keelinfra.com/

Airwallex - Agentic Global Business Accounts. Open local accounts in 70+ countries to accept payments, earn yield, pay globally, and manage spend. http://airwallex.com

PayPal has been revolutionizing commerce globally for more than 25 years. Creating innovative experiences that make moving money, selling, and shopping simple, personalized, and secure, PayPal empowers consumers and businesses in approximately 200 markets to join and thrive in the global economy. For more information, visit https://www.paypal.com

Google for Startups connects founders with the right people, products, and best practices to help startups build faster and go further. https://startup.google.com/

Explore ideas, industries, and technologies worth understanding with Chamath every week on Learn with Me: https://research.socialcapital.com/allin

Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg

Follow on X: https://x.com/theallinpod

Follow on Instagram: https://www.instagram.com/theallinpod

Follow on TikTok: https://www.tiktok.com/@allin

Follow on LinkedIn: https://www.linkedin.com/company/allinpod

Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg

Brief Summary

Naveen Ralph discusses AI chip innovation, energy efficiency, and the future of computing technology.

Key points

  • Naveen Ralph's Vision for AI. Naveen Ralph believes AI is humanity's next evolution, emphasizing the need for innovative hardware.
  • The Emergence of a New Computer. Naveen reveals the first physical dynamical computer, a significant leap in computing efficiency.
  • Revolutionizing Computing Efficiency. Exploring the implications of building a computer that's a thousand times more efficient.
  • The Future of Data Centers. A shift from large data centers to smaller, localized ones for better efficiency.
  • Creating a New Market. Disrupting AI costs could lead to unprecedented market growth.

Tension

45/ 100Some tension

More from All-In Podcast