Open Source Wins, AGI Is Here, and Scorsese’s AI Toolkit with CEOs of Cerebras & Black Forest Labs
- Jul 9, 2026
- 1:03:57
- Full Episode
(0:00) The AI Buildout: Data Centers Bigger Than Cities (Andrew Feldman) (1:50) Reasoning, Inference, and Breaking Moore's Law (16:28) Open Source, AI Sovereignty, and the Road to AGI (40:54) The Innovation Behind Generative Video (Robin Rombach) (47:31) Martin Scorsese, Robots, and the Future of Hollywood IP
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Brief Summary
Andrew Feldman discusses AI infrastructure buildout, demand for data centers, and the evolution of AI capabilities with a focus on Cerebras' role.
Key points
- The Race for Super Intelligence. A discussion on the unprecedented scale of AI buildout and its implications.
- Cerebras' $25 Billion Backlog. Cerebras faces an overwhelming demand for data centers and chips.
- The Evolution of AI Reasoning. AI is evolving from simple tasks to understanding intent and providing solutions.
- Open Source Models and Sovereignty. The trend towards open-source AI models is gaining traction in regulated industries.
- The Polarization Problem. Polarization in politics is hindering clear thinking and decision-making.
- Recursive Learning's Power. Recursive learning in AI is leading to exponential improvements in problem-solving.
Episode highlights
- The Race for Super IntelligenceA discussion on the unprecedented scale of AI buildout and its implications.“We've never seen a buildout like this since the Great Wall of China.”0:37Jul 9, 2026
- Cerebras' $25 Billion BacklogCerebras faces an overwhelming demand for data centers and chips.“We have a $25 billion backlog.”3:54Jul 9, 2026
- The Evolution of AI ReasoningAI is evolving from simple tasks to understanding intent and providing solutions.“The AI starts telling people, 'You're token maxing and you need to get a little more focused here.'”7:11Jul 9, 2026
- Open Source Models and SovereigntyThe trend towards open-source AI models is gaining traction in regulated industries.“We need more domestic open-source models.”18:48Jul 9, 2026
- The Polarization ProblemPolarization in politics is hindering clear thinking and decision-making.“"The polarization hurts a great deal. It hurts clear thinking."”22:56Jul 9, 2026
- Recursive Learning's PowerRecursive learning in AI is leading to exponential improvements in problem-solving.“"Powerful recursive gains are exponential, you get better, you do it again."”32:19Jul 9, 2026
- Optimism for the FutureDespite challenges, there's hope that technology can eliminate diseases like cancer.“"There will be dislocation, but we have a shot that our children... will not die of cancer."”38:30Jul 9, 2026
- The Future of TeachingImagine a world where education is tailored to each child's unique learning style.“Imagine if we built agents that taught children for their way of learning.”39:37Jul 9, 2026
