TechStuff

What does it take to power the AI boom? Steve Vassallo, a roboticist turned General Partner at Foundation Capital, helped semiconductor company Cerebras figure it out. Steve and Oz discuss why AI workloads demanded an entirely new kind of chip, what "wafer scale" actually means, and how a decade of near-failures — including a system that literally caught fire — led to the largest semiconductor IPO to date and deals with OpenAI and AWS.
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As AI adoption accelerates and global regulations evolve, digital sovereignty has shifted from policy concept to board-level priority. In this episode of Smart Talks with IBM, Malcolm Gladwell sits down live at VivaTech with IBM’s Ana Paula Assis and AXA CIO Giovanni D’Aniello to explore how organizations can balance innovation, control, trust, and resilience in the age of AI.

This is a paid advertisement from IBM. The conversations on this podcast don't necessarily represent IBM's positions, strategies or opinions.

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How much can we actually trust AI to stay inside the lines? Nitasha Tiku (The Washington Post) on the OpenAI models that went rogue — and why this isn't necessarily a sign of the end times… just sloppy security. Reed Albergotti (Semafor) on the company that wants to help anyone make software to power robots. Do we even have to talk about what that means for the future of human labor? Finally, Taylor Lorenz (User Mag) on Phoebe Gates' AI shopping startup Phia. Is it too early to call it nepo slop?
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What are we supposed to make of Palantir — a company whose software has helped organizations save lives, and end them? And what of CEO Alex Karp's warnings that AI could upend American democracy? Journalist Michael Steinberger spent six years reporting on Karp for his biography, The Philosopher in the Valley: Alex Karp, Palantir, and the Rise of the Surveillance State. He tells Oz that Alex Karp, the former progressive, is a provocateur who embraces the complexity of Palantir’s work and reputation.

Additional Reading:
The Philosopher in the Valley: Alex Karp, Palantir, and the Rise of the Surveillance State | Simon & Schuster
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In Season 2 of Shell Game, journalist Evan Ratliff tells a story of entrepreneurship in the AI age; or, how he tried to build a real company, run by fake people.
Meet Kyle Law and Megan Flores, Evan’s AI agent cofounders, as he puts to the test the claims about an emerging future in which AI employees work alongside — or instead of — humans.
Over the course of the season, the three cofounders will grind it out in a sprint that would sound familiar to any start-up founder. They’ll churn out software code, hire interns, and even sit down with investors. But first, they need to come up with a name for their company. And make sure that Kyle and Megan can remember it.
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