The Bloomberg Terminal for AI Compute
Steve Hou, Head of Research at Silicon Data, joins Ben Lorica to unpack the data behind the AI compute market: GPU rental indices, forward curves, and token expenditure trends that reveal a market still tightening despite talk of oversupply.
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Generative AI in the Real World: Ben Miller on AI in Real Estate
A typical apartment building generates data on everything from leaking toilet flappers to tenant demographics, yet most of the real estate industry still runs its analysis by hand in spreadsheets. Fundrise co-founder and RealAI CEO Ben Miller argues the missing piece isn't a better AI model but a p…
An Agent Is Just an LLM in a For-Loop
Maarten Grootendorst, a developer relations engineer at Google DeepMind and co-author of Hands-On Large Language Models and An Illustrated Guide to AI Agents, joins Ben Lorica to explain the concepts developers need to understand beneath today’s AI tools.
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Reasoning Doesn't Start With Language
Ben Lorica speaks with Andrew Dai, co-founder and CEO of Elorian AI, about why today’s frontier models still struggle with complex visual reasoning and why simply scaling language-centric architectures may not solve the problem.
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Your AI Agent Is Costing You More Than You Think
Ben Lorica talks with Abi Aryan, AI engineer, author of LLMOps: Managing Large Language Models in Production, about how deploying generative AI is turning into a distributed systems problem.
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The Missing Data for Spatial Intelligence
Ben Lorica talks with David Fattal, founder and CTO of Leia Inc., about why stereo data could become an important ingredient for AI systems that need to understand the physical world.
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Navier-Stokes and AI generated work: If You Can't Explain It, Did You Really Do It?
Ben Lorica is joined by Evangelos Simoudis for a wide-ranging discussion on how AI is reshaping knowledge work: from the Navier-Stokes controversy and the need to protect intellectual property to whether workers should still be expected to understand and defend AI-generated work.
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What Comes After Transformers?
Ben Lorica speaks with Zuzanna Stamirowska, CEO of Pathway, about the company’s push beyond transformers toward models that reason in latent space, learn from experience, and maintain state over long time horizons.
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Episode 28: Pick Your Data Point
Data centers use too much water, make too much noise, and drive up your electric bill. Or do they? David and Dustin spend most of the episode on the fight over data centers, working through Ben Lorica's breakdown of water, noise, and power one at a time and finding that the answer nearly always dep…
Why AI Makes Games Worse—and How to Make Them Better
Piero Molino, CEO and co-founder of Studio Atelico, joins Ben Lorica to discuss what happens when AI becomes a core game mechanic rather than a cost-cutting tool.
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