Neil Movva

Neil Movva - Making AI 10x Cheaper - [Invest Like the Best, EP.488]

Neil Movva argues Sail is building a token factory for a world of long-running AI agents, where cost per token matters far more than latency. The episode goes deep on the full stack of AI infrastructure, from GPU batching and KV cache to heterogeneous chips, HBM shortages, power scavenging, and why cheaper intelligence could create entirely new product categories.