Topic
Agentic AI
No PriorsLip-Bu Tan
Re-engineering the Semiconductor Supply Chain with Intel CEO Lip-Bu Tan
Intel CEO Lip-Bu Tan lays out a turnaround centered on culture, faster decisions, and balance-sheet repair, while arguing that AI is making CPUs, advanced packaging, and full-stack systems more important. He also frames semiconductor investing as bottleneck hunting and says the industry’s capital intensity increasingly requires government, sovereign, and hyperscale backing.
Training DataLogan Kilpatrick
Google DeepMind's Logan Kilpatrick: Why the Model Eats the Harness
Logan Kilpatrick argues Google’s next platform shift is from model-centric AI to agent harnesses that the model will increasingly absorb. He also says coding is already a form of narrow superintelligence, while Google’s multimodal Omni effort aims to collapse many separate media systems into one model.