Topic
Agentic Automation
Ep. 25 - DYLAN IS HERE, LIVE! | Dylan Patel & Jordan Nanos
Dylan Patel and Jordan Nanos discuss how SemiAnalysis is actually using AI internally, arguing that spend has flattened after an early surge while new agentic workflows could trigger another step-up. They also cover AI rollups, model-safety failures, model release delays, inference economics, and why alternative accelerators may pressure incumbents without taking the bulk of revenue.
The Biggest AI Deployment Nobody Talks About | Samsara CEO Sanjit Biswas
Samsara CEO Sanjit Biswas argues the biggest underappreciated AI deployment is in physical operations: trucks, equipment, roads, and industrial assets. He explains how Samsara combines sensors, edge AI, cloud software, and agents to improve safety, automate workflows, and manage mixed human-machine operations at massive scale.
Biohub: The Future of Biology is Open-Source with Co-Founders Mark Zuckerberg, Priscilla Chan, and Head of Science Alex Rives
Biohub’s founders and science lead argue that the future of biology will be driven by open-source tools, frontier AI, and large-scale biological data generation. The episode centers on ESMFold2, Biohub’s protein world model, and its longer-term push toward virtual cells, personalized medicine, and hierarchical biological simulations.