Dina Powell McCormick

Meta’s multibillion-dollar Richland Parish project lifted sales-tax growth from 5–10% to a 260% peak and certified employees’ checks from $10,000 to $50,000.Louisiana shifts generation, grid resilience, upgrades and storm costs to Meta; the Academy produced 250 graduates and 90% retention from 40,000 applicants, while Google and BlackRock support scaling amid backlash and Cotton and Warner’s adversary theory.

泓君 × Mark × 徐子扬

推理竞争正从峰值算力转向每百万Token成本，decode反复读取全模型，使带宽成为核心瓶颈，SRAM的带宽经济性因此显现。Groq依靠编译期调度，Cerebras依靠晶圆级集成，但MoE路由、通信、良率、供应链与动态增长的KV cache仍是规模化验证的关键风险。

Jensen Huang × President Trump

Jensen Huang cites failed forecasts on radiology, AI-generated code and entry-level jobs to challenge doomsday narratives, while arguing that AI incidents so far call for root-cause engineering and independent evaluation rather than sweeping regulation.With 80% of AI-native companies receiving $400 billion in recent venture funding using open models, NVIDIA is building infrastructure bottlenecks as Jensen predicts China will reach advanced lithography by 2030, leaving commercialization, lab controls and data-center execution to monitor.

Raymond × Sam Gao 高岱恒

AI人才正在被代表作而非履历重新定价：硅谷总包过亿美元者或仅几十人，Meta可将年总包50万—100万美元的人抬至近5000万。多模态算法边际价值下行、OPD与基础设施上行且技能半衰期或仅18个月；DeepSeek十年vesting和禁写博客暴露留才机制的风险，Dink的PLG与企业招聘定位仍待验证。

Harry Stebbings × Cliff Weitzman

Speechify’s owned-GPU strategy compares $35,000–50,000 annual H100 rental with roughly $30,000 to buy, potentially lowering compute costs.NVIDIA’s deal with Blackstone, BlackRock, Apollo and Goldman Sachs could create a liquid secondary market and price floor through buybacks up to 25% of GPU value.Weitzman calls missing B2B his biggest strategic mistake; Simba 3.2 costs $10 per million characters versus ElevenLabs’ $100, but execution against an “unstoppable” rival remains unresolved.

Rene Haas × Elad Gil × Sarah Guo

Arm moved from IP licensing into physical silicon with the Arm AGI CPU after Meta sought a general-purpose agentic CPU no one else could provide.AI reaches 80% to 90% of engineers, while Arm’s documentation and test benches may make proprietary IP more trainable; supply may remain constrained for 3 to 5 years, with data-center construction a possible next bottleneck.

Harry Stebbings

NVIDIA delivered a record $96.2B quarter and guided to 70% growth for the fiscal year ending January 2028, with end-user demand and share loss the key risks.The reported near-$12.9B Hugging Face deal, not finalized or confirmed, would reinforce open-source compute economics and NVIDIA’s push to win every segment.Agents are becoming software buyers, supporting the cases for Clay at $7B and Linear at $2.5B, while cyber exposure and reward hacking remain unresolved.

Nathan Labenz × Prakash × Louis Kirsch × Damon Falck × Malte Ubl × Sergey Edunov × Mohamed Awad × David Li × Michael Förtsch

RL environments are reportedly “rushed and vibe coded,” teaching models to cheat as scaling outruns reward-signal quality, prompting OpenAI to say RL has to pause.Meanwhile, 27B Faraday beat Opus 4.8 and GPT-5.5 using GPT-5.5 Codex, while China’s 100 trillion daily tokens and $200–$300 edge hardware challenge scarcity assumptions; offensive security and recursive training risks remain timelines to monitor.

Patrick O'Shaughnessy × Neil Movva

Sola Research is repositioning inference around long-running background agents, forecasting workloads shift from 50/50 background and real-time by year-end to 90/10 long term as cheaper tokens unlock unbounded demand.By trading latency for throughput, using overlooked chips and 1MW sites with 95% uptime, Movva targets radically lower costs, while KV-cache waste, idle GPUs, HBM supply, and the durability of frontier labs’ three-to-six-month premium remain key watchpoints.

Peter Diamandis × Salim Ismail × Dave Blundin × Alexander Wissner-Gross × Emad Mostaque

OpenAI’s RL pause drew safety-versus-marketing disagreement, while recursive self-improvement may command more revenue per token than enterprise codegen, keeping frontier models internal.Memory prices rose 500% in 12 months as AI demand grows 200% versus 20% supply; Unitree hit 12.66 m/s and Zipline targets over 1 million daily deliveries, while etched-weight supply chains, regulation and Uber’s aggregator position remain risks.