Naveen Rao

Molly O'Shea × Brad Gerstner × Naveen Rao × Jonathan Neman × Toby Rice × Wen Sang × Geoff Woo × Nick Shirley × Jake Paul × Kent Draper × Michael Brandt

AI safety is converging toward company-led controls plus independent peer review, with Elon suggesting China might participate.Unconventional AI’s planned nanojoule-per-image disclosures could extend scaling and disrupt intelligence pricing, while Rao says software may capture very little value in 20 years.U.S. gas demand may rise 20–40%, and AIRIN’s 2026 capacity is sold out; data-center opposition and uncertain neocloud margins remain risks.

Naveen Rao × Chamath Palihapitiya

Unconventional AI taped out a physical dynamical computer five months after starting in earnest, generating images at 500 nanojoules each versus millijoules on a GPU.Its 4D architecture co-locates compute and memory, targeting 1,000× power efficiency as AI demand approaches an energy wall in about 3 years.A rack-scale product is promised within two years, with adoption hinging on model-layer porting and a new Python-based software stack.

Naveen Rao × Matt Bornstein

Unconventional is pursuing physical learning circuits, arguing that analog dynamics could complement digital computing for stochastic, time-dependent workloads rather than simply extend matrix multiplication.The thesis targets an energy wall: U.S. data centers use roughly 4% of the national grid, while some estimates call for 400 additional gigawatts over the next decade.Commercial significance depends on finding a manufacturable paradigm within five years, with TSMC partnership, a potentially very large analog prototype and unresolved AGI claims creating major execution risk.