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Elad Gil and Sarah Guo speak with leading AI engineers, researchers, and founders about model progress, markets at risk of disruption, and how commerce, culture, and society may change.
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Redefining Chip Architecture with Arm CEO Rene Haas
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.
The Story Behind Cerebras’ $63 Billion IPO with Founder and CEO Andrew Feldman
Elad GilSarah GuoAndrew Feldman
Cerebras says useful AI in 2025 made inference latency a daily constraint, with systems running 15, 18, 20x faster than GPUs.G42’s $1 billion order enabled cluster testing, while an OpenAI agreement Feldman says exceeds $20 billion and an AWS deployment raise the stakes for a 10x manufacturing increase this year.Delivery and governance now matter as much as contrarian architecture.