The MAD Podcast with Matt Turck Intelligence Isn’t Enough: Why Energy & Compute Decide the AGI Race – Eiso Kant
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Nov 6, 2025 
Eiso Kant, Co-CEO and co-founder of Poolside, discusses groundbreaking advancements in AI infrastructure at Project Horizon, a massive initiative in West Texas. He emphasizes the importance of owning energy and compute resources over relying on hyperscalers. Eiso also explains his pioneering work on Reinforcement Learning to Learn (RL2L), which aims to decode web behaviors, and how continuous learning can enhance AI capabilities. Additionally, he outlines Poolside’s unique hiring strategy and its commitment to community impact through sustainable practices.
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Intelligence Will Become A Commodity
- Intelligence will commoditize, making energy and compute the decisive competitive layers.
- Firms must control energy and compute to scale and cut token costs, not just model IP.
Build Infrastructure To Own Scale
- Project Horizon builds multi-gigawatt data centers because hyperscalers can't meet frontier lead times.
- Owning physical infrastructure ensures scale, cost control, and operational independence.
West Texas Land Partnership
- Poolside partnered with the Mitchell family on half-a-million acres in West Texas for energy and scale.
- The site offers renewables, grid connection, water, and a 20-inch gas main for rapid buildout.