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Crémieux & Kian on Nucleus Genomics, Michael Kratsios on Genesis, Nvidia Responds to TPU Progress | Kian Sadeghi, Joe Weisenthal, Sebastian Siemiatkowski, David Faugno, Keller Rinaudo, Royce Branning

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Nov 25, 2025
Kian Sadeghi, founder of Nucleus, passionately defends his company's gene-testing transparency amid criticism. Joe Weisenthal discusses AI's labor implications and macroeconomic risks. Michael Kratsios shares insights on the Genesis mission, a government initiative to enhance AI in scientific research. Keller Rinaudo highlights Zipline's autonomous delivery plans with a new contract in Africa. David Faugno talks about 1Password’s growth and the importance of credential security in AI contexts. Sebastian Siemiatkowski explores Klarna’s ventures into stablecoins and crypto payments.
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INSIGHT

AI's Ages: Research, Scaling, Next Breakthrough

  • Ilya Sutskever framed AI progress as distinct ages: research then scaling, now a need for new paradigms.
  • Scaling dominated recent progress but small experimental research runs may find the next breakthrough.
INSIGHT

NVIDIA Pushes Back On TPU And Accounting Critiques

  • NVIDIA publicly defended its platform versus TPUs, stressing versatility and ecosystem advantage.
  • The company pushed back on criticisms about accounting and depreciation amid intense market scrutiny.
INSIGHT

Genesis: Government Data Powering AI For Science

  • The Genesis mission orders DOE to integrate supercomputers, national labs, and data into AI-driven science platforms.
  • It positions public data and labs as unique national assets to accelerate discovery in biotech, energy, and semiconductors.
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