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AI’s Power Problem, Apple Goes Meta on AI Glasses | Pat Gelsinger, Josh Isner, Sheel Mohnot, Santiago Nestares, Austin Federa

46 snips
Oct 2, 2025
In this engaging discussion, former Intel CEO Pat Gelsinger dives into the rising energy demands of AI and the 'siliconomy.' He emphasizes the importance of measuring AI impact on human flourishing. Josh Isner from Axon highlights the company's shift to AI-driven public safety solutions like DraftOne, which streamlines police reporting. Venture capitalist Sheel Mohnot announces a new $140M fintech fund, and Austin Federa discusses innovations in blockchain networking. Together, they explore the evolving tech landscape and its implications for the future.
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INSIGHT

AI's Energy Externality

  • AI growth is already affecting household electricity prices and public sentiment toward AI.
  • Building large new energy capacity (nuclear, solar) is necessary to prevent political backlash and high consumer bills.
INSIGHT

The Data Wall For LLMs

  • LLMs trained on human data have limits tied to finite human-generated corpora and human biases.
  • Alternative learning paradigms (agentic RL, embodied learning) could avoid those data walls.
INSIGHT

Apple Racing Into AI Glasses

  • Apple reprioritized cheaper Vision Pro variant to accelerate AI smart glasses to compete with Meta.
  • Expect Apple to emphasize design and status cues rather than fashion partnerships.
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