NVIDIA AI Podcast State of AI Innovation | GTC Live Washington, D.C. Chapter 1
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Nov 11, 2025 
Thomas Lafont, co-founder of Cotu Management, discusses how infrastructure investments are sparking innovative AI applications in various sectors. Martin Casado, from Andreessen Horowitz, highlights how AI will broaden software development access while still necessitating skilled professionals. Naveen Chadha of Mayfield predicts a future where AI serves as collaborative teammates, revolutionizing knowledge work. The trio also explores the critical need for evolving data capabilities and improved regulations to support AI's scaling and innovation.
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Apps Now Capture Value Beyond Infrastructure
- Infrastructure investment enabled a wave of vertical apps that deliver real productivity gains.
- These application wins validate continued investment across the AI stack.
AI Expands Developers, Doesn't Replace Experts
- AI will expand who can build software but won't eliminate professional developers.
- Highly technical development still requires trade-off understanding and expertise.
Design AI As Teammates For Knowledge Work
- Build AI teammates that augment knowledge workers to reach superhuman productivity.
- Target the $30 trillion knowledge-worker spend to capture a multi‑trillion dollar opportunity.