Doug O’Laughlin, President of SemiAnalysis, dives deep into semiconductor strategies and the competitive dynamics reshaped by AI. Merrill Lutsky, co-founder of Graphite, shares cutting insights on GPT-5 and its impact on code generation. Rahul Sonwalkar, having transitioned to leading an AI data analysis platform, emphasizes user engagement in AI development. They also explore the excitement and challenges around GPT-5, user reactions, and the importance of accuracy in AI tools, all while discussing the future of tech investments and the role of community in innovation.
