Chain of Thought

Giovanna Carofiglio, a Distinguished Engineer and Senior Director at Cisco's Outshift, leads the AGNTCY Collective focused on agent interoperability. She discusses shaping the Internet of Agents by establishing protocols like Slim for seamless communication. The importance of observability and security in AI applications is highlighted, along with the challenge of scaling agents reliably. Giovanna advocates for open standards to foster collaboration, ultimately aiming for trustworthy, efficient agent interactions that can transform AI systems.

When AI makes creating content and code nearly free, how do you stand out? Differentiation now hinges on two things: unique taste and effective distribution.This week, Bharat Vasan, founder & CEO at Intangible and a "recovering VC," explains why the AI landscape compelled him to return to founding. He sees AI sparking a new creative revolution, similar to the early internet, that makes it easier than ever to bring ideas to life. The conversation delivers essential advice for founders, revealing why relentless shipping is the ultimate clarifier for a business and why resilience, not just intelligence, is the key to survival.Drawing from his experience on both sides of the venture table, Bharat breaks down the brutally competitive VC landscape and shares Intangible's mission: to simplify 3D creative tools with AI, finally bridging the gap between human vision and machine power. Listeners will gain insights on company building, brand strategy, and why customer obsession is the ultimate moat in the AI age.Chapters:00:00 Introduction 00:45 From Founder to VC and Back03:17 Human Creativity in the Age of AI07:50 The Role of Taste and Distribution11:49 Building a Brand in the AI Era16:17 The Venture Capital Landscape for AI Startups20:11 Advice for Founders in the AI Boom23:55 Incumbents vs. Startups27:10 The New Generation of Innovators29:19 Pirate Mentality in Startups30:00 Building a Brand36:28 Shipping and Resilience41:49 Customer Obsession46:58 The Vision for Intangible51:52 ConclusionFollow the hostsFollow⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Atin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Conor⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Vikram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠Yash⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow Today's Guest(s)Connect with Bharat on LinkedIn.Follow Bharat on X.Learn more about Intangible at intangible.ai.Check out Galileo⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Try Galileo⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Agent Leaderboard

João Moura, Founder and CEO of CrewAI, dives into the transformative world of AI agent orchestration. He explains how enterprises are navigating the complexities of provisioning, authentication, and measurement of multi-agent systems. The conversation reveals a 'gold rush' among middleware providers aiming for standardization. João highlights the challenges of non-deterministic systems and the importance of robust testing. Furthermore, he discusses CrewAI's goal to democratize agent access, ushering in a new era of reliable, scalable AI products.

How is an open ecosystem powering the next generation of AI for developers and leaders?Broadcasting live from the heart of the action at AMD's Advancing AI 2025, Chain of Thought host Conor Bronsdon welcomes AMD’s Anush Elangovan, VP of AI Software, and Sharon Zhou, VP of AI. They unpack AMD's groundbreaking transformation from a hardware giant to a leader in full-stack AI, committed to an open ecosystem. Discover how new MI350 GPUs deliver mind-blowing performance with advanced data types and why ROCm 7 and AMD Developer Cloud offer Day Zero support for frontier models.Then Conor welcomes Sharon Zhou, VP of AI at AMD, to discuss making AMD's powerful software stack truly accessible and how to drive developer curiosity. Sharon explains strategies for creating a "happy path" for community contributions, fostering engagement through teaching, and listening to developers at every stage. She shares her predictions for the future, including the rise of self-improving AI, the critical role of heterogeneous compute, and the potential of "vibes based feedback" to guide models. This vision for democratizing access to high-performance AI, driven by a deep understanding of the developer journey, promises to unlock the next generation of applications.Chapters:00:00 Live from AMD's Advancing AI 2025 Event00:30 Introduction to Anush Elangovan01:38 The MI350 GPU Series Unveiled04:57 CDNA4 Architecture Explained07:00 The Future of AI Infrastructure08:32 AMD's Developer Cloud and ROCm 711:50 Cultural Shift at AMD14:48 Open Source and Community Contributions18:35 Software Longevity and Ecosystem Strategy22:19 AI Agents and Performance Gains27:36 AI's Role in Solving Power Challenges28:11 Thanking Anush28:42 Introduction to Sharon Zhou29:45 Sharon's Focus at AMD30:39 Engaging Developers with AMD's AI Tools31:24 Listening to the AI Community33:56 Open Source and AI Development45:04 Future of AI and Self-Improving Models48:04 Final Thoughts and FarewellFollow the hostsFollow⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Atin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Conor⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Vikram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠Yash⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow Today's Guest(s)Anush Elangovan: LinkedInSharon Zhou: LinkedInAMD Official Site: amd.comAMD Developer Resources: AMD Developer CentralCheck out Galileo⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Try Galileo⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Agent Leaderboard

What if the most valuable data in your enterprise—the key to your AI future—is sitting dormant in your backups, treated like an insurance policy you hope to never use?Join Conor Bronsdon with Greg Statton, VP of AI Solutions at Cohesity, for an inside look at how they are turning this passive data into an active asset to power generative AI applications. Greg details Cohesity’s evolution from an infinitely scalable file system built for backups into a data intelligence powerhouse, managing hundreds of exabytes of enterprise data globally. He recounts how early successes in using this data for security and anomaly detection paved the way for more advanced AI applications. This foundational work was crucial in preparing Cohesity to meet the new demands of generative AI.Greg offers a candid look at the real-world challenges enterprises face, arguing that establishing data hygiene and a cross-functional governance model is the most critical step before building reliable AI applications. He shares the compelling story of how Cohesity's focus on generative AI was sparked by an internal RAG experiment he built to solve a "semantic divide" in team communication, which quickly grew into a company-wide initiative. He also provides essential advice for data professionals, emphasizing the need to focus on solving core business problems.Chapters:00:00 Introduction00:36 The Role of Gaming in AI Development05:43 Personal Gaming Experiences08:26 The Intersection of AI and Gaming12:53 Importance of Data in Game Development19:03 User Testing and QA in Gaming25:49 Postmortems and Telemetry27:21 Beta Testing and Data Preparedness29:18 Traditional AI vs Generative AI31:31 Challenges of Implementing AI in Games35:57 Leveraging AI for Data Analytics39:41 Automated QA and Reinforcement Learning42:01 AI for Localization and Sentiment Analysis44:21 Future of AI in GamingFollow the hostsFollow⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Atin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Conor⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Vikram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠Yash⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow Today's Guest(s)Company Website: cohesity.comLinkedIn: Gregory StattonCheck out Galileo⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Try Galileo⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Agent Leaderboard

What if the pixels and polygons of your favorite video games were the secret architects of today's AI revolution?Carly Taylor, Field CTO for Gaming at Databricks and founder of ggAI, joins host Conor Bronsdon to illuminate the direct line from video game innovation to the current AI landscape. She explains how the gaming industry's relentless pursuit of better graphics and performance not only drove pivotal GPU advancements and cost reductions, but also fundamentally shaped our popular understanding of artificial intelligence by popularizing the very term "AI" through decades of in-game experiences. Carly shares her personal journey, from a childhood passion for games like Rollercoaster Tycoon ignited while playing with her mom, to becoming a data scientist for Call of Duty. The discussion then confronts a long-standing tension in game development: how the critical need to ship titles often relegates vital game data to a secondary concern, a dynamic Carly explains is now being reshaped by AI. She details the inherent challenges game studios face in capturing and leveraging telemetry, from disparate development processes to the lengthy pipeline required for updates. Carly illuminates how modern AI, particularly generative AI, presents a massive opportunity for studios to finally unlock their vast data troves for everything from self-service analytics and community insight generation to revolutionizing QA processes. This pivotal intersection of evolving game data practices and new AI capabilities is poised to redefine how games are made, understood, and ultimately experienced.Chapters00:00 Introduction00:28 The Role of Gaming in AI Development05:35 Personal Gaming Experiences08:18 The Intersection of AI and Gaming12:45 Importance of Data in Game Development18:55 User Testing and QA in Gaming25:41 Postmortems and Telemetry27:13 Beta Testing and Data Preparedness29:10 Traditional AI vs Generative AI31:23 Challenges of Implementing AI in Games35:49 Leveraging AI for Data Analytics39:33 Automated QA and Reinforcement Learning41:53 AI for Localization and Sentiment Analysis44:13 Future of AI in GamingFollow the hostsFollow⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Atin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Conor⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Vikram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠Yash⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow Today's Guest(s)Connect with Carly on LinkedInSubscribe to Carly's Substack: Good At BusinessCheck out Galileo⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Try Galileo⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Agent Leaderboard

Vikram Chatterji, CEO of Galileo, and Atindriyo Sanyal, CTO, dive into the transformative landscape of AI by 2025. They explore the shift from chatbots to intelligent task automation, often seen as a gold rush for middleware innovation. The duo discusses the challenges surrounding AI reliability and debugging complex systems while introducing their vision for a robust reliability platform. Insights on balancing creativity with the demand for performance highlight the rapid evolution in enterprise AI and the role of user-friendly technologies.

As AI redefines how products are built and customers are understood, what are the core strategies engineering leaders use to drive innovation and create lasting value?Join Conor Bronsdon as he welcomes Wade Chambers, Chief Engineering Officer at Amplitude, to explore these critical questions. Wade shares how Amplitude is leveraging AI to deepen customer understanding and enhance product experiences, transforming raw data into actionable insights across their platform. He also discusses their approach to navigating constant change while building an adaptable, high-performing engineering culture that thrives in the current AI landscape.The conversation explores Amplitude's strategy for building a sustainable AI advantage through proprietary data, deep domain expertise, and robust feedback loops, moving beyond superficial AI applications. Wade offers insights on fostering an AI-ready engineering culture through empowerment and clear alignment, alongside exploring the exciting potential of agentic AI to create proactive, intelligent copilots for product teams. He then details Amplitude’s successful approach to integrating specialized AI talent, drawing key lessons from their acquisition of Command AI.Chapters00:00 Introduction and Guest Welcome01:55 Understanding and Acting on Data with AI06:42 Amplitude's Unique Position in the Market08:36 Differentiation and Competitive Advantage09:58 Incorporating Customer Feedback12:48 Evaluating AI Outcomes17:21 Agentic AI and Future Prospects21:38 Acquiring and Integrating AI Talent28:44 Building a Culture of Innovation37:21 Advice for Leaders and Individual Contributors43:26 The Future of AI in the Workplace45:38 Closing ThoughtsFollow the hostsFollow⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Atin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Conor⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Vikram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠Yash⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow Today's Guest(s)LinkedIn: Wade ChambersWebsite: amplitude.comCheck out Galileo⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Try Galileo⁠⁠⁠⁠⁠⁠⁠⁠Agent Leaderboard

Is the prevailing approach to Artificial General Intelligence (AGI) missing a crucial step – deep, focused specialization? For the first time since co-founding Poolside, CEO Jason Warner & CTO Eiso Kant reunite on a podcast articulating their distinct vision for AI's future with our host, Conor Bronsdon. Poolside has intentionally diverged from general-purpose models, developing highly specialized AI meticulously designed for the specific, complex task of coding, viewing it as a direct and robust pathway towards achieving AGI, and revolutionizing how software is created.Jason and Eiso dive deep into the core tenets of their strategy: an unwavering conviction in reinforcement learning through code execution feedback and the burgeoning power of synthetic data, which they believe will help expand the surface area of software by an astounding 1000x. They candidly discuss the "devil's trade" of data privacy, Poolside's commitment to enterprise-grade AI for high-consequence systems, and why true innovation requires moving beyond flashy demos to solve real-world, critical challenges. Looking towards the horizon, they also share their insights on the evolving role of software engineers, where human agency, taste, and judgment become paramount in a landscape augmented by AI "coworkers." They also explore the profound societal implications of their work and the AI industry more generally, touching upon the "event horizon" of intelligent systems and the immense responsibility that comes with being at the forefront of this technological wave. Chapters00:00 Introduction and Guest Welcome01:19 Founding of Poolside02:56 Vision for AGI and Reinforcement Learning05:36 Defining AGI and Its Implications10:03 Training Models for Software Development17:08 Scaling and Synthetic Data20:12 Focus on High-Consequence Systems26:17 Privacy and Security in AI Solutions28:09 Earning Trust with Developers31:08 Reinforcement Learning and Compute34:29 The Vision for AI's Future39:50 Will Developers Still Exist?47:07 Poolside Cloud's Ambitions49:37 ConclusionFollow the hostsFollow⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Atin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Conor⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Vikram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠Yash⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow Today's Guest(s)Website: poolside.aiLinkedIn: Jason WarnerLinkedIn: Eiso KantCheck out Galileo⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Try Galileo⁠⁠⁠⁠⁠⁠Agent Leaderboard

The AI landscape often pulls us between the allure of cutting-edge models and the quiet necessity of foundational work—yet how do these extremes actually connect to deliver value?Join Conor Bronsdon as he welcomes Denny Lee, a self-proclaimed "data nerd" and Product Management Director, Developer Relations at Dataricks, to unpack this very spectrum, from AI's core infrastructure to its most advanced applications. Denny explains why robust logging, tracing, and data lineage are indispensable for credible AI evaluation and feedback, ultimately making AI systems more affordable, accessible, and impactful.The discussion ventures into strategies for democratizing AI, exploring the "GenAI ladder" from efficient inference and retrieval-augmented generation to deciding when to fine-tune or pre-train models. Denny also tackles the industry's pressing hardware bottlenecks, the critical role of open standards, and the imperative of navigating data privacy in an increasingly AI-driven world. Listen for grounded advice on moving beyond the hype and making practical, value-driven decisions in your AI journey.Chapters00:00 Introduction and Guest Welcome01:31 Diving into AI Foundations02:25 Importance of Logging and Tracing08:40 Challenges in Data Quality and Lineage14:49 Strategies for Cost-Effective AI19:52 Partnerships and Collaborative Opportunities22:10 Hardware Bottlenecks in AI24:56 China's Power and Networking Advantage25:26 Nvidia's Super Chip and Network Fabrics26:39 The Growing Demand for Power in AI29:26 Practical Advice for Data Governance35:47 Understanding Privacy in AI36:25 Differential Privacy and Its Challenges41:57 ConclusionFollow the hostsFollow⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Atin⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Conor⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Vikram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠Yash⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow Today's Guest(s)Website: Databricks.comPodcast: Data Brew by Databricks (available on major podcast platforms)YouTube: @DatabricksLinkedIn: Denny LeeReadSemiAnalysis Blog: https://semianalysis.com/Check out Galileo⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Try Galileo⁠⁠⁠⁠Agent Leaderboard