Episode Mentions
Practical AI · Apr 23, 2026
The mythos of Mythos and Allbirds takes flight to the neocloud
“Neocloud infrastructure provider specializing in GPU workloads for AI applications”
Allbirds business pivot to AI infrastructureNeocloud and AI-native cloud computingGPU supply chain constraints and centralization
View AnalysisLatent Space: The AI Engineer Podcast · Jan 28, 2026
🔬 Automating Science: World Models, Scientific Taste, Agent Loops — Andrew White
AI for Scientific DiscoveryAutomated Laboratory WorkflowsScientific Hypothesis Generation
View AnalysisDwarkesh Podcast · Nov 12, 2025
Satya Nadella — How Microsoft is preparing for AGI
“Infrastructure partner providing GPU capacity to Microsoft through managed services agreements”
AI Infrastructure and Data Center StrategyHyperscale Computing Economics and ROIC OptimizationMicrosoft's Model Development Strategy (MAI vs OpenAI Partnership)
View Analysis