AI:AM — AI for Science and Sovereign AI Infrastructure · June 25, 2026

Podcast: AI:AM · Prakash Narayanan & Nathan Labenz

Opublikowano: 2026-07-01

Prakash Narayanan and Nathan Labenz are joined by Eric Olson, CEO of Consensus, and Tricia Martinez, founder and CEO of Dapple, to discuss two practical frontiers in AI: scientific research and sovereign infrastructure. The episode also covers Micron earnings, hyperscaler AI capex, Anthropic's Washington strategy, GLM 5.2 and Claude distillation allegations, GPU capacity constraints, AI inference pricing, and whether foundation models are squeezing the app layer. Chapters (0:00) 25,000 FAKE ACCOUNTS TO STEAL AI. (0:42) 95% of Claude at 1/100th cost. (1:36) The AI bubble is a myth. Here's why. (2:12) AI vacation planners...