AI:AM — GPU Markets, Government AI Spending, and the Physical AI Supply Chain · October 22, 2026

Podcast: AI:AM · Prakash Narayanan & Nathan Labenz

Opublikowano: 2026-10-23

SF Compute co-founder and CEO Evan Conrad breaks down GPU rental pricing, financing, and the credit pressures facing AI labs, while Cambrian managing partner Lonis Hamaili examines how cyberattacks could drive government demand for secure, on-premises AI. The episode also covers semiconductor supply-chain constraints, AI agent security, Amazon’s bot checks, stolen API keys, and trust in peer-to-peer agent networks. Chapters (0:00) GPU credit and government spending (1:20) Amazon's bot checks punish trusted agents (2:49) Stolen API keys fuel the next wave of attacks (3:54) Cybersecurity won't absorb AI's displaced workers (5:16) Me...