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20VC: "Anti-Data Centres is a Chinese Psyop" | How Many Planned Data Centers Will Actually Get Built? | Is Energy AI's Biggest Bottleneck? With Thomas Sohmers, Co-Founder @ Positron
Thomas Sohmers is the co-founder and chairman of Positron AI, building chips to make running AI dramatically cheaper and more energy-efficient. The company recently announced an $875 million Series C at a $5 billion valuation, backed by investors including Gavin Baker's Atreides Management, NEA, Valor Equity Partners and Netscape co-founder Jim Clark.
AGENDA:
04:30 Why Does AI Inference Need Different Hardware from Training?
10:25 What Is Nobody Telling You About AI's Token Economics?
13:10 Should We Really Slow Down the AI Frontier?
16:55 What Happens If America Slows Down—and China Doesn't?…
The skinny
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