Naveen Rao on Why Robotics Will be 100x Bigger than Coding Agents | Inference Will Be a $10TRN Market: What No One Sees

Naveen Rao is the co-founder & CEO of Unconventional AI and one of the leading figures in AI infrastructure. He previously founded Nervana Systems, acquired by Intel, and MosaicML, acquired by Databricks for $1.3BN, where he went on to lead AI.

In Today's Show:

• Will we run out of energy?

• Will specialised chips threaten NVIDIA's dominance?

• Can we trust AI agents more than humans?

• Will data companies become commodities?

• What comes after transformers?

• Are software investors f****** in a world of infra and compute?

• How big will the inference market be in 10 years?

• Could robotics be 100x bigger than coding agents?

• Why are coding agents the most overrated AI investment?