Thomas Sohmers: "Anti-Data Centres is a Chinese Psyop" | How Many Planned Data Centers Will Actually Get Built? | Is Energy AI's Biggest Bottleneck?

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.

In Today's Show:

• Why Does AI Inference Need Different Hardware from Training?

• What Is Nobody Telling You About AI's Token Economics?

• Should We Really Slow Down the AI Frontier?

• What Happens If America Slows Down—and China Doesn't?

• Should We Restrict China's Access to AI Chips?

• Why Aren't Zuckerberg and Jensen Backing an AI Slowdown?

• Are We Being Misled About Data Centers?

• Can the West Beat China While Drowning in Regulation?

• How Many Planned Data Centers Will Actually Get Built?

• Data Centers in Space: Real Opportunity or Elon Hype?

• Is Energy AI's Biggest Bottleneck?

• Could the Debt Boom Derail AI?

• What Is KV Caching—and Why Does It Change AI Economics?

• Does Compressing AI's Memory Make It Less Intelligent?

• How Do We Solve AI's Exploding Memory Demands?

• Will Every Company Own Its Own AI Model?

• Why Bet on Ever-Bigger Models?

• If We Already Have AGI, What Comes Next?

• What Happens When Every AI Lab Builds Its Own Chips?

• If DeepSeek Can Slash Costs with Software, Why Build New Hardware?

• How Cheap Will AI Tokens Be by 2028?

• What Would Be the First Warning Sign of an AI Bust?

• Could Open Models Break OpenAI and Anthropic's Growth?

• Could Mercor and Surge Become $200 Billion Companies?