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OpenAI–AMD Deal, DevDay Reactions, xAI’s Memphis Datacenter | Doug O'Laughlin, Celine Halioua
Manage episode 511554628 series 3605692
- (00:17) - OpenAI DevDay Reactions
- (30:05) - 𝕏 Timeline Reactions
- (38:42) - OpenAI–AMD Deal
- (50:07) - xAI’s Memphis Datacenter
- (56:12) - Doug O'Laughlin, CFA, is the President of SemiAnalysis, an independent research firm specializing in semiconductors and AI. In the conversation, he discusses OpenAI's strategic partnerships with companies like Nvidia, AMD, and SK Hynix, suggesting that OpenAI is involving multiple stakeholders to create a vested interest in its success. He also highlights the significant capital investments required for AI infrastructure and the potential for major tech companies to leverage their strong balance sheets to fund these developments.
- (01:31:40) - 𝕏 Timeline Reactions
- (01:51:17) - Celine Halioua, founder and CEO of Loyal, is developing FDA-approved drugs aimed at extending the lifespan and healthspan of dogs. In the conversation, she discusses the challenges of creating longevity drugs, the regulatory landscape, and the potential for translating canine aging research to human applications. She also highlights the importance of operational excellence and the need for rigorous scientific validation in the field of aging therapeutics.
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Follow TBPN:
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https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231
https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235
https://www.youtube.com/@TBPNLive
227 episodes
Manage episode 511554628 series 3605692
- (00:17) - OpenAI DevDay Reactions
- (30:05) - 𝕏 Timeline Reactions
- (38:42) - OpenAI–AMD Deal
- (50:07) - xAI’s Memphis Datacenter
- (56:12) - Doug O'Laughlin, CFA, is the President of SemiAnalysis, an independent research firm specializing in semiconductors and AI. In the conversation, he discusses OpenAI's strategic partnerships with companies like Nvidia, AMD, and SK Hynix, suggesting that OpenAI is involving multiple stakeholders to create a vested interest in its success. He also highlights the significant capital investments required for AI infrastructure and the potential for major tech companies to leverage their strong balance sheets to fund these developments.
- (01:31:40) - 𝕏 Timeline Reactions
- (01:51:17) - Celine Halioua, founder and CEO of Loyal, is developing FDA-approved drugs aimed at extending the lifespan and healthspan of dogs. In the conversation, she discusses the challenges of creating longevity drugs, the regulatory landscape, and the potential for translating canine aging research to human applications. She also highlights the importance of operational excellence and the need for rigorous scientific validation in the field of aging therapeutics.
TBPN.com is made possible by:
Ramp - https://ramp.com
Figma - https://figma.com
Vanta - https://vanta.com
Linear - https://linear.app
Eight Sleep - https://eightsleep.com/tbpn
Wander - https://wander.com/tbpn
Public - https://public.com
AdQuick - https://adquick.com
Bezel - https://getbezel.com
Numeral - https://www.numeralhq.com
Polymarket - https://polymarket.com
Attio - https://attio.com/tbpn
Fin - https://fin.ai/tbpn
Graphite - https://graphite.dev
Restream - https://restream.io
Profound - https://tryprofound.com
Julius AI - https://julius.ai
turbopuffer - https://turbopuffer.com
fal - https://fal.ai
Privy - https://www.privy.io
Cognition - https://cognition.ai
Follow TBPN:
https://TBPN.com
https://x.com/tbpn
https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231
https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235
https://www.youtube.com/@TBPNLive
227 episodes
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