Conversations at the intersection of emerging tech, VC, and business. Hosted by @CelestaCapital
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Joined February 2026
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OpenAI reportedly delayed its IPO over safety concerns. Dr. @PatrickPilarski, Canada @CIFAR_News AI Chair (Amii) tells host @dgoldman627 why many LLM safety problems are ones reinforcement learning has already formalized.
Full Podcast on Youtube
“I don’t think we’re locked in because of the chips we’re building.”
Dr. @PatrickPilarski, Canada @CIFAR_News AI Chair (Amii) and co-author of the Alberta Plan, tells host @dgoldman627 why data center build-outs won’t lock AI into one path.
Full Podcast on Youtube
"I can’t just give you an exploding high five. My arms are too short."
Dr. @PatrickPilarski, Canada @CIFAR_News AI Chair (Amii) on telescoping forearms, flipper hands, and muscle-controlled quadcopters, and why prosthetics don’t have to look like hands.
Full Podcast on Youtube
“Even if the hand just opens and closes, can we have it so that it fits with their daily life”
Dr. @PatrickPilarski, Canada @CIFAR_News AI Chair (Amii) on Canada’s first upper limb bone anchoring surgery
Watch New Episode with host @dgoldman627 on YouTube now
"Your co-author has argued that LLMs are a dead end."
@PatrickPilarski , Canada @CIFAR_News AI Chair (Amii) and co-author of the Alberta Plan, on an agent that never stops learning, and the AI-powered prosthetics his lab builds.
Trailer for the new TechSurge episode, link below
The “Alberta Plan” lays out a path to superintelligence through reinforcement learning. Its co-author, @PatrickPilarski, also builds AI-powered prosthetics.
New TechSurge episode with Host @dgoldman627, coming soon.
"Customers today don't care about a chip. They don't care about the package. They don't care about the board."
@RajaXg on why AI infrastructure buyers just want electricity in and tokens out.
New Episode of Techsurge with Host @dgoldman627 on YouTube 🎙️
"The competition is not between Nvidia, Google, or Broadcom. It's between China Inc. and the rest of the world."
@RajaXg is on the real AI hardware race everyone's missing with Host @dgoldman627
New Techsurge Episode live on YouTube 🎙️
"That's a lot of capital. I don't think we have that capital."
@RajaXg Koduri on the math behind AI infrastructure's price tag: 400GW of new computers needed by 2030, at $50-60B per gigawatt. That's $24 trillion.
Full Episode of Techsurge with Host @dgoldman627 on YouTube
"You need to render the entire world in 16 milliseconds."
@RajaXg on why decades of gaming's brutal performance constraints are what still make Nvidia formidable today.
Full Episode link given below 👇
Techsurge: Deep Tech Podcast retweeted
Thanks @dgoldman627 for a fun conversation. Topics: the $24T capital math behind AI compute, why inference is a whole memory hierarchy problem, why the spec is now 90% of chip design, a Steve Jobs decision story, and token mills. Worth a listen.
Every gigawatt of AI infrastructure costs $50–60 billion in the West. China's target? Under $10 billion. New episode of TechSurge: gaming chip legend @RajaXg (Founder & CEO,@realoxmiqlabs) joins host @dgoldman627
Every gigawatt of AI infrastructure costs $50–60 billion in the West. China's target? Under $10 billion. New episode of TechSurge: gaming chip legend @RajaXg (Founder & CEO,@realoxmiqlabs) joins host @dgoldman627
The top 3 AI neocloud players are worth ~$125B in public markets. We talk endlessly about chip startups.
We barely talk about them. @austinsemis on AI infrastructure's most under-discussed layer.
Frontier models command a premium. Older, smaller models don't. Senior AI Chip Analyst @austinsemis on why landing a frontier anchor might be a prerequisite for the next breakout chip company.
Nvidia invests in neoclouds → neoclouds buy GPUs → GPUs become collateral for debt → revenue flows back to Nvidia → Nvidia invests in more neoclouds.
@austinsemis on the circular financing question everyone's asking.
"We had GPUs, and they kind of morphed to fit the shape of what we're doing... no one has really brought a chip to market designed specifically for LLMs."
@austinsemis on AI hardware's next evolution.