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?
19:30 Should We Restrict China's Access to AI Chips?
20:15 Why Aren't Zuckerberg and Jensen Backing an AI Slowdown?
21:25 Are We Being Misled About Data Centers?
23:25 Can the West Beat China While Drowning in Regulation?
26:20 How Many Planned Data Centers Will Actually Get Built?
27:15 Data Centers in Space: Real Opportunity or Elon Hype?
28:10 Is Energy AI's Biggest Bottleneck?
29:55 Could the Debt Boom Derail AI?
31:25 What Is KV Caching—and Why Does It Change AI Economics?
35:25 Does Compressing AI's Memory Make It Less Intelligent?
41:05 How Do We Solve AI's Exploding Memory Demands?
43:45 Will Every Company Own Its Own AI Model?
47:10 Why Bet on Ever-Bigger Models?
48:20 If We Already Have AGI, What Comes Next?
53:25 What Happens When Every AI Lab Builds Its Own Chips?
57:30 If DeepSeek Can Slash Costs with Software, Why Build New Hardware?
59:50 How Cheap Will AI Tokens Be by 2028?
1:03:15 What Would Be the First Warning Sign of an AI Bust?
1:03:55 Could Open Models Break OpenAI and Anthropic's Growth?
1:05:55 Could Mercor and Surge Become $200 Billion Companies?