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FedEx CEO on Physical AI, the Big Bet on Data, and the Two Trillion-Dollar Supply Chain Problem
Season 2 Episode 19
Before 2020, few people thought about supply chains. The pandemic put them on every boardroom agenda, and trade and geopolitics now make them critica…
3 hours ago
Are LLMs a Dead End? The Case for AI That Learns From Experience
Season 2 Episode 18
In this episode, Dr. Patrick Pilarski, co-author of the Alberta Plan alongside Richard Sutton and Michael Bowling, makes the case for a radically dif…
1 week, 6 days ago
Gaming Chip Pioneer Raja Koduri on China's AI Cost Advantage and Moving Beyond the GPU
Season 2 Episode 17
In this episode, host David Goldman speaks with legendary graphics chip architect Raja Koduri, who explains why every gigawatt of AI infrastructure n…
1 month ago
The Race to Build the Next Trillion-Dollar AI Chip Company
Season 2 Episode 16
Almost 2% of U.S. GDP will be spent on AI infrastructure this year, nearly double 2025's figure. But beneath those headline numbers, the composition …
1 month, 2 weeks ago
The Nobel Winner Behind Google's Quantum AI Lab: Why I'm Building the NVIDIA of Quantum
Season 2 Episode 15
In this episode, Nobel Prize-winning physicist Dr. John Martinis reveals how his breakthrough in superconducting qubits made quantum physics real at …
2 months ago
Intel CEO Lip-Bu Tan on 40 Years of Contrarian Bets in Semiconductors
Season 2 Episode 14
Silicon Valley was built on semiconductors, but for nearly two decades, venture capital shifted its attention towards software. Today, AI is changing…
2 months, 3 weeks ago
The Moving Bottleneck: Networking, Power, Memory, and the Race to Win AI
Season 2 Episode 13
Artificial intelligence is often discussed through models and GPUs. This episode looks beneath that surface, at the power delivery and networking req…
3 months ago
Physical AI, Quantum, and Bio-Innovation: Inside Canada’s Research Frontier
Season 2 Episode 12
Canada produces world-leading science, engineering, and AI research. So why does so much of that research still commercialize outside of Canada?
In th…
3 months, 2 weeks ago
Google's Chief Technologist on Intelligent Search in the Age of AI
Season 2 Episode 10
TechSurge is sponsored by Notion. From product roadmaps to investor updates, Notion is where modern teams plan, write, and ship together. Get started…
4 months ago
Battle for the AI Data Center: Deep Dive on the Semiconductor Supercycle
Season 2 Episode 9
Semiconductors have moved from the background of the technology stack to the center of the AI economy. What used to be a specialized industry discuss…
4 months, 2 weeks ago