Alex Kantrowitz

speaker

843 appearances 1 recordings 1 series first heard Jul 2026 last heard 31 Jul

Alex Kantrowitz’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

Appearances

newest first · ▶ plays the moment

The Compound and Friends · Why Demand for Compute Is About to Explode With Alex Kantrowitz · 31 Jul 2026 podcast

if you see the curve where the bot goes from not being able to code autonomously at all two years ago to being able to code autonomously for 16 hours now, or the equivalent of 16 hours now, it's a capability that still needs to be channeled.

You have to decide what to build.

You have to decide how to sell it.

I think that often gets lost from these conversations is like, oh my God, AI can code for 16 hours.

You know, no more software engineers have jobs anymore.

And then you realize like,

You still have companies that are using this stuff.

So companies have to take control of these capabilities, figure out how to use them, and then we're going to start to see the productivity.

Well, OpenAI, as you may know, has a problem holding on to partnerships.

Yes.

You remember two years ago, they partnered with Apple to be the AI behind Siri.

Now they're out.

Now they're being sued, but they're out.

Well, you could still access ChatGPT and Siri, but they are now being sued by Apple for stealing Apple's roadmap in service of its device.

And Apple ran back into the arms of Google.

Correct, and then right with Sora, and that went away.

And so here we have Microsoft.

So a couple of things happened.

So first of all, I think the deal was always with Microsoft.

Satya Nadella basically saw OpenAI and said, you build AI, or you build artificial general intelligence, AI on human-level intelligence platforms,

Showing 361–380 of 843 · page 19 of 43