Prakash Narayanan

speaker

1,048 appearances 4 recordings 1 series first heard Aug 2026 last heard yesterday

Prakash Narayanan’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 — 4 in all, peaking in Sep 2026 with 3.

Appearances

newest first · ▶ plays the moment

"The Cognitive Revolution" · AI:AM: What If It Works Too Well? Colluding Agents, $200M Safety Orgs, Virtual Cells Saturate at 2% · 27 Sep 2026 podcast

So if you say like, okay, if Elon said, okay, I'll build it for you in a year or a year and a half or two years.

And in order for me to build it to you, you need to give me a five-year contract.

If I build it for you, you will definitely buy the compute and pay me.

And then I'm going to take that and I'm going to go to another bank and I'm going to give it to them and they're going to lend me money based on that.

Then it becomes like it's not really like Elon's money.

It's really like Anthropic's money anyway.

And the single credit is going to be from Anthropic's side.

And that's really who the bank is relying on for repayment.

And so then it becomes a different pricing.

So then Anthropic will say like, okay, how much is it going to take you to build?

How much is your interest rate going to be?

And then I'm going to give you, let's say, a 20% profit margin on top of that, right?

So this is what CoreWeave is getting, for example.

So if it's going to cost you like $15 million or $20 million to build, they'll be like, all right, $24, $25 million per year, right?

And so that's the key difference is whether you have the money or not upfront.

And those deals don't hit the index pricing.

The index pricing is based on

willingness to trade.

So these are all tradable prices and that stuff doesn't get traded.

And so the people transacting on this index are the lowest payers.

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