The 80-Year Bet: Why Naveen Rao Is Rebuilding the Computer from Scratch episode artwork

EPISODE · Dec 8, 2025 · 30 MIN

The 80-Year Bet: Why Naveen Rao Is Rebuilding the Computer from Scratch

from The a16z Show · host Naveen Rao, Matt Bornstein

Naveen Rao is cofounder and CEO of Unconventional AI, an AI chip startup building analog computing systems designed specifically for intelligence. Previously, Naveen led AI at Databricks and founded two successful companies: Mosaic (cloud computing) and Nervana (AI accelerators, acquired by Intel). In this episode, a16z’s Matt Bornstein sits down with Naveen at NeurIPS to discuss why 80 years of digital computing may be the wrong substrate for AI, how the brain runs on 20 watts while data centers consume 4% of the US energy grid, the physics of causality and what it might mean for AGI, and why now is the moment to take this unconventional bet. Stay Updated:If you enjoyed this episode, please be sure to like, subscribe, and share with your friends.Follow Naveen on X: https://x.com/NaveenGRaoFollow Matt on X: https://x.com/BornsteinMattFollow a16z on X: https://twitter.com/a16zFollow a16z on LinkedIn:https://www.linkedin.com/company/a16zFollow the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXFollow the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details, please see http://a16z.com/disclosures. Stay Updated:Find a16z on YouTube: YouTubeFind a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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Naveen Rao is cofounder and CEO of Unconventional AI, an AI chip startup building analog computing systems designed specifically for intelligence. Previously, Naveen led AI at Databricks and founded two successful companies: Mosaic (cloud computing) and Nervana (AI accelerators, acquired by Intel). In this episode, a16z’s Matt Bornstein sits down with Naveen at NeurIPS to discuss why 80 years of digital computing may be the wrong substrate for AI, how the brain runs on 20 watts while data centers consume 4% of the US energy grid, the physics of causality and what it might mean for AGI, and why now is the moment to take this unconventional bet.

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The 80-Year Bet: Why Naveen Rao Is Rebuilding the Computer from Scratch

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