PODCAST · technology
OrionX Download
by OrionX.net
The OrionX Research team and guests discuss Big Ideas in Tech, covering major trends and products that can impact your investment decisions and change the technology options you consider.
Episodes
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Analyst RoundTable: TOP500, Bitcoin, AI, Space, Fusion – OXD38
Analyst roundtable covering the big ideas in technology that are changing the world, with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan. In this episode: - TOP500 - Bitcoin - AI - Space tech - Fusion energy [audio...
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Analyst RoundTable: IPOs, AI, BTC- OXD37
In this episode: - Massive IPOs, AI, market implications - SpaceX IPO - AI in IoT: Connectivity to Intelligence - AI coding - “No Man’s Land” and AI in management - Startups and AI-driven business models - Where to locate your data center - Crypto mining’s expansion into AI and HPC - Bitcoin...
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Analyst Roundtable: GTC, AI, Social Media in Court, War-time Supply Chain, BTC Bubbles – OXD36
Analyst roundtable covering the big ideas in technology that are changing the world, with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan. In this episode: - GTC postview - Nemotron vs Nematron - OpenClaw, Instar.sh - Social Media in Court - Modeling BTC Bubbles - Scientific...
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Analyst Roundtable: BTC Bubbles, AI Agents, Super Bowl – OXD35
Analyst roundtable covering the big ideas in technology that are changing the world, with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan. In this episode: - Scientific Bitcoin Institute (BSI) - Bitcoin update - AI Agents, OpenClaw - Emergent abilities in AI - Memory shortage -...
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Analyst Roundtable: AI, Social Media, Bitcoin, Quantum – OXD34
Analyst roundtable covering the big ideas in technology that are changing the world, with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan. In this episode: - Agent swarm coding, update - AI bubble? - Australia social media ban - Modelling Bitcoin bubbles and volatility -...
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Analyst Roundtable: AI, Crypto, Quantum, Chips – OXD33
Analyst roundtable covering the big ideas in technology that are changing the world, with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan. In this episode: - Agent Swarm Coding, "AI-Aided Coding"? - AI circular funding or flywheel - Data Center build-out complexities, and...
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Analyst Roundtable: AI, Crypto, Quantum, Chips – OXD32
Analyst roundtable covering the big ideas in technology that are changing the world, with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan. In this episode: - Early views on impact of AI Agent Swarm Coding on staffing, org structure, roll out - Stanford AI Index report - MIT…
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Analyst Roundtable: AI Coding, Bitcoin Treasury Companies, U.S. AI Action Plan – OXD31
In this episode: - What AI Agent Swarm Coding is like - Bitcoin Treasury Companies - U.S. AI Action Plan - Power Generation, Nuclear Energy - Sovereign AI [audio mp3="https://orionx.net/wp-content/uploads/2025/08/OXD031_ART-7_20250812.mp3"][/audio] The post Analyst Roundtable: AI Coding, Bitcoin...
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Analyst Roundtable: AI Agent Swarm Coding, PCIe, UEC, BTC – OXD30
Analyst roundtable covering the big ideas in technology that are changing the world, with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan. In this episode: AI Agent Swarm Coding, IoT, Bitcoin, HPC, TOP500, PCIe, UCE, 5G, Cloud, Cybersecurity, Post-Quantum Cryptography, Quantum...
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Analyst Roundtable: AI HPC Cloud Quantum Crypto Fusion – OXD29
Analyst roundtable with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan covering AI, HPC, Cloud, Quantum, Crypto, Fusion. In this episode: Dessert vs Forest company culture, Nvidia earnings, Altman-Ive, Humane AI, Post Smartphone User Interface, Java Ring, MeGPT, Soopra.ai…
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Analyst Roundtable: Tariffs, AI Chips, BTC Reserve, AI Pricing, DC Carbon – OXD28
Analyst roundtable with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan. In this episode: Tariffs and how companies are or should be approaching them, The Triffin Dilemma, Strategic Bitcoin Reserve, FinTech software around BTC, Turing Complete smart contract languages, AI Chips,...
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Analyst Roundtable: GPUs, AI, Quantum, Bitcoin, China – OXD27
Analyst roundtable with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan covering recent advances in, and impacts of: GPUs, including a post-view of the GTC conference, AI DataCenters, Quantum Computing, Bitcoin, and China. [audio...
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Analyst Roundtable: Chips, AI, Search, Quantum, Bitcoin, Fusion – OXD26
Analyst roundtable with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan covering recent advances in, and impacts of: Chips, AI, Search, Quantum Computing, Bitcoin, and Fusion energy. [audio...
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SC24, Supercomputing, CryptoSuper500, Quantum, RISC-V Summit – OXD25
We have a full house with Adrian Cockcroft, Stephen Perrenod, Chris Kruell, and Shahin Khan with a "postview" of the SC24 conference, the latest CryptoSuper500 list, a snapshot of quantum computing, and the RISC-V Summit. They also discuss Bitcoin, AI vs. HPC, HPC in the cloud, liquid cooling,...
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SimOps with Peter Ungaro and Burak Yenier of Simr
Peter Ungaro, one of the most celebrated captains of the supercomputing and AI industry, formerly the CEO of Cray, SVP and General Manager of HPC, AI, Mission Critical Systems, Edge, and HP Labs at HPE, and a board member of Simr, and Burak Yenier, CEO & Co-Founder of Simr, join Shahin Khan to...
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Bitcoin ETF, Bitcoin Halving, CBDCs – OrionX Download Podcast
Bitcoin ETF and Bitcoin halving have fueled renewed excitement in the cryptocurrency world and it is time to catch up with the state of the market again. Dr. Stephen Perrenod joins Shahin Khan to go over the latest hot topics: Wall Street entering the Bitcoin market with about a dozen Bitcoin...
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Technopolitics, a Technology Lens to Guide Policy – OrionX Download Podcast
Why is technopolitics a good lens? Technology has always had a big impact on geopolitics and global competitiveness. What's special now? [audio mp3="https://orionx.net/wp-content/uploads/2023/07/OXD022_Techno-Politics_20230731.mp3"][/audio] The post Technopolitics, a Technology Lens to Guide…
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OrionX Download Podcast: Future System Architecture
Adrian Cockcroft, Stephen Perrenod, and Shahin Khan get together in a free-flowing coffee-shop style discussion of future system architecture in supercomputing. [audio mp3="https://orionx.net/wp-content/uploads/2023/03/OXD021_Supercomputing-Arch_12-Myths_20230329.mp3"][/audio] The post OrionX...
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OrionX Download Podcast: Crypto Winter, SBT, CBDC
The crypto winter arrived but a lot continues to happen in the cryptocurrency industry. Stephen and Shahin cover the current state of things, from some of the causes of significant failures, to Bitcoin's recent rise, new developments in Central Bank Digital Currencies (CBDC), and self-sovereign...
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OrionX Download Podcast: Fintech Update, CryptoSuper500, CBDC, NFT, DeFi, Regulations
The OrionX Download podcast is back with a new episode on the latest in Fintech and Crypto with Shahin Khan and Stephen Perrenod. From Stephen's newly released CryptoSuper500 report to the latest on CBDCs, NFTs, DeFi, and regulations, the team offers the same realistic perspective and analysis…
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Crypto Mining Rankings, NFT, CBDC
Which coins actually use the "Proof of Work" algorithms, the "mining" process, and how do they rank? Why CBDCs, why not just stablecoins? What are NFTs, what is real? Stephen Perrenod and Shahin Khan discuss these topics and a few more FUD items left-over from the last podcast. Join in! [audio...
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@HPCpodcast-2: TOP500 at SC21
TOP500 at SC21 was highly anticipated but failed to ignite. Rumored high-end systems opted not to play while entering the conversation anyway. However, the list is about more than the TOP10 or whether there are systems that should be there and those that should not. Looking at the whole list, we...
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@HPCpodcast-1: HPC and AI Chips and Accelerators
Welcome to the @HPCpodcast where Shahin Khan and Doug Black discuss supercomputing technologies and the applications, markets, and policies that shape them. In this inaugural episode we cover HPC and AI chips and accelerators, startups, and unicorns, topics that are sure to reappear frequently....
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Cryptocurrency FUD, Fact or Fiction?
There is recurring "Fear, Uncertainty, and Doubt" leveled at Bitcoin and cryptocurrencies in general. Steve Perrenod and Shahin Khan go over the list to demystify. On the menu: intrinsic value, energy usage, slow transactions, China, etc. [audio...
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Cryptocurrency State of the Market and Short History
What's behind Bitcoin's recent price hike? Shahin Khan and Steve Perrenod look at the Cryptocurrency market and its history over the past decade. They run through and explain the major new concepts that were introduced and take stock of their progress. [audio...
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Edge Computing, with Tensor Networks CTO
In this era of "Too Much Data", it is imperative to understand and have a plan for Edge Computing. We discuss it all with Bill Walker, CTO of Edge Computing pioneer Tensor Networks. [audio mp3="http://orionx.net/wp-content/uploads/2020/10/OXD015_Edge-Computing_20201025.mp3"][/audio] The post Edge...
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RISC-V CTO on Open Source Chips and Use Cases
Mark Himelstein, CTO of RISC-V joins us to discuss what we think will be a very important part of the information technology landscape. RISC-V has cracked the code on taking an open source community approach to chip design. We can expect to see it everywhere from embedded IoT, to communication...
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What is 5G and Why is it a Big Deal?
Probably one of the best discussions anywhere about what 5G is and why it is a big deal. Shahin Khan and guest Walt Maclay, president of Voler Systems go over what 5G technology promises: speed, low latency, high density in terms of number of devices per square kilometer, better precision for...
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Crypto Exchange and Internet of Value
Digital technologies are disrupting the financial services industry in many small and big ways and companies starting to look like banks. Nikolaj Vestorp, co-founder of MarketKoin and the OrionX team discuss what is changing in financial markets. MarketKoin started in Indonesia which gives it a...
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Quantum Machine Learning (QML)
Special guest Dr. Max Henderson of Rigetti Computing joins the OrionX analyst team to discuss the short- and mid-term outlook for the intersection of AI and quantum computing and how it may affect businesses. [audio...
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State of the Market: Crypto/Blockchain, Quantum Computing
The OrionX Research team is back with Stephen, Shahin, and Dan going over the state of the market in Cryptocurrency, Blockchain, and Quantum Computing. The OrionX TeamOrionX is a team of industry analysts, marketing executives, and demand generation experts. With a stellar reputation in Silicon...
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SC17 A Postview of the Supercomputing-17 Conference
Shahin and Dan review some of the most important technology advances out there, as seen at the SC17 conference. They discuss changes to the TOP500, New server chips (POWER and ARM), Liquid Cooling, and Quantum Computing. Also discussed: Y2Q, Quantum Supremacy, and Quantum-Safe cryptography. The...
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Cost of Data and How to Avoid Data Loss
Brian Hellman from LINBIT joins as the guest of Dan Olds and Shahin Khan to discuss our recent blog and research paper, The Cost of Data Loss and How to Avoid It. The research goes beyond traditional “outage” of resources and lookins at the value of the data that you are not collecting when there...
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Artificial Intelligence Customer Sentiment – OrionX Industry Survey
Co-hosts Dan Olds and Shahin Khan review the results of a recent “Artificial Intelligence, Machine Learning, and Deep Learning” survey that OrionX conducted with over 300 high tech, industrial and commercial companies. See the data and find out how these trends may impact organizations’ AI...
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Cryptocurrencies, Blockchain, and Bitcoin, part 3
Stephen Perrenod joins Shahin and Dan to make sense of Cryptocurrency/Blockchain/Bitcoin. They complete the discussion of a transaction’s journey, which they started in the last episode, and answer the common question: “can I separate Blockchain from Bitcoin?” This is the 3rd and final episode of…
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Cryptocurrencies, Blockchain, and Bitcoin, part 2
We go through a transaction’s journey, explaining hash functions and public key cryptography along the way. The OrionX TeamOrionX is a team of industry analysts, marketing executives, and demand generation experts. With a stellar reputation in Silicon Valley, OrionX is known for its trusted...
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Cryptocurrencies, Blockchain, and Bitcoin, part 1
Stephen Perrenod joins Shahin and Dan to make sense of Cryptocurrency/Blockchain/Bitcoin. In this first installment, they start at the beginning: the original Satoshi Nakamoto paper that started it all. [audio...
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What is new in the High Performance Interconnect (HPI) market?
Dan and Shahin revisit the high end of the networking market, discuss what’s new, how HPI technologies stack up, and unveil the OrionX rankings of key technologies based on market, customer, and product attributes. Four OrionX research papers on this topic are available here. [audio...
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Does Oracle have the right Cloud Strategy?
David Simmons of Oracle and Peter ffoulkes of OrionX are Dan’s guests as they discuss Oracle’s strategy for Cloud in Enterprise IT. Dan Olds and Peter ffoulkes discuss the OrionX blog that instigated this episode. [audio...
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Enterprise-HPC Industry Survey
In this inaugural podcast, co-hosts Dan Olds and Shahin Khan review the results of a recent "Enterprise HPC" data center survey that OrionX conducted with over 150 high tech, industrial and commercial companies. See the data and find out how these trends may impact organizations' data center...
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ABOUT THIS SHOW
The OrionX Research team and guests discuss Big Ideas in Tech, covering major trends and products that can impact your investment decisions and change the technology options you consider.
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OrionX.net
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