Things We Read This Week - Jordan Nanos & Hunter Almgren
by Jordan Nanos, Hunter Almgren
With backgrounds in the design and implementation of compute infrastructure from edge to cloud, sensor to tensor, Jordan Nanos and Hunter Almgren give their take on what’s new in enterprise technology - specifically, what they read this week.
Episodes
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Ep 20 - Neoclouds, ClusterMAX, Data Sovereignty, Coding Agents ROI, GPT-5 skipping benchmarks, K Prize, Ads in ChatGPT
ClusterMAX: https://www.clustermax.ai/ and https://semianalysis.com/2025/03/26/the-gpu-cloud-clustermax-rating-system-how-to-rent-gpus/ Microsoft can't guarantee data sovereignty https://www.theregister.com/2025/07/25/microsoft_admits_it_cannot_guarantee/ Coding challenge...
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Ep 19 - AI for the Linux Kernel, Zuck Poaching, Overemployment, Future of Ads, DPUs
- security issues with agentic AI in the linux kernel - 10x Engineers but no 10x better applications yet? 10x better slop - AI generated ads? - Zucc poaching researchers like they're athletes - Soram Parekh - Google/Perplexity are killing site referals thanks to AI summaries - future of AI ads -...
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Ep 18 - Nerfing Models, Preserving Logs, Zuck Acquihiring, and Your Brain on ChatGPT
https://www.iea.org/data-and-statistics/data-tools/energy-and-ai-observatory?tab=Energy+for+AI https://simonwillison.net/2025/Jun/5/openai-court-order/ https://x.com/BenShindel/status/1935486311382556922 https://arxiv.org/pdf/2506.08872 https://x.com/thedanigrant/status/1932584270624927814?s=46...
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Ep 17 - Dario's Token Tax, Vibe DevSecOps, MCP Vulnerabilities, Prompt Injections, DeepSeek
https://www.axios.com/2025/05/28/ai-jobs-white-collar-unemployment-anthropic https://techcrunch.com/2025/05/27/ai-may-already-be-shrinking-entry-level-jobs-in-tech-new-research-suggests/ https://www.oligo.security/blog/vibe-coding-shipping-features-or-shipping-vulnerabilities...
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Ep 16 - VMware to KVM moves, DeepSeek R1, Stargate, Compound AI Systems, OpenAI Operator
https://finance.yahoo.com/news/mark-zuckerberg-says-ai-could-182849726.html?guccounter=1 https://www.theregister.com/2025/01/13/anexia_vmware_to_kvm_migration/?td=rt-3a https://x.com/emollick/status/1879633485004165375...
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Ep 15 - DeepSeek-V3, NVIDIA DIGITS, Jensen vs D-Wave on Quantum, AGI vs ASI, Walking Robots
https://arxiv.org/abs/2412.19437 https://x.com/alexocheema/status/1872445986041143419?s=46 https://www.nvidia.com/en-us/project-digits/ https://www.cnbc.com/2025/01/08/nvidia-ceo-jensen-huang-is-dead-wrong-about-quantum-d-wave-ceo.html...
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Ep 14 - Predictions!
https://polymarket.com/event/top-ai-model-on-december-31 https://polymarket.com/event/will-openai-announce-it-has-achieved-agi-in-2024 https://polymarket.com/event/will-openai-become-a-for-profit-business-before-april-2025 https://polymarket.com/event/google-forced-to-sell-chrome...
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Ep 13 - NeurIPS, Google Willow, Quantum Use Cases, Great Scaling Debate, Multimodal Models
https://blog.google/technology/research/google-willow-quantum-chip/ https://www.cnbc.com/2024/12/11/why-ai-advancement-could-be-slowing-down.html https://www.youtube.com/watch?v=wT636THdZZo&list=WL&index=2&t=30369s https://x.com/jeremyphoward/status/1866583858298384454...
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Ep 11 - Intel CEO out, Beware Foreign LLMs, OpenAI Claims AGI, GenCast from DeepMind Makes Research Great Again
https://arstechnica.com/gadgets/2024/12/intel-ceo-pat-gelsinger-steps-down-after-terrible-no-good-very-bad-year/ https://x.com/id_aa_carmack/status/1863999285588595174?s=46 https://www.techpowerup.com/329513/intel-18a-process-node-clocks-an-abysmal-10-yield-report...
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Ep 10 - OpenAI vs NYT Update, Trusting AI, "Agentic" AI, Fugatto for SFX, AI Grandma Fights Back
OpenAI deleting evidence https://www.theverge.com/2024/11/21/24302606/openai-erases-evidence-in-training-data-lawsuit NVIDIA says we're years away from AI we can largely trust https://www.businessinsider.com/nvidia-ceo-jensen-huang-ai-trust-several-years-2024-11 Agentic is the new Big Data...
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Ep 9 - SC24, Quantization is Dead, Wood Datacenters, AWS Trainium, Reddit Data For Sale
https://x.com/Tim_Dettmers/status/1856338240099221674 https://www.theregister.com/2024/11/01/microsoft_wooden_datacenters/?td=rt-3a https://techcrunch.com/2024/11/07/amazon-may-up-its-investment-in-anthropic-on-one-condition/ https://www.theregister.com/2024/10/30/reddit_ceo_profit_ai/
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Ep 8 ft. Anthony Placeres - ROI of AI? GPT-5 and Llama 4, TSMC yields, $4.5B chatbots, Russia suing Google
The visceral experience of using AI: Claude's computer use, Character.ai killed someone, replacing $1000/hr legal assistants with a $5 API call GPT-5 by December (but Sam's AMA said no), Llama 4 next year, Zuck's cluster is bigger than Elon's TSMC yields in Arizona Bret Taylor raising $4.5B for a...
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Ep 7 - Nobel Prizes, OpenAI is getting Blackwell, Benioff doesn't like Copilot, NYT suing Perplexity, Putting the x back in x86, Mistral and Nemotron releases
https://x.com/NobelPrize/status/1843589140455272810 https://x.com/morqon/status/1846184256877244704 https://www.cnbc.com/2024/10/16/amazon-goes-nuclear-investing-more-than-500-million-to-develop-small-module-reactors.html...
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Ep 6 - Updates on AI Datacenters, Intel/Qualcomm, Llama3.2, NotebookLM, whats next for OpenAI/Microsoft
https://x.com/AlecStapp/status/1842000968654700635 https://www.crn.com/news/components-peripherals/qualcomm-reportedly-approached-intel-about-takeover-deal?itc=refresh https://x.com/aisafetymemes/status/1838947234068443495?s=46 https://x.com/natolambert/status/1837996707780624631...
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Ep 5 - Who Can Afford to Build Frontier LLM's?
https://siliconangle.com/2024/09/16/intel-spin-off-chip-fab-business-unit-aws-signs-custom-ai-chips/ https://www.cnbc.com/2024/09/20/constellation-energy-to-restart-three-mile-island-and-sell-the-power-to-microsoft.html https://x.com/energybants/status/1837109780336222587...
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Ep 4 - Coding Assistants, SMCI shorts, NVIDIA DOJ Subpoena, OpenAI Lawsuits, Intel Foundry Spinofff
https://x.com/peterberezinbca/status/1829343765653225639?s=46 https://x.com/mattshumer_/status/1831767014341538166 https://www.bloomberg.com/news/articles/2024-08-30/intel-is-said-to-explore-options-to-cope-with-historic-slump https://futurism.com/the-byte/openai-copyrighted-material-parliament...
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Ep 3 - GenAI's Impact on Work/Privacy, Immersion Cooling, OpenStack is Back, Perplexity Ads
Twitter taught Tay to be racist: https://www.theverge.com/2016/3/24/11297050/tay-microsoft-chatbot-racist Digital twins for people doing interviews:...
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Ep 2 - Nuclear Power, GPU Buildouts, Semi-Stateful Training Jobs, LLM security, GPT-5 Speculation
Intel compared to Boeing: https://www.theregister.com/2024/08/09/opinion_column_intel/?td=rt-3a Nuclear Power Roadblocks: https://www.cnbc.com/2024/08/10/why-tech-companies-are-shopping-for-nuclear-power-for-data-centers.html What a GPU Datacenter looks like:...
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Ep 1 - Intel issues, NVIDIA delays, JPY carry trades, Google antitrust
Intel postpones innovation event: https://www.pcmag.com/news/amid-layoffs-and-cpu-controversy-intel-postpones-innovation-event NVIDIA delays Blackwell: https://www.theinformation.com/articles/nvidias-new-ai-chip-is-delayed-impacting-microsoft-google-meta AI’s 600B question:...
About this show
With backgrounds in the design and implementation of compute infrastructure from edge to cloud, sensor to tensor, Jordan Nanos and Hunter Almgren give their take on what’s new in enterprise technology - specifically, what they read this week.
Hosted by
Jordan Nanos, Hunter Almgren
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