Torch This: Can AWS Finally Bridge NVIDIA's CUDA Moat?
AWS is trying to move hardware choice one layer below PyTorch. If developers can write normal PyTorch and swap accelerators with less pain, CUDA’s software lock-in becomes less absolute.
Sundar Pichai on the Future of Google, Gemini, and Agent Memory
Google CEO Sundar Pichai joins Matthew Berman to discuss the future of Gemini, self-improving AI, open agent protocols, and why smart glasses might be the ideal interface for personal intelligence.
Satya Nadella on the Future of AI, Agents, and the End of SaaS
Microsoft CEO Satya Nadella joins Matthew Berman to discuss the collapse of SaaS, rise of AI agents, the new software stack, and why intelligence is becoming a zero-cost commodity.