Chip smuggling exposes the AI cold war

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This week Jason sat down with Jake Loosararian and Chris Lattner on Episode 6 of This Week in AI. Jake is the CEO and co-founder of Gecko Robotics, a company deploying purpose-built robots and AI for mission-critical infrastructure inspection across energy, defense, and manufacturing. Chris is the CEO and co-founder of Modular, building a universal software layer that lets developers run AI models across Nvidia, AMD, and Apple silicon without being locked into any single hardware vendor.

We explore the GPU shortage, why China's chip smuggling reveals the stakes of the AI cold war, how purpose-built robotics are beating humanoids on ROI, the case for American reindustrialization, and why the next decade could be the best ever for private equity in capital-intensive industries.

• Purpose-Built Robots vs. Humanoids: Jake has been building mission-critical robots for 13 years. He explains why general-purpose humanoids still have too little ROI for industrial use, and why specialized robots that find and fix problems are winning in the field.
• The GPU Shortage Is Real: Chris breaks down why you can't just go buy 100 Blackwell chips today, why Nvidia's Cuda creates massive lock-in, and how Modular is building a unified software layer across all major chip architectures.
• Google TPUs Are the Sleeper: Chris ranks Google as the number one threat to Nvidia's dominance, ahead of Amazon's Trainium and AMD.
• China's Chip Smuggling & the AI Cold War: A Supermicro co-founder allegedly smuggled $2.5B in Nvidia chips to China using fake serial numbers and a hairdryer.
• The Best Decade for Private Equity: Jake makes the case that capital-intensive, commoditized infrastructure assets: waste-to-energy, water treatment, old power plants will all generate incredible returns.
• Self-Driving State of Play: Chris, a former Tesla Autopilot lead, gives his read on Waymo's lead, Tesla's small Austin pilot, and why the real signal is when Tesla starts filing for fully autonomous permits in California.

Learn more about Gecko Robotics: https://www.geckorobotics.com

Learn more about Modular: https://www.modular.com/

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*Timestamps:*

00:00 Welcome & intro to Jake Lu (Gecko Robotics) and Chris Lattner (Modular)

01:34 Gecko's 13-year journey & the Cantilever platform

05:15 Chris Lattner on Modular: replacing Cuda & unifying AI hardware

11:10 Nvidia lock-in, AMD's Rock & why the software stack is broken

19:49 The GPU shortage: how real is it?

22:13 Who challenges Nvidia? Google TPUs, Amazon Trainium & AMD ranked

28:17 China chip smuggling: $2.5B in Nvidia GPUs & the AI cold war

37:43 Self-driving update: Waymo, Tesla's Austin pilot & Chris's Tesla history

42:20 Figure's humanoid package sorting — real or demo magic?

43:47 The best decade for private equity in capital-intensive assets

51:04 Reindustrialization, the trades boom & making manufacturing cool

58:39 Building tech companies outside Silicon Valley

1:06:46 Breaking news: Brett Adcock launches Hark from Figure

1:10:15 Closing thoughts: grit over hype, customers over valuations

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