Austin Lyons

Bradley Tusk, startup investor and regulatory strategist; Rocket Drew, AI and robotics reporter; Sarah Sachs, Notion’s AI lead; Austin Lyons, AI hardware analyst. They discuss Meta’s six-gigawatt AMD compute deal and its market implications. Notion’s launch of custom agents, integrations, governance and usage-based pricing. Anthropic’s wide-ranging research into rogue agents and safety testing.

Austin Lyons, a senior analyst at Creative Strategies, delves into NVIDIA's potential M&A targets, particularly in photonics, while highlighting the strategic relevance of optical IO chiplets. Miles Kruppa, an AI & Finance reporter, brings insights into Oracle’s innovative chip-backed asset-backed securities, explaining how they might revolutionize AI chip financing. The discussion also covers Brookfield's ambitious plans with its Radiant cloud aimed at AI customers, showcasing a blend of energy and infrastructure strategies. Intriguing predictions and industry dynamics unfold!

Austin Lyons, a Senior Analyst at Creative Strategies, delves into the implications of the OpenAI-AMD compute deal for the chip market, highlighting AMD's strategic counter to NVIDIA. He explains how heterogeneous compute opens paths for AI chip startups, yet identifies challenges against NVIDIA's flexible GPUs. M13's Anna Barber discusses startup opportunities in finance and healthcare despite OpenAI's dominance. Lastly, Crescendo's Matt Price talks about transforming contact centers with AI, illustrating the shift towards AI-native operations and improved customer trust.