OpenAI

Redefining Chip Architecture with Arm CEO Rene Haas

Sep 3, 2026 · 37:07

Arm CEO Rene Haas argues that the CPU, not the accelerator, remains the heart of every system: AI workloads still depend on microprocessors to orchestrate tokens, so Arm moved from licensing IP to building full compute subsystems, including the Arm AGI CPU for Meta. He says the shift was driven by customers like Meta who wanted complete solutions rather than components, and that Arm's design wins in smartphones, data centers and automobiles prove the model. Haas contends supply constraints in memory, substrates and advanced packaging will throttle industry growth for three to five years, making US fab capacity a national-security priority. He predicts AI will become a utility embedded in every device, from edge sensors to robots, and that fears of job loss are overstated because electricians, engineers and skilled tradespeople will be needed in greater numbers to build out data centers, fabs and the physical infrastructure AI requires.

Chasing Trillion-Dollar Companies, Founder Ambition, Token Budgets, & Regulatory Capture

Aug 6, 2026 · 39:30

Sarah Guo and Elad Gil debate trillion-dollar company prospects, arguing that after Anthropic, OpenAI, and SpaceX hit that mark in five years, few more will repeat the pace; they see many hundred-billion-dollar opportunities. They urge founders not to retreat to niche markets out of fear of AI labs, and advise most to consider selling in a 12-to-18-month window if they aren't capturing value as costs fall. On compute, they frame token budgets as scarce, needing return-on-invested-tokens thinking. They assess lab belief that coding is solved within six months and light RSI by end of next year, while noting 18-month forecasts have repeatedly missed. Finally, they warn California's billionaire tax and exit-tax plans push founders to Texas, and that overcorrecting on AI safety risks repeating the regulatory capture that stalled nuclear power.

Building an Autonomous Enterprise for Real-World Services with Netic Founder Melisa Tokmak

Jul 31, 2026 · 34:30

Melisa Tokmak, founder and CEO of Netic, tells Elad Gil how Netic's autonomous AI platform acts as an intermediary for essential services like HVAC, pet care, and roofing, with over 70% of customers now AI-first. She explains why she built a product company rather than an AI roll-up, and how selling to 'slow' industries is easier than assumed—they're value-focused and tech-forward. Big labs aren't threats due to focus and last-mile orchestration; robotics is decades away for these jobs. She screens for agency by asking candidates the hardest thing they've done, and sees private equity now demanding measurable ROI. Her five-year vision is an 'autonomous enterprise' where AI handles everything except physical labor; she is most excited about AI's impact on education and expanding agency.

Travel Through the Lens of AI with with Booking.com CEO Glenn Fogel

Jul 9, 2026 · 41:05

Booking Holdings CEO Glenn Fogel tells Elad Gil how he rode Priceline from the dot-com bust to a 1000x gain, arguing AI is a tool, not a threat, to travel. Fogel, who joined a week before the Nasdaq peaked, recalls the stock falling to $1 before a reverse split, and sees the same boom-bust pattern in AI. He shows how agentic tools like Priceline's Penny handle complex trips and cut customer service costs 10% per contact, while Booking invests $700 million in AI and tech. Yet he says there are no moats: scale like 8.6 million alternative accommodation listings only helps, and constant innovation is the only defense. He defends returning cash to shareholders—40% of shares bought back in a dozen years—and warns that AI job displacement demands upskilling, not rejection of technology.