The Token Economy: AI Infrastructure And The Future Of Compute

The Token Economy: AI Infrastructure And The Future Of Compute

In this episode of FYI, Brett Winton and Charles Roberts sit down with Michael Stewart of M12, Microsoft’s venture fund, to examine how AI is reshaping software, infrastructure, and investment strategy. Michael explains how M12 identifies emerging signals across the AI ecosystem, from generative AI adoption to enterprise spending shifts. The conversation covers the evolution from SaaS (software as a service) to AI-driven models, pricing dynamics, and the growing importance of compute efficiency. They also discuss future opportunities in consumer AI, material science, and the need to rethink the data center as demand for AI accelerates.

Key Points From This Episode:

00:00:00 Introduction to M12 and its role within Microsoft

00:04:41 The current AI landscape and platform shift thesis

00:09:47 The gap between technical capability and user adoption

00:14:33 Compute constraints and the need for model efficiency

00:20:55 The concept of “wholesale AI” and token-based enterprise models

00:28:00 Uneven AI usage across users and organizations

00:31:47 Capturing value: productivity gains vs. software pricing

00:35:34 Investment themes: consumer AI and smart TV experiences

00:38:58 AI in science and material discovery opportunities

00:44:35 Introduction to the data center of the future

00:51:35 Capital markets, AI demand, and infrastructure investment gaps

00:55:53 Why current AI investment narratives may be backward-looking

Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(299)

The Call After The Calls: SpaceX And Tesla

The Call After The Calls: SpaceX And Tesla

Elon Musk put a $1 trillion revenue number on SpaceX, and the sell side has been staring at its models ever since. "Roughly five times wrong relative to what Elon said 2028 revenue could be," says Ale...

5 Nov 1h 35min

Ramp's Economist Found Cracks In The AI Thesis | The Brainstorm 156

Ramp's Economist Found Cracks In The AI Thesis | The Brainstorm 156

In this episode of The Brainstorm, Ara Kharazian, lead economist at Ramp, joins Sam and Brett with data from 80,000 businesses and over $275 billion in annual spend. His latest research, “Cracks in th...

4 Nov 34min

Anthropic’s S-1, Meta’s $90B, And Elon’s Warning Call | The Brainstorm 155

Anthropic’s S-1, Meta’s $90B, And Elon’s Warning Call | The Brainstorm 155

In this episode of The Brainstorm, Sam, Nick, and Brett open the Anthropic S-1, maybe the most impressive twelve months of revenue growth in corporate history, and debate whether a major AI-enabled cy...

28 Okt 32min

The Real Reason Tesla Announced The Roadster | The Brainstorm 154

The Real Reason Tesla Announced The Roadster | The Brainstorm 154

In this episode of The Brainstorm, Sam and Brett cover a week of exciting developments. Brett was at the Tesla Roadster unveil in person and argues the event was primarily marketing for a prospective ...

21 Okt 29min

Is SpaceX Coming For Your Phone Bill? | The Brainstorm 153

Is SpaceX Coming For Your Phone Bill? | The Brainstorm 153

In this episode of The Brainstorm, Sam, Nick, and Brett open on OpenAI’s release of 722 mathematical proofs and the one subject conspicuously missing from it, cryptography. Brett argues the nearer ter...

14 Okt 33min

Starship Reached Orbit. Here's the $1B-Revenue-Per-Launch Math | The Brainstorm 152

Starship Reached Orbit. Here's the $1B-Revenue-Per-Launch Math | The Brainstorm 152

In this episode of The Brainstorm, Sam, Nick, and Brett work through OpenAI DevDay, where one of the most interesting announcements was the one that never shipped. Ultra Ultra Fast did not reach publi...

7 Okt 33min

Building A Nuclear Plant That Can’t Melt Down

Building A Nuclear Plant That Can’t Melt Down

In this episode of FYI, Daniel Maguire and Tasha Keeney speak with J. Clay Sell, CEO of X-energy, about the company’s approach to reinventing nuclear power with advanced small modular reactors. Sell e...

1 Okt 47min

Zuckerberg Admits He Got It Wrong | The Brainstorm 151

Zuckerberg Admits He Got It Wrong | The Brainstorm 151

In this episode of The Brainstorm, Sam, Nick, and Brett unpack Meta Connect, where Muse quietly replaced the metaverse as Zuckerberg’s vision for the company. Nick walks through the hardware spread, f...

30 Sep 32min

Populärt inom Business & ekonomi

framgangspodden
rss-hemlispodden
varvet
rss-jossan-nina
bathina-en-podcast
rss-svart-marknad
rss-borsens-finest
uppgang-och-fall
avanzapodden
rss-inga-dumma-fragor-om-pengar
badfluence
rss-dr-bjorklund
rss-hos-psykologen
24fragor
fill-or-kill
lastbilspodden
rss-kort-lang-analyspodden-fran-di
borsmorgon
tabberaset
rss-en-rik-historia