Inference Will Be $10TRN Market: What No One Sees | Software Investors are F***ed | Naveen Rao

Naveen Rao is the Founder and CEO of Unconventional AI, an AI hardware startup focused on rethinking how AI systems are built and powered. A serial entrepreneur, Naveen previously founded Nervana Systems, acquired by Intel, and co-founded MosaicML, acquired by Databricks for $1.3 billion. He later served as VP of AI at Databricks before launching Unconventional AI. ----------------------------------------------- Timestamps: 00:00 Intro 01:15 Why Energy Will Be the Biggest Bottleneck for AI 04:58 Why the US Could Run Out of Excess Power Capacity 09:00 What Compute Investors Still Get Wrong Abou