The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M
While everyone obsesses over which AI model is smartest, a quiet revolution is happening in the infrastructure layer underneath. Modular just raised $250M at a $1.6B valuation to solve a problem most people don't know exists: AI is locked into expensive, vendor-specific hardware ecosystems. Tim Davis, Co-Founder & President of Modular, joins us to explain why his company is building the "hypervisor for AI"—making it possible to write code once and run it on any GPU, from NVIDIA to AMD to Apple Silicon. We dive into why this matters for businesses, what the Android analogy really means, how companies are seeing 70-80% cost reductions, and whether we're even on the right path to superintelligence.Subscribe to The Neuron newsletter: https://theneuron.aiTry Modular: https://modular.comGetting Started Guide: https://modular.com/get-started
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Inside Microsoft's AI Superfactory with Scott Guthrie
In this episode, we sit down with Scott Guthrie, EVP of Microsoft's Cloud + AI Group, to explore the architecture behind Azure's AI Superfactory. Scott oversees Microsoft's hyperscale cloud computing solutions including Azure, generative AI platforms, and next-generation infrastructure. We dive into Microsoft's strategic approach to AI datacenter buildout, the innovative Fairwater architecture with its 120,000+ fiber miles of AI WAN backbone, and how Microsoft is balancing performance, sustainability, and cost at planet-scale. From dense GPU clusters drawing 140kW per rack to closed-loop liquid cooling systems, Scott reveals the engineering trade-offs behind infrastructure that powers frontier AI models with trillions of parameters. Whether you're an enterprise leader planning AI adoption or a developer curious about cloud architecture, you'll leave understanding how Microsoft is executing on next-gen infrastructure that transforms global challenges into opportunities.Subscribe to The Neuron newsletter: https://theneuron.ai
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How 48% of Non-Engineers Are Shipping Production Software (with Retool CEO David Hsu)
Retool CEO David Hsu reveals that 48% of non-engineers are now shipping software. We explore how AI is democratizing software development, why engineers might stop coding internal apps within 18-24 months, and what this means for the future of work. David shares insights from Retool's survey of 10,000+ companies, Retool’s new AppGen program, and how "tomorrow's developers" are using AI to build real production applications on enterprise data.Subscribe to The Neuron newsletter: https://theneuron.aiLearn more about Retool: https://retool.com
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The Humans Behind AI: How Invisible Technologies Trains 80% of the World's Top Models
Behind every AI response, there's an invisible army of humans who trained it. In this episode, we talk with Casper Elliott from Invisible Technologies - the company that's trained 80% of the world's top AI models. We explore how models actually learn, why data quality matters more than quantity, what enterprises get wrong about AI deployment, and whether AI will really automate everyone's jobs. Casper shares insights from working with frontier labs, reveals the surprising skills that make great AI trainers (hint: League of Legends helps), and explains why the future needs more humans, not fewer.Subscribe to The Neuron newsletter: https://theneuron.aiLearn more about Invisible Technologies: https://invisibletech.ai
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Teaching Computers to Smell?! The AI That's Digitizing Scent
Computers can see and hear, but they've never been able to smell—until now. In this episode, we sit down with Alex Wiltschko, Founder & CEO of Osmo, to explore how his company is using AI to digitize scent. Alex walks us through how they "teleported" the smell of a fresh plum across their lab, created the world's first AI-designed fragrance molecules, and built Osmo Studio—a platform that lets anyone design custom fragrances in one week instead of two years. We discuss the read/map/write framework for digitizing smell, why scent is tied directly to memory and emotion, and how this technology could eventually detect diseases like cancer and Parkinson's earlier than any current diagnostic. Plus: what does the Museum of Pop Culture smell like, and can AI really create a fragrance from a Bon Iver song?Links: Osmo: https://www.osmo.aiScent Teleportation Update: https://www.osmo.ai/blog/update-scent-teleportation-we-did-itOsmo Studio: https://osmostudios.ai/ Subscribe to The Neuron newsletter: https://theneuron.aiCheck out the sponsor of this video, Flora: https://dub.florafauna.ai/neuronSubscribe to The Neuron newsletter: https://theneuron.aiHosted by: Corey Noles and Grant HarveyGuest: Alex Wiltschko (Founder & CEO, Osmo)Published by: Manique SantosEdited by: Kush Felisilda
The Neuron covers the latest AI developments, trends and research, hosted by Grant Harvey and Corey Noles. Digestible, informative and authoritative takes on AI that get you up to speed and help you become an authority in your own circles. Available every Tuesday on all podcasting platforms and YouTube.
Subscribe to our newsletter: https://www.theneurondaily.com/subscribe
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