Thought these were interesting and worth passing along from the Valley 101 Conference — some different perspectives than what you hear on typical podcast circuit.
Data Centers: Power shortages, delivery delays and neocloud economics
Yixing Xu (Data Center Planning & Energy Strategy, Google); Bruce Liu (CEO, Esoterica Capital); Alex Yeh (Founder & CEO, GMI Cloud).Agents: Open-model substitution, local inference and what drives adoption
Peter Pang (Co-founder & CTO, CREAO); Bill Zhu (Founder, Pokee AI); Joey Wang (Engineering Lead, Harvey); Peng Zheng (Grok Bot Designer, SpaceXAI).AI Infrastructure: Specialized inference, alternative silicon and software moats
Zhijian Liu (Founder, Inco AI; Assistant Professor, UCSD); Wei-Chen Wang (VP of AI Inference, Nebius); Banghua Zhu (Co-founder & CTO, RadixArk, the company behind SGLang).Model Race: Open vs. closed models and where the margins accrue
Jenny Xiao (Partner, Leonis Capital); Jiantao Jiao (Director of Research & Distinguished Scientist,…