How the 1% Will Own Compute (and What It Means for You)
The future of AI isn't a smarter chatbot. It's a model that watches your screen, listens to the room, and acts on what it sees. We dug into Thinking Machines' new interaction model, what it means for compute, and the layoff wave that's already here.This week's roundtable: Anastasios Angelopoulos (CEO of Arena, formerly LMArena), Nick Harris (CEO of Lightmatter, photonic computing chips), and Philip Johnston (CEO of StarCloud, building megawatt data centers in space).
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Timestamps:
0:00 Cold open
1:21 Welcome to Episode 13
2:51 Is China closing the AI gap? Arena's data
5:16 Lightmatter and the photonic interconnect bottleneck
9:42 StarCloud 2, Nvidia Space Ruben 1, and orbital data centers
17:24 Thinking Machines' interaction model: what's actually new
28:22 Whisper Flow and the 3-pedal desk setup
33:48 Real-time desktop and camera awareness as the real unlock
40:25 Why this 100x's compute demand
42:43 The polarization of compute and $10M personal data centers
49:25 The layoff wave: Cloudflare, PayPal, Coinbase, Upwork
54:48 The 10x gap between AI-first and non-AI-first employees
59:52 Unlimited agency and the abundance future
1:00:46 Anthropic's Project Luna runs a retail store
1:03:45 Decoupling labor from value creation
1:05:03 P(doom) round
🔗 Guests:
Anastasios Angelopoulos, Arena: https://arena.ai | @ML_Angelopolous
Nick Harris, Lightmatter: https://lightmatter.co
Philip Johnston, StarCloud: https://starcloud.com | @philipjohnston
🔗 Referenced in this episode:
Thinking Machines, Introducing Interaction Models: https://thinkingmachines.ai/blog/interaction-models/
LMArena leaderboard: https://lmarena.ai
Lightmatter: https://lightmatter.co
Starcloud: https://www.starcloud.com
TechCrunch, Cloudflare says AI made 1,100 jobs obsolete: https://techcrunch.com/2026/05/08/cloudflare-says-ai-made-1100-jobs-obsolete-even-as-revenue-hit-a-record-high/
Fast Company, Tech layoffs this week due to AI (Cloudflare, PayPal, Coinbase, Upwork): https://www.fastcompany.com/91538995/tech-layoffs-due-to-ai-this-week-cloudflare-paypal-coinbase-upwork
Bloomberg, South Korea floats citizen dividend from AI profits: https://www.bloomberg.com/news/newsletters/2026-05-12/korea-s-massive-ai-boom-triggers-call-for-tech-tax-roiling-market
PYMNTS, Inside a retail store run entirely by AI (Andon Labs / Luna): https://www.pymnts.com/artificial-intelligence-2/2026/inside-a-retail-store-run-entirely-by-ai/
Wispr Flow (voice-to-text tool Jason uses): https://wisprflow.ai
Fermi Paradox: https://en.wikipedia.org/wiki/Fermi_paradox
🔗 Subscribe and follow:
Newsletter and all platforms: https://thisweekinai.ai
#ThisWeekInAI #AI #ThinkingMachines #Lightmatter #StarCloud #Arena #Anthropic #ProjectLuna #AIcompute #AIlayoffs #Superintelligence
How 3 CEOs Use AI to Run $10B in Companies | This Week in AI
This Week in AI, JCal sits down with three CEOs building the infrastructure, intelligence, and interfaces for the next era of AI: Jeremy Fraenkel (CEO, Fundamental), Victor Riparbelli (CEO, Synthesia), and Nick Harris (CEO, Lightmatter). We break down what's actually happening beneath the AI hype: the data modality LLMs completely missed, why copper is the real bottleneck in AI data centers, OpenAI shutting down Sora, the build vs. buy debate for AI tools, and how close we really are to AGI.
AI's Biggest Blind Spot, Tabular Data: LLMs transformed text, images, and code, but 70-80% of enterprise data lives in rows and columns.
Copper Can't Keep Up: Nick explains why AI data centers are hitting a wall. GPUs compute faster than they can communicate. Lightmatter's photonic chips push 1.6 terabits per fiber and can 3x training speed.
Why OpenAI Killed Sora & Anthropic's Focus is Winning: Victor breaks down why even OpenAI had to learn the lesson of focus, and why Claude Code has every founder talking.
Vibe Coding Your Own CRM vs. Buying Salesforce: Jeremy reveals Fundamental built their own internal CRM using vibe coding. The panel debates when building beats buying and when it's a distraction.
The Omnipresent CEO: Jason shares how he's using AI agents for root access to Slack, Gmail, and Notion, resurrecting former employees as AI personas, automating SDR workflows, and summarizing employee inboxes while they're on vacation.
Are We Already at AGI?: Nick says the rate of progress is a double exponential. Jeremy argues AGI is a moving goalpost. Victor warns of "Future Shock" and societal disruption.
🔗 Learn more about Fundamental: https://fundamental.tech🔗 Learn more about Synthesia: https://www.synthesia.io🔗 Learn more about Lightmatter: https://lightmatter.coThis Week In AI is made possible by:PayPal Open - One Platform for all Business: paypalopen.comTimestamps:00:00 Welcome & intro to Jeremy Fraenkel, Victor Riparbelli, and Nick Harris01:47 What is Fundamental? Large tabular models explained07:01 Victor Riparbelli on Synthesia & why OpenAI killed Sora11:09 Claude Code dominance & the Lightspeed founder retreat12:08 Nick Harris on Lightmatter, photonics & the new Moore's Law14:38 Copper vs. fiber: why AI data centers are hitting a wall18:44 Reinventing video: interactive, real-time, personalized21:32 The economics of a custom AI movie23:55 Why Amazon, Google & Meta are building their own chips28:06 Tables have a bandwidth problem too32:27 When will compute be as cheap as storage?36:10 The future of software: every company gets a custom stack38:06 Vibe coding your own CRM vs. buying Salesforce45:57 Jason's quest for root access to Slack50:18 The omnipresent CEO: Doctor Manhattan meets Jesus CEO52:13 Resurrecting former employees as AI personas53:25 Victor's executive changelog for a 650-person company55:07 Whisper Flow & the Plaud Pin1:00:03 AGI: is it already here?1:03:37 Jeremy: we've only solved half the brain1:06:30 70% of Americans fear AI will impact jobs1:08:47 Future Shock & keeping the rope tight*Mentioned in the show:*
Wisper Flow: https://wisperflow.ai
Plaud Pin: https://www.plaud.ai
Athena Executive Assistants: https://www.athenawow.com
WHOOP: https://www.whoop.com
"Future Shock" by Alvin Toffler: https://www.amazon.com/Future-ShockAlvin-Toffler/dp/0394425863
Victor on TWiST, E1776: https://youtu.be/jxET4fq_2eA
Nick on TWiST, E1787: https://youtu.be/FPW2nnEqfMsSubscribe to This Week in AI on Apple: https://thisweekinai.ai/spotifySubscribe to This Week in AI on Spotify: https://thisweekinai.ai/appleThanks for watching!🤖 If you want to stay ahead of the curve on all things AI, make sure to join our community across all platforms:📩 Get the Weekly Newsletter: https://thisweekinai.ai/📺 Subscribe on YouTube: https://www.youtube.com/@ThisWeekinAIPodcast📸 Instagram: https://www.instagram.com/thisweekinaipodcast
Next Unicorns: Unlocking the power of photonic computing with Lightmatter CEO Nick Harris | E1787
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Today’s show:
Lightmatter CEO Nick Harris joins Jason to discuss how his startup is revolutionizing the future of computing with photonic chips (1:48), the challenges of building the next-generation AI hardware (18:35), and more!
*
Time stamps:
(00:00) Lightmatter CEO Nick Harris joins Jason
(1:48) Photonic computing and the optic engines involved
(5:08) Lightmatter’s background and customer base
(9:24) The impact of this technology
(11:38) Carta - Get 10% off your first SPV at https://carta.com with promo code TWIST
(13:12) Catching up to demand and the endgame for process tech in semiconductors
(15:37) Using AI tools to build AI chips and the potential of data centers in space
(18:35) Fixing issues associated with advanced chips and supercomputers
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(23:30) Where we are on the path to AGI
(26:17) Nick’s background in quantum computing
(29:15) The LK-99 superconductor
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(34:58) Scientists gaining recognition and the app diversion
(40:17) LinkSquares CEO Vishal Sunak on going from $1M to $10M in ARR in 2 years
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Check out Lightmatter: https://lightmatter.co
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Photonic computing for AI acceleration
There are a lot of people trying to innovate in the area of specialized AI hardware, but most of them are doing it with traditional transistors. Lightmatter is doing something totally different. They’re building photonic computers that are more power efficient and faster for AI inference. Nick Harris joins us in this episode to bring us up to speed on all the details.
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Featuring:
Nicholas Harris – Website, X
Chris Benson – Website, GitHub, LinkedIn, X
Daniel Whitenack – Website, GitHub, X
Show Notes:
Lightmatter
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