Lonis Hamaili
Managing partner, Cambrian
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AI:AM Highlights: Clean Neurons, Black October, the GPU Credit Crunch, and Buying the Supply Chain
In a 90-minute highlights episode of The Cognitive Revolution, Zvi Mowshowitz argues that AI-assisted AI research has quietly begun and that the leaked Anthropic draft bill would increase risk; SF Compute's Evan Conrad says credit, not power or chips, limits compute; Cambrian's Lonis Hamaili argues the physical supply chain will capture more value than the labs.