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Starcloud's Philip Johnston: Why the Cheapest Compute Will Be in Space
Sequoia Capital· 2026-05-06 16:49
Thanks so much for having me. Um my name is Philip Johnston and I'm the co-founder and CEO of Star Cloud and just like the previous company we have also been abusing GPUs in ways they were not designed for. >> [laughter] >> Um so yeah, we're building data centers in space um mainly for the energy that we can draw and I will spend the next 5 minutes um explaining why it will soon make much more sense to build data centers in space than it does to build them on Earth and then I'll take 5 minutes for questions ...
Why Data Is the Real AI Bottleneck: Flapping Airplanes' Ben and Asher Spector
Sequoia Capital· 2026-05-06 16:11AI Processing
Bringing up two frontier spotlights, the first is Ben and Asher, two brilliant brothers. Yes, they are come on up. Uh founders of swimming submarines.Wait, no. Wait a second, flapping airplanes. Um and we're excited to hear about data efficiency.Thanks so much. Thanks, Konstantin. >> [applause] >> All right, yeah.It's uh really great to be here. Thanks for having us. Uh we're very excited to tell you about why the future is data efficient.Um so, let's get into it. So, uh first I think introductions are in o ...
Inference Chips for Agent Workflows
Y Combinator· 2026-05-04 20:11
Most AI chips are designed for a world where inference means prompt in response out. Agents don't work that [music] way. They loop, calling tools, branching, backtracking, holding context across dozens of steps.That's a completely [music] different hardware problem. Current GPUs hit 30 to 40% of peak utilization on these workloads because the work is bursty, bouncing between memory bound model calls, IO bound tool use, and CPU bound orchestration. That gap is where purpose-built silicon wins.[music] Nvidia ...