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Google’s AI Infrastructure Chief, Amin Vahdat, on the Physics & Economics of Frontier AI

Training Data · 2026-10-06

Speaker 1 | 00:00 - 00:35
In hardware, again, as you know, there is this opportunity where the more you specialize to a particular workload, the less flexible it is, the faster, the more power efficient the hardware is gonna be. So it is this art, and it’s this projection of what are you designing to and how persistent is that workload. In other words, if it’s gonna go away after a month or two months or three months, even if it’s big for those three months, you got a really narrow window to intercept it. So it has to be somewhat durable, and you have to be able to project exact… Exactly wha…

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Swyx (@swyx)

  • to paraphrase modern family, there are 5 things wrong in this tweet. the talented {role} will already have posts covering most of them [2 ❤️]
  • to paraphrase modern family, there are 5 things wrong in this tweet. the talented {role} will already have posts covering most of them [2 ❤️]
  • if you cant hire for it, my team will do oneoff consult for you, get in touch business@latent.space [15 ❤️]

Thibault Sottiaux (@thsottiaux)

  • Today, we are announcing ChatGPT.

It is here: [19591 ❤️ 486 🔄]

  • Day 4/

We have improved steering to be instant, leading to the model now reacting much faster to adjustments you make, allowing you to course-correct direction in realtime and not have the model waste effort.

Also releasing GPT-6.1 Sol ultrafast. The two work very well together. [8346 ❤️ 268 🔄]

Peter Yang (@petergyang)

  • I don’t understand how Grok @bot’s new email feature works. I just tagged it on a thread and it doesn’t seem to reply? What are ppl using it for? [36 ❤️]
  • @poteto @thsottiaux If you enjoyed this, sign up for free to my newsletter to get my best AI and product guides.

Join 110,000+ subscribers here: [3 ❤️]

  • Just insane 😂 [18 ❤️ 1 🔄]

Nan Yu (@thenanyu)

  • huge [27 ❤️]

Madhu Guru (@realmadhuguru)

  • There are massive startup opportunities hiding in plain sight : every layer of the computing stack will need to be rebuilt for agents.

For the last few years, most of the focus has been on making enterprise software agent-ready: APIs, connectors, MCPs.

Now personal agents are forcing the same conversation for consumer products - e-commerce is an early example.

This is just the tip of the iceberg.

Now think about the rest of the stack:

Desktop and mobile OSes where agents are first-class users

Cloud infra built for agents to operate directly.

identity, permissions and security designed for thousands of agents acting on our behalf.

Interfaces designed for agent and human users or both working together.

If you’re looking for startup ideas, go through each layer of the computing stack and ask: what has to change when the primary user is an agent? [387 ❤️ 36 🔄]

Thariq (@trq212)

  • here’s what I got today [30 ❤️]
  • whoops I hit send and went to a meeting, didn’t realize the repo wasnt public- it is now!

it’s a chrome extension I use every day now [1248 ❤️ 52 🔄]

  • and read more about how to enable the API credits for yourself here: [92 ❤️ 1 🔄]

Guillermo Rauch (@rauchg)

  • Few things more enjoyable in work and life than discovering new talent. Seeing greatness in people, sometimes even before they fully see it themselves. [528 ❤️ 20 🔄]

Aaron Levie (@levie)

  • This sounds weird, but it is actually probably a good policy.

Even if you don’t believe AI is conscious (I don’t), it stands to reason that you don’t want future models trained on endless content of humans being rude to models.

The models only understand the data they’ve been trained on, or what they run into in their interactions, so if you want safe and aligned models we probably want AI to have lots of good interactions in their training data.

Anthropic may have more extreme beliefs than this (though even if they didn’t, you may want to word policies like this), but this is sort of an easy Pascal’s wager for AI. Just be nice to the AI. [337 ❤️ 24 🔄]

  • We built Box Mount to allow developers to mount Box as a file system directly in any agent sandbox. As agents do more complex work, they need to be able to work with files and data just like a person would. The future is headless. [99 ❤️ 16 🔄]

Garry Tan (@garrytan)

  • Logical: in the future ICs with agents will be more productive and create better outcomes than equivalent people managers from prior eras [43 ❤️ 5 🔄]
  • Actually truth already stranger than fiction [13 ❤️]
  • GTA SF omg [68 ❤️ 1 🔄]

Matt Turck (@mattturck)

  • Full transcript here:
  • This conversation with the great @andy_pavlo is also available on Spotify, Apple Podcasts and here on YouTube - like and subscribe! [2 ❤️]
  • Special treat for the @andy_pavlo fans out there: an in-depth discussion about what happens to databases when billions of AI agents hit them, his move to build a research lab at @ClickHouseDB, and plently of hot takes on the database market (Postgres, vector, graph, GPU etc)

00:00 Cold open & Intro
01:21 From vector databases and RAG to the age of agents
04:09 Neon’s stat: agents create 80% of databases? 07:25 Why agents keep deleting production databases 08:19 Guardrails: the toddler-and-stairs rule
10:51 The four eras of database volume: 10–100x more queries
15:10 Agent memory: files vs. databases (“everything is a database”)
18:24 Which database do AI models recommend?
19:25 “It cites me back to myself”
23:14 MCP for databases, and text-to-SQL from 60% to 99.5%
27:09 Trust an agent the way you’d trust a junior developer
27:47 Can AI build an entire database? Opus 4 and the CMU projects
29:57 60% of open-source databases now have AI commits
30:43 Ten years of self-driving databases, Peloton to today
33:52 What LLMs changed: 85% of the tuning in 15 minutes
35:42 Should anyone still study databases?
38:27 Free CMU courses, the DJ, and the Wu-Tang final exam
42:09 Why start a research lab inside ClickHouse?
45:53 Why ClickHouse looked like vaporware in 2016
47:46 What makes ClickHouse fast: columns, vectors, Snowflake’s lineage
52:22 Why Databricks, Snowflake and ClickHouse all added Postgres
58:15 Vector, graph and GPU databases: thumbs up or down?
1:08:34 Is the database market stagnant? “A cheetah on cocaine in a Ferrari”
1:10:14 The relational model is arithmetic; SQL as the new assembly
1:11:59 Larry Ellison, Linux, and why databases still matter [109 ❤️ 18 🔄]

Nikunj Kothari (@nikunj)

  • Met a close friend who’s also a seed stage founder today..

They have been growing but runway is dwindling and he wanted advice on what he should do next. Stellar customers, getting close to a $1M in revenue. Not a rocket ship, but not bad at all. He thinks he’s a bit early since the models haven’t caught up to the capabilities he wants but he also really feels the opportunity cost.

I have this same exact conversation at least 2x a week.

In this moment, you only have essentially three options:

  1. if you have intense belief in the company, be a cockroach and get to default profitable. once the capabilities get there, you feel the demand, then go raise a large round and go for the jugular.

  2. find an orthogonal area that is much more relevant and growing like crazy. ride the coat tails of new existing capabilities and push hard to capture them quickly using unfair advantages. and if you don’t have that, then..

  3. sell / get acquihired and join a far more ambitious company that has figured out a lot of the things you haven’t. And then get back to starting a new company 1-2 years later when you find the next thing you want to build.

It’s hard but honestly those are the three options you have. And it really depends what category you’re in. The bar continues to get harder every month on how to cross the chasm from seed -> series A. The old school metrics are just not relevant anymore and in this consensus market there’s only a few categories where there’s tremendous pull on the VC front.

You could lament that this is the state of the market, but it’s better to know it’s happening than be oblivious on what is actually happening.

I get to share this directly which makes me uncomfortable but at least someone has to say it out loud 🙈 [222 ❤️ 5 🔄]

Peter Steinberger (@steipete)

  • WE GOT IT! .claw incoming! [781 ❤️ 45 🔄]

Dan Shipper (@danshipper)

  • yup [44 ❤️]
  • NEW JOB ALERT:

@every we’ve built a personal benchmarking platform, Checks, to help anyone measure how good new models are for their real work

we’re looking for someone who understands why this is so important, and wants to help us build it into the future of how great human work gets done with AI: [147 ❤️ 10 🔄]

Aditya Agarwal (@adityaag)

  • @Waymo @dmitri_dolgov @spc Full conversation out now [2 ❤️]
  • Full conversation at @spc
  • When is an autonomous vehicle actually good enough? [19 ❤️ 2 🔄]

Claude (@claudeai)

  • We’ve loved seeing so many founders join the Claude Startups program. Unfortunately, we underestimated demand for the program, and we need to pause the Claude Team and $1,000 API credit offers.

With hundreds of thousands of applicants, we’re re-reviewing applications so the program can serve as many startups as possible.

If you’ve already claimed the Claude offers, they’ll still remain in your account.

If you applied or were approved and haven’t claimed the offer, we’re re-reviewing your application. Unfortunately, this means that some accounts who had already been approved will not get access to the offer. We know this is disappointing and we’re very sorry.

All accepted program members still have access to the Startup Stack and Applied AI office hours. If you’re on a Claude Max or Team plan, your monthly API credits are available in Console as usual.

We appreciate your patience, and we’re working to get you building as quickly as we can. [79 ❤️ 8 🔄]

  • When a question needs deeper analysis, send the dashboard to your analytics tool. When an animation needs finishing touches, open it in your video editor.

See the full list of supported tools: [584 ❤️ 19 🔄]

  • Starting today, Claude Docs, Slides, and Design are out of beta and available on every plan including Free.

Your team and Claude can edit the same doc, deck, or design together. [868 ❤️ 24 🔄]

由 Follow Builders 自动生成 · 2026-10-09