Intelligent Founder AI Podcast

This is 3rd in the series of Build vs Buy vs Rent: The AI Infrastructure Decision Tree for Startups. The global GPU rental market grew from 3.2 billion dollars in 2023 to a projected 9.8 billion by 2025. That growth created a new category of infrastructure provider called neoclouds or GPU-as-a-Service . Neo-clouds ( GPU-as-a-Service) compete with AWS, GCP, and Azure on price and specialization. In...

There are now over 69 providers offering LLM inference. Prices range from 14 cents per million input tokens at the cheap end to 180 dollars per million output token s at the frontier. That is a 1,280-times gap . Most founders are somewhere in the middle without a clear reason to be there. The calculation is somewhat straightforward once you do it. lets take your daily active users, multiply by int...

Every AI startup hits the same wall eventually. The product is working, users are growing, and then the infrastructure bill arrives and nothing makes sense anymore. The question is not which model to use or which f ramework to build on. The question is where your AI actually lives, who owns it, and what happens to your margins as you scale. There are three positions available to you. You can build...

Jensen Huang had a week. well, I had a week too, I was traveling so missed entire last week here. Sorry. but I am back now. so lets go back to Jenson who comparatively had more? fun. definitely more interesting. The NVIDIA CEO spent seven days dropping statements at his own GPU Technology Conference, the Morgan Stanley TMT Conference, and finally on the All-In Podcast and by Thursday the internet...

Mobile World Congress 2026 (Barcelona, 2–5 March) was the telecom industry's biggest annual gathering, attracting ~109,000 attendees for its 20th anniversary edition. The theme was "The IQ Era" intelligence everywhere, from radio towers to robots. Mobile technologies and services generated $7.6 trillion of economic value in 2025 (6.4% of global GDP), projected to reach $11.3 trillion by 2030. But...

Thursday’s deep dive took longer than expected. the agent war moved fast this week and I’m still debating whether to approach it from the OpenClaw architecture angle or the OpenAI acquisition angle, which arguably makes Anthropic the biggest loser in recent AI history. We’ll see how that plays out soon. The community is as usual divided. There’s real backlash over open-source ownership now that St...

The OpenClaw Story is A Timeline of Chaos February 16, 2026 Three weeks ago, almost nobody had heard of OpenClaw . Today, its creator works at OpenAI, and the project has become the one of the fastest-growing open-source repository in GitHub history. Yesterday, OpenAI hired Peter Steinberger. Most headlines framed it as a talent acquisition. It wasn’t. It was a defensive move a gainst the most dan...

Over the past 15 months , AI‑linked stocks have done a full round‑trip from euphoria to humiliation, twice . In late 2025, nearly 70 “AI winners” in the U.S. shed around 1.8 to 2.4 trillion dollars in value as the trade snapped from greed to “get me out.” In early 2026, Big Tech, software and services names gave up another trillion‑plus as investors finally choked on the size of the AI infrastruct...

The World Economic Forum’s 56th Annual Meeting wrapped up a week ago on January 23rd in Davos-Klosters, and the AI narrative was everywhere . Jensen Huang’s “five-layer cake.” Dario Amodei’s job apocalypse predictions. Elon Musk’s claim that AI will surpass all human intelligence by year’s end. The annual gathering of global elites set the tone for 2026. But here’s what the coverage didn’t tell: 8...

In early December at the Future Telecom Hub Conference in London, I heard Simon Clement from Liberty Global lay out , very plainly, what actually matters when you try to commercialize deep R&D . It didn’t change my thinking so much as confirm it, and that’s the playbook I was planning to go through in today’s deep dive. But then, while I was cleaning up my tabs, I noticed this heatmap, a classic L...

In 2026, the telecommunications industry has officially entered “ Act III: The Intelligence Era,” moving beyond simple connectivity to become the physical backbone of the AI economy. This shift is defined by the rise of “ Physical AI ” meaning autonomous agents, robotics, and industrial IoT, which requires computation to move from centralized clouds to the “edge” of the network . Major market sign...

This is a free preview of a paid episode. To hear more, visit www.intelligentfounder.ai (From DeepSeek Math V2 : Mathematical Reasoning LLM outperforming humans and other AIs, to LMArena, an AI evaluation startup, raising $150 million at a $1.7 billion valuation and being called a cancer.) Three days ago, a benchmark scandal broke: researchers and insiders described how major labs can “cheat a lit...