The reading room
Evan Conrad, CEO of SF Compute, says delivering traded GPU time made his firm do a cloud's work, yet it owns no chips because that would let it manipulate prices. He argues NVIDIA and big clouds couldn't run such a market neutrally.
SF Compute CEO Evan Conrad says only about 5% of his company's capacity is on its order book, but customers recoup $25 per $100 on average by reselling. In his account, interruption terms, lead time and expected demand shape GPU prices.
SF Compute CEO Evan Conrad argues that GPU time is too varied to trade as one uniform commodity. He says cash-settled contracts and price indexes should be built on markets that actually deliver compute, or they risk manipulation and poor hedges.
Biohub's Alex Rives expects pretraining, elicitation and RLVR to carry over from language models to biology, but says verification must happen in the lab. He is unsure whether biology and language models will share one latent space.
Biohub science head Alex Rives argues that no lab animal can ever be a perfect stand-in for people. He says an AI model trained across many species, as protein models were trained across evolution, could predict human biology far better.
Biohub's head of science Alex Rives argues that cell models are held back by what biology can measure. His examples are whole-zebrafish imaging and a laser phase plate for electron microscopes, so far tested only on isolated proteins.
Biohub's head of science, Alex Rives, says virtual cell models fall short above all because biology can't yet measure what matters. He expects an information-level cell model within about five years.
Josh Gao, CEO of robot-data supplier Mecka AI, says labs train on about a million hours of human data, tens of thousands of gripper hours and a few teleop hours. He argues scaling that alone won't yield a robot that learns any task by watching.
Mecka CEO Josh Gao says robotics is still orders of magnitude short of Tesla's driving data. He expects constrained, goal-oriented jobs such as industrial cleaning to come first. He says homes are where the field must take the most care, and that data collected on site can close the reliability gap.
Mecka CEO Josh Gao described how his company makes robot training data, with camera caps, force-sensing gloves and checks against fraud. He said contributor pay matters less to its margin than verifiably high-quality data at scale.
Peter Diamandis and Salim Ismail argued that if AI and robots do the work, people can find meaning in connection and shared purpose. XPRIZE CEO Anousheh Ansari asked what happens if AI does what people love better; the panel only partly answered.
On Moonshots, Emad Mostaque said AI could be aligned from inception by designing training data like a child's curriculum, and Salim Ismail welcomed the idea. No one at the table cited evidence that values set this early persist.
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