The A.I. Trade Secrets War + Economists Say ‘We Must Act Now’ + HatGPT

Recorded live at the New Media Summit, Erik Torenberg sits down with Replit founder and CEO Amjad Masad to discuss founder-led storytelling, building in public, and the role of media in company building. Masad reflects on Replit’s decade-long journey, including the years before the company’s recent breakout growth, and explains why communicating a vision can be just as important as executing on it. He argues that for many founders, especially those building ambitious products ahead of the market, telling a compelling story is often necessary to attract talent, capital, and early believers. The conversation explores social media, authenticity, public communication, company-building, and how founders can develop a voice that resonates beyond their product. Along the way, Masad shares lessons from building Replit, navigating controversy, and why he believes founders should think carefully about when to go direct and what story they're trying to tell. Resources: Follow Amjad Masad on X: ht

As part of our summer replay series, we're revisiting one of our most-discussed conversations from the past year. David Sacks joins Marc Andreessen, Ben Horowitz, and Erik Torenberg to discuss the intersection of AI, crypto, regulation, and American competitiveness. The conversation explores the Trump administration's approach to AI and crypto policy, open source AI, export controls, energy and infrastructure, the global race with China, and the role regulation plays in shaping innovation. They also discuss stablecoins, the future of AI development, permissionless innovation, and why they believe America's long-term advantage depends on enabling builders rather than slowing them down. Along the way, Sacks shares his perspective on AI safety, decentralized technology, federal versus state regulation, and what it will take for the U.S. to remain the global leader in emerging technologies. Resources: Follow David Sacks on X: https://x.com/DavidSacks Follow Marc Andreessen on X: https://x.

In this episode of Lexicon, we sit down with Matlantis application scientist Josh Young to break down how researchers are using AI-powered simulations to screen millions of materials faster, why speed often matters more than perfect accuracy, and where automation still falls short. Also, don’t forget to subscribe to IE+ for premium insights and exclusive content!

As part of our summer replay series, we're revisiting one of our favorite conversations on the future of AI infrastructure. SemiAnalysis founder Dylan Patel joins Erin Price-Wright, Guido Appenzeller, and Erik Torenberg to examine the rapidly evolving economics of AI hardware, from GPUs and custom silicon to data centers, power, and the global race for compute. The conversation explores NVIDIA's competitive advantages, the rise of custom chips from Google, Amazon, and Meta, the economics of frontier AI models, and the infrastructure constraints shaping the industry's next phase. They also discuss AI startups, export controls, robotics, enterprise software, and why simply copying NVIDIA isn't enough to build a winning AI hardware company. Whether you're building AI products, investing in infrastructure, or trying to understand where the industry is headed, this conversation offers a practical look at the forces shaping the future of compute. Resources: Follow Dylan Patel on X: https://x