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Episodes from Latent Space about AI Infrastructure.
3 episodes
Satya Nadella on AI: @NoPriorsPodcast x Latent Space Crossover Special at Microsoft Build 2026
Jun 3, 2026 · 41:27
Satya Nadella joins Swyx, Sarah Guo, and Elad Gil at Microsoft Build 2026 to argue that AI is an ecosystem platform where any company can build frontier intelligence using models, tools, data, and a harness—not just consume one model. He details Microsoft's MAI training strategy emphasizing clean data lineage, private evals as core IP, and multi-model harnesses with strong context layers. Nadella discusses real-world value from coding agents driving new IDE needs, long-running enterprise autopilots, and Work IQ turning M365 data into a usable database. He also covers evolving pricing models, SaaS unbundling, changing engineering roles, and the need for tangible societal benefits in healthcare and education.
Inside xAI: Building Grok Imagine in 3 Months, Videogen vs World Models, and Video Agents— Ethan He
Jun 2, 2026 · 1:44:43
Ethan He details building xAI's Grok Imagine from zero to one in three months, arguing most visual intelligence gains now come from language models, not diffusion. He explains how small bugs in data pipelines drive quality, why video agents—not just raw model improvements—will unlock production-grade generation by year's end, and how world models must be real-time, interactive, and long-horizon to become the front end of AI.
AI Agents Need Computers: 74% MoM Growth, 850K/Day Runs, & New Agent Cloud — Ivan Burazin, Daytona
May 25, 2026 · 1:11:40
Ivan Burazin, CEO of Daytona, joins Swyx to explain why AI agents need composable computers, not disposable code execution boxes. He details Daytona’s hard pivot from human dev environments to AI sandboxes, its bare-metal architecture with a custom scheduler achieving 60ms spin-up and 850K sandboxes/day for a single customer. Burazin reveals RL/eval workloads surged from 0% to 50% of usage, argues agents will need Windows and macOS environments, and predicts the future AI cloud will look more like Stripe than AWS.