Braid
Broadcom's CEO Compares Some AI Investors to Gamblers; Intel's CEO Warns Capital Is a Bottleneck
24:38
Hosts: Lenar Kess, Damra Vol. Two chip-company CEOs said on the same morning that money, not silicon, may be what limits the AI build-out, and three unrelated financings turned up beside them. The rest of the episode follows the same question down the stack: who gets to test frontier models, how Anthropic runs hosted agents, and why identical weights can run at very different speeds.CNBC on the…