EXPLAIN ANALYZE
The Safest Bet in AI Is Hardware !
50:30
Is the safest bet in AI the hardware underneath it?
Show notes: https://motherduck.com/explain-analyze
Mehdi Ouazza and Jacob Matson unpack Meta's reported $10B compute lease talks with Anthropic, why AI labs are becoming infrastructure customers, and what it means for data and AI builders. Then they get into graph-shaped context for agents, removing AI slop from writing, reproducible…