Uploaded April 2026 | Updated September 2026, 1 week ago

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Chapters:
0:00 – Intro
0:42 – Google's Insane Compute Capacity
03:17 – TPU Monetization
05:24 – Why Google Doesn't Hoard Compute?
08:02 – Datacenter Buildout
15:01 - Does AGI Mean Job Displacement?
17:55 - NVIDIA vs TPU (Total Cost of Ownership)
23:25 - 8th Gen TPU
24:32 - Training vs. Inference
30:53 - Google's "Extreme Co-design"
35:01 - Working with Anthropic
37:46 - Serving Mythos-sized Models (10T)
41:42 - Google engineering culture (Steve Yagge tweet)
48:27 - Cybersecurity
51:50 - What keeps Thomas up at night?