hardware substrate

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 7, 2026 by Naveen Rao · across every show →

Everything said about hardware substrate, oldest first

Feb 7, 2026 bearish

Opinion

Rao: True AI requires fundamental hardware substrate innovation

“My personal take is that we need innovation on the hardware substrate to actually build true intelligence. You're not going to get there with this sort of rudimentary thing that we have.”

Naveen Rao Feb 7, 2026 ▶ 8:41 Inside the $4.5B Startup Building Brain-Inspired Chips for AI · Sourcery with Molly O'Shea

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hardware substrate

Everything said about hardware substrate, oldest first

Turn any episode into a week of clips.