Rodrigo Liang
13 statements across 1 episodes · 8 bullish · 3 bearish · 1 people on the record · first statement Jul 17, 2026 by Rodrigo Liang · said 6 times in 6 episodes since 2026 · across every show →
On the record as a speaker too: Rodrigo Liang's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by Molly O'Shea (6)
tap a year for its mentions
2026 6 mentions in 6 episodes 1 per episode
- AssemblyAI Now Handles 4x YouTube's Daily Volume
- Lumentum CEO: How Lasers Are Transforming AI Data Centers · Sourcery with Molly O'Shea
- Inside the Fastest-Growing Category in AI: Scott Wu, CEO of $26B Cognition · Sourcery with Molly O'Shea
- BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum · Sourcery with Molly O'Shea
- Hyperscalers Are Out of Capacity? | MongoDB CEO · Sourcery with Molly O'Shea
- Andrew Feldman on Building a Chip 58x Larger Than Nvidia's · Sourcery with Molly O'Shea
- every mention in 2026, scene by scene →
Everything said about Rodrigo Liang, oldest first
Jul 17, 2026 bullish
Jul 17, 2026 positive
Jul 17, 2026 bearish
Liang: Nvidia GPUs are a commodity offering very limited cost advantage
“People forget, as much as NVIDIA costs, it's commodity. Right? Because what you offer is the same as what your neighbor offers and your differentiation is, I can save you a little bit of money because maybe I got a discount from NVIDIA, right? Or maybe I got a…”
Jul 17, 2026 bullish
Liang: Demand will converge on the fastest, most accurate large models
“And so, as the cost of delivering fast goes down, you're going to see most people switch over to the fastest. And this is why I feel like, you know, the premium inference, which is large models, which equals the most accurate. The most accurate models and fast…”
Jul 17, 2026 bullish
Jul 17, 2026 neutral
Liang: Frontier AI models are heading toward 10 trillion parameters
“The new models are heading towards 10 trillion. Even the open source models are already one to two trillion parameter models, and so now you're starting to see these models getting very big because people are looking for accuracy, right?”
Jul 17, 2026
Liang: AI compute economics are measured by token revenue generated per rack
“And this is the way we see most providers measuring. They purchase per rack, they operate per rack, and so they want to generate revenue per rack, and the revenue is generated per token, right? If I put a rack of hardware, I'm just seeing how many tokens I mig…”
Jul 17, 2026 bullish
Liang: Agentic AI will drive a wave of mid-sized distributed data centers
“And I think you're going to see this new wave of companies that are doing distributed data centers, right? So these data centers are mid-sized, right? They're mid-sized, and it's going to be even more important as you go into this agentic world”
Jul 17, 2026 bearish
Jul 17, 2026 bearish
Jul 17, 2026 positive
Jul 17, 2026 bullish
Liang: SambaNova runs the largest models in full precision without quantizing
“We take the biggest models in the world and we run them in the original precision. We don't, you know, we don't quantize. We don't, you know, quantizing is, you know, you chop half the, you know, weights off. So, so we don't chop the model down. We just run or…”
Jul 17, 2026 bullish
Liang: Demanding upfront AI ROI is like calculating the ROI of email
“It's kind of like early days of internet. If we say, what is it, what is the ROI for email? Well, show me, you know, I mean, there are companies that say, prove me ROI before you use it. You know, am I typing an email? Should I try to figure out what the ROI o…”