Hardware Podcasts

Predictions 2025

Oxide and Friends · 10 Jan 2025 · 2h 01m · Episode 1

What this episode covers

Bryan Cantrill and Adam Leventhal of Oxide Computer Company host a panel with Simon Willison, Steve Klabnik, Steve Tuck, and Mike Cafarella to review past predictions and forecast trends for 2025, 2028, and 2031. The group discusses the failure of agentic AI, the rise of AI efficiency and open weights models like DeepSeek, and the potential for a chip crisis due to geopolitical tensions and Intel's struggles. They also predict shifts in hardware markets, including NVIDIA's Blackwell struggles, AMD's software acquisitions, and the resurgence of manufacturing as a VC focus.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Oxide Computer Company, Apple, DeepSeek, NVIDIA, AMD, Intel, Waymo, OpenAI, TP-Link
Products
Blackwell, Xserve
Chips
RISC-V
Tools
KiCad

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The summary, chapters and topics are generated from the episode’s audio by this directory, not written by Oxide and Friends. The episode itself belongs to its publisher.