How Many Will Actually Get Built & Is Energy AI's BIGGEST Bottleneck? | Positron AI Co-founder
20VC with Harry Stebbings · 79:54
Thomas Somas, co-founder of Positron AI, argues that generative-AI inference is a memory-bound problem—not a FLOPs race like training—and that the real bottlenecks are KV-cache economics, energy *financing*, and polit...