lauren cassidyCIO bullish on multi-decade AI inference chip demand, SpaceX vertical integration thesis including orbital data centers, and founder-led public equity outperformance via FFF ETF.
isaiah taylorCEO of Valar Atomics, developing high-temperature gas reactors for waterless nuclear power generation targeting AI data centers.
markCTO of AMD, leading chip design using thousands of AI sub-agents; sees agentic AI driving 1:1 CPU:GPU ratio and transforming end-to-end workflows.
matt garmanCEO of AWS since 2024, oversees cloud infrastructure, AI services, and custom silicon (Trainium, Graviton), previously ran sales and marketing.
zach dellCEO and co-founder of Base Power, building distributed battery network as grid infrastructure, raised $1B Series D at $13B valuation, operates in Texas and Illinois.
henryPresented digital asset accounts API (payments, on/off-ramps, yield, custody); highlighted Bridge, Privy, Tempo stack; named Rams, Deel, DoorDash, Hyperliquid, Chipper Cash, Art Finance, Felix as builders on stablecoin rails.