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As part of this interview, Satya Nadella gave Dylan Patel (founder of SemiAnalysis) and me an exclusive first-look at their brand-new Fairwater 2 datacenter.

Microsoft is building multiple Fairwaters, each of which has hundreds of thousands of GB200s & GB300s. Between all these interconnected buildings, they’ll have over 2 GW of total capacity. Just to give a frame of reference, even a single one of these Fairwater buildings is more powerful than any other AI datacenter that currently exists.

Satya then answered a bunch of questions about how Microsoft is preparing for AGI across all layers of the stack.

Watch on YouTube; read the transcript.

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* Labelbox produces high-quality data at massive scale, powering any capability you want your model to have. Whether you’re building a voice agent, a coding assistant, or a robotics model, Labelbox gets you the exact data you need, fast. Reach out at labelbox.com/dwarkesh

* CodeRabbit automatically reviews and summarizes PRs so you can understand changes and catch bugs in half the time. This is helpful whether you’re coding solo, collaborating with agents, or leading a full team. To learn how CodeRabbit integrates directly into your workflow, go to coderabbit.ai

To sponsor a future episode, visit dwarkesh.com/advertise.

Timestamps

(00:00:00) - Fairwater 2

(00:03:20) - Business models for AGI

(00:12:48) - Copilot

(00:20:02) - Whose margins will expand most?

(00:36:17) - MAI

(00:47:47) - The hyperscale business

(01:02:44) - In-house chip & OpenAI partnership

(01:09:35) - The CAPEX explosion

(01:15:07) - Will the world trust US companies to lead AI?

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The Andrej Karpathy episode.

During this interview, Andrej explains why reinforcement learning is terrible (but everything else is much worse), why AGI will just blend into the previous ~2.5 centuries of 2% GDP growth, why self driving took so long to crack, and what he sees as the future of education.

It was a pleasure chatting with him.

Watch on YouTube; read the transcript.

Sponsors

* Labelbox helps you get data that is more detailed, more accurate, and higher signal than you could get by default, no matter your domain or training paradigm. Reach out today at labelbox.com/dwarkesh

* Mercury helps you run your business better. It’s the banking platform we use for the podcast — we love that we can see our accounts, cash flows, AR, and AP all in one place. Apply online in minutes at mercury.com

* Google’s Veo 3.1 update is a notable improvement to an already great model. Veo 3.1’s generations are more coherent and the audio is even higher-quality. If you have a Google AI Pro or Ultra plan, you can try it in Gemini today by visiting https://gemini.google

Timestamps

(00:00:00) – AGI is still a decade away

(00:29:45) – LLM cognitive deficits

(00:40:05) – RL is terrible

(00:49:38) – How do humans learn?

(01:06:25) – AGI will blend into 2% GDP growth

(01:17:36) – ASI

(01:32:50) – Evolution of intelligence & culture

(01:42:55) - Why self driving took so long

(01:56:20) - Future of education

Get full access to Dwarkesh Podcast at www.dwarkesh.com/subscribe

What happens when a career-ending injury becomes the catalyst for a completely new life? In today’s episode, Ted Stern (@fitresponder) shares how snapping his ankle on duty pushed him into the online world — and how that single moment transformed him from a frustrated first responder into a multiple 6-figure fitness entrepreneur. Ted breaks down the exact steps he used to scale from making a few thousand a month to consistently hitting $100K+ months, why niching saved his business, how first responders sabotage their own potential, and what it really takes to build a winning culture and team in 2025. We also dive deep into limiting beliefs, environment, accountability, and the mindset every first responder needs if they want to level up their health, income, and identity. Whether you're in law enforcement, an entrepreneur, or someone ready for a transformation — this episode is loaded with real, tactical value. In This Episode You’ll Learn: 🔥 How a broken ankle pushed Ted into online coaching 🔥 The moment he realized he’d never go back to law enforcement 🔥 Why most fitness coaches never break past $10K months 🔥 The mindset shifts that create 6–7 figure entrepreneurs 🔥 How environment and accountability reshape your entire life 🔥 The fitness warning signs every first responder ignores 🔥 Why investing in yourself is the highest ROI decision you’ll ever make Your Network is Your NETWORTH! Make sure to add me on all SOCIAL MEDIA PLATFORMS: Instagram: https://jo.my/paulalex2024 Facebook: https://jo.my/fbpaulalex2024 YouTube: https://www.youtube.com/channel/UCNB9ivoJf7ppjuSplOAkEZw LinkedIn: https://jo.my/inpaulalex2024 Looking for a secondary source of income or want to become an entrepreneur? Check out one of my companies below to see if we can help you:www.CashSwipe.com FREE Copy of my book “Blue to Digital Gold - The New American Dream”www.officialPaulAlex.com Learn more about your ad choices. Visit megaphone.fm/adchoices

In this lecture, military historian Sarah Paine explains how Britain used sea control, peripheral campaigns, and alliances to defeat Nazi Germany during WWII. She then applies this framework to today, arguing that Russia and China are similarly constrained by their geography, making them vulnerable in any conflict with maritime powers (like the U.S. and its allies).

Watch on YouTube; listen on Apple Podcasts or Spotify.

Sponsors

* Labelbox partners with researchers to scope, generate, and deliver the exact data frontier models need, no matter the domain. Whether that’s multi-turn audio, SOTA robotics data, advanced STEM problem sets, or even novel RL environments, Labelbox delivers high-quality data, fast. Learn more at labelbox.com/dwarkesh

* Warp is the best interface I’ve found for coding with agents. It makes building custom tools easy: Warp’s UI helps you understand agent behavior and its in-line text editor is great for making tweaks. You can try Warp for free, or, for a limited time, use code DWARKESH to get Warp’s Pro Plan for only $5. Go to warp.dev/dwarkesh

To sponsor a future episode, visit dwarkesh.com/advertise.

Timestamps

00:00:00 – How WW1 shaped WW2

00:15:10 – Hitler and Churchill’s battle to command the Atlantic

00:30:10 – Peripheral theaters leading up to Normandy

00:37:13 – The Eastern front

00:48:04 – Russia’s & China’s geographic prisons

01:00:28 – Hitler’s blunders & America’s industrial might

01:15:03 – Bismarck’s limited wars vs Hitler’s total war

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1. Alix Earle Drops Footage of Herself Waking Up to Alex Cooper’s TikTok Calling Her Out (Cosmopolitan) (21:09) 2. ‘Summer House’ alum Hannah Berner returns to the Hamptons for Sports Illustrated Swimsuit Issue (Page Six) (36:16) 3. Kelsea Ballerini Not Dating Craig Conover After Instagram Rumor (TMZ) (42:58) 4. Maura Higgins ‘signs up for huge US show with Traitors co-star’ as she continues to crack America (The Sun) (50:44) 5. Cate Blanchett to Star as Martha Stewart in Biopic Movie From ‘Zola’ Director Janicza Bravo (Variety) (55:20) The Toast with Jackie (@JackieOshry) and Claudia Oshry (@girlwithnojob) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Toast Patreon ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Toast Merch ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Girl With No Job by Claudia Oshry ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Camper & The Counselor⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Lean In⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

MeidasTouch host Ben Meiselas reports on Marjorie Taylor Greene ruining Trump’s life by laughing a massive MAGA and tax boycott against him as his term collapses. Head to https://jolieskinco.com/MEIDAS to get yours.  Remember to subscribe to ALL the MeidasTouch Network Podcasts: MeidasTouch: https://www.meidastouch.com/tag/meidastouch-podcast Legal AF: https://www.meidastouch.com/tag/legal-af MissTrial: https://meidasnews.com/tag/miss-trial The PoliticsGirl Podcast: https://www.meidastouch.com/tag/the-politicsgirl-podcast Cult Conversations: The Influence Continuum with Dr. Steve Hassan: https://www.meidastouch.com/tag/the-influence-continuum-with-dr-steven-hassan The Weekend Show: https://www.meidastouch.com/tag/the-weekend-show The Ken Harbaugh Show: https://meidasnews.com/tag/the-ken-harbaugh-show Majority 54: https://www.meidastouch.com/tag/majority-54 On Democracy with FP Wellman: https://www.meidastouch.com/tag/on-democracy-with-fpwellman Uncovered: https://www.meidastouch.com/tag/maga-uncovered Learn more about your ad choices. Visit megaphone.fm/adchoices

MeidasTouch host Ben Meiselas reports on the plan by world leaders to ban Trump from NATO after his continues threats against the alliance. Go to https://MackWeldon.com and get 20% OFF your first order of $125 or more, with promo code: MEIDAS Remember to subscribe to ALL the MeidasTouch Network Podcasts: MeidasTouch: https://www.meidastouch.com/tag/meidastouch-podcast Legal AF: https://www.meidastouch.com/tag/legal-af MissTrial: https://meidasnews.com/tag/miss-trial The PoliticsGirl Podcast: https://www.meidastouch.com/tag/the-politicsgirl-podcast Cult Conversations: The Influence Continuum with Dr. Steve Hassan: https://www.meidastouch.com/tag/the-influence-continuum-with-dr-steven-hassan The Weekend Show: https://www.meidastouch.com/tag/the-weekend-show The Ken Harbaugh Show: https://meidasnews.com/tag/the-ken-harbaugh-show Majority 54: https://www.meidastouch.com/tag/majority-54 On Democracy with FP Wellman: https://www.meidastouch.com/tag/on-democracy-with-fpwellman Uncovered: https://www.meidastouch.com/tag/maga-uncovered Learn more about your ad choices. Visit megaphone.fm/adchoices

Jack Neel speaks with Amjad Masad, CEO at Replit, about how AI is making it easier than ever to build and ship software without a technical background. They discuss Replit's rise from a browser-based coding tool to a platform generating $250 million in annual revenue, why Masad turned down a $1 billion acquisition offer, and his case for why AI represents empowerment rather than existential risk. This episode originally aired on The Jack Neel Podcast.