
Hosted by AI in NYC Team · EN

Dennis Mortensen, 20-year NYC entrepreneur and founder of x.ai (the AI scheduling assistant), joins Rob May and Ryan Eppley to share war stories from building one of the first real AI agents—years before LLMs existed. We dive into: → The insane complexity of AI scheduling (what does "soon" actually mean?) → Why perceived errors were harder to solve than real ones → ChatGPT's move into advertising—should we be worried? → Is the AI bubble real? (Dennis sold his AI stocks last week 👀) → Apple licensing Gemini for Siri: brilliant move or generational fumble? → What Dennis is building now at Launch Brightly Topics discussed:ChatGPT & ads: https://www.msn.com/en-us/news/techno... Quantum computing & Bitcoin: https://www.investors.com/news/techno... Apple & Gemini: https://www.cnbc.com/2026/01/12/apple...Connect with Dennis: LinkedIn: / dennismortensen Launch Brightly: https://launchbrightly.com

In Episode 10, we sit down with Doug O’Laughlin, President of SemiAnalysis and author of Fabricated Knowledge, to break down the truth behind GPUs, the semiconductor supply chain, and the massive power demands coming with AI’s next phase. From the behind-the-scenes AMD exposé that forced a turnaround, to why Nvidia’s GPU dominance is not just about specs, to how fragile the global chip ecosystem really is—this episode dives deep into the hardware, economics, and geopolitics driving the AI boom. We also cover the rise of alternative accelerators, the future of U.S. chip manufacturing, Intel’s identity crisis, nuclear vs. on-site generation for data centers, and whether we’re already sliding into an AI bubble. GUEST Doug O’Laughlin – President, SemiAnalysis Founder, Fabricated Knowledge Leader in AI semiconductor + data center research