Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper

ℹ️ EPISODE INFO

Released

August 25, 2026

Duration

1h 23m

Channel

Invest Like the Best

Watch on YouTube

▶ Open ↗

📝 EPISODE DESCRIPTION

Neil Movva, co-founder of Sail Research, joins Patrick to explain why the next era of AI may be defined not by faster chatbots, but by background agents that work autonomously for hours, days, or even weeks—and what it will take to make that intelligence cheap enough to become abundant. Neil lays out Sail’s “token factory” strategy across software, chips, data centers, and power; the lessons he learned chasing “speed of light” performance at Nvidia; why he’ll buy almost any chip at the right price; and why unreliable, distributed data centers powered by sources like solar and wind could actually be an advantage. They also discuss transformers and memory, the future of AI training data, the economics of the chip shortage, open versus closed models, and Neil’s belief that there will always be demand for more intelligence. TIMESTAMPS 0:00 Intro 0:38 Building a “Token Factory” 4:21 The Future of Background Agents 13:09 Nvidia and the GPU Stack 23:27 Chips, Memory, and Transformers 36:14 The Future of AI Training Data 44:32 Chip Scarcity and Compute Arbitrage 52:44 Reinventing the AI Data Center 59:01 Power and the “Scavenger Strategy” 1:10:10 Open vs. Closed AI #ArtificialIntelligence #AIAgents #NVIDIA #AIInfrastructure #InvestLikeTheBest Presented by Ramp: https://ramp.com/invest Sponsored by Vanta, WorkOS, Rogo, and Ridgeline: https://www.vanta.com/invest https://workos.com/ https://rogo.ai/invest https://www.ridgelineapps.com/ ****** Patrick O'Shaughnessy is the CEO of Positive Sum. All opinions expressed by Patrick and podcast guests are solely their own and do not reflect the opinion of Positive Sum. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Clients of Positive Sum may maintain positions in the securities discussed in this podcast. To learn more, visit psum.vc

🎤 SPEAKERS

• Neil Movva

  guest

  Ex-NVIDIA engineer and founder of Sail Research, focused on GPU/kernel optimization and low-cost AI inference.

• Patrick O'Shaughnessy

  host

  Host of Invest Like The Best, interviewing founders and experts about business, technology, and investing.

🧾 EPISODE SUMMARY

In this episode of Invest Like the Best, featuring Neil Movva and Patrick O'Shaughnessy, Ex-NVIDIA Engineer: Why AI Is About to Get 1000x Cheaper explores Building a token factory: scavenging compute, power, and uptime for cheap AI Neil Movva describes Sail Research as a “token factory” offering an API for open-source LLM inference at extremely low cost and “Sailboxes” for long-running agent workloads.

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