The Deep View: Conversations

Latest Episodes:

Let's talk about AI bubbles Aug 16, 2026

Show notes

AI bubble talk is rearing its head again, but the context is very different from the conversations in late 2025.

In this episode of The Deep View Conversations, we unpack the common arguments about an AI bubble and explain why reality naturally falls somewhere in between the doomsayers and AI absolutists.

We look at AI's "Tinker Bell problem": the boom depends partly on people continuing to believe in AI's potential, even as public skepticism grows. Beneath that belief cushion, enterprise contracts drive most of AI labs' revenue, while strong hyperscaler earnings and compute shortages suggest durable demand is building.

We debunk a viral claim that a $200 Claude subscription costs Anthropic $8,000 to serve. We also look at enterprises' push for more control, efficiency and measurable ROI, including one company's claim that some engineers' token use costs 1.5 times their compensation.

Other topics include:
• Training, inference, API pricing and token economics
• Real value, snake oil and the hype cycle
• Why AI demand outruns compute supply
• Why the AI bubble may look more like bubble wrap
• Market rotation into energy and materials

If you're trying to separate durable AI demand from hype and understand where a real correction could begin, then this conversation offers a framework for thinking about what may pop, what may deflate and what may keep growing. Keep in mind that this is industry analysis and not investor advice.

Subscribe to Deep View Conversations for interviews with the leaders shaping the future of AI, business, and technology: tdv.transitor.fm

And don't forget to sign up for The Deep View daily newsletter. We don’t just cover AI, we decode it. In a world flooded with hype, we deliver sharp, no-nonsense insights to keep you ahead of the curve and help you put AI to work every day: subscribe.thedeepview.com

Android's big leap is from apps to agents Aug 13, 2026

Show notes

The smartphone has been built around apps and taps for nearly two decades. Google thinks AI will fundamentally change that.

In this episode of The Deep View Conversations, we talked with Sameer Samat, president of Android ecosystem at Google, about what the company means when it says it's transforming Android from an operating system into an intelligence system.

Samat explains why the next generation of computing could shift us from micromanaging our devices to simply telling them what we want to accomplish. We dig into how AI agents could navigate apps and complete multistep tasks and why those agents need to follow us across phones, computers, cars, watches and glasses. And what happens to the app-centric model that has defined smartphones for the past 15 years?

We also get into some of the practical ways this is already taking shape. Samat discusses Google’s app automations and Rambler, the new Google Keyboard experience that can turn your voice brain-dumps into polished text. He also explains how Google is thinking about permissions, sandboxing and human oversight as AI agents gain the ability to take action on our behalf.

The conversation goes well beyond the phone. We talk about why smart glasses and cars could be especially powerful interfaces for AI agents, what Google learned from the original Google Glass, and why the best AI features may be the ones consumers barely think of as AI.

Other topics covered include:
• How AI is already changing work inside Google
• Why product managers can now build functional prototypes themselves
• Samat's favorite overlooked AI tool
• His "calendar cleanse" strategy for getting time back

If you’re trying to understand where mobile computing goes next, what AI agents will actually look like on phones, and how Google plans to weave intelligence across devices, this conversation offers insights into what the company is building and why.

Subscribe to Deep View Conversations for interviews with the leaders shaping the future of AI, business, and technology: tdv.transitor.fm

Why AI's next era may not belong to LLMs Aug 09, 2026

Show notes

What comes after large language models?

In this episode of The Deep View Conversations, we talked with Zuzanna Stamirowska, CEO of Pathway, to explore why her team believes today’s dominant AI architecture has fundamental limits, and what it could take to move beyond them.

Pathway is developing Dragon Hatchling, a new architecture designed to give AI native memory, continual learning, and a different approach to reasoning. Stamirowska explains why today’s LLMs can appear to remember without actually internalizing what they learn, why reasoning through language creates its own constraints and costs, and how Pathway is trying to build models that can think in a more abstract way.

The conversation looks at how those architectural changes could affect hallucinations, interpretability, safety, and the enormous compute demands of modern AI. Stamirowska shares how her background in complex systems and game theory shaped Pathway’s approach, why the company made an early bet on challenging the transformer, and how the AI coding revolution has already radically changed the way her own team works.

Topics covered:
• Why transformers struggle with memory and continual learning
• How Pathway’s Dragon Hatchling architecture works
• How a different architecture could reduce compute costs
• How interpretability could make advanced AI more predictable
• Why Pathway’s engineers have largely stopped writing code themselves
• How Stamirowska uses Codex, Claude Code, and other AI tools
• Why leaders should be ruthless about identifying the critical path

If you’re interested in what could come after today’s LLMs, and whether the next big leap in AI will require more than simply scaling transformers, this conversation offers a fascinating look at one of the teams betting on a fundamentally different path.

Subscribe to Deep View Conversations for interviews with the leaders shaping the future of AI, business, and technology: tdv.transitor.fm

Why AI’s next power shift starts on your desk Aug 02, 2026

Show notes

What happens when powerful AI no longer has to live in the cloud?

In this episode of The Deep View Conversations, we talked with Mark Papermaster, CTO of AMD, about why the next major shift in AI could happen on the device sitting on your desk.

Papermaster explains how computers could soon run sophisticated models and teams of private AI agents locally, offering greater speed, security and control without recurring token costs. He also makes the case that AI will be even more transformative than the smartphone because it will be embedded across nearly every device, industry and aspect of daily life.

The conversation also covers:

Why open ecosystems matter in the AI era
How AI is accelerating science, agriculture and industry
The growing energy demands of AI
How leaders can reinvent workflows with agents
Why local AI could reduce cloud dependence and vendor lock-in
Papermaster’s lessons from four decades in technology

If you’re interested in less lock-in, open ecosystems, and how enterprises can run AI more efficiently and privately, this conversation offers a look at what a more distributed and secure AI future could look like.

Subscribe to Deep View Conversations for interviews with the leaders shaping the future of AI, business, and technology: tdv.transitor.fm

Why modeling 'I don’t know' is AI's most urgent problem Jul 26, 2026

Show notes

AI systems almost always have an answer, even when they should say, “I don’t know.”

In this episode of The Deep View Conversations, senior reporter Sabrina Ortiz speaks with Ruchir Puri, chief scientist at IBM Research, about why uncertainty modeling may be AI’s most urgent technical challenge.

Puri explains why today’s models struggle to recognize the limits of their own knowledge, how that failure contributes to hallucinations, and what researchers must solve before AI can become more reliable. He also explores the need for self-improving models, the enormous energy gap between artificial and human intelligence, and why the future of AI depends on doing more with less compute.

The conversation also covers:

• Why Puri predicted in 2020 that AI would transform software development
• How big data, GPUs, and transformer architectures created the current AI boom
• Why intelligence involves more than IQ
• The roles of emotional and relationship intelligence
• Why language models cannot capture the full complexity of the physical world
• How AI could help redesign software, quantum computing, and chip development
• Why Puri prefers "artificial useful intelligence" over AGI

Rather than chasing abstract definitions of general intelligence, Puri argues that the industry should focus on building AI that is useful, efficient, adaptable, and honest about what it does not know.

Subscribe to Deep View Conversations for interviews with the leaders shaping the future of AI, business, and technology: tdv.transitor.fm

Why sovereign AI is so urgent in the agentic era Jul 12, 2026

Show notes

Is it possible for enterprises to build AI agents they can actually trust?

In this episode of The Deep View Conversations, Senior Reporter Sabrina Ortiz sat down with Priya Srinivasan of IBM to discuss Sovereign Core, IBM’s software designed to enable enterprises to deploy AI in a secure, compliant, and sovereign way.

As AI moves from chatbots to agents that can take real action inside organizations, companies need more than speed. They need to know where their data lives, where their models run, who has access, and whether their AI systems comply with internal policies and external regulations.

Srinivasan explains why digital sovereignty is becoming more urgent in the AI era, especially for governments, regulated industries, and enterprises trying to move AI projects from proof of concept to production. She also breaks down how Sovereign Core is designed to bring the control plane, security, access, compliance evidence, and deployment flexibility inside an organization’s own boundaries.

Topics covered include:

What digital sovereignty means in the age of AI
Why AI agents raise new questions around governance and trust
How IBM Sovereign Core helps enterprises deploy AI workloads
Why compliance can slow AI projects from reaching production
What "sovereignty with receipts" means
How companies can balance speed, cost, compliance, and innovation
Why regulated industries need stronger AI governance from day one

If you’re interested in enterprise AI, agents, governance, compliance, or how major companies are trying to make AI production-ready, this conversation offers a look at what the next stage of trustworthy AI deployment will require.

Subscribe to Deep View Conversations for interviews with the leaders shaping the future of AI, business, and technology: tdv.transitor.fm

How to rethink AGI through multimodal systems Jul 05, 2026

Show notes

In this episode of The Deep View Conversations, we sat down with Caroline Ingeborn, COO of Luma, an AI lab dedicated to omnimodal intelligence, to discuss where generalized physical AI could take us.

Rather than focusing only on video models, Luma takes an omnimodal, or multimodal, approach, creating models that understand text, video, images and audio. This, said Ingeborn, is because humans don't think in one modality.

These kinds of models have many potential use cases and could even help researchers achieve general intelligence. Luma's primary audience right now is the creative industries, such as entertainment, advertising and marketing. Ingeborn said she sees the technology as enhancing the creative experience rather than replacing creative professionals.

Topics covered include:

Where AI fits into creative workflows
The ethical lines of AI in creativity
Luma's mission towards generalized physical intelligence
Physical AI's potential impact on the labor market
The different approaches to building world models
The dangers of centralized power in physical AGI

If you're following the progress of world models, physical AI and robotics, and the use of AI in creative fields, then this episode offers a deeper look at how these technologies are being used today and the transformative impact they could have in the future.

Subscribe to Deep View Conversations for interviews with the leaders shaping the future of AI, business, and technology: tdv.transitor.fm

Can AI create a golden age of scientific discovery? Jun 27, 2026

Show notes

In this episode of The Deep View Conversations, we sit down with Yossi Matias, head of Google Research, to explore how AI is transforming the way science gets done.

Rather than replacing scientists, Google is building AI systems designed to amplify human ingenuity. From searching millions of research papers to generating new hypotheses and accelerating experiments, these tools aim to help researchers move from ideas to discoveries faster than ever before.

Yossi explains why he believes we're entering a new era where AI can democratize scientific research, empower the next generation of scientists, and dramatically shorten the path from breakthrough to real-world impact.

Topics covered include:

How Gemini for Science is changing research workflows
What AI Co-Scientist, AlphaEvolve, and the Empirical Research Assistant actually do
Why the scientific method is becoming even more important in the AI era
How Google is partnering with universities including Stanford and Imperial College
Why AI could give every researcher a "virtual lab" in their pocket
What a golden age of scientific discovery might look like

If you're interested in AI, scientific discovery, biotechnology, or the future of innovation, this conversation offers a look at how one of the world's leading AI research organizations sees the next decade unfolding.

Subscribe to Deep View Conversations for interviews with the leaders shaping the future of AI, business, and technology: tdv.transitor.fm

Why Snap chose a face computer over AI glasses Jun 17, 2026

Show notes

Snap CEO Evan Spiegel joins The Deep View Conversations to discuss SPECS, Snap's long-awaited augmented reality glasses and why he believes they represent a new era of computing.

Senior reporter Sabrina Ortiz interviewed Evan at Augmented World Expo immediately after the SPECS unveiling and Spiegel explained why Snap spent more than a decade building toward this moment, how SPECS differ from AI smart glasses and mixed reality headsets, and why he sees AR glasses as the future beyond smartphones.

Our TOPPODCAST Picks

Follow Us

Stay Connected

The Deep View: Conversations

Related Podcasts

Links

Stay Connected

Our TOPPODCAST Picks

Follow Us

Stay Connected

The Deep View: Conversations

Related Podcasts

1

2

3

4

5

6