Episodes

  • Compute, Carbon, and Cashflow Silicon Data’s Big Bet on GPU Markets
    Oct 1 2025

    Welcome to another episode of Data Driven, where we dive deep into how data and AI are shaping—sometimes shaking—the modern world. In this episode, hosts Frank La Vigne, Andy Leonard, and Carmen Li sit down with Carmen Lee, the trailblazing CEO of Silicon Data and a former Bloomberg data aficionado.

    Carmen’s on a mission to bring clarity to the wild west of GPU compute markets, and she shares with us how she’s turning raw compute into a true tradable commodity—think futures markets for GPUs, the “Bloomberg terminal” for AI infrastructure, and perhaps even a Carfax for your next used GPU cluster.

    Together, they explore everything from why AI startups struggle with fluctuating margins, to the crucial role TSMC plays in the world economy, all the way to the data transparency that might be the missing piece in AI’s explosive growth. Whether you’re curious about benchmarking GPUs, tokenomics, managing infrastructure costs, or just want a glimpse into the future of data markets, this one’s for you.

    Stay tuned for a fascinating conversation on normalizing chaos, hedging tech costs, geeking out over hardware, and even a few laughs about used GPU “car lots” in Virginia. Let’s get data driven!


    Links
    • Silicon Data -https://www.silicondata.com/
    • Dancing with Qubits -https://amzn.to/4mIOG8U
    • The Nvidia Way -https://amzn.to/3VH9aUv

    Time Stamps

    00:00 "AI Commodities and GPU Markets"

    06:56 Ecosystem Transparency Benefits All

    10:55 AI SaaS Cost Optimization Challenges

    13:41 Token Economics in Cloud AI

    15:27 Optimizing GPU and Token Commitment

    18:41 Token-Based Product Innovation

    25:00 "Verifying UIDs and Connectivity"

    28:43 Measuring GPU Performance

    30:41 Supply Chain Impact on GPU Industry

    35:43 "TNC's Unchallenged Leadership in Supply Chain"

    36:31 Silicon Ecosystem Collaboration

    39:38 Nvidia's Strategic TSMC Capacity Purchase

    42:51 Bloomberg's Media and Finance Expansion

    46:53 "Quantum Reading Challenges"

    50:13 "Data Driven Podcast Wrap-Up"

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    51 mins
  • Why Simulating Reality Is the Key to Advancing Artificial Intelligence
    Sep 25 2025

    In this episode, we're joined once again by Christopher Nuland, technical marketing manager at Red Hat, whose globe-trotting schedule rivals the complexity of a Kubernetes deployment. Christopher sits down with hosts Bailey and Frank La Vigne to explore the frontier of artificial intelligence—from simulating reality and continuous learning models to debates around whether we really need humanoid robots to achieve superintelligence, or if a convincingly detailed simulation (think Grand Theft Auto, but for AI) might get us there first.

    Christopher takes us on a whirlwind tour of Google DeepMind’s pioneering alpha projects, the latest buzz around simulating experiences for AI, and the metaphysical rabbit hole of iRobot and simulation theory. We dive into why the next big advancement in AI might not come from making models bigger, but from making them better at simulating the world around them. Along the way, we tackle timely topics in AI governance, security, and the ethics of continuous learning, with plenty of detours through pop culture, finance, and grassroots tech conferences.

    If you’re curious about where the bleeding edge of AI meets science fiction, and how simulation could redefine the race for superintelligence, this episode is for you. Buckle up—because reality might just be the next thing AI learns to hack.

    Time Stamps

    00:00 Upcoming European and US Conferences

    05:38 AI Optimization Plateau

    08:43 Simulation's Role in Spatial Awareness

    10:00 Evolutionary Efficiency of Human Brains

    16:30 "Robotics Laws and Contradictions"

    17:32 AI, Paperclips, and Robot Ethics

    22:18 Troubleshooting Insight Experience

    25:16 Challenges in Training Deep Learning Models

    27:15 Challenges in Continuous Model Training

    32:04 AI Gateway for Specialized Requests

    36:54 Open Source and Rapid Innovation

    38:10 Industry-Specific AI Breakthroughs

    43:28 Misrepresented R&D Success Rates

    44:51 POC Challenges: Meaningful Versus Superficial

    47:59 "Crypto's Bumpy Crash"

    52:59 AI: Beyond Models to Simulation

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    54 mins
  • Dr Ido Zamberg on The Role of AI in Modern Healthcare Delivery From Databases to Defibrillators
    Aug 25 2025

    Welcome to another episode of Data Driven! Today, hosts Frank La Vigne and Andy Leonard, are joined by Dr. Ido Zamberg—a rare breed who’s equally comfortable rebooting servers and saving lives.

    Dr. Zamberg is a physician, software engineer, chief medical officer at C8 Health, and a true innovator at the intersection of medicine and technology. In this episode, we dive into his unique journey from startups and coding to the operating room, exploring how his hands-on technical expertise is helping frontline clinicians access real-time, AI-powered decision support.

    Expect fascinating insights into the evolution of healthcare technology, the challenges (and rewards) of bridging vastly different worlds, and why seamless access to best practices at the point of care can be truly lifesaving. Dr. Zamberg shares anecdotes from his career, reflects on the importance of context-driven solutions, and offers a behind-the-scenes look at making clinical workflows smarter, faster, and safer with modern AI. So if you’re curious about how SQL queries meet scalpel skills, this is an episode you won’t want to miss!

    Time Stamps

    00:00 From Software Engineer to Physician-Entrepreneur

    06:04 "From Tech to Medicine: A Journey"

    07:43 Tech-Medicine Integration Challenges

    12:55 Diverse Medical Experience Overview

    14:49 "Healthcare Solutions Over Tech Focus"

    18:41 Hospital Best Practices Standardization

    20:46 Streamlined Clinician Information Platform

    23:59 Solving Healthcare Inefficiencies

    29:22 Understanding the Challenges of Tough Jobs

    30:11 Practice Grace Over Wealth

    33:59 Healthcare Platform for Providers

    39:11 Generative AI in Clinical Queries

    42:16 Value of Expertise in Problem-Solving

    43:48 Praising Expert in AI Medicine

    47:50 AI Revolutionizing Healthcare Information

    51:27 Data, Coffee, and Code Insights

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    52 mins
  • Thanos Diakakis on Surviving the Software Apocalypse – AI, Agile, and Good Engineering
    Aug 20 2025

    On this episode of Data Driven, we venture into the ever-shifting landscape of software engineering, AI-assisted coding, and the sometimes chaotic future of development teams with special guest Thanos Diacakis—no, not the Marvel villain, but a powerhouse in software leadership whose career spans scrappy startups to tech giants like Uber.

    Hosts Frank La Vigne, Andy Leonard, and resident AI BAILeY welcome Thanos for an insightful, witty, and sometimes philosophical conversation about the promise and perils of AI in software engineering. From the rise (and risks) of “vibe coding” to the changing definition of good engineering, Thanos shares firsthand experiences, pitfalls to avoid, and why solid fundamentals matter now more than ever—even with AI churning out code at lightning speed.

    We also explore how AI is reshaping workflows for both solo developers and large teams, the difference between local and global efficiency, and how bottlenecks are shifting in this new era. Thanos breaks down his “seven mental models” for effective engineering, demystifies the right way to work with AI tools (instead of letting them run wild), and explains why junior devs still deserve a seat at the table.

    If you’re curious about the real impact of AI-assisted coding, worried about the next wave of software “apocalypse,” or just eager for practical strategies to keep your teams productive and sane, this episode is packed with the wisdom, humor, and actionable takeaways you’ll want to hear. Buckle up as we dive deep into the code base—this is Data Driven, where the only thing disappearing is inefficiency.

    Links
    • Cosmic Teacups: https://www.cosmicteacups.com/
    • The Goal 40th Anniversary Edition: https://amzn.to/4lGhZbI (Amazon affilliate link)
    • The Goal Graphic Novel (Yes, really) https://amzn.to/47ohIXx (Amazon affilliate link)

    Time Stamps

    00:00 "Exploring AI Coding with Thanos"

    05:20 Revolutionizing Productivity with Code

    08:18 Cross-Platform Utility Development

    12:14 Database Costs Drop, Demand Surges

    14:43 Unauthorized Copying of Software Manuals

    17:54 "Chunked Narratives Enhance LLM Performance"

    19:43 Grox Impressive Despite Incompletion

    24:40 Reviving a Startup with AI

    28:53 Bottleneck Identification and Resolution Strategy

    29:37 Incremental Improvements Drive Success

    34:40 Agile's Evolution: Remembering Its Roots

    38:41 Balancing Features and Tech Debt

    42:50 Software Estimations: A Management Trap

    45:55 Managing Project Time Expectations

    47:47 Trust Building Through Incremental Delivery

    51:23 Language Models: Human Cognition Parallel?

    56:04 "Exploring Intelligence: Brains vs. AI"

    58:06 "Data Driven Episode Conclusion"

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    59 mins
  • Dr Mike Orkin on Blackjack, Lightning, and Apophenia: The Surprising Psychology of Probability
    Aug 12 2025

    On this episode of Data Driven, we’re shuffling up some probability, statistics, and a bit of Las Vegas magic with Dr. Michael Orkin—a renowned statistician, data scientist, and former advisor to casino odds makers. Hosts Andy Leonard, Frank La Vigne, and BAILeY dig into the fascinating numbers behind games of chance, uncovering why the house almost always wins and how our brains are wired to find patterns—sometimes where none exist.

    Whether you’re a data enthusiast, a casual gambler wondering why your lucky streak never lasts, or just curious about how randomness, probability, and big jackpots work, this episode has you covered. Dr. Orkin breaks down concepts like the house edge, expected value, card counting, the allure (and statistical pitfalls) of lottery tickets, and the psychology driving “hot” and “due” gambling strategies. Plus, he weighs in on lightning strikes, Black Swan events, correlation and causation, and the curious human habit of seeing connections in random outcomes.

    So, get ready for a lively conversation that reminds us data is everywhere—especially where stakes are high and luck seems just out of reach. Whether you’re here for probability puns, real-world math, or the stories Vegas doesn’t want you to know, this is one episode you won’t want to miss!

    Links

    The Story of Chance https://amzn.to/45qOe8x

    Dr Mike's Substack https://drmikeorkin.substack.com/

    Moments

    00:00 Casino House Edge Explained

    08:54 "Random Chance and Unlikely Events"

    12:03 Justifying Buying Lottery Tickets

    16:58 "SBF: Crypto King Unraveled"

    26:34 Lightning Strike Probability Calculation Issues

    32:26 Average Beyond Desk Boundaries

    33:26 "Defining Accident Prone"

    39:31 Misjudging Odds with Normal Curve

    45:50 Avoiding Lightning Strikes: Bay Area

    55:11 Casino Mind Games Experience

    56:20 Roulette Betting Strategies: Apophenia

    01:03:33 "Dr. Orkin's Website & Substack"

    01:07:19 "Probability and the House Edge"

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    1 hr and 8 mins
  • From Cold War to Code Wars: Unpacking America’s Bold AI Strategy
    Jul 30 2025

    Welcome to another episode of Data Driven, where we delve deep into the crossroads of data, technology, and the ever-shifting world of geopolitics. In this packed episode, hosts Frank La Vigne and Bailey are joined by Christopher Nuland, AI technical marketing manager at Red Hat, for a candid, no-holds-barred discussion on the newly released America's AI Action Plan.

    Together, they tackle everything from the resurgence of Cold War tensions in the AI arena to the complexities of “AI sovereignty” and what it really means for the US, China, and the rest of the world. Expect spirited debates about EU’s place in the global AI race, the real-world implications of chip supply chain disruptions, and the heated rhetoric around workforce security in an era when AI is starting to replace traditional jobs.

    The conversation weaves through existential questions—can AI ever truly reason, or are we just witnessing the rise of superpowered “spreadsheet goblins?”—and gets hands-on with the very real risks (and opportunities) of rolling out LLMs in everyday workplaces. Plus, the team touches on power-hungry data centers, potential impacts on the job market, and even finds time to swap sci-fi references from The Expanse to Ghost in the Shell to help paint a picture of what our AI-dominated future might look like.

    Buckle up for a dense, dynamic, and dangerously nerdy journey into the world of AI policy, technology, and what it means for all of us. Let’s get into it!

    Timestamps

    00:00 AI Geopolitics & America's Action Plan

    08:14 EU's Role in Tech Hierarchy

    14:10 "US Focus: Securing AI Workforce"

    20:40 Supply Chain Security in Software

    24:24 Politicians' Technical Proficiency Limits

    27:19 AI Sovereignty and Cultural Values

    33:52 CHIPS Act: Innovation and Expansion Hopes

    38:11 "AI Vulnerability: Patch Attacks"

    47:58 Maryland Power Line Controversy

    50:09 "AI Impact on Jobs & UBI"

    55:47 Techno Feudalism Perspective

    01:04:41 "AI Sovereignty: A Geopolitical Chess Match"

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    1 hr and 5 mins
  • Dr Alan Bekker on Multimodal Avatars, Education, and Authentic Digital Connections
    Jul 23 2025

    In today’s conversation, hosts BAILeY and Frank La Vigne sit down with Dr. Alan Becker, co-founder and CEO of E Self AI and former co-founder of Voca AI, which was acquired by Snap in 2020. Dr. Becker brings a powerhouse combination of academic expertise and entrepreneurial experience, with a PhD in machine learning and AI and research spanning voice, NLP, and computer vision.

    This episode dives into how E Self AI is transforming human-machine interaction by moving beyond chat and voice—introducing real-time face-to-face video AI assistants. Imagine smarter digital avatars that don’t just talk but engage visually and contextually, delivering personalized tutoring, streamlined customer service, and even real estate tours.

    Along the way, the conversation goes deep: they discuss the pyramid of engagement from text to voice to fully visual interaction, and what the next generation of AI means for education, accessibility, and the way we connect with each other. Dr. Becker offers insights from his research on multimodal AI and reflects on the very philosophical questions these new technologies raise—like authenticity, connection, and the future of what we call “real.”

    Whether you’re curious about the engineering magic behind lifelike avatars, the ethical dilemmas of AI interviews, or how technology is reshaping the learning experience, this episode is a fascinating look at where artificial intelligence—and humanity—are headed next.

    Strap in, update your firmware, and get ready to stay Data Driven.

    ESelf Website: https://www.eself.ai/

    TimeStamps

    00:00 "Exploring AI with Dr. Becker"

    05:49 Accessibility Drives eSelf's Innovation Journey

    06:58 Advanced Voice Interaction Evolution

    11:33 Personalized Tutoring via Multimodal AI

    14:33 AI in Sci-Fi and Real Life

    16:21 Understanding Users Via Encoding Algorithms

    19:44 Digital Twin to AI Avatars Transition

    23:14 AI Misunderstandings Due to Background Noise

    27:19 AI's Role in Job Interviews

    32:36 Nvidia Tool Alters Eye Contact

    35:15 AI-Human Communication Blur

    38:31 Reality and Gaming Perception Debate

    41:51 Influencer Reality vs. Perception

    44:45 Identity and Authenticity Dilemma

    48:30 "Influencer's Authenticity vs. Flashiness"

    53:22 Fake Celeb Math Explainer TikToks

    56:10 "AI's Future: Human-Like Interaction"

    57:07 Data-Driven Focus

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    57 mins
  • Christopher Nuland on Stacking Servers & Superintelligence: Hype and Reality Behind AI 2027
    Jul 15 2025

    Welcome to another episode of Data Driven—the podcast where we explore the future of technology, one neural network at a time. In this episode, your hosts Frank La Vigne and Bailey are joined by Christopher Newland, Principal AI Technical Marketing Manager at Red Hat, globetrotter, and resident connoisseur of computer flea markets. Together, they embark on a lively journey through the ever-evolving landscape of artificial intelligence.

    You’ll hear tales of racking servers in suburban garages, nostalgic detours through the golden age of CompUSA and cable boxes, and candid reflections on building (and rebuilding) home labs. But it’s not all geek nostalgia. The conversation dives deep into the highly-discussed AI 2027 report—a speculative look at how AI might break free from human control, achieve superintelligence, and fundamentally alter our relationship with technology and society.

    They unpack the challenges of AI infrastructure, the real-world limits of doomsday predictions, and the growing importance of data privacy and AI sovereignty. It’s a spirited, thought-provoking, and sometimes hilarious ride through past, present, and possible futures of artificial intelligence. So grab your favorite GPU-powered device, settle in, and get ready for a fascinating exploration of what might just send our world delightfully sideways by 2027!

    Time Stamps

    00:00 "AI 2027: Future Unplugged"

    05:47 Nvidia DGX Spark: AI Desktop Revolution

    09:42 "Experienced Workers Elevate Retail Experience"

    11:41 Early PC Build Challenges

    17:00 Supply Chain Management Challenges

    19:35 Garage Tech Showcase Challenges

    23:22 AI Deception and Arms Race

    24:34 Robotics Future and AI Manpower

    29:15 Concerns with 2027 AI Report

    32:41 Balancing Regulation and Free Market

    37:04 "Theoretical Limits of AI Models"

    38:32 "AI Sovereignty Discussion"

    43:03 "Stay Curious, Stay Data Driven"

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    44 mins