The 80-Year Bet: Why Naveen Rao Is Rebuilding the Computer from Scratch

2025-12-08 · 30 min · episode 986 · 16 entities

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→ references A16z Podcast podcast

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Link in episode "The 80-Year Bet: Why Naveen Rao Is Rebuilding the Computer from Scratch": https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711
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→ references Disclosures website

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Link in episode "The 80-Year Bet: Why Naveen Rao Is Rebuilding the Computer from Scratch": http://a16z.com/disclosures.

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The 80-Year Bet: Why Naveen Rao Is Rebuilding the Computer from Scratch
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evidence rules-v4
Link in episode "The 80-Year Bet: Why Naveen Rao Is Rebuilding the Computer from Scratch": https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711
references A16z Podcast podcast

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evidence rules-v4
Link in episode "The 80-Year Bet: Why Naveen Rao Is Rebuilding the Computer from Scratch": https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711

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mentioned Disclosures website

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Link in episode "The 80-Year Bet: Why Naveen Rao Is Rebuilding the Computer from Scratch": http://a16z.com/disclosures.
references Disclosures website

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evidence rules-v4
Link in episode "The 80-Year Bet: Why Naveen Rao Is Rebuilding the Computer from Scratch": http://a16z.com/disclosures.

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Episode description as stored

Naveen Rao is cofounder and CEO of Unconventional AI, an AI chip startup building analog computing systems designed specifically for intelligence. Previously, Naveen led AI at Databricks and founded two successful companies: Mosaic (cloud computing) and Nervana (AI accelerators, acquired by Intel). In this episode, a16z’s Matt Bornstein sits down with Naveen at NeurIPS to discuss why 80 years of digital computing may be the wrong substrate for AI, how the brain runs on 20 watts while data centers consume 4% of the US energy grid, the physics of causality and what it might mean for AGI, and why now is the moment to take this unconventional bet. Stay Updated: If you enjoyed this episode, please be sure to like, subscribe, and share with your friends. Follow Naveen on X: https://x.com/NaveenGRao Follow Matt on X: https://x.com/BornsteinMatt Follow a16z on X: https://twitter.com/a16z Follow a16z on LinkedIn:https://www.linkedin.com/company/a16z Follow the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYX Follow the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711 Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details, please see http://a16z.com/disclosures. Stay Updated: Find a16z on YouTube: YouTube Find a16z on X Find a16z on LinkedIn Listen to the a16z Show on Spotify Listen to the a16z Show on Apple Podcasts Follow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.