George Bandarian's videos and podcasts
September 2026
We're at an interesting moment in AI - hype cycle matured, infrastructure bets playing out, agentic systems moving from demo to production. Hosting 4 events this Tech Week (2 in SF, 2 in LA) to share my read on what's next.
Sarah Guo says something here I don't think enough people are willing to say. Rebuilding American manufacturing without automation isn't realistic, and honestly, people shouldn't have to take $13/hr jobs that are genuinely inhuman just to make it work.
August 2026
Notice Billy doesn't talk about his agents helping him. He talks about earning each new hire, proving a task works before it gets its own bot.
AI's current path is brute force: more GPUs, more power, more capital. Extropic's bet is different - hardware that uses nature's randomness instead of fighting it.
We backed @BeffJezos and the @Extropic team before "thermodynamic computing" was a category anyone was tracking.
July 2026
The AI Agent Getting More Supplier Data in 5 Weeks Than a Team Did in 2 Years
Western Digital's procurement team spent 30% of their week on supplier follow-ups. It took two years to get a quarter of suppliers to respond.
Sequoia's new thesis: for every $1 spent on software, enterprises spend $7 on services around it.
