The Next Wave - AI and The Future of Technology

• The Hidden Industry Powering Every AI Company

  The infrastructure behind AI is massive - learn to leverage it with our free guide to advanced prompt engineering: https://clickhubspot.com/fnw Episode 84: What’s the real infrastructure powering every mind-blowing AI app and model you see today—and are we heading for a “compute bubble”? Nathan Lands (https://x.com/NathanLands) is joined by Evan Conrad (https://x.com/NathanLands), CEO of SF Compute and a leading expert in data centers and AI infrastructure. Evan, previously an AI audio model founder, now leads SF Compute—building a groundbreaking spot market for AI compute that transforms supercomputers into a tradable, financeable commodity. He’s at the heart of the rapidly growing AI data center industry, shaping how AI is built, scaled, and funded. This episode pulls back the curtain on the biggest physical build-out in tech history—compute infrastructure. Nathan and Evan break down how AI companies actually get the raw power they need, the economics behind GPU clusters, credit risk bubbles, power constraints in the US vs. China, and why making compute tradable could make or break the future of AI. Whether you’re an investor, founder, or just love tech, this is your crash course in the “invisible” industry driving the AI revolution. Check out The Next Wave YouTube Channel if you want to see Matt and Nathan on screen: https://lnk.to/thenextwavepd — Show Notes: (00:00) AI Cluster Economics Explained (05:59) Venture Capital Dependency Risks (09:34) GPU Cloud Requires Long-Term Contracts (10:23) GPU Contracts and Market Solution (13:57) US vs China: AI Competition (19:33) Crypto vs. Automation Ambitions (22:03) US Plutocracy and Environmental Barriers (26:03) GPU Cluster Investment Management (26:55) Compute as Real Estate Model (29:52) Future Skills for a 12-Year-Old (34:20) Automated In-Home Delivery System — Mentions: Evan Conrad: https://www.linkedin.com/in/evan-conrad SF Compute: https://sfcompute.com/ Pipedream: https://pipedream.com/ Udio: https://www.udio.com/ Suno: https://suno.com/ Anthropic: https://www.anthropic.com/ Waymo: https://waymo.com/ Get the guide to build your own Custom GPT: https://clickhubspot.com/tnw — Check Out Matt’s Stuff: • Future Tools - https://futuretools.beehiiv.com/ • Blog - https://www.mattwolfe.com/ • YouTube- https://www.youtube.com/@mreflow — Check Out Nathan's Stuff: Newsletter: https://news.lore.com/ Blog - https://lore.com/ The Next Wave is a HubSpot Original Podcast // Brought to you by Hubspot Media // Production by Darren Clarke // Editing by Ezra Bakker Trupiano

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• AI NEWS: $500/mo Home Robots, AGI by 2028 & Adobe’s Decline

  Want Matt's favorite AI tools + playbook? Get it here: https://clickhubspot.com/vgb Episode 83: Are Adobe’s new AI tools the future of creative work, or could generative models spell the end for legacy platforms like Photoshop? Matt Wolfe (https://x.com/mreflow) is joined by Matthew Berman (https://x.com/MatthewBerman), creator of Forward Future and a leading voice covering the front lines of artificial intelligence, from major tech events like Dreamforce to hands-on interviews with the innovators shaping tomorrow. In this episode, Matt and Matthew break down the biggest headlines from the week in AI: Adobe’s conversational assistant and existential business challenges, Nvidia’s mind-bending new investments and political maneuvering, OpenAI’s bold timeline to build a self-improving AI researcher, and the viral Neo Humanoid robot—are we ready to trust a home robot with our privacy? Packed with fresh takes, inside scoops, and speculative predictions, this fast-moving conversation is your front row seat to the unfolding era of AI and robotics. Check out The Next Wave YouTube Channel if you want to see Matt and Nathan on screen: https://lnk.to/thenextwavepd — Show Notes: (00:00) AI Insights and Future Predictions (03:41) Photoshop Adds AI Chat Assistant (08:08) Adobe, AI, and Creative Future (10:26) Adobe's AI Future Concerns (15:53) Nvidia GTC Highlights (17:23) Nvidia's Investment Cycle Explained (20:23) AI Investment: Over-Investing Now (26:06) Automated AI Researcher Timeline (29:00) AGI vs Self-Improving AI (30:47) AGI Verification Panel Announced (36:04) First US Humanoid Robot Launch (39:18) Robot Tasks: Autonomy vs. Operators (41:50) Affordable Car with Practical Benefits (44:07) Future Live Streams Enthusiasm — Mentions: Matthew Berman: https://www.linkedin.com/in/matthewberman Forward Future: https://www.forwardfuture.ai/ TechCrunch Disrupt: https://techcrunch.com/events/tc-disrupt-2025/ Nano Banana: https://nanobanana.ai/ Nvidia GTC: https://www.nvidia.com/gtc/ Neo Humanoid Robot: https://www.1x.tech/order Get the guide to build your own Custom GPT: https://clickhubspot.com/tnw — Check Out Matt’s Stuff: • Future Tools - https://futuretools.beehiiv.com/ • Blog - https://www.mattwolfe.com/ • YouTube- https://www.youtube.com/@mreflow — Check Out Nathan's Stuff: Newsletter: https://news.lore.com/ Blog - https://lore.com/ The Next Wave is a HubSpot Original Podcast // Brought to you by Hubspot Media // Production by Darren Clarke // Editing by Ezra Bakker Trupiano

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• Every Major AI Browser Update You Missed (Atlas, Edge & Claude Code)

  Get Matt's AI Tools Playbook (free): https://clickhubspot.com/dgb Episode 82: What’s behind the latest wave of AI-powered browser upgrades—and how will it reshape the way we work, shop, and code? Matt Wolfe (https://x.com/mreflow) and Maria Gharib (https://uk.linkedin.com/in/maria-gharib-091779b9), head writer of the Mindstream newsletter and AI news expert, dig into every major browser update you might have missed, from OpenAI Atlas and Microsoft Edge to Claude Code and even the newest open-source video models. This episode is your rapid-fire refresher on all things AI browsers. Matt and Maria break down the surprise launch of OpenAI’s Atlas browser, its agent mode and workflow automation, compare it with Microsoft Edge’s Maiko assistant and new Copilot features, plus unpack how Claude Code and GitHub integration make coding easier than ever for beginners and devs alike. They riff on the future of promptable operating systems, the ethics of browser memory, open source video models, Amazon’s approach to automation, groundbreaking image-based AI training, and more. Check out The Next Wave YouTube Channel if you want to see Matt and Nathan on screen: https://lnk.to/thenextwavepd — Show Notes: (00:00) AI News Roundup Replacement (05:31) Voice-Powered Shopping Innovation (06:53) AI Monetization Strategies (10:34) ChatGPT Atlas Updates Announced (15:47) Microsoft Copilot Adds Memory (19:17) Windows 11 Integrates Advanced AI (22:10) Cloud-Based Coding Revolution (24:09) GitHub Integration for Code Collaboration (27:24) Image Converter Script (31:56) Amazon Automation Reduces Hiring Needs (35:29) Open Source Rivals AI Advancements (38:27) DeepSeek's Innovative OCR Method (40:15) Expanding AI Context with Images (45:46) Yelp Launches AI Host & Receptionist (47:37) AI Email Expansion and Compression (49:47) AI and World Model Potential — Mentions: Maria Gharib: https://www.mindstream.news/authors Mindstream AI newsletter: https://www.mindstream.news/ OpenAI Atlas: https://chatgpt.com/atlas Microsoft Edge: https://www.microsoft.com/en-us/edge/?form=MA13FJ Claude: https://claude.ai/ GitHub: https://github.com/ Dia Browser: https://www.diabrowser.com/ Perplexity: https://www.perplexity.ai/ Google Veo: https://gemini.google/overview/video-generation/ Get the guide to build your own Custom GPT: https://clickhubspot.com/tnw — Check Out Matt’s Stuff: • Future Tools - https://futuretools.beehiiv.com/ • Blog - https://www.mattwolfe.com/ • YouTube- https://www.youtube.com/@mreflow — Check Out Nathan's Stuff: Newsletter: https://news.lore.com/ Blog - https://lore.com/ The Next Wave is a HubSpot Original Podcast // Brought to you by Hubspot Media // Production by Darren Clarke // Editing by Ezra Bakker Trupiano

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• AI NEWS: 5 New Tools, Elon Musk’s Matrix & GPT Erotica Explained

  Take the AI Dragon Quiz to get tailored recommendations for AI tools & resources: https://clickhubspot.com/mkw Episode 81: Is Microsoft finally stepping out of OpenAI's shadow to compete in the AI image generation race? Matt Wolfe (https://x.com/mreflow) is joined by special guest Maria Gharib (https://uk.linkedin.com/in/maria-gharib-091779b9), head writer of the Mindstream newsletter and one of the sharpest AI journalists around. Maria's journey from studying international affairs and politics to reporting on the AI frontier has made her writing a daily go-to for thousands, and now she’s bringing her AI insights to The Next Wave. In this packed episode, Matt and Maria break down Microsoft’s surprising new MAI Image 1 model, its impact on the OpenAI-Microsoft partnership, and what it signals for future AI competition. They also dive into the evolving personality (and rules) of ChatGPT—including Sam Altman’s statements on mental health and GPT erotica—and talk about Google Gemini’s brand-new calendar integration. Other hot topics include Elon's ambitious "World Model" for XAI, when AI beats doctors to diagnose Lyme disease, and how Google’s new “AI makeup” feature is changing work calls. Check out The Next Wave YouTube Channel if you want to see Matt and Nathan on screen: https://lnk.to/thenextwavepd — Show Notes: (00:00) Maria's Journey into AI (04:48) Microsoft's First In-House AI Model (06:58) LM Arena AI Demo Explained (11:40) Relaxing ChatGPT Restrictions Soon (14:51) ChatGPT: Tool or Companion? (18:13) AI Age Detection Challenges (21:57) Google's Gemini Schedules Meetings (25:45) AI Models and Business Moats (30:07) Bringing Characters to Life (31:04) AI Tools and Future Uncertainty (36:50) Elon's XAI: Revolutionizing AI Understanding (38:05) Training Robots in Virtual Worlds (43:47) AI Diagnoses Man's Lyme Disease (45:22) AI Enhancing Healthcare Diagnosis (47:48) Mindstream: Daily AI Updates — Mentions: Maria Gharib: https://www.mindstream.news/authors Mindstream AI newsletter: https://www.mindstream.news/ Microsoft MAI Image: https://microsoft.ai/news/introducing-mai-image-1-debuting-in-the-top-10-on-lmarena/ Gemini: https://gemini.google.com/ Nano Banana: https://nanobanana.ai/ Claude: https://claude.ai/ AI-powered makeup in Google Meet: https://workspaceupdates.googleblog.com/2025/10/ai-powered-makeup-in-google-meet.html Get the guide to build your own Custom GPT: https://clickhubspot.com/tnw — Check Out Matt’s Stuff: • Future Tools - https://futuretools.beehiiv.com/ • Blog - https://www.mattwolfe.com/ • YouTube- https://www.youtube.com/@mreflow — Check Out Nathan's Stuff: Newsletter: https://news.lore.com/ Blog - https://lore.com/ The Next Wave is a HubSpot Original Podcast // Brought to you by Hubspot Media // Production by Darren Clarke // Editing by Ezra Bakker Trupiano

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• Inside the $50M Startup Replacing Coders With Agents

  Want to implement AI agents like $50M startups do? Get our ultimate guide: https://clickhubspot.com/fcv Episode 80: Are coders really being replaced by AI agents, or is this just the next tech hype cycle? Nathan Lands (https://x.com/NathanLands) is joined by repeat guest Matan Grinberg (https://x.com/matansf), co-founder of Factory—an agent-native software development platform backed by NEA, Sequoia, JP Morgan, and Nvidia. This episode dives deep into Factory’s ambitious mission to transform software engineering by enabling developers—and entire organizations—to delegate painful, repetitive coding tasks to “droids,” Factory’s intelligent agents. Matan shares strategies for helping massive enterprises adopt new workflows, how Factory’s platform is built for surface/interface agnosticism (terminal, IDE, Slack, and more), and why optimization for teams—not individuals—will define the future of AI-powered development. Plus, debate about GPT-5’s impact, the myth of “AI winters,” and what the real business ROI of AI looks like in the enterprise. Check out The Next Wave YouTube Channel if you want to see Matt and Nathan on screen: https://lnk.to/thenextwavepd — Show Notes: (00:00) Scaling Teams to Empower Enterprises (03:54) Agent Native, Surface Agnostic Approach (09:07) Prioritizing Business ROI Over Code (12:10) Assessing Expertise Levels Quickly (16:01) AI Model Nuances and RL Shift (18:26) AI Enterprise Market Dynamics (22:41) Choosing AI Subscription Plans (25:43) Future-Focused, IDE-Agnostic Development (27:30) Adapting Cities and Enterprises (30:11) Embracing Change and Growth — Mentions: HubSpot Inbound: https://www.inbound.com/ Matan Grinberg: https://www.linkedin.com/in/matan-grinberg Factory: https://factory.ai/ Docusign: https://www.docusign.com/ Nvidia: https://www.nvidia.com/ Anthropic: https://www.anthropic.com/ Cursor: https://cursor.com/ Get the guide to build your own Custom GPT: https://clickhubspot.com/tnw — Check Out Matt’s Stuff: • Future Tools - https://futuretools.beehiiv.com/ • Blog - https://www.mattwolfe.com/ • YouTube- https://www.youtube.com/@mreflow — Check Out Nathan's Stuff: Newsletter: https://news.lore.com/ Blog - https://lore.com/ The Next Wave is a HubSpot Original Podcast // Brought to you by Hubspot Media // Production by Darren Clarke // Editing by Ezra Bakker Trupiano

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