From Transistor to Token - Colossus
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Neil Movva is the founder and CEO of Sail Research. We cover why the demand for intelligence is effectively limitless once tokens get cheap enough, hi
Introduction Patrick My guest today is Neil Movva, the founder of Sail Research. Sail is building what Neil calls a token factory, an inference company designed for a specific kind of future — one where AI agents run in the background for hours or days at a time rather than answering a human in real time. In that world, latency matters less and cost matters much more. And Neil has built the entire company around driving the cost of a token as low as it can possibly go. What makes this conversation special is it is one of the most detailed tours I've ever done through the full stack of…
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