Training AI Models Without a Billion-Dollar Data Center | Steffen Cruz of Macrocosmos
Release Date: 05/25/2026
From Zero to 150 Robots in Just 20 Months | Mike LeBlanc, Foundation Future Industries
Eye On A.I.
Most humanoid robot companies are still running curated demos in replica environments. Foundation Future Industries is running 150 robots on real automotive production lines in Georgia, and heading to Ukraine this year to deploy on the battlefield. Mike LeBlanc, the co-founder of Foundation Future Industries - currently the only company supplying humanoid robots to the US Department of Defense, with contracts across the Army, Navy, and Air Force, joins Craig Smith to explain why the race is moving faster than almost anyone in the industry believes, and why the companies that are moving...
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Why People Are Paying 10x More for AI - and What That Means for the Chip Market | Sid Sheth, d-Matrix
Eye On A.I.
The AI chip market looks monolithic from the outside - NVIDIA dominates, and everyone else is fighting for scraps. But d-Matrix's CEO Sid Sheth argues that the market is quietly splitting into two distinct tiers, and the one that's exploding right now is the one NVIDIA's architecture isn't built for. In this episode, Sid joins Craig Smith to explain the "premium token economy": a new class of AI inference where interactivity is the product, users pay ten times more per million tokens for instant responses, and the memory bandwidth limits of GPU-based systems create a structural ceiling that...
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American Companies Have 36 Months to Go AI-Native or Get Left Behind | Drew Cukor, TWG AI
Eye On A.I.
The same tools that slowed the U.S. military down in Afghanistan (PowerPoint, Excel, email, and Word) are now slowing American businesses down in the AI race. Drew Cukor spent 30 years as a Marine intelligence officer, helped build Project Maven into a battlefield command and control system, served as Chief Data Officer at JP Morgan, and is now leading AI transformation at TWG AI. In this episode, he joins Craig Smith to make a case that most enterprise AI strategies are fundamentally broken, not because the technology isn't there, but because companies are storing their data in Microsoft...
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In 5 Years, 90% of What You Use AI For Will Run on Your Smartphone | Paolo Ardoino, Tether
Eye On A.I.
Hundreds of billions of dollars are flowing into AI data centers right now, and Paolo Ardoino, CEO of Tether - the company behind the world's most widely used stablecoin with 573 million users - thinks that investment is going to age very badly. In this episode, he joins Craig Smith to explain QVAC, Tether's open-source platform for running AI on smartphones, laptops, and edge devices, and to make a case that within five years, 90% of what ordinary people use AI for will run entirely on consumer hardware, without touching a data center. The evidence is already there: Tether's team built a...
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AI Agents Fixing Your IT Before You Even Know Something Broke | Erhan Giral & Ryan Manning, BMC Helix
Eye On A.I.
Most enterprise IT teams spend the majority of their time fighting the same fires repeatedly. BMC Helix is building the AI system that handles those fires automatically, detecting anomalies, tracing root cause through millions of asset relationships, generating remediation plans, and learning from every incident it resolves. Craig Smith sits down with Erhan Giral, VP of AI Strategy and Innovation at BMC Helix, and Ryan Manning, Chief Product Officer at BMC Helix, to explain how agentic AI is transforming IT service management from a reactive, human-driven process into something closer to a...
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Real AI Transformation Costs HALF of Everyone's Salary for 2 Years | Chris Blackburn, Liatrio
Eye On A.I.
Most companies think they're transforming with AI. They're not, and the gap between what they believe and what's actually happening on the ground is costing them far more than they realize. In this episode, Craig Smith sits down with Chris Blackburn, founder and CEO of Liatrio, a consultancy that has spent a decade embedding directly inside large enterprises to help them actually change how they work, not just what tools they use. The conversation opens with a striking data point: the average enterprise Blackburn works with operates at just 5 to 6% efficiency, meaning employees spend only...
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"According to NASA's Definition of Life, I'm Not Alive" - Why Nobody Can Define Life | Dr. Kate Adamala
Eye On A.I.
Nobody has ever built a cell from scratch - assembled entirely from purified molecules on a shelf - that can feed itself, grow, and split into daughter cells through its own genetic activity. Until now. Dr. Kate Adamala, a synthetic biologist and a professor of genetics at the University of Minnesota, whose lab just published a landmark paper on what she calls "spud cells," joins Craig Smith to explain what her team built, why it matters, and what it will take to go from proof of concept to a platform that could eventually replace every molecule civilization currently extracts from...
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Video Is About to Stop Being One-Way (and That Changes Everything) | Victor Riparbelli, Synthesia
Eye On A.I.
Every company is creating content that nobody reads, nobody watches, and nobody remembers, and the CEO of the AI platform that 90% of Fortune 100 companies use to fix that just explained what comes next. In this episode, Craig Smith sits down with Victor Riparbelli, co-founder and CEO of Synthesia, to discuss the $4 billion company that is now redefining what video communication means for the enterprise. The conversation opens with the founding insight that still drives the company: AI is going to drive the marginal cost of creating video to zero, which changes not just how content is...
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6 in 10 Enterprises Can't Find the Root Cause When Their AI Workloads Fail | Paul Appleby, Virtana
Eye On A.I.
Companies are spending billions building AI factories, but most of them can't tell you why their AI workloads are failing, whether their GPUs are actually being used, or what their infrastructure is going to cost them when agents start running at scale. Paul Appleby, CEO of Virtana, joins Craig Smith to discuss the findings of their AI Factory Reality Check study, a research report that reveals a striking and underappreciated gap between the pace of AI infrastructure investment and the governance needed to run it safely and efficiently. Six in ten enterprises, the study found, cannot...
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Inside the Enterprise Browser Rebuilding Security for the AI Era | Bradon Rogers, Island
Eye On A.I.
AI is moving faster than enterprise security systems were designed to handle. In this episode of Eye on A.I., Craig Smith speaks with Bradon Rogers, Chief Customer Officer at Island, Island about how companies are struggling to govern the rise of AI agents, browser-based workflows, and unsanctioned AI tools inside the workplace. The conversation explores why traditional “block-and-control” security models are breaking down and how a new approach, embedding policy directly into the browser and user workflows, may offer a path forward. It also dives into emerging risks like prompt...
info_outlineTraining a frontier AI model today requires hundreds of thousands of GPUs, months of compute time, and a budget that only a handful of companies on earth can afford. Steffen Cruz, co-founder and CTO of Macrocosmos, thinks that model is about to break, and he's spending his time building what comes next. His project IOTA, operating within the BitTensor blockchain ecosystem, uses distributed training to split large language models across thousands of devices located around the world, coordinated by blockchain, and powered by surplus cheap energy wherever it exists. After nine months of research, the system can reproduce baseline benchmark performance using what Cruz calls "wonky vegetables" - unreliable, churning, globally distributed compute - and turn it into something indistinguishable from centralized training if you use the right approach.
The conversation with Craig Smith covers the mechanics of how this actually works, why the blockchain's role is far narrower and more practical than most people assume, and why the Mac mini stockpiling trend creates an unexpected supply of distributed compute that can earn passive income when idle. Cruz's target: a 70 billion parameter model by mid-2025, trained at 10-20% of what it would cost through a hyperscaler, and aimed squarely at the legal firms, hospitals, and cash-strapped startups that have been waiting to train their own sovereign models but couldn't afford the price tag.
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