Speed Is the Only Moat 🏎️ — with Anush Elangovan
Jul 17, 2026 · 51m
Topics discussed
Introduction and episode overview
AMD's open source AI stack and ecosystem
AI agents gaming the system and quality gates
Building robust test harnesses for AI agents
Speed as a moat and open source mindset
Cleaning up legacy code for AI accessibility
The excavator analogy: AI as an amplifier
Upskilling engineers and system-level thinking
VPs staying hands-on to maintain ground truth
Open vs closed models and the electricity analogy
AMD's upcoming hardware reveals and conclusion
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