The Neuron: AI Explained

In this episode, we sit down with Pavan Davuluri, Corporate Vice President of Microsoft's Windows + Devices business, to explore how Windows is evolving into an AI-native platform. Pavan leads the team responsible for strategy, design, and delivery of Windows products across the full stack - from silicon and devices to platform, OS, apps, experiences, security, and cloud. With 23 years at Microsoft, he's driven the creation of the Surface line and now oversees how hardware and software fuse together with AI at the center. We explore how Copilot is being deeply integrated into Windows, the engineering shifts required to make Windows a more proactive and intelligent platform, and how Microsoft balances powerful automation with user control. From Surface design standards influencing the broader ecosystem to supporting OEM partners in the AI PC era, Pavan reveals the principles guiding Windows' transformation and what the computing experience will look like in the next five years.

While everyone obsesses over which AI model is smartest, a quiet revolution is happening in the infrastructure layer underneath. Modular just raised $250M at a $1.6B valuation to solve a problem most people don't know exists: AI is locked into expensive, vendor-specific hardware ecosystems. Tim Davis, Co-Founder & President of Modular, joins us to explain why his company is building the "hypervisor for AI"—making it possible to write code once and run it on any GPU, from NVIDIA to AMD to Apple Silicon. We dive into why this matters for businesses, what the Android analogy really means, how companies are seeing 70-80% cost reductions, and whether we're even on the right path to superintelligence.

In this episode, we sit down with Scott Guthrie, EVP of Microsoft's Cloud + AI Group, to explore the architecture behind Azure's AI Superfactory. Scott oversees Microsoft's hyperscale cloud computing solutions including Azure, generative AI platforms, and next-generation infrastructure. We dive into Microsoft's strategic approach to AI datacenter buildout, the innovative Fairwater architecture with its 120,000+ fiber miles of AI WAN backbone, and how Microsoft is balancing performance, sustainability, and cost at planet-scale. From dense GPU clusters drawing 140kW per rack to closed-loop liquid cooling systems, Scott reveals the engineering trade-offs behind infrastructure that powers frontier AI models with trillions of parameters. Whether you're an enterprise leader planning AI adoption or a developer curious about cloud architecture, you'll leave understanding how Microsoft is executing on next-gen infrastructure that transforms global challenges into opportunities.

Retool CEO David Hsu reveals that 48% of non-engineers are now shipping software. We explore how AI is democratizing software development, why engineers might stop coding internal apps within 18-24 months, and what this means for the future of work. David shares insights from Retool's survey of 10,000+ companies, Retool’s new AppGen program, and how "tomorrow's developers" are using AI to build real production applications on enterprise data.