Nicholas Harris, CEO and co-founder of Lightmatter, joins us to talk about the company's latest product launches: the Passage M1000 and the L200, two breakthroughs in photonic interconnect technology that could reshape how we scale AI infrastructure.

We also discussed the limits of traditional electrical interconnects, why data movement — not compute — is the real bottleneck in AI training, and how Lightmatter is building a full-stack photonics platform for the next era of massive, energy-intensive AI models.

Finally, we discussed Base Power’s $200 million Series B to build a distributed residential battery network, OpenAI’s launch of a new benchmarking program following controversy around Meta’s Llama 4, Andreessen Horowitz’s plans to raise a $20 billion growth-stage AI fund, and Anthropic’s launch of a new $200/month “Max” subscription tier for power users.