In this episode of AI Unchained, Jack and Corr dig into the rapidly evolving infrastructure behind the AI boom. From engineers rebuilding home labs with fully declarative systems like NixOS and Incus to the rise of AI agents that might one day manage entire environments, the conversation explores how the “plumbing” of AI is being rewritten.
They also unpack why Xbox prices are suddenly jumping—hint: AI data centers are driving up the cost of memory and storage—and what that says about the growing demand for compute. The hosts debate Rippling’s bold attempt to become the “operating system” for company data, and whether startups can really replace today’s fragmented modern data stack.
Finally, they examine the surge of AI “neoclouds” and the new infrastructure companies racing to power them, including a16z-backed networking startup Netris. Is this the foundation of a new compute economy—or the start of another infrastructure bubble?
Along the way: AI agents running the internet, the economics of GPU clouds, vendor lock-in battles, and predictions about where the AI platform shift goes next. Optimism meets skepticism as Jack and Corr try to make sense of the accelerating AI stack.
