Naveen Rao: 4D Computing, AI's Energy Wall & Beating Biology

All-In Podcast · 2026-09-21 · 23 min
https://www.youtube.com/watch?v=yAsrMA_ADPcVideo summary
Naveen Rao unveiled Unconventional AI’s first dynamical chip, generating images at about 500 nanojoules each.
Naveen Rao, CEO of Unconventional AI, described a career spanning Nirvana Systems, Intel’s AI group, and Databricks before introducing a new computer architecture designed to reduce AI’s energy demands. He estimates Google processes 3.2 quadrillion tokens monthly, requiring about 12 gigawatts at 10 joules per token, and warns demand could outstrip energy supply within three years. Rao says conventional computers waste power moving data between memory and processors, while biological brains achieve intelligence with far less energy. Unconventional AI uses physical dynamics and oscillators to combine memory and computation; its open-source Uno model demonstrated image generation. Rao announced the company built its first physical dynamical computer in five months, with images generated at roughly 500 nanojoules each. He calls the approach “4D computing,” combining three physical dimensions with time, and targets a full data-center rack product within two years. Existing models will need porting at the model layer, and the company uses Python libraries to connect its interdisciplinary team. Its long-term ambition is to beat biology and enable more distributed AI and robotics.
Chapters
- 0:00Welcome Naveen Rao: Unconventional AI’s 1,000x efficiency goal
- 4:45Is energy really the problem? Google’s 3.2 quadrillion tokens and the 12-gigawatt gap
- 10:24Cutting out the middleman: Uno uses oscillator dynamics to generate images
- 14:58Cutting out the middleman: 4D computer generates images at about 500 nanojoules each
- 19:40Chamath joins: Unconventional AI targets a rack-scale product within two years
This is a Tier 1 public summary
Whether the chapter key points, section summaries and mind map are public is up to the person who shared it. Want the full analysis?Submit one yourself.
More from this channel
Elon Musk & Gwynne Shotwell on AI Risks and Peer Review, Starship, Terafab, SpaceX/Tesla MergerAll-In PodcastGwynne Shotwell and Elon Musk discuss Starship’s 2027 reusability goal and cross-company AI safety reviews.
Satya Nadella on the AI Doomer Slowdown, Microsoft’s Master Plan & Who Wins AIAll-In PodcastSatya Nadella argues AI needs tighter agent monitoring, while Microsoft invests in Azure, MAI models, and an AI data center generating local benefits.
JD Vance on AI, Entitlement Fraud, Iran War, Israel, H-1B Abuse & the MidtermsAll-In PodcastJD Vance touts $250 billion in fraud savings, defends the Iran war, and urges voters to back Republicans in the midterms.
Meta's Dina Powell McCormick: The Case for Data Centers, Backlash, AI Job Boom & Meta’s FutureAll-In PodcastDina Powell McCormick says Meta’s Louisiana data center helped fund $50,000 teacher checks and backs new AI job training.
Brad Gerstner: No AI Bubble, Semis Eat the Nasdaq & AI's Take Off ProblemAll-In PodcastBrad Gerstner says AI is no bubble, but labs must grow revenue to fund trillions in data-center spending.
Related analyses
Big Tech is Acting Dodgy At the MomentColdFusionColdFusion warns AI spending is distorting Big Tech profits, with Google’s $200 billion Anthropic deal and Nvidia’s disputed $5.4 billion GPU sale raising concerns.
Why Investors Are Rethinking Everything for the AI Eraa16za16z’s David George and Accolade’s Aram Verdiyan argue AI is intensifying venture power laws, with only 20 of 3,000 US firms delivering consistent 3x net returns.
The State of Startups in 2026Y CombinatorYC says hard-tech startups rose to 20% of its batch as AI helps founders build faster and reach revenue sooner.
The RAM Crisis Keeps Getting WorseColdFusionAI data centers are tightening RAM supplies, driving up device costs as Samsung, SK Hynix, and Micron prioritize enterprise buyers.
矽谷科技公司哪家薪水最慷慨?New Grad沒身份對找工作的影響?讀資工系還有未來嗎?OpenAI、Google、LinkedIn、Salesforce第一手分享哈佛姐夢遊矽谷 AliceInSiliconWonderlandxAI 应届生基础薪资约 35 万美元,求职者谈H-1B、AI 冲击与 1500 份简历的挫折。