Adam Blake Thinks 5MW Boxes Beat Big Data Centers
Mavria CEO Adam Blake explains how manufactured 5MW data centers bypass utility substation delays by tapping 100 GW of curtailed distribution power.
Jensen Secures Top Spot on Naughty List, Rockefeller Christmas Tree Delivered, Timeline in Turmoil
With John Coogan, Jordi Hays, Jonathan Neman, Bryce Strauss, Adam Blake, Adarsh Kulkarni, Josh Payne, Tyler · Monday, November 9, 2026
John Coogan and Jordi Hays break down breaking reports surrounding Nvidia CEO Jensen Huang's admitted affair with suspected Chinese intelligence operative Alice Wong and examine its geopolitical and regulatory fallout. The episode features live founder interviews with Sweetgreen CEO Jonathan Neman on the chain's dinner push and AI ordering, Nominal CEO Bryce Strauss on their $240M Series C for physical system engineering, Mavria CEO Adam Blake on modular 5-megawatt data centers, Foundry Robotics CEO Adarsh Kulkarni on autonomous manufacturing, and Co-frame CEO Josh Payne on building an agent-ready web.
Key takeaways
- Mavria raised a $30 million pre-seed from Nat Friedman and a $100 million subsequent round to mass-produce modular data centers called Terrain in Houston. Read more →
- Foundry Robotics raised a $100 million Series A to scale its 130,000-square-foot autonomous manufacturing facility in Emeryville, California. Read more →
- Orders originating from autonomous AI agents like Muse doubled between June and October, prompting Sweetgreen to engineer direct connectors and an in-house agent to capture higher customer lifetime value without paying aggregator commissions. Read more →
- Josh Payne raised $25 million for Co-frame to replace static user interfaces with continuously learning systems. Read more →
4 articles from this episode
Foundry Robotics Wants to Be AWS for Hardware
Adarsh Kulkarni explains how Foundry Robotics uses robotic primitives to run high-mix, high-volume manufacturing without dedicated factory CapEx.
Jonathan Neman on Scaling: Stop at Seven Stores or Build Real G&A
Jonathan Neman explains why scaling past seven restaurants breaks margins, how agentic orders doubled, and why Sweetgreen builds in-store ghost kitchens.
Josh Payne: Agents Will Drive Most US Commerce by 2029
Co-frame CEO Josh Payne explains why the static web is dying and how agent routes drive 400% conversion lifts.
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