Neil Movva - Making AI 10x Cheaper - [Invest Like the Best, EP.488]

Neil Movva - Making AI 10x Cheaper - [Invest Like the Best, EP.488]

From Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

August 25, 2026 · 1h 18m · Episode 488

About this episode

Neil Movva discusses building a token factory for AI that prioritizes cost efficiency over speed.

My guest today is Neil Movva, founder of Sail. Sail is building what Neil calls a token factory, an inference company designed for a specific kind of future, one where AI agents run in the background for hours or days at a time rather than answering a human in real time.  In that world, latency matters less and cost matters more, and Neil has built the whole company around driving the cost of a token as low as it can possibly go. What makes this conversation special is that it is one of the most detailed tours I have ever done through the full stack of intelligence, the software, the chips, and the power, and how all three connect.  Along the way we cover the trade-off between speed and cost that lives inside every GPU, his scavenger strategy for buying the chips and power nobody else wants, his contrarian view on Nvidia, and why the premium the frontier labs charge for being three to six months ahead may not last.  Please enjoy my conversation with Neil Movva. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠.  ----- Become a Colossus member to get our quarterly print magazine and private…

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