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27:07ENAfter adding $100 billion a month, Jensen Huang says NVIDIA is selling the data centerModeration: Sarah Guo, Elad GilSarah Guo and Elad Gil clip their favorite 2024 No Priors conversations into a year-end reel of NVIDIA, Karpathy, Sierra, Sora, Waymo, Figma, and Scale.
2:11:15ENA 50% Chance of Extinction — and a $50 GPT-4 for EveryoneModeration: Nathan LabenzEmad Mostaque tells Nathan Labenz why he puts p(doom) at even odds, why a five-watt model changes the energy debate, and how the Intelligent Internet would fund universal basic AI with a Bitcoin-like token.
1:01:48ENReid Hoffman on Trade, AI, Energy and the Incoming Trump AdministrationGast: Reid Hoffman · Moderation: Harry StebbingsThe investor discusses political risks and opportunities, competition in AI, nuclear energy and the role of venture capital in a wide-ranging December 2024 interview.
55:50ENThere will not be one model. Fireworks is betting on hundreds of small expertsModeration: Jacob EffronPyTorch veteran Lin Qiao argues that inference is a compound system hyperscalers cannot buy their way through, and that the products with real traction still keep a human in the loop.
42:21ENThey Cooled 5,000 Watts per Square Centimeter in Space. Now Diamond Goes on AI ChipsModeration: Sarah Guo, Elad GilAkash Systems founders Felix Ejeckam and Ty Mitchell tell Sarah Guo why heat is the real limiter on AI, and how lab-grown diamond bonded to semiconductors is their answer.
6:16ENRunning Stable Diffusion 3.5 with ComfyUI on a Cloud GPUMatthew Berman · Forward FutureIn a Vultr-sponsored 2024 tutorial, Matthew Berman sets up a GPU instance and generates images with ComfyUI. Licensing, security, and prices require attention beyond the demonstration.
27:16ENTudor Brindus on Finding and Reducing System JitterTudor Brindus · Jane StreetA memory ping-pong benchmark reveals how virtualization, interrupts, CPU frequency changes and speculation can disrupt low-latency systems.
36:49ENJensen Huang: NVIDIA Is No Longer Building Computers. It Is Building AI FactoriesModeration: Sarah Guo, Elad GilOn No Priors, NVIDIA’s CEO walks through hyper Moore’s law, NVLink, a 100,000-GPU cluster stood up in weeks, and why tokens are the new commodity.
1:00ENAI Growth and the Pressure on Electricity InfrastructureMatthew Berman · Forward FutureMatthew Berman considers how the power demands of AI and data centers could affect grids, emissions and competition for resources.
44:30EN100,000 Rides a Week, Six Times Fewer Airbag Crashes: Waymo’s Co-CEO on Eighteen Years of Full AutonomyModeration: Sarah Guo, Elad GilDmitri Dolgov tells No Priors how a dozen Googlers, ten 100-mile routes, and a 2013 refusal to settle for driver assist became a rider-only service with an insurer-audited safety record.
1:06:23ENSylvain Gugger on Accelerating ML Models and Reproducing ResultsYaron Minsky, Sylvain Gugger · Jane StreetFrom learning-rate schedules to GPU bottlenecks and noisy market data, Sylvain Gugger explains how he approaches practical machine-learning performance.
1:19:00ENEiso Kant on Poolside, Compute and AI for Software DevelopmentGast: Eiso Kant · Moderation: Harry StebbingsPoolside’s CTO explains code-execution feedback, the cost of model development and his company’s ambitions in the AI race.
16:57ENJensen Huang and Marc Benioff on AI Agents and the Future of ComputingMatthew Berman, Jensen Huang, Marc Benioff · Forward FutureMatthew Berman comments on a 2024 Dreamforce discussion about agent collaboration, training, safety, and making AI tools practical.
23:52ENAI News in September 2024: Compute Clusters, Agents and AI PaymentsMatthew Berman · Forward FutureMatthew Berman reviews early reports on future models, a Minecraft simulation, mixed-reality devices and agent transactions.
0:44ENNVIDIA Adds Multi-LoRA Serving to Its RTX AI ToolkitMatthew Berman · Forward FutureIn an NVIDIA-partnered video, Matthew Berman describes using multiple adapters with one base model and a vendor-reported throughput gain.
42:59ENAWS Is a $100 Billion Cloud. Matt Garman Still Sees a 10x Migration AheadModeration: Sarah Guo, Elad GilAmazon Web Services’ new CEO tells No Priors why 85 percent of workloads are still on-prem, how Bedrock was built from three bets, and why startups remain the company’s growth engine.
42:42ENEthereum Once Held Two Thousand GPT-3 Clusters of GPUsModeration: Sarah Guo, Elad GilFoundry CEO Jared Quincy Davis on idle H100s, why today's AI cloud is still colocation, and how compound systems move work off giant interconnected clusters.
50:33ENThe 40% data-center save started with an email that ended in a question markPhaidra founder Jim Gao tells Sequoia how an AlphaGo-inspired bet at Google became reinforcement learning that runs billion-dollar plants.
39:18ENOpen and Closed Will Tie at the Same Size: PyTorch's Former Lead on Fast InferenceA six-month library swap at Meta became a five-year rebuild. Lin Qiao wants the rest of the industry to get that stack in five weeks.
1:13:02ENDavid Cahn on AI Infrastructure, Capital Spending and Venture ConvictionGast: David Cahn · Moderation: Harry StebbingsThe Sequoia investor examines data centers, chips and power before explaining how he evaluates companies and builds conviction.
3:18ENRory on Production Engineering and Incident Support at Jane StreetRory · Jane StreetA production engineer describes monitoring order engines, responding to outages and building a supportive team.
3:16ENJP on Machine Learning and Trading at Jane StreetJP · Jane StreetA Hong Kong equities trader describes his changing workday, the growth of research infrastructure, and the distinctive challenges of machine learning in finance.
7:43ENHow to Run STORM for AI-Assisted ResearchMatthew Berman · Forward FutureMatthew Berman demonstrates Stanford’s research tool, from its 2024 local setup to a cited article about dogs. The interface runs locally, while his demonstration relies on external AI and search APIs.
0:58ENASUS Vivobook S 15: A Copilot+ PC with an NPUMatthew Berman · Forward FutureMatthew Berman introduces the laptop and its local AI features in a sponsored short.
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