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1:14:36EN
20VC with Harry Stebbings· 24. März 2025Podcast · 2 StimmenAndrew Feldman on AI Chips, Inference and Competing With NvidiaGast: Andrew Feldman · Moderation: Harry StebbingsThe Cerebras CEO explains wafer-scale computing, argues inference demand will grow and discusses the limits of his industry’s infrastructure.
45:06EN
Unsupervised Learning: With Jacob Effron· 5. März 2025PodcastMike Schroepfer: AI’s Bottleneck Is Electricity, and One Tanker of Fusion Fuel Could Power the U.S. for a YearModeration: Jacob EffronMeta’s former CTO tells Redpoint why hyperscaler demand is the climate story, why Llama was an access play, and why tomorrow’s CTO still lives or dies on a priority queue.
1:18:09EN20VC with Harry Stebbings· 24. Feb. 2025Podcast · 2 StimmenSteeve Morin on AI Inference, Chips and the Cost of Switching HardwareGast: Steeve Morin · Moderation: Harry StebbingsThe ZML founder explains the difference between training and production inference and offers a competitive view of the AI hardware market.
2:49:35ZH
Zhang Xiaojun Podcast· 4. Feb. 2025Podcast · 2 Stimmen潘嘉怡解读 R1、o1 与 Kimi K1.5：强化学习如何教模型学会推理Gast: 潘嘉怡 · Moderation: 张小珺伯克利博士生潘嘉怡带读 DeepSeek、OpenAI 与 Kimi 的推理模型报告，拆解长思维链、GRPO、奖励设计与蒸馏。R1-Zero 的“顿悟时刻”展示了推理策略如何在强化学习中涌现。
1:00:02EN20VC with Harry Stebbings· 29. Jan. 2025Podcast · 2 StimmenJonathan Ross on DeepSeek, Open Models and AI InfrastructureGast: Jonathan Ross · Moderation: Harry StebbingsThe Groq CEO discusses reported training costs, inference demand, competitive strategy and the security concerns surrounding AI.
1:08:12EN20VC with Harry Stebbings· 22. Jan. 2025Podcast · 2 StimmenGeorge Sivulka on Hebbia, Enterprise AI and the Future of WorkGast: George Sivulka · Moderation: Harry StebbingsThe Hebbia founder discusses document analysis, inference scaling, enterprise adoption and his forecasts for models and employment.
1:24:57ENUnsupervised Learning: With Jacob Effron· 21. Jan. 2025PodcastA 50,000-GPU cap and a 1,700-chip loopholeModeration: Jacob EffronSemiAnalysis founder Dylan Patel walks through the AI diffusion rule, China’s compute squeeze, and how xAI stood up a 100,000-GPU cluster in a closed Memphis appliance factory.
30:29EN
Matthew Berman· 3. Jan. 2025How Researchers Think o1-Style Reasoning Models WorkMatthew Berman · Forward FutureMatthew Berman explains a research survey of policy initialization, rewards, search and reinforcement learning, and the open questions behind reasoning models.
55:50ENUnsupervised Learning: With Jacob Effron· 16. Dez. 2024PodcastThere 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.
42:21EN
No Priors: AI, Machine Learning, Tech, & Startups· 12. Dez. 2024Podcast · 2 StimmenThey 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.
44:16ENNo Priors: AI, Machine Learning, Tech, & Startups· 21. Nov. 2024Podcast · 2 StimmenCohere's Aidan Gomez: The Model Curve Is Flattening, and $20 Million Now Buys GPT-4Moderation: Sarah Guo, Elad GilThe Attention Is All You Need co-author tells No Priors why enterprises should stop waiting for the next model and start putting today's models into production.
36:49ENNo Priors: AI, Machine Learning, Tech, & Startups· 7. Nov. 2024Podcast · 2 StimmenJensen 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.
2:29:04EN
Lex Fridman· 6. Okt. 2024Podcast · 2 StimmenKeep the Programmer in the Driver's Seat: Cursor's Founders on Tab, Agents, and Zero-Entropy EditingGast: Cursor Team · Moderation: Lex FridmanMichael Truell, Aman Sanger, Sualeh Asif, and Arvid Lunnemark tell Lex Fridman why they forked VS Code, how Tab and Apply actually work, and why most programming still needs a human iterating in real time.
37:47ENNo Priors: AI, Machine Learning, Tech, & Startups· 30. Aug. 2024Podcast · 2 StimmenWorking Backwards from AGI: Magic's Five-Million-Token BetModeration: Sarah Guo, Elad GilEric Steinberger wants a coding colleague you trust like a teammate — and a world that is still a good place thirty years after AGI.
42:59ENNo Priors: AI, Machine Learning, Tech, & Startups· 29. Aug. 2024Podcast · 2 StimmenAWS 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.
42:42ENNo Priors: AI, Machine Learning, Tech, & Startups· 22. Aug. 2024Podcast · 2 StimmenEthereum 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.
39:18EN
Sequoia Capital· 13. Aug. 2024PodcastOpen 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.
1:00:28ENSequoia Capital· 9. Juli 2024PodcastScaling Laws Aren't Done. Don't Lock Yourself Into Yesterday's Architecture.Microsoft CTO Kevin Scott on why the exponential is still compounding, why inference will dwarf training, and why a language model is the world's crappiest database.
1:42:16EN
Cognitive Revolution "How AI Changes Everything"· 4. Juli 2024Podcast267 Papers in Seven Months: Albert Gu Explains the State Space Model RevolutionModeration: Nathan LabenzThe Mamba co-author walks through five years of recurrent-model work, why selective compression beats a growing KV cache, and what Mamba 2 trades away to train faster.
1:42:17ENCognitive Revolution "How AI Changes Everything"· 20. Apr. 2024PodcastThe Cheapest Inference Provider Is the Most DangerousModeration: Nathan LabenzFireworks AI cofounders Lin Qiao and Dmytro Ivchenko explain why subsidized GPU bills vanish, how LoRA serving can cut cost a hundredfold, and why OpenAI is the rival that actually matters.
51:11ENMatthew Berman· 22. März 2024Inside Groq’s LPU: Compilers, Chip Networks and Fast InferenceMatthew Berman, Andrew Ling, Igor Arsovski · Forward FutureGroq engineers Andrew Ling and Igor Arsovski explain their hardware and software design in a sponsored 2024 interview.
38:33ENNo Priors: AI, Machine Learning, Tech, & Startups· 21. März 2024Podcast · 2 StimmenSpeed Is the Thing You Can Buy: Baseten’s Bet on InferenceModeration: Sarah Guo, Elad GilTuhin Srivastava tells Sarah Guo and Elad Gil why a six-person chatbot company running a billion tokens a day should not be building its own serving stack.
39:03ENNo Priors: AI, Machine Learning, Tech, & Startups· 29. Feb. 2024Podcast · 2 StimmenMI300 Leads Inference by 2x: AMD's CTO on Winning Chip Competition Without a Walled GardenModeration: Sarah Guo, Elad GilWhen Mark Papermaster became AMD's CTO in fall 2011, nearly all of the company's revenue sat on PCs and gaming, Moore's Law was slowing, and everyone knew it needed a turnaround.
30:39ENMatthew Berman· 25. Feb. 2024NVIDIA’s GEAR Research, Gemini 1.5 and Fast AI InferenceMatthew Berman · Forward FutureMatthew Berman reviews embodied-agent research and a February 2024 set of AI releases and demonstrations.Mehr laden24 von 81 angezeigt