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3:17:35EN
Cognitive Revolution "How AI Changes Everything"· 13. Aug. 2025PodcastTen Thousand Comments and 76 Spare Gigawatts: Four Months Writing America's AI Action PlanModeration: Nathan LabenzDean W. Ball spent four months as the White House's senior AI adviser, then left as the Action Plan landed — and explains how a to-do list got written inside a building that cannot run ChatGPT.Unternehmen & StrategieAI StrategySicherheit & Governance+3
1:45:00EN
Cognitive Revolution "How AI Changes Everything"· 6. Aug. 2025PodcastAmerica Holds 45% of the World's Data Centers. Everyone Else Must Build, Buy, or AllyModeration: Nathan LabenzAnjney Midha of a16z maps what “sovereign AI” actually means for companies and for countries that will never own the talent, data, and compute frontier.Unternehmen & StrategieAI StrategyGeopolitics+3
1:01:00EN
Sequoia Capital· 5. Aug. 2025Podcastv0 Hit 3 Million Users. Vercel’s CEO Says Pages Will Be Generated On Demand Within Five YearsFor a company that sells cloud hosting and frontend tools, one of the fastest-growing signup channels is ChatGPT.Infrastruktur & DeploymentCoding-AgentenProduct Strategy+3
36:48EN
No Priors: AI, Machine Learning, Tech, & Startups· 31. Juli 2025Podcast · 2 StimmenThe Weekend DeepSeek Dropped, the White House CalledModeration: Sarah Guo, Elad GilSriram Krishnan walks No Priors through America’s 28-page AI Action Plan, a token-share definition of winning, and why the lead over China is too small to take for granted.Unternehmen & StrategieAI StrategyInfrastruktur & Deployment+3
58:47EN
Jane Street· 28. Juli 2025Daniel Pontecorvo on Cooling Trading Infrastructure and WorkspacesYaron Minsky, Daniel Pontecorvo · Jane StreetFrom dense GPU racks to movable desks, Jane Street’s physical engineering team designs around heat, power, failure and human comfort.Infrastruktur & DeploymentEnergyObservability & Zuverlässigkeit+1
40:33EN
Sequoia Capital· 24. Juni 2025PodcastFifty People in Slack. Four Minutes to the Smoking Gun.Traversal's co-founders on turning DevOps heart attacks into agent-run root cause analysis — and why observability's second-largest software spend still leaves troubleshooting as a whodunit.Evals & ObservabilityObservability & ZuverlässigkeitAgent Engineering+3
54:53EN
Unsupervised Learning: With Jacob Effron· 17. Juni 2025PodcastA Free Voting Board Burned $2 Million. Then It Raised $100 Million.Moderation: Jacob EffronDatabricks co-founder Ion Stoica explains why LMArena exists, why China is winning open-source models, and why reliability—not another scaling law—is still the thing holding AI back.Evals & ObservabilityEvalsBenchmarks+3
0:59EN
Matthew Berman· 10. Juni 2025Satya Nadella on AI's Energy Use and Social PermissionMatthew Berman, Satya Nadella · Forward FutureIn a short interview excerpt, Microsoft's CEO argues that the technology industry must deliver broad benefits as its energy demand grows.EnergyAI StrategyInfrastruktur & Deployment
0:36EN
Matthew Berman· 2. Mai 2025How Much Electricity Will AI Data Centers Use?Matthew Berman, Eric Schmidt · Forward FutureMatthew Berman highlights Eric Schmidt's congressional testimony and asks about AI's power demand. The dramatic 99% figure lacks a specified time frame and geographic scope in the quoted testimony.EnergyInfrastruktur & DeploymentAI Strategy
2:10:07EN
Cognitive Revolution "How AI Changes Everything"· 23. Apr. 2025PodcastA $30,000 Operation Could Knock a $10 Billion Superintelligence Data Center Offline for a YearModeration: Nathan LabenzGladstone AI’s Jeremy and Edouard Harris inventory what an American Manhattan Project for superintelligence would actually have to secure — and what it would cost in concrete, supply chains, and civil liberties.SicherheitAI securitySicherheit & Governance+3
27:45EN
No Priors: AI, Machine Learning, Tech, & Startups· 3. Apr. 2025Podcast · 2 StimmenNasdaq Down 8% and Ghibli Everywhere: AI Is Already in Inning ThreeModeration: Sarah Guo, Elad GilSarah Guo and Elad Gil on the latest image-gen wow cycle, why public-market panic is mostly noise for software startups, and where specialized models still have room.Unternehmen & StrategieAI StrategyGenerative media+3
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.Infrastruktur & DeploymentAI StrategyOpen-weight models+3
1:18:09EN
20VC 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.Infrastruktur & DeploymentInferenceAI cost & performance+2
54:55EN
Cognitive Revolution "How AI Changes Everything"· 22. Feb. 2025PodcastNew Jersey Cut Phone Waits from 40 Minutes to 90 SecondsModeration: Nathan LabenzGovernor Phil Murphy on the state AI assistant, a Princeton hub, and why he wants the best catcher's mitt in the country when superhuman systems arrive.Unternehmen & StrategieAI StrategyEnterprise-KI+3
1:25:52EN
20VC with Harry Stebbings· 17. Feb. 2025Podcast · 2 StimmenJonathan Ross on Groq, Inference Economics and the AI Infrastructure RaceGast: Jonathan Ross · Moderation: Harry StebbingsThe Groq CEO explains his bet on inference chips, compares his company’s architecture with GPUs, and discusses the financing and power needed to scale.Infrastruktur & DeploymentModelle & TrainingAI cost & performance+2
2:16:17EN
Cognitive Revolution "How AI Changes Everything"· 5. Feb. 2025PodcastA 10B Model Trained Across Three Continents — and an H200 for $1.49 an HourModeration: Nathan LabenzPrime Intellect's founders lay out a four-step plan to turn spare global GPUs into collectively owned intelligence, and argue that reinforcement learning just made their job easier.Infrastruktur & DeploymentDistributed training & inferenceAI cost & performance+3
5:06:18EN
Lex Fridman· 2. Feb. 2025PodcastDeepSeek's $5 million training claim and the five-year bet on computeModeration: Lex FridmanDylan Patel and Nathan Lambert walk Lex Fridman through DeepSeek-V3 and R1, export controls, TSMC, megaclusters, and who actually makes money in the AI race.Unternehmen & StrategieOpen-weight modelsPretraining & midtraining+3
2 Folien7:57EN
Matthew Berman· 22. Jan. 2025Stargate’s 2025 Announcement and the OpenAI–Microsoft PartnershipMatthew Berman · Forward FutureMatthew Berman reviews the planned US AI infrastructure project and a contemporaneous change to compute arrangements.Infrastruktur & DeploymentOpenAIAGI+1
1:24:57EN
Unsupervised 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.Infrastruktur & DeploymentAI RegulationGeopolitics+3
23:37EN
No Priors: AI, Machine Learning, Tech, & Startups· 9. Jan. 2025Podcast · 2 StimmenA Hundred GPUs in Seconds: Why Modal Threw Out Docker and KubernetesModeration: Sarah Guo, Elad GilErik Bernhardsson tells Elad Gil that AI inference is too bursty for year-long GPU contracts, and that the cloud should feel as fast as a laptop.Infrastruktur & DeploymentInferenceAI cost & performance+3
27:07EN
No Priors: AI, Machine Learning, Tech, & Startups· 26. Dez. 2024Podcast · 2 StimmenAfter 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.Unternehmen & StrategieAI StrategyInfrastruktur & Deployment+3
2:11:15EN
Cognitive Revolution "How AI Changes Everything"· 25. Dez. 2024PodcastA 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.Unternehmen & StrategieSicherheit & GovernanceExistential Risk+3
1:01:48EN
20VC with Harry Stebbings· 16. Dez. 2024Podcast · 2 StimmenReid 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.Venture CapitalAI StrategySicherheit & Governance+2
55:50EN
Unsupervised 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.Infrastruktur & DeploymentInferenceModel routing & gateways+3
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