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31:57EN
No Priors: AI, Machine Learning, Tech, & Startups· 15. Okt. 2025Podcast · 2 StimmenPeak 700 GW, average 300 GW: Base Power is wiring home batteries into a power plantModeration: Sarah Guo, Elad GilZach Dell tells Elad Gil how a $1.3 billion raise, a Texas-only retail business, and a Tesla-and-SpaceX hiring bench are meant to cut the cost of moving an electron.Infrastruktur & DeploymentCompany BuildingAI cost & performance+3
44:09EN
Matthew Berman· 8. Okt. 2025Greg Brockman on Compute, Sora 2 and the Path to AGIMatthew Berman, Greg Brockman · Forward FutureMatthew Berman interviews OpenAI’s Greg Brockman about infrastructure constraints, proactive AI, developer risk and the future of work.AI agentsInfrastruktur & DeploymentGenerative media+2
1:20:12EN
20VC with Harry Stebbings· 6. Okt. 2025Podcast · 2 StimmenCerebras CEO Andrew Feldman on AI Chips, Demand and Infrastructure RiskGast: Andrew Feldman · Moderation: Harry StebbingsFeldman discusses Cerebras financing, chip design and data centers, while weighing talent, energy and market concentration.SemiconductorsInfrastruktur & DeploymentInference+2
4:34:10EN
Lex Fridman· 30. Sept. 2025Podcast · 2 StimmenPavel Durov Built Telegram for a Billion People. He Still Won't Carry a Phone.Gast: Pavel Durov · Moderation: Lex FridmanIn a four-and-a-half-hour conversation with Lex Fridman, the Telegram founder traces freedom from a childhood move out of the Soviet Union to a French jail cell, a poisoning, and a 40-person engineering team.Unternehmen & StrategieCompany BuildingProduct Strategy+3
1:31:19EN
20VC with Harry Stebbings· 29. Sept. 2025Podcast · 2 StimmenGroq Founder Jonathan Ross on AI Compute, Chip Competition and EnergyGast: Jonathan Ross · Moderation: Harry StebbingsRoss explains his view of inference demand, custom chips and infrastructure economics, and makes predictions about AI’s effects on markets and work.InferenceSemiconductorsAI cost & performance+2
2 Folien0:58EN
Matthew Berman· 26. Sept. 2025Microsoft’s Nebius GPU Infrastructure AgreementMatthew Berman · Forward FutureIn a sponsored video, Matthew Berman discusses a 2025 infrastructure agreement and Nebius’s AI services.Infrastruktur & DeploymentAI cost & performanceModelle & Training
1:32:47EN
Cognitive Revolution "How AI Changes Everything"· 13. Sept. 2025PodcastA transformer co-author wants a $160 million model no company ownsModeration: Nathan LabenzIllia Polosukhin tells Nathan Labenz how NEAR turned a payments headache into a stack for private inference, shared-revenue training, and AI agents that still answer to a court.Infrastruktur & DeploymentInferenceAI security+3
59:06EN
Unsupervised Learning: With Jacob Effron· 10. Sept. 2025PodcastInference Costs Fell 100x. Tri Dao Says There's Another 10x — and NVIDIA's 90% Won't HoldModeration: Jacob EffronThe FlashAttention author and Together AI chief scientist on why hardware portability is a myth, how Claude Code made him 1.5x faster, and why workloads will split the chip market.Infrastruktur & DeploymentInferenceAI cost & performance+3
40:54EN
No Priors: AI, Machine Learning, Tech, & Startups· 28. Aug. 2025Podcast · 2 StimmenSeventeen Years of Flat Power, and a Plan to Bring the Factories HomeModeration: Sarah Guo, Elad GilJacob Helberg, the under secretary of state designate for economic growth, energy, and the environment, argues that nuclear power and AI productivity—not cheap labor—are how America reshore its supply chain.Unternehmen & StrategieAI StrategyInfrastruktur & Deployment+2
1:34:58EN
20VC with Harry Stebbings· 21. Aug. 2025Podcast · 3 StimmenDatabricks Valuation, CoreWeave Debt and the Risks Behind AI GrowthGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to discuss private valuations, fintech and the financing of AI infrastructure.Venture CapitalInvestingFintech+2
47:18EN
No Priors: AI, Machine Learning, Tech, & Startups· 14. Aug. 2025Podcast · 2 StimmenThe Analyst Tracking 200 GPU Clouds Breaks Nvidia Into a Three-Headed DragonModeration: Sarah Guo, Elad GilSemiAnalysis founder Dylan Patel on OpenAI’s open-weight model, a coming neocloud wipeout, and why a chip startup has to beat Nvidia on hardware, networking, and software at once.Infrastruktur & DeploymentInferenceAI cost & performance+3
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
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
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