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1:13:26EN
20VC with Harry Stebbings· 24. Okt. 2026Podcast · 2 StimmenNaveen Rao on Energy, AI Hardware, Verification and the Future of RoboticsGast: Naveen Rao · Moderation: Harry StebbingsThe Unconventional AI founder argues that energy efficiency will shape AI hardware, while the growing volume of model output makes verification more valuable.
34:35EN
SemiAnalysis· 23. Okt. 2026Podcast · 3 StimmenSemiAnalysis on ASML's Hybrid-Bonding Patents, HBM Economics and the Next Tool EcosystemGast: Sherry Zhang, Howie · Moderation: Jordan NanosJordan Nanos, Sherry Zhang and Howie examine a track-based bonding design that brings the wafer to the die, then explain why adoption depends on precision, cleanliness, economics and a changing supply chain.
1:00:39EN
a16z· 23. Okt. 2026Podcast · 3 StimmenAmazon CEO Andy Jassy on the $220 Billion AI BuildoutGast: Andy Jassy · Moderation: Ben Horowitz, Erik TorenbergEven at roughly $220 billion of 2026 CapEx, Jassy says Amazon is still turning away AI demand. He tells Ben Horowitz and Erik Torenberg why AWS could become a trillion-dollar run-rate business, and why inference cost, custom chips, and smaller teams matter more than squeezing old customers.
1:09:00EN
Dwarkesh Patel· 22. Okt. 2026Podcast · 9 StimmenDwarkesh Patel: What will computer chips look like in 2045?Gast: Chris Auth, Kevin Fischer, Jack Kavalieros, Tyler Osborn, Pushkar Ranade, Gary Dickerson, Peter Wennink, Elon Musk · Moderation: Dwarkesh PatelAfter two days inside Intel’s most advanced fab, Dwarkesh Patel walks through gate-all-around, backside power, High-NA EUV, ruthenium, CFET, and hybrid bonding — and asks Intel’s leadership how the industry can possibly meet AI’s 3×-a-year compute demand when the world’s chipmaking tools cannot.
1:19:54EN20VC with Harry Stebbings· 19. Sept. 2026Podcast · 2 StimmenThomas Sohmers on AI Inference, Memory and Data-Center GrowthGast: Thomas Sohmers · Moderation: Harry StebbingsPositron’s co-founder discusses the engineering economics of inference, his views on AI infrastructure and regulation, and the risks he sees in financing and concentration.
1:26:12EN20VC with Harry Stebbings· 16. Juli 2026Podcast · 3 Stimmen20VC Roundtable on AI Competition, Enterprise Spending and Venture CapitalGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss a reported Apple lawsuit, AI pricing, memory markets and venture financing.
1:10:15EN
Sequoia Capital· 30. Juni 2026PodcastThe 100x lives between the layers: Dylan Patel on co-design and a 60x yearSemiAnalysis’s founder argues that matching models, kernels, and silicon is what turns a 2x here and a 2x there into 100x, while equivalent-quality inference has gotten about 60 times cheaper in a year.
45:00EN
No Priors: AI, Machine Learning, Tech, & Startups· 18. Juni 2026Podcast · 2 StimmenLip-Bu Tan took the hardest job in chips to save IntelModeration: Sarah Guo, Elad GilThe Cadence veteran and semiconductor investor tells No Priors how he is rebuilding Intel's culture, balance sheet, and foundry, and why he still wants a 10x from here.
1:07:45EN20VC with Harry Stebbings· 26. Mai 2026Podcast · 2 StimmenAndrew Feldman on AI Chips, Data Centers and Compute DemandGast: Andrew Feldman · Moderation: Harry StebbingsCerebras’s CEO discusses memory supply, inference speed, community impacts and US chip policy.
1:22:49ENBryan Cantrill: Why Software and Hardware Must Be Designed TogetherBryan Cantrill · Oxide Computer CompanyFrom a stubborn CPU reset to disappearing drives, Oxide’s cofounder makes the case for designing and debugging computing systems across the hardware–software boundary.
1:20:57ENMatt Godbolt: Inside Skylake’s Out-of-Order PipelineMatt GodboltA guided tour of instruction decoding, register renaming, execution and memory ordering, grounded in reverse engineering and careful measurements.
1:20:12EN20VC 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.
1:31:19EN20VC 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.
1:26:17EN20VC with Harry Stebbings· 10. Apr. 2025Podcast · 3 StimmenTom Hulme and Stan Boland on Talent, Capital and the UK Tech EcosystemGast: Tom Hulme, Stan Boland · Moderation: Harry StebbingsThe investor and entrepreneur debate how the UK can retain talent, finance global companies and build a stronger technology economy.
1:14:36EN20VC 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.
42:21ENNo 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.
1:08:33EN20VC with Harry Stebbings· 25. Sept. 2024Podcast · 2 StimmenEric Vishria on AI Value, Founder Insight and Benchmark’s Investment ProcessGast: Eric Vishria · Moderation: Harry StebbingsThe Benchmark partner discusses durable AI revenue, startup distribution, chip competition and how partners challenge investment decisions.
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.
1:09:10EN
Lex Fridman· 27. Apr. 2022Podcast · 2 StimmenThe Same Snapdragon That Flies on Mars Powers a Galaxy PhoneGast: Cristiano Amon · Moderation: Lex FridmanQualcomm CEO Cristiano Amon talks with Lex Fridman about 5G, Snapdragon, cars, the chip shortage, and how to map the border of your own competence.
59:26ENAndy Ray on FPGAs, Hardware Design and HardcamlYaron Minsky, Andy Ray · Jane StreetJane Street’s hardware design lead explains why programmable circuits can improve performance and how software tooling makes them easier to build and test.
1:34:44ENLex Fridman· 5. Feb. 2020Podcast · 2 StimmenMoore's Law Has Been About to Die for Forty YearsGast: Jim Keller · Moderation: Lex FridmanChip architect Jim Keller tells Lex Fridman why a cascade of diminishing-return curves still looks exponential, why you rewrite the CPU every five years, and why driving a car is not a super-hard problem.
47:18ENUnboxed Types and Memory Layouts for OCamlStephen · Jane StreetStephen explains a proposed type-system extension for controlling data representation while retaining OCaml’s fast separate compilation.
1:02:34ENAndy Ray on Designing and Running OCaml on FPGAsAndy Ray · Jane StreetHardCaml turns OCaml into a hardware design language. Andy Ray explains FPGA fundamentals, simulation and verification, then demonstrates an OCaml software stack running on a soft CPU.
1:30:18ENLex FridmanPodcastNight Markets and Chip Foundries: A Week in Taiwan with Jensen HuangModeration: Lex FridmanLex Fridman follows NVIDIA's CEO through Computex, street food and long chats about Taiwan's tech history, export controls and how to choose business partners.