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1:25:33EN
Latent Space· 22. Okt. 2026Podcast · 2 StimmenWhy GPU Capacity Comes in Three-Year Rectangles — Erik Bernhardsson, ModalGast: Erik Bernhardsson · Moderation: Vibhu SapraModal’s CEO tells Latent Space why AI demand almost never looks like a three-year GPU contract, how the company pools compute across thousands of customers, and why sandboxes grew from a product they almost killed into a third of revenue.Infrastruktur & DeploymentSandboxes & isolationAI cost & performance+2
35:39EN
No Priors: AI, Machine Learning, Tech, & Startups· 2. Okt. 2026Podcast · 2 StimmenCompute Scaled a Millionfold. Bandwidth Only 40x. Fractile Wants to Fix That RatioModeration: Sarah Guo, Elad GilIn the summer of 2022, Walter Goodwin founded Fractile in London to build very fast inference chips for the world's largest models.Infrastruktur & DeploymentInferenceAI cost & performance+3
37:07EN
No Priors: AI, Machine Learning, Tech, & Startups· 3. Sept. 2026Podcast · 2 StimmenArm’s 98.5% margin business just started shipping chipsModeration: Sarah Guo, Elad GilCEO Rene Haas tells No Priors why the IP company built a physical CPU for Meta, and why CPUs still sit at the center of AI systems.Infrastruktur & DeploymentCompany BuildingAI Strategy+3
34:51EN
No Priors: AI, Machine Learning, Tech, & Startups· 27. Aug. 2026Podcast · 2 StimmenGoogle Paid $10 Million for a Bankrupt Airline’s Data. That’s the Moat.Moderation: Sarah Guo, Elad GilEon co-founders Ofir Ehrlich and Gonen Stein argue that models and compute are rented commodities — the only asset enterprises can actually keep is their data.Unternehmen & StrategieInfrastruktur & DeploymentData quality & curation+3
1:01:27EN
No Priors: AI, Machine Learning, Tech, & Startups· 2. Juli 2026Podcast · 2 StimmenTwo Years and Four Months to a Live Reactor: Valar Atomics Wants Energy Ten Times CheaperModeration: Sarah Guo, Elad GilIsaiah Taylor walks Sarah Guo through Ward 250 in Utah and argues that nuclear is a hardware-iteration problem, not a paper-design one.Infrastruktur & DeploymentCompany BuildingSicherheit & Governance+3
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.Unternehmen & StrategieInfrastruktur & DeploymentLeadership+3
30:34EN
No Priors: AI, Machine Learning, Tech, & Startups· 21. Mai 2026Podcast · 2 StimmenCerebras Waited Ten Years for a Market That Finally Needed SpeedModeration: Sarah Guo, Elad GilFounder and CEO Andrew Feldman walks No Priors through wafer-scale chips, a $20 billion OpenAI deal, and why a dinner-plate processor only mattered once AI became an everyday tool.Infrastruktur & DeploymentCompany BuildingLeadership+3
38:01EN
No Priors: AI, Machine Learning, Tech, & Startups· 14. Mai 2026Podcast · 2 StimmenThe Philippines Gifted America 4,000 Acres. Pax Silica Wants to Make the AI Supply Chain a BusinessModeration: Sarah Guo, Elad GilUS Under Secretary Jacob Helberg on a 14-country coalition, a diplomatic industrial zone in the Philippines, and why Washington is putting companies—not ministries—in the driver's seat.Unternehmen & StrategieAI StrategyInfrastruktur & Deployment+3
4:18:22EN
Lex Fridman· 6. Mai 2026Podcast · 2 StimmenEvery Cycle Matters: The Volunteers Who Decode Almost All Internet VideoGast: FFmpeg · Moderation: Lex FridmanLex Fridman talks with Jean-Baptiste Kempf and Kieran Kunhya about FFmpeg, VLC, handwritten assembly, and the unpaid crew behind YouTube, Netflix, and a rover on Mars.Open Source & CommunityOpen-source ecosystemsSoftware engineering+3
42:57EN
No Priors: AI, Machine Learning, Tech, & Startups· 1. Mai 2026Podcast · 2 StimmenInference Is the Last Market: Baseten’s 30x YearModeration: Sarah Guo, Elad GilCEO Tuhin Srivastava on a billion-dollar inference cloud, why the app layer survives, and a GPU crunch worse than the narrative.Infrastruktur & DeploymentInferencePost-training+3
44:01EN
No Priors: AI, Machine Learning, Tech, & Startups· 9. Apr. 2026Podcast · 2 StimmenA millionth of a penny: Jeremy Allaire on the payment rails of the agentic economyModeration: Sarah Guo, Elad GilCircle's CEO tells No Priors why stablecoins and a purpose-built chain, not the legacy banking stack, are the money layer for software that buys and sells on its own.AgentenAgentic commerceKI im Finanzwesen+3
2:25:58EN
Lex Fridman· 23. März 2026Podcast · 2 StimmenAGI Is Already Here. Building NVIDIA Is Not.Gast: Jensen Huang · Moderation: Lex FridmanLex Fridman sits down with Jensen Huang for two and a half hours on extreme co-design, CUDA, four scaling laws, and why a $1 billion AI company is easier than a durable one.Unternehmen & StrategieCompany BuildingAI Strategy+3
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
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
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
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
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
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.Infrastruktur & DeploymentAI cost & performanceSemiconductors+1
36:49EN
No 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.Infrastruktur & DeploymentAI cost & performanceInference+3
44:30EN
No Priors: AI, Machine Learning, Tech, & Startups· 24. Okt. 2024Podcast · 2 Stimmen100,000 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.Infrastruktur & DeploymentAutonomous DrivingSicherheit & Governance+3
42:59EN
No 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.Infrastruktur & DeploymentEnterprise-KIAI Strategy+3
42:42EN
No 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.Infrastruktur & DeploymentAI cost & performanceDistributed training & inference+3
39:00EN
No Priors: AI, Machine Learning, Tech, & Startups· 22. Mai 2024Podcast · 2 StimmenJPMorgan Has 150 Petabytes. GPT-4 Trained on Less Than One.Moderation: Sarah Guo, Elad GilScale AI founder Alexandr Wang tells No Priors why easy internet data is exhausted, why expert-plus-model teams still win, and why the path to AGI looks more like curing cancer than inventing a vaccine.Infrastruktur & DeploymentData quality & curationPost-training+3
38:33EN
No 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.Infrastruktur & DeploymentInferenceAI cost & performance+3
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