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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.
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.
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.
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.
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.
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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.
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.