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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.EnergySemiconductorsInference+2
1:19:54EN
20VC 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.InferenceSemiconductorsAI cost & performance+2
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
1:07:45EN
20VC 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.SemiconductorsInferenceInfrastruktur & Deployment+2
5 Folien1:22:49EN
JSJane Street· 31. Jan. 2026Bryan 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.Software engineeringInfrastruktur & DeploymentObservability & Zuverlässigkeit+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
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
39:03EN
No 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.Infrastruktur & DeploymentInferenceAI cost & performance+3
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.Infrastruktur & DeploymentSemiconductorsProduct Strategy+3
59:26EN
JSJane Street· 17. Sept. 2020Andy 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.SemiconductorsProgramming LanguagesSoftware engineering+1
1:34:44EN
Lex 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.SemiconductorsFirst PrinciplesAutonomous Driving+1
6 Folien47:18EN
JSJane Street· 24. Okt. 2019Unboxed 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.Programming LanguagesSoftware engineeringSemiconductors
11 Folien1:02:34EN
JSJane Street· 10. Mai 2018Andy 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.SemiconductorsProgramming LanguagesSoftware engineering+1