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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.
1:35:39EN
Lenny's PodcastPodcast · 3 StimmenMake Time: Pick a Daily Highlight and Build Barriers Against DistractionGast: Jake Knapp, John Zeratsky · Moderation: Lenny RachitskyJake Knapp and John Zeratsky walk through their four-step Make Time framework (highlight, laser, energize, reflect) and close with a short look at the design sprint.
1:46:33ENLenny's PodcastPodcast · 3 StimmenFrom Chaos to a Failure Map: A Hands-On Primer on AI EvalsGast: Hamel Husain, Shreya Shankar · Moderation: Lenny RachitskyHamel Husain and Shreya Shankar walk Lenny Rachitsky through a real error-analysis workflow, from reading traces to building a trustworthy LLM judge.
1:47:58ENLenny's PodcastPodcast · 3 StimmenBridging the Divide: How Community Notes Built a Trusted Fact-Checking System on DisagreementGast: Keith Coleman, Jay Baxter · Moderation: Lenny RachitskyKeith Coleman and Jay Baxter, the team behind Community Notes, explain how the algorithm works, how a tiny team built it, and why it survived four leaders at Twitter and X.