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1:13:02ENDavid Cahn on AI Infrastructure, Capital Spending and Venture ConvictionGuest David Cahn · Host Harry StebbingsThe Sequoia investor examines data centers, chips and power before explaining how he evaluates companies and builds conviction.
39:00ENJPMorgan Has 150 Petabytes. GPT-4 Trained on Less Than One.Host 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.
29:09ENThe Hyperscalers Are Spending $200 Billion — and the Next Bottleneck Is a Power PlantHost Sarah Guo, Elad GilSarah Guo and Elad Gil walk through music models, on-device LLMs, long context, and why AI capex now sits beside oil and broadband.
38:33ENSpeed Is the Thing You Can Buy: Baseten’s Bet on InferenceHost 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.
42:14ENMeta’s $197 Billion Day Was a Partial Answer to AI’s $200 Billion QuestionHost Sarah Guo, Elad GilSarah Guo and Elad Gil walk through Gemini, Mistral, NVIDIA’s upgrade cycle, Klarna’s support bot, and why the real AI spend still sits with the hyperscalers.
39:03ENMI300 Leads Inference by 2x: AMD's CTO on Winning Chip Competition Without a Walled GardenHost 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.
3:37ENMark Zuckerberg Announces Llama 3 Training and Meta’s AI PlansMatthew Berman, Mark Zuckerberg · Forward FutureIn January 2024, Matthew Berman reacts to Zuckerberg’s remarks on general intelligence, compute and AI devices.
39:36ENThe Most Underestimated AI Buyer Is the Shop on the CornerHost Sarah Guo, Elad GilFormer Square CEO Alyssa Henry tells No Priors that generative AI is unlocking work small merchants always needed and never paid anyone to do.
55:34ENAndrew Hunter on Performance Engineering for Low-Latency SystemsYaron Minsky, Andrew Hunter · Jane StreetWhy small optimizations pay at hyperscale, why trading latency is harder to measure, and how profiling, tracing, language design and hardware fit together.
30:03ENA Dinner-Plate Chip Cut Training From 60 Days to 3.5Host Sarah Guo, Elad GilCerebras CEO Andrew Feldman tells No Priors why wafer-scale silicon, not another GPU, is the answer to the compute crunch — and why most production models will stay at 13 billion parameters or below.
38:13ENChatGPT Runs on His Framework. He Still Doesn't Want You Training a ModelHost Sarah Guo, Elad GilVercel founder Guillermo Rauch tells No Priors why frontend is the last mile of AI, why first-generation AI frameworks will be rewritten, and why bots are already stealing your tokens.
3:08:46ENWho owns the off switch? George Hotz on tinygrad, open-source AI, and GodGuest George Hotz · Host Lex FridmanOn his third Lex Fridman podcast, the comma.ai and tiny corp founder argues that compute, intelligence, and the off switch should live in people's houses, not in a trusted few.
3:34:03ENPython Isn't Finished: Chris Lattner on Mojo and the Hardware MessGuest Chris Lattner · Host Lex FridmanThe LLVM creator returns to Lex Fridman to argue that Python should grow C-like performance instead of forcing people out of the language.
54:56ENKevin Scott Seized Microsoft's GPU Budget, Bet on OpenAI, and Still Didn't See ChatGPT ComingHost Sarah Guo, Elad GilFive months after ChatGPT launched, Microsoft's CTO walked No Priors through the all-in bet, the Copilot stack, and why he is still bullish on jobs.
52:11ENJensen Huang: For 25 Years, 99 Percent Were Right. NVIDIA Bet on the 1 PercentHost Sarah Guo, Elad GilThe NVIDIA CEO tells No Priors how CUDA survived a decade without customers, why the company tries to stay lazy, and what he wants built for drugs and climate.
37:26ENWithout Open Source, Machine Learning Would Be Decades BehindHost Sarah Guo, Elad GilHugging Face CEO Clem Delangue on the Tamagotchi pivot, why the company never hired a community manager, and why he does not believe one model will rule them all.
1:00:28ENElla Ehrlich on Modernizing a Critical Trading SystemYaron Minsky, Ella Ehrlich · Jane StreetJane Street’s Gord team rebuilt parts of a legacy data pipeline while preserving availability, and Ehrlich describes the recruiting programs she helped develop.
1:09:10ENThe Same Snapdragon That Flies on Mars Powers a Galaxy PhoneGuest Cristiano Amon · Host 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.
1:12:09ENDoug Patti on State Machine Replication at Jane StreetYaron Minsky, Doug Patti · Jane StreetHow Concord and Aria use ordered logs and deterministic state machines to build recoverable trading services.
3:02:00ENVitalik Buterin Walked Away From Billions of Dog Coins — Then Mapped Ethereum's Next DecadeGuest Vitalik Buterin · Host Lex FridmanIn a three-hour conversation with Lex Fridman, the Ethereum co-founder explains the Shiba Inu dump, proof of stake, rollups, and why he thinks most evil comes from fear.
2:39:15ENCraftsmanship, Graphs and Consciousness: Jim Keller on Building Computers That ThinkGuest Jim Keller · Host Lex FridmanLegendary chip architect Jim Keller talks with Lex Fridman about design philosophy, the future of AI hardware, the human mind and how to live well.
2:46:57ENProgramming Languages Are Bicycles for the MindGuest Chris Lattner · Host Lex FridmanChris Lattner talks with Lex Fridman about Swift, LLVM, RISC-V, and why the next leap in computing is as much a language problem as a silicon one.
44:34ENChris Perl on Keeping Network Clocks in SyncYaron Minsky, Chris Perl · Jane StreetHow NTP, PTP and hardware timestamps work together to keep Jane Street’s clocks within a measurable error bound.
1:02:18ENBrian Nigito on Multicast and the Architecture of MarketsYaron Minsky, Brian Nigito · Jane StreetWhy exchanges use ordered event streams, multicast and specialized networking to distribute market data quickly and fairly.
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