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7:57EN
Matthew Berman· Jan 22, 2025Stargate’s 2025 Announcement and the OpenAI–Microsoft PartnershipMatthew Berman · Forward FutureMatthew Berman reviews the planned US AI infrastructure project and a contemporaneous change to compute arrangements.
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Unsupervised Learning: With Jacob Effron· Jan 21, 2025PodcastA 50,000-GPU cap and a 1,700-chip loopholeHost Jacob EffronSemiAnalysis founder Dylan Patel walks through the AI diffusion rule, China’s compute squeeze, and how xAI stood up a 100,000-GPU cluster in a closed Memphis appliance factory.
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No Priors: AI, Machine Learning, Tech, & Startups· Jan 9, 2025Podcast · 2 speakersA Hundred GPUs in Seconds: Why Modal Threw Out Docker and KubernetesHost Sarah Guo, Elad GilErik Bernhardsson tells Elad Gil that AI inference is too bursty for year-long GPU contracts, and that the cloud should feel as fast as a laptop.
27:07ENNo Priors: AI, Machine Learning, Tech, & Startups· Dec 26, 2024Podcast · 2 speakersAfter adding $100 billion a month, Jensen Huang says NVIDIA is selling the data centerHost Sarah Guo, Elad GilSarah Guo and Elad Gil clip their favorite 2024 No Priors conversations into a year-end reel of NVIDIA, Karpathy, Sierra, Sora, Waymo, Figma, and Scale.
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Cognitive Revolution "How AI Changes Everything"· Dec 25, 2024PodcastA 50% Chance of Extinction — and a $50 GPT-4 for EveryoneHost Nathan LabenzEmad Mostaque tells Nathan Labenz why he puts p(doom) at even odds, why a five-watt model changes the energy debate, and how the Intelligent Internet would fund universal basic AI with a Bitcoin-like token.
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20VC with Harry Stebbings· Dec 16, 2024Podcast · 2 speakersReid Hoffman on Trade, AI, Energy and the Incoming Trump AdministrationGuest Reid Hoffman · Host Harry StebbingsThe investor discusses political risks and opportunities, competition in AI, nuclear energy and the role of venture capital in a wide-ranging December 2024 interview.
55:50ENUnsupervised Learning: With Jacob Effron· Dec 16, 2024PodcastThere will not be one model. Fireworks is betting on hundreds of small expertsHost Jacob EffronPyTorch veteran Lin Qiao argues that inference is a compound system hyperscalers cannot buy their way through, and that the products with real traction still keep a human in the loop.
42:21ENNo Priors: AI, Machine Learning, Tech, & Startups· Dec 12, 2024Podcast · 2 speakersThey Cooled 5,000 Watts per Square Centimeter in Space. Now Diamond Goes on AI ChipsHost 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.
6:16ENMatthew Berman· Dec 8, 2024Running Stable Diffusion 3.5 with ComfyUI on a Cloud GPUMatthew Berman · Forward FutureIn a Vultr-sponsored 2024 tutorial, Matthew Berman sets up a GPU instance and generates images with ComfyUI. Licensing, security, and prices require attention beyond the demonstration.
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Jane Street· Nov 15, 2024Tudor Brindus on Finding and Reducing System JitterTudor Brindus · Jane StreetA memory ping-pong benchmark reveals how virtualization, interrupts, CPU frequency changes and speculation can disrupt low-latency systems.
36:49ENNo Priors: AI, Machine Learning, Tech, & Startups· Nov 7, 2024Podcast · 2 speakersJensen Huang: NVIDIA Is No Longer Building Computers. It Is Building AI FactoriesHost 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.
1:00ENMatthew Berman· Oct 31, 2024AI Growth and the Pressure on Electricity InfrastructureMatthew Berman · Forward FutureMatthew Berman considers how the power demands of AI and data centers could affect grids, emissions and competition for resources.
44:30ENNo Priors: AI, Machine Learning, Tech, & Startups· Oct 24, 2024Podcast · 2 speakers100,000 Rides a Week, Six Times Fewer Airbag Crashes: Waymo’s Co-CEO on Eighteen Years of Full AutonomyHost 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.
1:06:23ENJane Street· Oct 14, 2024Sylvain Gugger on Accelerating ML Models and Reproducing ResultsYaron Minsky, Sylvain Gugger · Jane StreetFrom learning-rate schedules to GPU bottlenecks and noisy market data, Sylvain Gugger explains how he approaches practical machine-learning performance.
1:19:00EN20VC with Harry Stebbings· Oct 7, 2024Podcast · 2 speakersEiso Kant on Poolside, Compute and AI for Software DevelopmentGuest Eiso Kant · Host Harry StebbingsPoolside’s CTO explains code-execution feedback, the cost of model development and his company’s ambitions in the AI race.
16:57ENMatthew Berman· Sep 30, 2024Jensen Huang and Marc Benioff on AI Agents and the Future of ComputingMatthew Berman, Jensen Huang, Marc Benioff · Forward FutureMatthew Berman comments on a 2024 Dreamforce discussion about agent collaboration, training, safety, and making AI tools practical.
23:52ENMatthew Berman· Sep 4, 2024AI News in September 2024: Compute Clusters, Agents and AI PaymentsMatthew Berman · Forward FutureMatthew Berman reviews early reports on future models, a Minecraft simulation, mixed-reality devices and agent transactions.
0:44ENMatthew Berman· Aug 29, 2024NVIDIA Adds Multi-LoRA Serving to Its RTX AI ToolkitMatthew Berman · Forward FutureIn an NVIDIA-partnered video, Matthew Berman describes using multiple adapters with one base model and a vendor-reported throughput gain.
42:59ENNo Priors: AI, Machine Learning, Tech, & Startups· Aug 29, 2024Podcast · 2 speakersAWS Is a $100 Billion Cloud. Matt Garman Still Sees a 10x Migration AheadHost 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.
42:42ENNo Priors: AI, Machine Learning, Tech, & Startups· Aug 22, 2024Podcast · 2 speakersEthereum Once Held Two Thousand GPT-3 Clusters of GPUsHost 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.
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Sequoia Capital· Aug 20, 2024PodcastThe 40% data-center save started with an email that ended in a question markPhaidra founder Jim Gao tells Sequoia how an AlphaGo-inspired bet at Google became reinforcement learning that runs billion-dollar plants.
39:18ENSequoia Capital· Aug 13, 2024PodcastOpen and Closed Will Tie at the Same Size: PyTorch's Former Lead on Fast InferenceA six-month library swap at Meta became a five-year rebuild. Lin Qiao wants the rest of the industry to get that stack in five weeks.
1:13:02EN20VC with Harry Stebbings· Aug 5, 2024Podcast · 2 speakersDavid 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.
3:18ENJane Street· Aug 1, 2024Rory on Production Engineering and Incident Support at Jane StreetRory · Jane StreetA production engineer describes monitoring order engines, responding to outages and building a supportive team.Load moreShowing 24 of 250