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2:10:07EN
Cognitive Revolution "How AI Changes Everything"· Apr 23, 2025PodcastA $30,000 Operation Could Knock a $10 Billion Superintelligence Data Center Offline for a YearHost Nathan LabenzGladstone AI’s Jeremy and Edouard Harris inventory what an American Manhattan Project for superintelligence would actually have to secure — and what it would cost in concrete, supply chains, and civil liberties.Security & safetyAI securitySafety & governance+3
27:45EN
No Priors: AI, Machine Learning, Tech, & Startups· Apr 3, 2025Podcast · 2 speakersNasdaq Down 8% and Ghibli Everywhere: AI Is Already in Inning ThreeHost Sarah Guo, Elad GilSarah Guo and Elad Gil on the latest image-gen wow cycle, why public-market panic is mostly noise for software startups, and where specialized models still have room.Enterprise & strategyAI StrategyGenerative media+3
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Matthew Berman· Mar 27, 2025NVIDIA NIM Microservices Bring Packaged AI Models to RTX PCsMatthew Berman · Forward FutureIn an NVIDIA-sponsored short, Matthew Berman introduces local AI microservices, compatible applications and the planned PDF-to-podcast workflow.Infrastructure & deploymentLocal inferenceAI agents
45:06EN
Unsupervised Learning: With Jacob Effron· Mar 5, 2025PodcastMike Schroepfer: AI’s Bottleneck Is Electricity, and One Tanker of Fusion Fuel Could Power the U.S. for a YearHost Jacob EffronMeta’s former CTO tells Redpoint why hyperscaler demand is the climate story, why Llama was an access play, and why tomorrow’s CTO still lives or dies on a priority queue.Infrastructure & deploymentAI StrategyOpen-weight models+3
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20VC with Harry Stebbings· Feb 24, 2025Podcast · 2 speakersSteeve Morin on AI Inference, Chips and the Cost of Switching HardwareGuest Steeve Morin · Host Harry StebbingsThe ZML founder explains the difference between training and production inference and offers a competitive view of the AI hardware market.Infrastructure & deploymentInferenceAI cost & performance+2
54:55EN
Cognitive Revolution "How AI Changes Everything"· Feb 22, 2025PodcastNew Jersey Cut Phone Waits from 40 Minutes to 90 SecondsHost Nathan LabenzGovernor Phil Murphy on the state AI assistant, a Princeton hub, and why he wants the best catcher's mitt in the country when superhuman systems arrive.Enterprise & strategyAI StrategyEnterprise AI+3
1:25:52EN
20VC with Harry Stebbings· Feb 17, 2025Podcast · 2 speakersJonathan Ross on Groq, Inference Economics and the AI Infrastructure RaceGuest Jonathan Ross · Host Harry StebbingsThe Groq CEO explains his bet on inference chips, compares his company’s architecture with GPUs, and discusses the financing and power needed to scale.Infrastructure & deploymentModels & trainingAI cost & performance+2
2:16:17EN
Cognitive Revolution "How AI Changes Everything"· Feb 5, 2025PodcastA 10B Model Trained Across Three Continents — and an H200 for $1.49 an HourHost Nathan LabenzPrime Intellect's founders lay out a four-step plan to turn spare global GPUs into collectively owned intelligence, and argue that reinforcement learning just made their job easier.Infrastructure & deploymentDistributed training & inferenceAI cost & performance+3
5:06:18EN
Lex Fridman· Feb 2, 2025PodcastDeepSeek's $5 million training claim and the five-year bet on computeHost Lex FridmanDylan Patel and Nathan Lambert walk Lex Fridman through DeepSeek-V3 and R1, export controls, TSMC, megaclusters, and who actually makes money in the AI race.Enterprise & strategyOpen-weight modelsPretraining & midtraining+3
2 slides7:57EN
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.Infrastructure & deploymentOpenAIAGI+1
1:24:57EN
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.Infrastructure & deploymentAI RegulationGeopolitics+3
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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.Infrastructure & deploymentInferenceAI cost & performance+3
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No 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.Enterprise & strategyAI StrategyInfrastructure & deployment+3
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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.Enterprise & strategySafety & governanceExistential Risk+3
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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.Venture CapitalAI StrategySafety & governance+2
55:50EN
Unsupervised 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.Infrastructure & deploymentInferenceModel routing & gateways+3
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No 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.Infrastructure & deploymentAI cost & performanceSemiconductors+1
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Matthew 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.Generative mediaInfrastructure & deploymentOpen-weight models+1
8 slides27:16EN
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.Software engineeringObservability & reliabilityInfrastructure & deployment
36:49EN
No 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.Infrastructure & deploymentAI cost & performanceInference+3
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Matthew 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.EnergyInfrastructure & deployment
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No 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.Infrastructure & deploymentAutonomous DrivingSafety & governance+3
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Jane 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.ML fundamentalsGPU programming & kernelsDeveloper workflows & testing+1
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20VC 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.AI researchCoding agentsModels & training+2
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