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36:48EN
No Priors: AI, Machine Learning, Tech, & Startups· Jul 31, 2025Podcast · 2 speakersThe Weekend DeepSeek Dropped, the White House CalledHost Sarah Guo, Elad GilSriram Krishnan walks No Priors through America’s 28-page AI Action Plan, a token-share definition of winning, and why the lead over China is too small to take for granted.
58:47EN
Jane Street· Jul 28, 2025Daniel Pontecorvo on Cooling Trading Infrastructure and WorkspacesYaron Minsky, Daniel Pontecorvo · Jane StreetFrom dense GPU racks to movable desks, Jane Street’s physical engineering team designs around heat, power, failure and human comfort.
0:26EN
Matthew Berman· Jul 4, 2025xAI’s Memphis Expansion and an Overseas Power Plant, According to Dylan PatelMatthew Berman, Dylan Patel · Forward FutureMatthew Berman highlights Elon Musk’s response to Dylan Patel’s description of xAI’s computing and power plans in July 2025.
1:02:17ENMatthew Berman· Jun 30, 2025Dylan Patel on AI Labs, Chip Competition and the Race for SuperintelligenceMatthew Berman, Dylan Patel · Forward FutureThe SemiAnalysis founder discusses Meta’s AI talent drive, OpenAI’s Microsoft relationship, Apple’s strategy, accelerator economics and the future of work.
40:33EN
Sequoia Capital· Jun 24, 2025PodcastFifty People in Slack. Four Minutes to the Smoking Gun.Traversal's co-founders on turning DevOps heart attacks into agent-run root cause analysis — and why observability's second-largest software spend still leaves troubleshooting as a whodunit.
54:53EN
Unsupervised Learning: With Jacob Effron· Jun 17, 2025PodcastA Free Voting Board Burned $2 Million. Then It Raised $100 Million.Host Jacob EffronDatabricks co-founder Ion Stoica explains why LMArena exists, why China is winning open-source models, and why reliability—not another scaling law—is still the thing holding AI back.
0:59ENMatthew Berman· Jun 10, 2025Satya Nadella on AI's Energy Use and Social PermissionMatthew Berman, Satya Nadella · Forward FutureIn a short interview excerpt, Microsoft's CEO argues that the technology industry must deliver broad benefits as its energy demand grows.
0:36ENMatthew Berman· May 2, 2025How Much Electricity Will AI Data Centers Use?Matthew Berman, Eric Schmidt · Forward FutureMatthew Berman highlights Eric Schmidt's congressional testimony and asks about AI's power demand. The dramatic 99% figure lacks a specified time frame and geographic scope in the quoted testimony.
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.
27:45ENNo 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.
1:14ENMatthew 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.
45:06ENUnsupervised 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.
1:18:09EN
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.
2:36:13ZH → English
Zhang Xiaojun Podcast· Feb 23, 2025Podcast · 2 speakersSonglin Yang Explains Attention Mechanisms from DeepSeek, Kimi, and MiniMaxGuest Songlin Yang（松琳） · Host 张小珺From dynamic sparse attention to linear hybrid architectures, explore how long-context models trade off quality, memory access, and hardware efficiency.
54:55ENCognitive 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.
1:25:52EN20VC 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.
2:16:17ENCognitive 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.
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.
7:57ENMatthew 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.
1:24:57ENUnsupervised 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.
23:37ENNo 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.
2:11:15ENCognitive 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.
1:01:48EN20VC 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.Load moreShowing 24 of 260