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1:57:56EN
Cognitive Revolution "How AI Changes Everything"· Feb 5, 2026PodcastA Hundred Million Lines at Twenty Cents Each: Inside Blitzy's Enterprise Coding PipelineHost Nathan LabenzCEO Brian Elliott and CTO Sid Pardeshi tell Nathan Labenz how Blitzy turns a giant codebase into a map, then lets thousands of dynamically generated agents ship most of a multi-month project in days.
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Sequoia Capital· Jan 14, 2026PodcastThe AlphaChip Team That Laid Out Four TPUs Now Wants Every Company to Be DesignlessAnna Goldie and Azalia Mirhoseini tell Sequoia how an RL floorplanner survived TPU-team anger, learned to draw donut-shaped macros, and became a bet that AI will design chips that then feed AI.
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No Priors: AI, Machine Learning, Tech, & Startups· Jan 8, 2026Podcast · 2 speakersJensen Huang’s Year-End Case That Token Costs Can Fall a Billion-Fold Without Killing JobsHost Sarah Guo, Elad GilOn No Priors, NVIDIA’s CEO uses radiology, open source, and a $2 trillion R&D budget to argue that 2025’s extremes missed the stack.
38:21ENSequoia Capital· Dec 16, 2025PodcastHow a Weekend Webcam Came to See 90 Billion Miles a YearSamsara CEO Sanjit Biswas on edge inference, messy road data, and why physical AI only counts once it is installed.
2:06:09ENCognitive Revolution "How AI Changes Everything"· Dec 14, 2025PodcastOne ChatGPT query is a second in the microwaveHost Nathan LabenzAndy Masley walks Nathan Labenz through the energy and water math of AI, from a single prompt to an 80-gigawatt buildout.
1:02:19ENSequoia Capital· Dec 10, 2025PodcastA Top Video Model's Half-Life Is 30 Days. fal Runs 600 AnywayThe fal founders tell Sequoia why generative video is a compute-bound problem that language-model shops keep underestimating, and why they will not let any customer marry a single model.
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Unsupervised Learning: With Jacob Effron· Dec 10, 2025PodcastThe hot-swap era for models is over, OpenAI's enterprise product chief saysHost Jacob EffronOlivier Godement on GPT-5.1, Codex, enterprise harnesses, and the three practices that actually make AI land inside large companies.
1:32:38ENCognitive Revolution "How AI Changes Everything"· Dec 6, 2025PodcastPolish Is 1% of Frontier Training Data, So Poland Built Its Own ModelHost Nathan LabenzMarek Kozlowski of Poland's National Information Processing Institute explains how PLLuM uses language adaptation, organic instructions, and on-prem small models to keep a mid-size country in control of its AI.
41:32ENSequoia Capital· Oct 28, 2025PodcastMoore's Law Is Slowing. Nvidia's CTO Still Wants 10× a YearMichael Kagan on why Nvidia's $7 billion Mellanox deal, not just more transistors, is how you turn a data center into one computer.
31:57ENNo Priors: AI, Machine Learning, Tech, & Startups· Oct 15, 2025Podcast · 2 speakersPeak 700 GW, average 300 GW: Base Power is wiring home batteries into a power plantHost Sarah Guo, Elad GilZach Dell tells Elad Gil how a $1.3 billion raise, a Texas-only retail business, and a Tesla-and-SpaceX hiring bench are meant to cut the cost of moving an electron.
1:37:25ENCognitive Revolution "How AI Changes Everything"· Oct 5, 2025PodcastFin Climbed From 35% to 65% Resolution. Intercom Says the Models Only Did a Few PointsHost Nathan LabenzEoghan McCabe and Fergal Reid on production A/B tests, 99-cent outcome pricing, and why GPT-4 was already smart enough for most customer service.
59:06ENUnsupervised Learning: With Jacob Effron· Sep 10, 2025PodcastInference Costs Fell 100x. Tri Dao Says There's Another 10x — and NVIDIA's 90% Won't HoldHost Jacob EffronThe FlashAttention author and Together AI chief scientist on why hardware portability is a myth, how Claude Code made him 1.5x faster, and why workloads will split the chip market.
47:18ENNo Priors: AI, Machine Learning, Tech, & Startups· Aug 14, 2025Podcast · 2 speakersThe Analyst Tracking 200 GPU Clouds Breaks Nvidia Into a Three-Headed DragonHost Sarah Guo, Elad GilSemiAnalysis founder Dylan Patel on OpenAI’s open-weight model, a coming neocloud wipeout, and why a chip startup has to beat Nvidia on hardware, networking, and software at once.
45:30ENSequoia Capital· Apr 22, 2025PodcastA $20,000 AI Agent Replacing a $90,000 SDR: Manny Medina on Pricing in the Agent EraA fully loaded human SDR costs $70,000 to $90,000 a year; one AI SDR pitch is $20,000 per agent for 80% of the work, plus a bonus when targets are hit.
43:51ENUnsupervised Learning: With Jacob Effron· Apr 9, 2025PodcastThe $177 Billion GPU Bet Only Works If AI Becomes a $1.5 Trillion MarketHost Jacob EffronFour Redpoint partners walk their limited partners through where AI value will accrue—and why revenue is now the easiest metric to misread.
2:14:59ENCognitive Revolution "How AI Changes Everything"· Mar 29, 2025PodcastAlways Bet on the Models: How Shortwave's Andrew Lee Shipped Tasklet as Agents All the Way DownHost Nathan LabenzThe Firebase co-founder argues that workflow software is already obsolete, that MCP is optional, and that the only durable advantage left for an AI startup is speed.
1:10:23ENUnsupervised Learning: With Jacob Effron· Mar 17, 2025PodcastA Million Tokens per Dollar: Why Noam Shazeer Thinks Inference Compute Is Still UntappedHost Jacob EffronThe Transformer co-inventor and Gemini researcher Jack Rae walk through test-time compute, Ilya Sutskever's AGI critique, and a four-year-old who now lectures his teacher about lizards.
50:35ENNo Priors: AI, Machine Learning, Tech, & Startups· Mar 13, 2025Podcast · 2 speakersCopilot Already Writes Half the Code. GitHub's CEO Says Agents Still Have Four Gates to ClearHost Sarah Guo, Elad GilThomas Dohmke on agent mode, why median developers are not going anywhere, and how AI is repricing the tools that write software.
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.
22:32ENNo Priors: AI, Machine Learning, Tech, & Startups· Feb 7, 2025Podcast · 2 speakersThe $5.5 Million Was Only the Last MileHost Sarah Guo, Elad GilOn No Priors' 100th episode, Sarah Guo and Elad Gil separate DeepSeek's paper cost from the compute behind it, then walk through OpenAI's Deep Research, Stargate, and their bets for 2025.
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.
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.Load moreShowing 24 of 95