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1:04:26EN
Sequoia Capital· Oct 6, 2026PodcastAt 100,000 Accelerators, Something Fails Every HourGoogle AI infrastructure chief Amin Vahdat tells Sequoia's Sonya Huang why FLOPS is a vanity metric, why the TPU line split in two, and why he would rather wait on a utility than build his own gigawatt.
45:33ENSequoia Capital· May 26, 2026PodcastCursor Ships 1TB of Composer Weights Across Oceans in Under a MinuteFederico Cassano and Fireworks' Dima walk through the globally split RL stack that trained Composer 2 on a sparse trillion-parameter MoE.
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.
1:56:38EN
Cognitive Revolution "How AI Changes Everything"· Mar 8, 2025Podcasto3 took ARC from 20% to 87%. Nathan Labenz sketches early superintelligenceHost Nathan LabenzOn Consistently Candid, the Cognitive Revolution host argues that math and coding will be superhuman by 2026, and that a reasoning core plus specialist “intuitive physics” may already be enough.
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.
46:35ENSequoia Capital· Nov 13, 2024PodcastThey trained a real-time video model in 20 hours and skipped the game engineDecart CEO Dean Leitersdorf tells Sequoia how Oasis runs live on H100s, why ChatGPT is a fallen wall rather than a pain point, and why the next trillion-dollar company may be a generated experience.
42:42EN
No 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.
1:01:26ENCognitive Revolution "How AI Changes Everything"· Jul 25, 2023PodcastAlexNet Used Two GPUs. GPT-4 Took Twenty Thousand. The Shortage Will Be Back.Host Nathan LabenzRun:ai CTO Ronen Dar on filling idle accelerators, why H100s can be cheaper per experiment, and why Llama 2 undercuts compute governance.
53:37ENNo Priors: AI, Machine Learning, Tech, & Startups· Mar 9, 2023Podcast · 2 speakers30 models, 42 scenarios, 7 metrics: Percy Liang's public checkup for language modelsHost Sarah Guo, Elad GilA PubMed-only model once led the U.S. medical licensing exam — until a system roughly 200 times larger overtook it.