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50:33ENThe 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.
39:18ENOpen 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.
1:13:02ENDavid Cahn on AI Infrastructure, Capital Spending and Venture ConvictionInvitado: David Cahn · Presenta: Harry StebbingsThe Sequoia investor examines data centers, chips and power before explaining how he evaluates companies and builds conviction.
3:18ENRory 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.
3:16ENJP on Machine Learning and Trading at Jane StreetJP · Jane StreetA Hong Kong equities trader describes his changing workday, the growth of research infrastructure, and the distinctive challenges of machine learning in finance.
7:43ENHow to Run STORM for AI-Assisted ResearchMatthew Berman · Forward FutureMatthew Berman demonstrates Stanford’s research tool, from its 2024 local setup to a cited article about dogs. The interface runs locally, while his demonstration relies on external AI and search APIs.
0:58ENASUS Vivobook S 15: A Copilot+ PC with an NPUMatthew Berman · Forward FutureMatthew Berman introduces the laptop and its local AI features in a sponsored short.
0:58ENNVIDIA NIM: Containerized AI Inference MicroservicesMatthew Berman · Forward FutureA sponsored overview of NVIDIA’s approach to packaging model inference for local and cloud applications.
0:58ENNVIDIA Tools for Game Streaming and Video EffectsMatthew Berman · Forward FutureIn a sponsored 2024 short, Matthew Berman describes hardware video encoding and NVIDIA Broadcast features for streamers.
0:57ENASM and the Equipment Behind Semiconductor ManufacturingMatthew Berman · Forward FutureIn an ASM-sponsored short, Matthew Berman highlights the machinery and people involved in making the chips used in everyday devices.
0:53ENNVIDIA’s Computex Keynote: Digital Humans, Weather and RoboticsMatthew Berman · Forward FutureMatthew Berman briefly reviews Jensen Huang’s announcements on AI-generated characters, weather modeling, Blackwell hardware and factory robots.
0:59ENNVIDIA’s Computex 2024 AI AnnouncementsMatthew Berman · Forward FutureMatthew Berman reviews gaming assistants, digital characters, AI laptops and developer tools in an NVIDIA partner video.
1:13:59ENJensen Huang’s Computex 2024 Vision: NIM, Blackwell and Physical AIMatthew Berman, Jensen Huang · Forward FutureMatthew Berman presents NVIDIA’s keynote on AI infrastructure, digital humans, weather simulation and robot factories, with the demonstrations and vendor claims in context.
31:04ENThe Risk Is Not China Copying. It Is America Refusing to Use the ToolsPresenta: Nathan LabenzAt the 2024 Hill & Valley Forum, Alex Wang, Jack Clark, and Andrew Ng tell Senator Cory Booker that Chinese labs are inventing, open-source models are already strong, and the Pentagon’s real AI failure is under-adoption.
39:00ENJPMorgan Has 150 Petabytes. GPT-4 Trained on Less Than One.Presenta: Sarah Guo, Elad GilScale AI founder Alexandr Wang tells No Priors why easy internet data is exhausted, why expert-plus-model teams still win, and why the path to AGI looks more like curing cancer than inventing a vaccine.
1:00ENMatthew Berman Questions a Proposal for GPU AttestationMatthew Berman · Forward FutureBerman worries that cryptographic hardware checks could become a gatekeeper for AI computing. The short clip does not establish that such a universal approval system exists.
29:09ENThe Hyperscalers Are Spending $200 Billion — and the Next Bottleneck Is a Power PlantPresenta: Sarah Guo, Elad GilSarah Guo and Elad Gil walk through music models, on-device LLMs, long context, and why AI capex now sits beside oil and broadband.
1:52:18ENTwo Weeks, Thirty Compiles: How Adam Majmudar Wrote a GPU From ScratchPresenta: Nathan LabenzA Cognitive Revolution walkthrough of TinyGPU, from SIMD kernels and memory latency to an open-source chip flow that runs on a laptop.
1:42:17ENThe Cheapest Inference Provider Is the Most DangerousPresenta: Nathan LabenzFireworks AI cofounders Lin Qiao and Dmytro Ivchenko explain why subsidized GPU bills vanish, how LoRA serving can cut cost a hundredfold, and why OpenAI is the rival that actually matters.
12:37ENThe Reported Stargate Supercomputer and AI’s Compute BottleneckMatthew Berman, Sam Altman, Elon Musk · Forward FutureIn April 2024, Matthew Berman examines a reported Microsoft–OpenAI data-center proposal and argues that chips and electricity could shape the AI industry.
51:11ENInside Groq’s LPU: Compilers, Chip Networks and Fast InferenceMatthew Berman, Andrew Ling, Igor Arsovski · Forward FutureGroq engineers Andrew Ling and Igor Arsovski explain their hardware and software design in a sponsored 2024 interview.
38:33ENSpeed Is the Thing You Can Buy: Baseten’s Bet on InferencePresenta: Sarah Guo, Elad GilTuhin Srivastava tells Sarah Guo and Elad Gil why a six-person chatbot company running a billion tokens a day should not be building its own serving stack.
42:14ENMeta’s $197 Billion Day Was a Partial Answer to AI’s $200 Billion QuestionPresenta: Sarah Guo, Elad GilSarah Guo and Elad Gil walk through Gemini, Mistral, NVIDIA’s upgrade cycle, Klarna’s support bot, and why the real AI spend still sits with the hyperscalers.
15:58ENElon Musk on Self-Driving, AI Compute and Electricity ConstraintsElon Musk, Matthew Berman · TeslaA 2024 Bosch interview and Matthew Berman’s commentary explore autonomous vehicles, robots and the infrastructure needed for AI.
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