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0:36EN
Matthew Berman· 2 may 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.EnergyInfraestructura y despliegueAI Strategy
2:10:07EN
Cognitive Revolution "How AI Changes Everything"· 23 abr 2025PódcastA $30,000 Operation Could Knock a $10 Billion Superintelligence Data Center Offline for a YearPresenta: 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.SeguridadAI securitySeguridad y gobernanza+3
27:45EN
No Priors: AI, Machine Learning, Tech, & Startups· 3 abr 2025Pódcast · 2 vocesNasdaq Down 8% and Ghibli Everywhere: AI Is Already in Inning ThreePresenta: 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.Empresa y estrategiaAI StrategyGenerative media+3
2 diapositivas1:14EN
Matthew Berman· 27 mar 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.Infraestructura y despliegueLocal inferenceAI agents
45:06EN
Unsupervised Learning: With Jacob Effron· 5 mar 2025PódcastMike Schroepfer: AI’s Bottleneck Is Electricity, and One Tanker of Fusion Fuel Could Power the U.S. for a YearPresenta: 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.Infraestructura y despliegueAI StrategyOpen-weight models+3
1:18:09EN
20VC with Harry Stebbings· 24 feb 2025Pódcast · 2 vocesSteeve Morin on AI Inference, Chips and the Cost of Switching HardwareInvitado: Steeve Morin · Presenta: Harry StebbingsThe ZML founder explains the difference between training and production inference and offers a competitive view of the AI hardware market.Infraestructura y despliegueInferenceAI cost & performance+2
54:55EN
Cognitive Revolution "How AI Changes Everything"· 22 feb 2025PódcastNew Jersey Cut Phone Waits from 40 Minutes to 90 SecondsPresenta: 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.Empresa y estrategiaAI StrategyIA empresarial+3
1:25:52EN
20VC with Harry Stebbings· 17 feb 2025Pódcast · 2 vocesJonathan Ross on Groq, Inference Economics and the AI Infrastructure RaceInvitado: Jonathan Ross · Presenta: 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.Infraestructura y despliegueModelos y entrenamientoAI cost & performance+2
2:16:17EN
Cognitive Revolution "How AI Changes Everything"· 5 feb 2025PódcastA 10B Model Trained Across Three Continents — and an H200 for $1.49 an HourPresenta: 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.Infraestructura y despliegueDistributed training & inferenceAI cost & performance+3
5:06:18EN
Lex Fridman· 2 feb 2025PódcastDeepSeek's $5 million training claim and the five-year bet on computePresenta: 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.Empresa y estrategiaOpen-weight modelsPretraining & midtraining+3
2 diapositivas7:57EN
Matthew Berman· 22 ene 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.Infraestructura y despliegueOpenAIAGI+1
1:24:57EN
Unsupervised Learning: With Jacob Effron· 21 ene 2025PódcastA 50,000-GPU cap and a 1,700-chip loopholePresenta: 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.Infraestructura y despliegueAI RegulationGeopolitics+3
23:37EN
No Priors: AI, Machine Learning, Tech, & Startups· 9 ene 2025Pódcast · 2 vocesA Hundred GPUs in Seconds: Why Modal Threw Out Docker and KubernetesPresenta: 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.Infraestructura y despliegueInferenceAI cost & performance+3
27:07EN
No Priors: AI, Machine Learning, Tech, & Startups· 26 dic 2024Pódcast · 2 vocesAfter adding $100 billion a month, Jensen Huang says NVIDIA is selling the data centerPresenta: 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.Empresa y estrategiaAI StrategyInfraestructura y despliegue+3
2:11:15EN
Cognitive Revolution "How AI Changes Everything"· 25 dic 2024PódcastA 50% Chance of Extinction — and a $50 GPT-4 for EveryonePresenta: 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.Empresa y estrategiaSeguridad y gobernanzaExistential Risk+3
1:01:48EN
20VC with Harry Stebbings· 16 dic 2024Pódcast · 2 vocesReid Hoffman on Trade, AI, Energy and the Incoming Trump AdministrationInvitado: Reid Hoffman · Presenta: 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 StrategySeguridad y gobernanza+2
55:50EN
Unsupervised Learning: With Jacob Effron· 16 dic 2024PódcastThere will not be one model. Fireworks is betting on hundreds of small expertsPresenta: 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.Infraestructura y despliegueInferenceModel routing & gateways+3
42:21EN
No Priors: AI, Machine Learning, Tech, & Startups· 12 dic 2024Pódcast · 2 vocesThey Cooled 5,000 Watts per Square Centimeter in Space. Now Diamond Goes on AI ChipsPresenta: 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.Infraestructura y despliegueAI cost & performanceSemiconductors+1
Diapositivas6:16EN
Matthew Berman· 8 dic 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 mediaInfraestructura y despliegueOpen-weight models+1
8 diapositivas27:16EN
Jane Street· 15 nov 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 engineeringObservabilidad y fiabilidadInfraestructura y despliegue
36:49EN
No Priors: AI, Machine Learning, Tech, & Startups· 7 nov 2024Pódcast · 2 vocesJensen Huang: NVIDIA Is No Longer Building Computers. It Is Building AI FactoriesPresenta: 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.Infraestructura y despliegueAI cost & performanceInference+3
Diapositivas1:00EN
Matthew Berman· 31 oct 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.EnergyInfraestructura y despliegue
44:30EN
No Priors: AI, Machine Learning, Tech, & Startups· 24 oct 2024Pódcast · 2 voces100,000 Rides a Week, Six Times Fewer Airbag Crashes: Waymo’s Co-CEO on Eighteen Years of Full AutonomyPresenta: 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.Infraestructura y despliegueAutonomous DrivingSeguridad y gobernanza+3
1:06:23EN
Jane Street· 14 oct 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.Fundamentos de MLGPU programming & kernelsFlujos de desarrollo y pruebas+1
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