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1:50:48EN
Y Combinator· 24 oct 2026Why Inference Matters 12× More Than TrainingFrançois Chaubard, Dan Fu, Jeff Morgan, Joe Fioti, Liangsheng Yin · Y CombinatorYC Paper Club walks the inference stack from an API request down to GPU kernels. Four talks from Together AI, Ollama, Luminal, and SGLang argue that serving quality, not just training FLOPs, is where most of the compute and the money now sit.
32:20ENWho Is Local AI For? The Costs, Trade-offs and a Hybrid FutureMatthew Berman · Forward FutureMatthew Berman weighs data control and independence against hardware cost, setup complexity and inference speed.
2:00:51EN
Cognitive Revolution "How AI Changes Everything"· 10 oct 2026PódcastResample Every Token and You Can Watch the Model DecidePresenta: Nathan LabenzGoodfire's Eric Bigelow on forking paths, in-context learning, and why chain-of-thought monitoring is getting harder to trust.
1:09:44EN
No Priors: AI, Machine Learning, Tech, & Startups· 9 oct 2026Pódcast · 2 voces10,000 GB300s for Four Weeks: Reflection’s Open-Model LedgerPresenta: Sarah Guo, Elad GilMisha Laskin tells No Priors how Reflection trained Beam, why reinforcement learning outspent pre-training, and why the West needs its own open weights.
56:31EN
Unsupervised Learning: With Jacob Effron· 6 oct 2026PódcastPost-Training Wins Inference: Why Owning the Weights Beats Betting on One LabPresenta: Jacob EffronApplied Compute CEO Yash Patil argues that control, private evals, and post-training on the biggest workloads matter more than fearing that frontier labs will turn malicious.
1:20:28EN
20VC with Harry Stebbings· 1 oct 2026Pódcast · 4 vocesAI Valuations, Talent Wars and the Venture Capital Tradeoffs Behind ThemInvitado: Jack Altman, Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jack Altman, Jason Lemkin and Rory O’Driscoll debate large early-stage bets, open-weight models and the changing market for exits.
1:10:08EN20VC with Harry Stebbings· 22 ago 2026Pódcast · 2 vocesJerry Murdock on AI Financing, Open Models and Technology CyclesInvitado: Jerry Murdock · Presenta: Harry StebbingsInsight Partners' co-founder discusses credit risk, specialized models, security and how investors might navigate an uncertain AI cycle.
2:06:11ENCognitive Revolution "How AI Changes Everything"· 14 ago 2026PódcastLindy Runs on DeepSeek. Its CEO Still Wants Chinese Models BannedPresenta: Nathan LabenzFlo Crivello tells Nathan Labenz how Lindy Teammate lives in Slack, reaches two billion tokens of memory in two model calls, and why he would still outlaw the cheap Chinese models that currently power the product.
1:08:25EN20VC with Harry Stebbings· 10 ago 2026Pódcast · 2 vocesAlex Atallah on OpenRouter, Model Competition and AI MarketplacesInvitado: Alex Atallah · Presenta: Harry StebbingsThe OpenRouter CEO discusses inference providers, open-weight models, enterprise safety and the economics of routing.
2:16:29ENCognitive Revolution "How AI Changes Everything"· 2 ago 2026PódcastFrom Two Papers a Month to Sixty: What Two Weeks in China Revealed About AI SafetyPresenta: Nathan LabenzNathan Labenz argues that the familiar 'China will never slow down' line does not survive contact with the actual Chinese AI safety ecosystem.
51:31EN
Sequoia Capital· 21 jul 2026PódcastThey Refunded Nearly $2 Million. Then Factory’s CEO Explained the Dark FactoryMatan Grinberg on being two years early, why a model-agnostic harness beats lab co-design, and why 90 percent of coding tokens will soon run with the lights off.
1:47:38ENCognitive Revolution "How AI Changes Everything"· 4 jul 2026Pódcast19 Neurons Can Drive a Car. Liquid AI Wants Foundation Models on Every ChipPresenta: Nathan LabenzRamin Hasani traces liquid neural networks from a worm's 300-cell brain to a 600-megabyte model that will talk from inside a Mercedes, and explains why architecture search now beats architecture avengers.
1:06:36ENUnsupervised Learning: With Jacob Effron· 12 jun 2026PódcastBills Doubled Overnight. Next, the APIs Might Vanish.Presenta: Jacob EffronSix months after their last roundup, Ari Morcos and Rob Toews tell Jacob Efron why coding agents finally work, why near-frontier open weights may have peaked, and why a compute famine could pull the plug on public APIs.
42:57ENNo Priors: AI, Machine Learning, Tech, & Startups· 1 may 2026Pódcast · 2 vocesInference Is the Last Market: Baseten’s 30x YearPresenta: Sarah Guo, Elad GilCEO Tuhin Srivastava on a billion-dollar inference cloud, why the app layer survives, and a GPU crunch worse than the narrative.
54:26ENCognitive Revolution "How AI Changes Everything"· 22 feb 2026PódcastTen Billion Active Parameters, and the Unsexy Work of Making Them Agent-ReadyPresenta: Nathan LabenzMiniMax researcher Olive Song explains how M2 was trained with expert developers as reward models, interleaved thinking, and a perturbation pipeline that treats every scaffold change as the real generalization test.
4:25:13EN
Lex Fridman· 31 ene 2026PódcastThe Architecture Barely Changed. Data, Cost, and Open Weights Did.Presenta: Lex FridmanNathan Lambert and Sebastian Raschka walk Lex Fridman through a year in which training methods and datasets moved more than model design, and 2026 looks like a fight over inference cost, agents, and who owns truly open models.
1:54:30ENCognitive Revolution "How AI Changes Everything"· 9 ene 2026PódcastFrom One in Ten Cancer Cells to One in a MillionPresenta: Nathan LabenzNathan Labenz's solo AMA updates his son's lymphoma treatment, calls Claude Opus 4.5 software AGI, and ranks the live players of early 2026.
1:16:21ENNo Priors: AI, Machine Learning, Tech, & Startups· 8 ene 2026Pódcast · 2 vocesJensen Huang’s Year-End Case That Token Costs Can Fall a Billion-Fold Without Killing JobsPresenta: 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.
1:18:40ENCognitive Revolution "How AI Changes Everything"· 1 ene 2026PódcastWhen AI Becomes the Oil Well: Luke Drago on the Intelligence CursePresenta: Nathan LabenzThe Workshop Labs co-founder tells the FLI Podcast why a world of non-human production could recreate the resource curse — and how private data, open weights, and moonshot careers might still break it.
1:32:38ENCognitive Revolution "How AI Changes Everything"· 6 dic 2025PódcastPolish Is 1% of Frontier Training Data, So Poland Built Its Own ModelPresenta: 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.
1:09:48ENUnsupervised Learning: With Jacob Effron· 5 dic 2025PódcastChina's AI Labs Went From 15 to Six. The Compute Gap Is 15-to-1.Presenta: Jacob EffronJordan Schneider tells Unsupervised Learning that Chinese models were a private-capital story, that Beijing still thinks in hardware, and that the West's real edge is chips it can serve — not a state master plan.
1:25:54ENCognitive Revolution "How AI Changes Everything"· 3 dic 2025PódcastHours after training ends, Z.ai puts the weights on the internetPresenta: Nathan LabenzZixuan Li of Z.ai tells ChinaTalk how a Chinese lab ships GLM, treats open weights as a ticket into Western ecosystems, and still sees itself as an upstart.
43:09ENSequoia Capital· 9 sept 2025PódcastA $100 Arm and a $300 Robot: Hugging Face Wants an App Store for Physical AIThomas Wolf tells Sequoia's Training Data why LeRobot, cheap hardware, and open datasets are Hugging Face's bet that software developers can become roboticists.
47:18ENNo Priors: AI, Machine Learning, Tech, & Startups· 14 ago 2025Pódcast · 2 vocesThe Analyst Tracking 200 GPU Clouds Breaks Nvidia Into a Three-Headed DragonPresenta: 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.Cargar másMostrando 24 de 66