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34:35EN
SemiAnalysis· 23 oct 2026Pódcast · 3 vocesSemiAnalysis on ASML's Hybrid-Bonding Patents, HBM Economics and the Next Tool EcosystemInvitado: Sherry Zhang, Howie · Presenta: Jordan NanosJordan Nanos, Sherry Zhang and Howie examine a track-based bonding design that brings the wafer to the die, then explain why adoption depends on precision, cleanliness, economics and a changing supply chain.
1:09:00EN
Dwarkesh Patel· 22 oct 2026Pódcast · 9 vocesDwarkesh Patel: What will computer chips look like in 2045?Invitado: Chris Auth, Kevin Fischer, Jack Kavalieros, Tyler Osborn, Pushkar Ranade, Gary Dickerson, Peter Wennink, Elon Musk · Presenta: Dwarkesh PatelAfter two days inside Intel’s most advanced fab, Dwarkesh Patel walks through gate-all-around, backside power, High-NA EUV, ruthenium, CFET, and hybrid bonding — and asks Intel’s leadership how the industry can possibly meet AI’s 3×-a-year compute demand when the world’s chipmaking tools cannot.
57:47EN
The Builders· 22 oct 2026Peter Thiel on AI Acceleration, Global Power, and the Values of Its BuildersInvitado: Peter Thiel · Presenta: Walter IsaacsonWalter Isaacson challenges Peter Thiel on AI risk, concentrated power, and the moral responsibilities of visionary founders. Thiel argues that stopping progress carries dangers of its own.
31:00EN
AI Explained· 12 oct 2026Why AI Labs Keep Racing Despite Their Own Warnings of a Major BreachSam Altman, John Schulman · OpenAIAI Explained examines weakening safeguards, the incentives behind the frontier race, and why research breakthroughs make the next 18 months difficult to forecast.
2:09:42EN
Cognitive Revolution "How AI Changes Everything"· 15 sept 2026PódcastA Frontier Pause Would Help. America Will Not Sign One That Only Pauses the FrontierPresenta: Nathan LabenzCarnegie fellow Anton Leicht tells Nathan Labenz why a six-month slowdown is technically overdue, why US-China incentives block it, and how Europe can still trade compute and ASML for a seat at the table.
3:15:53ENCognitive Revolution "How AI Changes Everything"· 10 sept 2026PódcastThe Goal Is Pax Robotica, Not Winning the AI RacePresenta: Nathan LabenzAfter two weeks in China, Nathan Labenz argues the United States should trade chips for robots, keep a shared AI paradigm, and aim for mutual abundance instead of another sword of Damocles.
37:07EN
No Priors: AI, Machine Learning, Tech, & Startups· 3 sept 2026Pódcast · 2 vocesArm’s 98.5% margin business just started shipping chipsPresenta: Sarah Guo, Elad GilCEO Rene Haas tells No Priors why the IP company built a physical CPU for Meta, and why CPUs still sit at the center of AI systems.
20:46ENOpen-Weight AI Models: Token Share, Spending and Strategic TradeoffsMatthew Berman · Forward FutureMatthew Berman examines a Vercel AI Gateway snapshot and argues that model usage and spending can tell very different stories.
1:09:26EN
20VC with Harry Stebbings· 3 ago 2026Pódcast · 2 vocesAnastasios Angelopoulos on Arena, Open Models and AI EvaluationInvitado: Anastasios Angelopoulos · Presenta: Harry StebbingsArena’s CEO discusses real-world model comparisons, enterprise AI control, security and the economics of evaluation.
2:23:43ENCognitive Revolution "How AI Changes Everything"· 27 jul 2026PódcastHe Bought an Android, Two SIMs, and Left Claude Watching His InboxPresenta: Nathan LabenzNathan Labenz asked a dozen friends how to visit China and got two irreconcilable answers.
27:13ENKimi K3 and the Debate Over Open-Weight AIMatthew Berman · Forward FutureMatthew Berman examines model economics, competition and security arguments after Moonshot AI’s Kimi K3 announcement.
3:51:47EN
Lex Fridman· 30 jun 2026Pódcast · 2 vocesForty-Six Percent of Emperors Were Overthrown. The Empire Lasted AnywayInvitado: Anthony Kaldellis · Presenta: Lex FridmanHistorian Anthony Kaldellis walks Lex Fridman through 2,200 years of Roman history and argues that what we call Byzantium was Rome itself.
1:07:45EN20VC with Harry Stebbings· 26 may 2026Pódcast · 2 vocesAndrew Feldman on AI Chips, Data Centers and Compute DemandInvitado: Andrew Feldman · Presenta: Harry StebbingsCerebras’s CEO discusses memory supply, inference speed, community impacts and US chip policy.
38:01ENNo Priors: AI, Machine Learning, Tech, & Startups· 14 may 2026Pódcast · 2 vocesThe Philippines Gifted America 4,000 Acres. Pax Silica Wants to Make the AI Supply Chain a BusinessPresenta: Sarah Guo, Elad GilUS Under Secretary Jacob Helberg on a 14-country coalition, a diplomatic industrial zone in the Philippines, and why Washington is putting companies—not ministries—in the driver's seat.
1:42:54ENAI and Cybersecurity: Matthew Berman’s Warnings, Predictions and Open QuestionsMatthew Berman · Forward FutureA livestream reviews reported AI-assisted threats and debates whether stronger defensive models can keep pace with attackers.
57:04EN20VC with Harry Stebbings· 23 mar 2026Pódcast · 2 vocesMatthew Steckman on Anduril’s Defense Business, Procurement and Product BetsInvitado: Matthew Steckman · Presenta: Harry StebbingsAnduril’s president explains a $20 billion procurement ceiling, the company’s approach to building military products and his view of the responsibilities of defense suppliers. His forecasts and company claims reflect his position as an interested executive.
1:34:42ENCognitive Revolution "How AI Changes Everything"· 13 feb 2026PódcastA $500 Kernel, a Ten-Month Village, and the Temper of AgentsPresenta: Nathan LabenzJames Zou, Sam Hammond, and Shoshannah Tekofsky on science agents, America's knowledge-work bet, and what models actually do when you leave them alone.
1:43:19ENCognitive Revolution "How AI Changes Everything"· 19 dic 2025PódcastA $100 Million Super PAC Named Him Public Enemy Number One. Donations Went Up.Presenta: Nathan LabenzIn the second half of Cognitive Revolution’s year-end live show, Assemblymember Alex Bores, former White House adviser Dean Ball, and forecaster Peter Wildeford argue over state AI laws, chip sales to China, and what 2026 will actually feel like.
1:09:48EN
Unsupervised 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.
1:06:06EN20VC with Harry Stebbings· 17 nov 2025Pódcast · 2 vocesAndrew Ng on AI Infrastructure, Open Models and Building Useful ApplicationsInvitado: Andrew Ng · Presenta: Harry StebbingsThe AI Fund general partner discusses computing constraints, geopolitics, adoption and the economics of AI products.
2:36:55ENLex Fridman· 17 nov 2025Pódcast · 2 vocesOne Second of Fuel: David Kirtley on Fusion Power by 2028Invitado: David Kirtley · Presenta: Lex FridmanThe Helion Energy CEO walks Lex Fridman from 1958 theta pinches to a Microsoft contract that wants first electrons on the grid in 2028.
1:13:29EN20VC with Harry Stebbings· 27 oct 2025Pódcast · 2 vocesDavid Cahn on AI Infrastructure, Startup Growth and Defense InvestingInvitado: David Cahn · Presenta: Harry StebbingsThe Sequoia partner explains why he sees an AI bubble, how he evaluates startup growth and where he sees opportunities in defense.
2:49:12ENCognitive Revolution "How AI Changes Everything"· 18 oct 2025PódcastWhy China's Master Plan for AI Never Mentions AGIPresenta: Nathan LabenzBeijing-based Concordia AI CEO Brian Tse on China's safety rules, chip strategy, and why the two ecosystems look more alike than Washington assumes.
4:25:44ENLex Fridman· 19 sept 2025Pódcast · 2 vocesThe Wehrmacht's Secret Ingredient Was MethamphetamineInvitado: Norman Ohler · Presenta: Lex FridmanHistorian Norman Ohler tells Lex Fridman how Pervitin, Hitler's doctor, and LSD change the story of World War II without turning drugs into a single cause.Cargar másMostrando 24 de 141