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1:13:26EN
20VC with Harry Stebbings· 24 oct 2026Pódcast · 2 vocesNaveen Rao on Energy, AI Hardware, Verification and the Future of RoboticsInvitado: Naveen Rao · Presenta: Harry StebbingsThe Unconventional AI founder argues that energy efficiency will shape AI hardware, while the growing volume of model output makes verification more valuable.
1:19:54EN20VC with Harry Stebbings· 19 sept 2026Pódcast · 2 vocesThomas Sohmers on AI Inference, Memory and Data-Center GrowthInvitado: Thomas Sohmers · Presenta: Harry StebbingsPositron’s co-founder discusses the engineering economics of inference, his views on AI infrastructure and regulation, and the risks he sees in financing and concentration.
45:00EN
No Priors: AI, Machine Learning, Tech, & Startups· 18 jun 2026Pódcast · 2 vocesLip-Bu Tan took the hardest job in chips to save IntelPresenta: Sarah Guo, Elad GilThe Cadence veteran and semiconductor investor tells No Priors how he is rebuilding Intel's culture, balance sheet, and foundry, and why he still wants a 10x from here.
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.
1:22:49ENBryan Cantrill: Why Software and Hardware Must Be Designed TogetherBryan Cantrill · Oxide Computer CompanyFrom a stubborn CPU reset to disappearing drives, Oxide’s cofounder makes the case for designing and debugging computing systems across the hardware–software boundary.
1:20:12EN20VC with Harry Stebbings· 6 oct 2025Pódcast · 2 vocesCerebras CEO Andrew Feldman on AI Chips, Demand and Infrastructure RiskInvitado: Andrew Feldman · Presenta: Harry StebbingsFeldman discusses Cerebras financing, chip design and data centers, while weighing talent, energy and market concentration.
1:31:19EN20VC with Harry Stebbings· 29 sept 2025Pódcast · 2 vocesGroq Founder Jonathan Ross on AI Compute, Chip Competition and EnergyInvitado: Jonathan Ross · Presenta: Harry StebbingsRoss explains his view of inference demand, custom chips and infrastructure economics, and makes predictions about AI’s effects on markets and work.
1:14:36EN20VC with Harry Stebbings· 24 mar 2025Pódcast · 2 vocesAndrew Feldman on AI Chips, Inference and Competing With NvidiaInvitado: Andrew Feldman · Presenta: Harry StebbingsThe Cerebras CEO explains wafer-scale computing, argues inference demand will grow and discusses the limits of his industry’s infrastructure.
42:21ENNo 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.
1:08:33EN20VC with Harry Stebbings· 25 sept 2024Pódcast · 2 vocesEric Vishria on AI Value, Founder Insight and Benchmark’s Investment ProcessInvitado: Eric Vishria · Presenta: Harry StebbingsThe Benchmark partner discusses durable AI revenue, startup distribution, chip competition and how partners challenge investment decisions.
39:03ENNo Priors: AI, Machine Learning, Tech, & Startups· 29 feb 2024Pódcast · 2 vocesMI300 Leads Inference by 2x: AMD's CTO on Winning Chip Competition Without a Walled GardenPresenta: Sarah Guo, Elad GilWhen Mark Papermaster became AMD's CTO in fall 2011, nearly all of the company's revenue sat on PCs and gaming, Moore's Law was slowing, and everyone knew it needed a turnaround.
1:09:10EN
Lex Fridman· 27 abr 2022Pódcast · 2 vocesThe Same Snapdragon That Flies on Mars Powers a Galaxy PhoneInvitado: Cristiano Amon · Presenta: Lex FridmanQualcomm CEO Cristiano Amon talks with Lex Fridman about 5G, Snapdragon, cars, the chip shortage, and how to map the border of your own competence.
59:26ENAndy Ray on FPGAs, Hardware Design and HardcamlYaron Minsky, Andy Ray · Jane StreetJane Street’s hardware design lead explains why programmable circuits can improve performance and how software tooling makes them easier to build and test.
1:34:44ENLex Fridman· 5 feb 2020Pódcast · 2 vocesMoore's Law Has Been About to Die for Forty YearsInvitado: Jim Keller · Presenta: Lex FridmanChip architect Jim Keller tells Lex Fridman why a cascade of diminishing-return curves still looks exponential, why you rewrite the CPU every five years, and why driving a car is not a super-hard problem.
47:18ENUnboxed Types and Memory Layouts for OCamlStephen · Jane StreetStephen explains a proposed type-system extension for controlling data representation while retaining OCaml’s fast separate compilation.
1:02:34ENAndy Ray on Designing and Running OCaml on FPGAsAndy Ray · Jane StreetHardCaml turns OCaml into a hardware design language. Andy Ray explains FPGA fundamentals, simulation and verification, then demonstrates an OCaml software stack running on a soft CPU.