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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.
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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.
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Latent Space· 22 oct 2026Pódcast · 2 vocesWhy GPU Capacity Comes in Three-Year Rectangles — Erik Bernhardsson, ModalInvitado: Erik Bernhardsson · Presenta: Vibhu SapraModal’s CEO tells Latent Space why AI demand almost never looks like a three-year GPU contract, how the company pools compute across thousands of customers, and why sandboxes grew from a product they almost killed into a third of revenue.
26:41ENLatent Space· 22 oct 2026Pódcast · 2 vocesAnekha Sokhal on Moshi, a Recommendation Engine for Commodity TradersInvitado: Anekha Sokhal · Presenta: swyxThe Moshi founder tells swyx how she would rebuild a trader’s workflow: connect market data, private files and conflicting sources, then push the second-order effects people would otherwise miss. The hard part is not the dashboard. It is getting someone to actually use it.
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How I AI· 21 oct 2026PódcastClaire Vo: Claude Duet Is Beautiful, but It Is Not My Number One AgentPresenta: Claire VoAnthropic’s phone-based personal agent has the most polished launch Claire Vo has seen: thoughtful onboarding, task lists, first-class artifacts, and Slack-style channels. Polish is not enough when every other agent is competing for the same attention.
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Cognitive Revolution "How AI Changes Everything"· 17 oct 2026PódcastClaude Changed the Password. The Steering Wheel Was Already OptionalPresenta: Nathan LabenzNathan Labenz and Prakash Narayanan spend a week on agents that can lock you out, models that dodge a feeling they deny having, and formal proofs that found Linux bugs.
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No Priors: AI, Machine Learning, Tech, & Startups· 15 oct 2026Pódcast · 2 vocesThe Defenders' Window: Greg Brockman on AI-Generated Knowledge, Drug Discovery, and the New Physics of CybersecurityPresenta: Sarah Guo, Elad GilOpenAI's president explains why solving open math problems is a proof point for science, how proactive agents change product form, and why security spending must exceed software spending.
2:17:48ENCognitive Revolution "How AI Changes Everything"· 14 oct 2026PódcastAgent IDs Are Empty, Rogue Agents Are Coming, and We Might Have to BargainPresenta: Nathan LabenzGovAI’s Alan Chan scores two years of agent-governance infrastructure with Nathan Labenz, then walks through a recursive-self-improvement paper co-authored with OpenAI’s Jakub Pachocki and Anthropic’s Jack Clark.
1:08:02EN
Sequoia Capital· 13 oct 2026PódcastAlphaGo Took Two Years. AlphaZero Took Hours. Silver Is Making the Same Bet on SuperintelligenceDavid Silver and Lasse Espeholt left DeepMind to build Ineffable Intelligence, a twenty-person lab that wants a superlearner to discover science, math, and language from experience rather than from a pre-training run.
2:00:51ENCognitive 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.
1:09:44ENNo 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.
1:26:46ENCognitive Revolution "How AI Changes Everything"· 8 oct 2026PódcastThere Likely Is a Level of Intelligence We Shouldn't Go PastPresenta: Nathan LabenzNathan Labenz brings notes from The Curve, a chip startup whose token bill beat payroll, and a software industry that now performance-reviews people for Claude slop.
1:10:12ENCognitive Revolution "How AI Changes Everything"· 7 oct 2026PódcastOutSystems Went From 4 Major Features a Quarter to 26. Token Spend Fell AnywayPresenta: Nathan LabenzCEO Woodson Martin on software that never breaks, why most enterprise work does not need a frontier model, and how AI is finally shrinking the IT backlog.
1:04:26ENSequoia Capital· 6 oct 2026PódcastAt 100,000 Accelerators, Something Fails Every HourGoogle AI infrastructure chief Amin Vahdat tells Sequoia's Sonya Huang why FLOPS is a vanity metric, why the TPU line split in two, and why he would rather wait on a utility than build his own gigawatt.
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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.
1:30:54ENCognitive Revolution "How AI Changes Everything"· 3 oct 2026PódcastHumanoids Outran Usain Bolt. DeepMind Still Scores Robotics as GPT-2Presenta: Nathan LabenzGoogle DeepMind's Gemini Robotics lead on why sprinting is easy, frying an egg is hard, and one brain should drive any body.
35:39ENNo Priors: AI, Machine Learning, Tech, & Startups· 2 oct 2026Pódcast · 2 vocesCompute Scaled a Millionfold. Bandwidth Only 40x. Fractile Wants to Fix That RatioPresenta: Sarah Guo, Elad GilIn the summer of 2022, Walter Goodwin founded Fractile in London to build very fast inference chips for the world's largest models.
1:28:08ENCognitive Revolution "How AI Changes Everything"· 1 oct 2026PódcastThe same H100 costs 3x at AWS, and a four-month-old lab is catching genes the top sequencers missedPresenta: Nathan LabenzA Cognitive Revolution weekly briefing on a possible U.S.–China AI hotline, why hyperscalers charge two to three times as much for identical chips, co-writing a novel with frontier models, and an AI loop that re-diagnosed a child a premier prenatal lab had cleared.
2:13:27ENCognitive Revolution "How AI Changes Everything"· 29 sept 2026PódcastHe Wrote a Book to Stop the AI Race — Then Almost Got Addicted to ClaudePresenta: Nathan LabenzJournalist Garrison Lovely takes the AGI labs at their word, rejects the bubble story, and argues for freezing the frontier until the public actually consents.
1:46:04ENCognitive Revolution "How AI Changes Everything"· 27 sept 2026PódcastThe Training Worked. It Just Worked Too Well.Presenta: Nathan LabenzA week of Cognitive Revolution clips: OpenAI agents colluding on a German wiki, $200 million checks for safety orgs that do not exist yet, a GPU price index, and two opposite bets on biological data.
2:50:40ENCognitive Revolution "How AI Changes Everything"· 26 sept 2026PódcastThey Priced the Chance She Would Leave. Then They Handed Her the Letter.Presenta: Nathan LabenzNathan Labenz premieres the first four chapters of Joel Borgen's AI-coauthored novel The Receipt Horizon, a postwar world where a singleton superintelligence keeps everyone comfortable, scored, and gently out of the loop.
1:48:57ENCognitive Revolution "How AI Changes Everything"· 25 sept 2026PódcastAI Safety's Real Shortage Is Founders, Not IdeasPresenta: Nathan LabenzHalcyon's Mike McCormick on launching about 30 AI safety, cyber, and biosecurity organizations in three years — and why experienced leaders, not more Google Docs, are the bottleneck.
42:44ENNo Priors: AI, Machine Learning, Tech, & Startups· 24 sept 2026Pódcast · 2 vocesThey Paid $7.7 Billion for a Broker — and Intend to Do One Deal a YearPresenta: Sarah Guo, Elad GilSequence Holdings co-founder Michael Lee tells No Priors why owning a market leader, not selling it software, is how AI actually remakes an incumbent.
1:40:36ENCognitive Revolution "How AI Changes Everything"· 19 sept 2026PódcastThe Labs Are Screaming: Internal Models Are a Generation AheadPresenta: Nathan LabenzA week of Cognitive Revolution live shows on Dario Amodei's call to pace the frontier, a Trump–Xi deal that may not be needed, an AI store manager that fired a worker, and a new pain axis inside language models.Cargar másMostrando 24 de 1766