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Sequoia Capital· 6 oct. 2026PodcastAt 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.
55:19ENSequoia Capital· 25 août 2026PodcastHuman Click Data Is a Bug: Rebuilding Search for a Web of AgentsParag Agrawal, former Twitter CEO and founder of Parallel Web Systems, argues that agents will query the web a thousand times more than people, and that both search infrastructure and the ad-supported internet have to be rebuilt for that customer.
1:10:15ENSequoia Capital· 30 juin 2026PodcastThe 100x lives between the layers: Dylan Patel on co-design and a 60x yearSemiAnalysis’s founder argues that matching models, kernels, and silicon is what turns a 2x here and a 2x there into 100x, while equivalent-quality inference has gotten about 60 times cheaper in a year.
41:20ENSequoia Capital· 10 juin 2026PodcastA $4 Million Cabinet and a Trillion-Dollar Year: Jensen Huang Turns the AI Factory Into a Manufacturing StoryOn Sequoia's Training Data stage, NVIDIA's CEO walks a sixty-country audience from ChatGPT's parlor tricks to agentic work, a five-layer industrial cake, and why radiology hiring went up.
45:33ENSequoia Capital· 26 mai 2026PodcastCursor Ships 1TB of Composer Weights Across Oceans in Under a MinuteFederico Cassano and Fireworks' Dima walk through the globally split RL stack that trained Composer 2 on a sparse trillion-parameter MoE.
44:19ENSequoia Capital· 17 mars 2026PodcastThe $500-per-Kilogram Line: Why Starcloud Thinks Data Centers Belong in SpaceStarcloud founder Philip Johnston walks through the physics, launch economics, and business model of putting AI compute in orbit.
37:00ENSequoia Capital· 14 janv. 2026PodcastThe AlphaChip Team That Laid Out Four TPUs Now Wants Every Company to Be DesignlessAnna Goldie and Azalia Mirhoseini tell Sequoia how an RL floorplanner survived TPU-team anger, learned to draw donut-shaped macros, and became a bet that AI will design chips that then feed AI.
38:21ENSequoia Capital· 16 déc. 2025PodcastHow a Weekend Webcam Came to See 90 Billion Miles a YearSamsara CEO Sanjit Biswas on edge inference, messy road data, and why physical AI only counts once it is installed.
1:02:19ENSequoia Capital· 10 déc. 2025PodcastA Top Video Model's Half-Life Is 30 Days. fal Runs 600 AnywayThe fal founders tell Sequoia why generative video is a compute-bound problem that language-model shops keep underestimating, and why they will not let any customer marry a single model.
41:32ENSequoia Capital· 28 oct. 2025PodcastMoore's Law Is Slowing. Nvidia's CTO Still Wants 10× a YearMichael Kagan on why Nvidia's $7 billion Mellanox deal, not just more transistors, is how you turn a data center into one computer.
45:30ENSequoia Capital· 22 avr. 2025PodcastA $20,000 AI Agent Replacing a $90,000 SDR: Manny Medina on Pricing in the Agent EraA fully loaded human SDR costs $70,000 to $90,000 a year; one AI SDR pitch is $20,000 per agent for 80% of the work, plus a bonus when targets are hit.
50:33ENSequoia Capital· 20 août 2024PodcastThe 40% data-center save started with an email that ended in a question markPhaidra founder Jim Gao tells Sequoia how an AlphaGo-inspired bet at Google became reinforcement learning that runs billion-dollar plants.
39:18ENSequoia Capital· 13 août 2024PodcastOpen and Closed Will Tie at the Same Size: PyTorch's Former Lead on Fast InferenceA six-month library swap at Meta became a five-year rebuild. Lin Qiao wants the rest of the industry to get that stack in five weeks.
1:00:28ENSequoia Capital· 9 juil. 2024PodcastScaling Laws Aren't Done. Don't Lock Yourself Into Yesterday's Architecture.Microsoft CTO Kevin Scott on why the exponential is still compounding, why inference will dwarf training, and why a language model is the world's crappiest database.