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1:25:52EN
20VC with Harry Stebbings· 17 févr. 2025Podcast · 2 voixJonathan Ross on Groq, Inference Economics and the AI Infrastructure RaceInvité : Jonathan Ross · Anime : Harry StebbingsThe Groq CEO explains his bet on inference chips, compares his company’s architecture with GPUs, and discusses the financing and power needed to scale.
2:16:17EN
Cognitive Revolution "How AI Changes Everything"· 5 févr. 2025PodcastA 10B Model Trained Across Three Continents — and an H200 for $1.49 an HourAnime : Nathan LabenzPrime Intellect's founders lay out a four-step plan to turn spare global GPUs into collectively owned intelligence, and argue that reinforcement learning just made their job easier.
5:06:18EN
Lex Fridman· 2 févr. 2025PodcastDeepSeek's $5 million training claim and the five-year bet on computeAnime : Lex FridmanDylan Patel and Nathan Lambert walk Lex Fridman through DeepSeek-V3 and R1, export controls, TSMC, megaclusters, and who actually makes money in the AI race.
7:57ENStargate’s 2025 Announcement and the OpenAI–Microsoft PartnershipMatthew Berman · Forward FutureMatthew Berman reviews the planned US AI infrastructure project and a contemporaneous change to compute arrangements.
1:24:57EN
Unsupervised Learning: With Jacob Effron· 21 janv. 2025PodcastA 50,000-GPU cap and a 1,700-chip loopholeAnime : Jacob EffronSemiAnalysis founder Dylan Patel walks through the AI diffusion rule, China’s compute squeeze, and how xAI stood up a 100,000-GPU cluster in a closed Memphis appliance factory.
23:37EN
No Priors: AI, Machine Learning, Tech, & Startups· 9 janv. 2025Podcast · 2 voixA Hundred GPUs in Seconds: Why Modal Threw Out Docker and KubernetesAnime : Sarah Guo, Elad GilErik Bernhardsson tells Elad Gil that AI inference is too bursty for year-long GPU contracts, and that the cloud should feel as fast as a laptop.
27:07ENNo Priors: AI, Machine Learning, Tech, & Startups· 26 déc. 2024Podcast · 2 voixAfter adding $100 billion a month, Jensen Huang says NVIDIA is selling the data centerAnime : Sarah Guo, Elad GilSarah Guo and Elad Gil clip their favorite 2024 No Priors conversations into a year-end reel of NVIDIA, Karpathy, Sierra, Sora, Waymo, Figma, and Scale.
2:11:15ENCognitive Revolution "How AI Changes Everything"· 25 déc. 2024PodcastA 50% Chance of Extinction — and a $50 GPT-4 for EveryoneAnime : Nathan LabenzEmad Mostaque tells Nathan Labenz why he puts p(doom) at even odds, why a five-watt model changes the energy debate, and how the Intelligent Internet would fund universal basic AI with a Bitcoin-like token.
1:01:48EN20VC with Harry Stebbings· 16 déc. 2024Podcast · 2 voixReid Hoffman on Trade, AI, Energy and the Incoming Trump AdministrationInvité : Reid Hoffman · Anime : Harry StebbingsThe investor discusses political risks and opportunities, competition in AI, nuclear energy and the role of venture capital in a wide-ranging December 2024 interview.
55:50ENUnsupervised Learning: With Jacob Effron· 16 déc. 2024PodcastThere will not be one model. Fireworks is betting on hundreds of small expertsAnime : Jacob EffronPyTorch veteran Lin Qiao argues that inference is a compound system hyperscalers cannot buy their way through, and that the products with real traction still keep a human in the loop.
42:21ENNo Priors: AI, Machine Learning, Tech, & Startups· 12 déc. 2024Podcast · 2 voixThey Cooled 5,000 Watts per Square Centimeter in Space. Now Diamond Goes on AI ChipsAnime : 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.
27:16ENTudor Brindus on Finding and Reducing System JitterTudor Brindus · Jane StreetA memory ping-pong benchmark reveals how virtualization, interrupts, CPU frequency changes and speculation can disrupt low-latency systems.
36:49ENNo Priors: AI, Machine Learning, Tech, & Startups· 7 nov. 2024Podcast · 2 voixJensen Huang: NVIDIA Is No Longer Building Computers. It Is Building AI FactoriesAnime : Sarah Guo, Elad GilOn No Priors, NVIDIA’s CEO walks through hyper Moore’s law, NVLink, a 100,000-GPU cluster stood up in weeks, and why tokens are the new commodity.
1:00ENAI Growth and the Pressure on Electricity InfrastructureMatthew Berman · Forward FutureMatthew Berman considers how the power demands of AI and data centers could affect grids, emissions and competition for resources.
44:30ENNo Priors: AI, Machine Learning, Tech, & Startups· 24 oct. 2024Podcast · 2 voix100,000 Rides a Week, Six Times Fewer Airbag Crashes: Waymo’s Co-CEO on Eighteen Years of Full AutonomyAnime : Sarah Guo, Elad GilDmitri Dolgov tells No Priors how a dozen Googlers, ten 100-mile routes, and a 2013 refusal to settle for driver assist became a rider-only service with an insurer-audited safety record.
1:06:23ENSylvain Gugger on Accelerating ML Models and Reproducing ResultsYaron Minsky, Sylvain Gugger · Jane StreetFrom learning-rate schedules to GPU bottlenecks and noisy market data, Sylvain Gugger explains how he approaches practical machine-learning performance.
1:19:00EN20VC with Harry Stebbings· 7 oct. 2024Podcast · 2 voixEiso Kant on Poolside, Compute and AI for Software DevelopmentInvité : Eiso Kant · Anime : Harry StebbingsPoolside’s CTO explains code-execution feedback, the cost of model development and his company’s ambitions in the AI race.
23:52ENAI News in September 2024: Compute Clusters, Agents and AI PaymentsMatthew Berman · Forward FutureMatthew Berman reviews early reports on future models, a Minecraft simulation, mixed-reality devices and agent transactions.
42:59ENNo Priors: AI, Machine Learning, Tech, & Startups· 29 août 2024Podcast · 2 voixAWS Is a $100 Billion Cloud. Matt Garman Still Sees a 10x Migration AheadAnime : Sarah Guo, Elad GilAmazon Web Services’ new CEO tells No Priors why 85 percent of workloads are still on-prem, how Bedrock was built from three bets, and why startups remain the company’s growth engine.
42:42ENNo Priors: AI, Machine Learning, Tech, & Startups· 22 août 2024Podcast · 2 voixEthereum Once Held Two Thousand GPT-3 Clusters of GPUsAnime : Sarah Guo, Elad GilFoundry CEO Jared Quincy Davis on idle H100s, why today's AI cloud is still colocation, and how compound systems move work off giant interconnected clusters.
50:33EN
Sequoia 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.
1:13:02EN20VC with Harry Stebbings· 5 août 2024Podcast · 2 voixDavid Cahn on AI Infrastructure, Capital Spending and Venture ConvictionInvité : David Cahn · Anime : Harry StebbingsThe Sequoia investor examines data centers, chips and power before explaining how he evaluates companies and builds conviction.
3:18ENRory on Production Engineering and Incident Support at Jane StreetRory · Jane StreetA production engineer describes monitoring order engines, responding to outages and building a supportive team.
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