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3:17:35EN
Cognitive Revolution "How AI Changes Everything"· 13 août 2025PodcastTen Thousand Comments and 76 Spare Gigawatts: Four Months Writing America's AI Action PlanAnime : Nathan LabenzDean W. Ball spent four months as the White House's senior AI adviser, then left as the Action Plan landed — and explains how a to-do list got written inside a building that cannot run ChatGPT.Entreprise et stratégieAI StrategySécurité et gouvernance+3
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Cognitive Revolution "How AI Changes Everything"· 6 août 2025PodcastAmerica Holds 45% of the World's Data Centers. Everyone Else Must Build, Buy, or AllyAnime : Nathan LabenzAnjney Midha of a16z maps what “sovereign AI” actually means for companies and for countries that will never own the talent, data, and compute frontier.Entreprise et stratégieAI StrategyGeopolitics+3
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Sequoia Capital· 5 août 2025Podcastv0 Hit 3 Million Users. Vercel’s CEO Says Pages Will Be Generated On Demand Within Five YearsFor a company that sells cloud hosting and frontend tools, one of the fastest-growing signup channels is ChatGPT.Infrastructure et déploiementAgents de codeProduct Strategy+3
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No Priors: AI, Machine Learning, Tech, & Startups· 31 juil. 2025Podcast · 2 voixThe Weekend DeepSeek Dropped, the White House CalledAnime : Sarah Guo, Elad GilSriram Krishnan walks No Priors through America’s 28-page AI Action Plan, a token-share definition of winning, and why the lead over China is too small to take for granted.Entreprise et stratégieAI StrategyInfrastructure et déploiement+3
58:47EN
Jane Street· 28 juil. 2025Daniel Pontecorvo on Cooling Trading Infrastructure and WorkspacesYaron Minsky, Daniel Pontecorvo · Jane StreetFrom dense GPU racks to movable desks, Jane Street’s physical engineering team designs around heat, power, failure and human comfort.Infrastructure et déploiementEnergyObservabilité et fiabilité+1
Diapositives0:26EN
Matthew Berman· 4 juil. 2025xAI’s Memphis Expansion and an Overseas Power Plant, According to Dylan PatelMatthew Berman, Dylan Patel · Forward FutureMatthew Berman highlights Elon Musk’s response to Dylan Patel’s description of xAI’s computing and power plans in July 2025.Infrastructure et déploiementEnergyAI Strategy
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Matthew Berman· 30 juin 2025Dylan Patel on AI Labs, Chip Competition and the Race for SuperintelligenceMatthew Berman, Dylan Patel · Forward FutureThe SemiAnalysis founder discusses Meta’s AI talent drive, OpenAI’s Microsoft relationship, Apple’s strategy, accelerator economics and the future of work.AI StrategySemiconductorsInfrastructure et déploiement+2
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Sequoia Capital· 24 juin 2025PodcastFifty People in Slack. Four Minutes to the Smoking Gun.Traversal's co-founders on turning DevOps heart attacks into agent-run root cause analysis — and why observability's second-largest software spend still leaves troubleshooting as a whodunit.Évaluations et observabilitéObservabilité et fiabilitéIngénierie d’agents+3
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Unsupervised Learning: With Jacob Effron· 17 juin 2025PodcastA Free Voting Board Burned $2 Million. Then It Raised $100 Million.Anime : Jacob EffronDatabricks co-founder Ion Stoica explains why LMArena exists, why China is winning open-source models, and why reliability—not another scaling law—is still the thing holding AI back.Évaluations et observabilitéÉvaluationsBenchmarks+3
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Matthew Berman· 10 juin 2025Satya Nadella on AI's Energy Use and Social PermissionMatthew Berman, Satya Nadella · Forward FutureIn a short interview excerpt, Microsoft's CEO argues that the technology industry must deliver broad benefits as its energy demand grows.EnergyAI StrategyInfrastructure et déploiement
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Matthew Berman· 2 mai 2025How Much Electricity Will AI Data Centers Use?Matthew Berman, Eric Schmidt · Forward FutureMatthew Berman highlights Eric Schmidt's congressional testimony and asks about AI's power demand. The dramatic 99% figure lacks a specified time frame and geographic scope in the quoted testimony.EnergyInfrastructure et déploiementAI Strategy
2:10:07EN
Cognitive Revolution "How AI Changes Everything"· 23 avr. 2025PodcastA $30,000 Operation Could Knock a $10 Billion Superintelligence Data Center Offline for a YearAnime : Nathan LabenzGladstone AI’s Jeremy and Edouard Harris inventory what an American Manhattan Project for superintelligence would actually have to secure — and what it would cost in concrete, supply chains, and civil liberties.SécuritéAI securitySécurité et gouvernance+3
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No Priors: AI, Machine Learning, Tech, & Startups· 3 avr. 2025Podcast · 2 voixNasdaq Down 8% and Ghibli Everywhere: AI Is Already in Inning ThreeAnime : Sarah Guo, Elad GilSarah Guo and Elad Gil on the latest image-gen wow cycle, why public-market panic is mostly noise for software startups, and where specialized models still have room.Entreprise et stratégieAI StrategyGenerative media+3
2 diapositives1:14EN
Matthew Berman· 27 mars 2025NVIDIA NIM Microservices Bring Packaged AI Models to RTX PCsMatthew Berman · Forward FutureIn an NVIDIA-sponsored short, Matthew Berman introduces local AI microservices, compatible applications and the planned PDF-to-podcast workflow.Infrastructure et déploiementLocal inferenceAI agents
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Unsupervised Learning: With Jacob Effron· 5 mars 2025PodcastMike Schroepfer: AI’s Bottleneck Is Electricity, and One Tanker of Fusion Fuel Could Power the U.S. for a YearAnime : Jacob EffronMeta’s former CTO tells Redpoint why hyperscaler demand is the climate story, why Llama was an access play, and why tomorrow’s CTO still lives or dies on a priority queue.Infrastructure et déploiementAI StrategyOpen-weight models+3
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20VC with Harry Stebbings· 24 févr. 2025Podcast · 2 voixSteeve Morin on AI Inference, Chips and the Cost of Switching HardwareInvité : Steeve Morin · Anime : Harry StebbingsThe ZML founder explains the difference between training and production inference and offers a competitive view of the AI hardware market.Infrastructure et déploiementInferenceAI cost & performance+2
54:55EN
Cognitive Revolution "How AI Changes Everything"· 22 févr. 2025PodcastNew Jersey Cut Phone Waits from 40 Minutes to 90 SecondsAnime : Nathan LabenzGovernor Phil Murphy on the state AI assistant, a Princeton hub, and why he wants the best catcher's mitt in the country when superhuman systems arrive.Entreprise et stratégieAI StrategyIA en entreprise+3
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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.Infrastructure et déploiementModèles et entraînementAI cost & performance+2
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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.Infrastructure et déploiementDistributed training & inferenceAI cost & performance+3
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.Entreprise et stratégieOpen-weight modelsPretraining & midtraining+3
2 diapositives7:57EN
Matthew Berman· 22 janv. 2025Stargate’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.Infrastructure et déploiementOpenAIAGI+1
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.Infrastructure et déploiementAI RegulationGeopolitics+3
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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.Infrastructure et déploiementInferenceAI cost & performance+3
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No 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.Entreprise et stratégieAI StrategyInfrastructure et déploiement+3
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