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Matthew Berman· 26 sept. 2025Microsoft’s Nebius GPU Infrastructure AgreementMatthew Berman · Forward FutureIn a sponsored video, Matthew Berman discusses a 2025 infrastructure agreement and Nebius’s AI services.
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Cognitive Revolution "How AI Changes Everything"· 13 sept. 2025PodcastA transformer co-author wants a $160 million model no company ownsAnime : Nathan LabenzIllia Polosukhin tells Nathan Labenz how NEAR turned a payments headache into a stack for private inference, shared-revenue training, and AI agents that still answer to a court.
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Unsupervised Learning: With Jacob Effron· 10 sept. 2025PodcastInference Costs Fell 100x. Tri Dao Says There's Another 10x — and NVIDIA's 90% Won't HoldAnime : Jacob EffronThe FlashAttention author and Together AI chief scientist on why hardware portability is a myth, how Claude Code made him 1.5x faster, and why workloads will split the chip market.
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No Priors: AI, Machine Learning, Tech, & Startups· 28 août 2025Podcast · 2 voixSeventeen Years of Flat Power, and a Plan to Bring the Factories HomeAnime : Sarah Guo, Elad GilJacob Helberg, the under secretary of state designate for economic growth, energy, and the environment, argues that nuclear power and AI productivity—not cheap labor—are how America reshore its supply chain.
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20VC with Harry Stebbings· 21 août 2025Podcast · 3 voixDatabricks Valuation, CoreWeave Debt and the Risks Behind AI GrowthInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to discuss private valuations, fintech and the financing of AI infrastructure.
47:18ENNo Priors: AI, Machine Learning, Tech, & Startups· 14 août 2025Podcast · 2 voixThe Analyst Tracking 200 GPU Clouds Breaks Nvidia Into a Three-Headed DragonAnime : Sarah Guo, Elad GilSemiAnalysis founder Dylan Patel on OpenAI’s open-weight model, a coming neocloud wipeout, and why a chip startup has to beat Nvidia on hardware, networking, and software at once.
3:17:35ENCognitive 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.
1:45:00ENCognitive 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.
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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.
36:48ENNo 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.
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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.
1:02:17ENMatthew 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.
40:33ENSequoia 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.
54:53ENUnsupervised 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.
0:59ENMatthew 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.
0:36ENMatthew 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.
2:10:07ENCognitive 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.
27:45ENNo 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.
45:06ENUnsupervised 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.
1:18:09EN20VC 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.
54:55ENCognitive 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.
1:25:52EN20VC 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.
2:16:17ENCognitive 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.
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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.Charger plus24 sur 230 affichés