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2:12:31EN
Cognitive Revolution "How AI Changes Everything"· 25 janv. 2026PodcastMost Caffeine users have no idea they are on a blockchainAnime : Nathan LabenzDFINITY's Dominic Williams tells Nathan Labenz why a tamper-proof, unstoppable cloud is the right backend for AI that writes software from a chat box.Infrastructure et déploiementAgents de codeSécurité et gouvernance+3
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Sequoia 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.Infrastructure et déploiementReinforcement LearningAI startups & small teams+3
38:21EN
Sequoia 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.Entreprise et stratégieCompany BuildingInfrastructure et déploiement+3
2:06:09EN
Cognitive Revolution "How AI Changes Everything"· 14 déc. 2025PodcastOne ChatGPT query is a second in the microwaveAnime : Nathan LabenzAndy Masley walks Nathan Labenz through the energy and water math of AI, from a single prompt to an 80-gigawatt buildout.Infrastructure et déploiementAI cost & performanceScience Communication+1
1:02:19EN
Sequoia 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.Infrastructure et déploiementGenerative mediaVision et vidéo+3
1:09:48EN
Unsupervised Learning: With Jacob Effron· 5 déc. 2025PodcastChina's AI Labs Went From 15 to Six. The Compute Gap Is 15-to-1.Anime : Jacob EffronJordan Schneider tells Unsupervised Learning that Chinese models were a private-capital story, that Beijing still thinks in hardware, and that the West's real edge is chips it can serve — not a state master plan.Entreprise et stratégieGeopoliticsAI Strategy+3
41:32EN
Sequoia 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.Infrastructure et déploiementDistributed training & inferenceInference+2
1:16:53EN
Unsupervised Learning: With Jacob Effron· 24 oct. 2025PodcastKarpathy Called Today's Models Slop. His Decade Timeline Still Sounds BullishAnime : Jacob EffronDatology AI's Ari Morcos and Radical Ventures' Rob Toews walk through Karpathy's cold water, OpenAI's dealmaking, and who actually pays for the data-center boom.Entreprise et stratégieAI StrategyCompany Building+3
31:57EN
No Priors: AI, Machine Learning, Tech, & Startups· 15 oct. 2025Podcast · 2 voixPeak 700 GW, average 300 GW: Base Power is wiring home batteries into a power plantAnime : Sarah Guo, Elad GilZach Dell tells Elad Gil how a $1.3 billion raise, a Texas-only retail business, and a Tesla-and-SpaceX hiring bench are meant to cut the cost of moving an electron.Infrastructure et déploiementCompany BuildingAI cost & performance+3
4:34:10EN
Lex Fridman· 30 sept. 2025Podcast · 2 voixPavel Durov Built Telegram for a Billion People. He Still Won't Carry a Phone.Invité : Pavel Durov · Anime : Lex FridmanIn a four-and-a-half-hour conversation with Lex Fridman, the Telegram founder traces freedom from a childhood move out of the Soviet Union to a French jail cell, a poisoning, and a 40-person engineering team.Entreprise et stratégieCompany BuildingProduct Strategy+3
1:32:47EN
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.Infrastructure et déploiementInferenceAI security+3
59:06EN
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.Infrastructure et déploiementInferenceAI cost & performance+3
40:54EN
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.Entreprise et stratégieAI StrategyInfrastructure et déploiement+2
47:18EN
No 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.Infrastructure et déploiementInferenceAI cost & performance+3
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
1:45:00EN
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
1:01:00EN
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
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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
54:53EN
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
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
27:45EN
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
45:06EN
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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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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