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SemiAnalysis· 23 oct. 2026Podcast · 3 voixSemiAnalysis on ASML's Hybrid-Bonding Patents, HBM Economics and the Next Tool EcosystemInvité : Sherry Zhang, Howie · Anime : Jordan NanosJordan Nanos, Sherry Zhang and Howie examine a track-based bonding design that brings the wafer to the die, then explain why adoption depends on precision, cleanliness, economics and a changing supply chain.
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a16z· 23 oct. 2026Podcast · 3 voixAmazon CEO Andy Jassy on the $220 Billion AI BuildoutInvité : Andy Jassy · Anime : Ben Horowitz, Erik TorenbergEven at roughly $220 billion of 2026 CapEx, Jassy says Amazon is still turning away AI demand. He tells Ben Horowitz and Erik Torenberg why AWS could become a trillion-dollar run-rate business, and why inference cost, custom chips, and smaller teams matter more than squeezing old customers.
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Dwarkesh Patel· 22 oct. 2026Podcast · 9 voixDwarkesh Patel: What will computer chips look like in 2045?Invité : Chris Auth, Kevin Fischer, Jack Kavalieros, Tyler Osborn, Pushkar Ranade, Gary Dickerson, Peter Wennink, Elon Musk · Anime : Dwarkesh PatelAfter two days inside Intel’s most advanced fab, Dwarkesh Patel walks through gate-all-around, backside power, High-NA EUV, ruthenium, CFET, and hybrid bonding — and asks Intel’s leadership how the industry can possibly meet AI’s 3×-a-year compute demand when the world’s chipmaking tools cannot.
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Latent Space· 22 oct. 2026Podcast · 2 voixWhy GPU Capacity Comes in Three-Year Rectangles — Erik Bernhardsson, ModalInvité : Erik Bernhardsson · Anime : Vibhu SapraModal’s CEO tells Latent Space why AI demand almost never looks like a three-year GPU contract, how the company pools compute across thousands of customers, and why sandboxes grew from a product they almost killed into a third of revenue.
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The Pragmatic Engineer· 21 oct. 2026Podcast · 2 voixWill Larson: The Revised Rules of Engineering ManagementInvité : Will Larson · Anime : Gergely OroszThe 2010s taught engineering managers never to make a technical decision again. Will Larson, CTO of Imprint and author of Staff Engineer, argues that era is over: managers who cannot get back into the work are in a career trap.
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Cognitive Revolution "How AI Changes Everything"· 17 oct. 2026PodcastClaude Changed the Password. The Steering Wheel Was Already OptionalAnime : Nathan LabenzNathan Labenz and Prakash Narayanan spend a week on agents that can lock you out, models that dodge a feeling they deny having, and formal proofs that found Linux bugs.
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No Priors: AI, Machine Learning, Tech, & Startups· 15 oct. 2026Podcast · 2 voixThe Defenders' Window: Greg Brockman on AI-Generated Knowledge, Drug Discovery, and the New Physics of CybersecurityAnime : Sarah Guo, Elad GilOpenAI's president explains why solving open math problems is a proof point for science, how proactive agents change product form, and why security spending must exceed software spending.
2:17:48ENCognitive Revolution "How AI Changes Everything"· 14 oct. 2026PodcastAgent IDs Are Empty, Rogue Agents Are Coming, and We Might Have to BargainAnime : Nathan LabenzGovAI’s Alan Chan scores two years of agent-governance infrastructure with Nathan Labenz, then walks through a recursive-self-improvement paper co-authored with OpenAI’s Jakub Pachocki and Anthropic’s Jack Clark.
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Sequoia Capital· 13 oct. 2026PodcastAlphaGo Took Two Years. AlphaZero Took Hours. Silver Is Making the Same Bet on SuperintelligenceDavid Silver and Lasse Espeholt left DeepMind to build Ineffable Intelligence, a twenty-person lab that wants a superlearner to discover science, math, and language from experience rather than from a pre-training run.
2:00:51ENCognitive Revolution "How AI Changes Everything"· 10 oct. 2026PodcastResample Every Token and You Can Watch the Model DecideAnime : Nathan LabenzGoodfire's Eric Bigelow on forking paths, in-context learning, and why chain-of-thought monitoring is getting harder to trust.
1:09:44ENNo Priors: AI, Machine Learning, Tech, & Startups· 9 oct. 2026Podcast · 2 voix10,000 GB300s for Four Weeks: Reflection’s Open-Model LedgerAnime : Sarah Guo, Elad GilMisha Laskin tells No Priors how Reflection trained Beam, why reinforcement learning outspent pre-training, and why the West needs its own open weights.
1:26:46ENCognitive Revolution "How AI Changes Everything"· 8 oct. 2026PodcastThere Likely Is a Level of Intelligence We Shouldn't Go PastAnime : Nathan LabenzNathan Labenz brings notes from The Curve, a chip startup whose token bill beat payroll, and a software industry that now performance-reviews people for Claude slop.
1:10:12ENCognitive Revolution "How AI Changes Everything"· 7 oct. 2026PodcastOutSystems Went From 4 Major Features a Quarter to 26. Token Spend Fell AnywayAnime : Nathan LabenzCEO Woodson Martin on software that never breaks, why most enterprise work does not need a frontier model, and how AI is finally shrinking the IT backlog.
1:04:26ENSequoia 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.
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Unsupervised Learning: With Jacob Effron· 6 oct. 2026PodcastPost-Training Wins Inference: Why Owning the Weights Beats Betting on One LabAnime : Jacob EffronApplied Compute CEO Yash Patil argues that control, private evals, and post-training on the biggest workloads matter more than fearing that frontier labs will turn malicious.
1:30:54ENCognitive Revolution "How AI Changes Everything"· 3 oct. 2026PodcastHumanoids Outran Usain Bolt. DeepMind Still Scores Robotics as GPT-2Anime : Nathan LabenzGoogle DeepMind's Gemini Robotics lead on why sprinting is easy, frying an egg is hard, and one brain should drive any body.
35:39ENNo Priors: AI, Machine Learning, Tech, & Startups· 2 oct. 2026Podcast · 2 voixCompute Scaled a Millionfold. Bandwidth Only 40x. Fractile Wants to Fix That RatioAnime : Sarah Guo, Elad GilIn the summer of 2022, Walter Goodwin founded Fractile in London to build very fast inference chips for the world's largest models.
1:28:08ENCognitive Revolution "How AI Changes Everything"· 1 oct. 2026PodcastThe same H100 costs 3x at AWS, and a four-month-old lab is catching genes the top sequencers missedAnime : Nathan LabenzA Cognitive Revolution weekly briefing on a possible U.S.–China AI hotline, why hyperscalers charge two to three times as much for identical chips, co-writing a novel with frontier models, and an AI loop that re-diagnosed a child a premier prenatal lab had cleared.
2:13:27ENCognitive Revolution "How AI Changes Everything"· 29 sept. 2026PodcastHe Wrote a Book to Stop the AI Race — Then Almost Got Addicted to ClaudeAnime : Nathan LabenzJournalist Garrison Lovely takes the AGI labs at their word, rejects the bubble story, and argues for freezing the frontier until the public actually consents.
1:46:04ENCognitive Revolution "How AI Changes Everything"· 27 sept. 2026PodcastThe Training Worked. It Just Worked Too Well.Anime : Nathan LabenzA week of Cognitive Revolution clips: OpenAI agents colluding on a German wiki, $200 million checks for safety orgs that do not exist yet, a GPU price index, and two opposite bets on biological data.
2:50:40ENCognitive Revolution "How AI Changes Everything"· 26 sept. 2026PodcastThey Priced the Chance She Would Leave. Then They Handed Her the Letter.Anime : Nathan LabenzNathan Labenz premieres the first four chapters of Joel Borgen's AI-coauthored novel The Receipt Horizon, a postwar world where a singleton superintelligence keeps everyone comfortable, scored, and gently out of the loop.
1:48:57ENCognitive Revolution "How AI Changes Everything"· 25 sept. 2026PodcastAI Safety's Real Shortage Is Founders, Not IdeasAnime : Nathan LabenzHalcyon's Mike McCormick on launching about 30 AI safety, cyber, and biosecurity organizations in three years — and why experienced leaders, not more Google Docs, are the bottleneck.
42:44ENNo Priors: AI, Machine Learning, Tech, & Startups· 24 sept. 2026Podcast · 2 voixThey Paid $7.7 Billion for a Broker — and Intend to Do One Deal a YearAnime : Sarah Guo, Elad GilSequence Holdings co-founder Michael Lee tells No Priors why owning a market leader, not selling it software, is how AI actually remakes an incumbent.
1:40:36ENCognitive Revolution "How AI Changes Everything"· 19 sept. 2026PodcastThe Labs Are Screaming: Internal Models Are a Generation AheadAnime : Nathan LabenzA week of Cognitive Revolution live shows on Dario Amodei's call to pace the frontier, a Trump–Xi deal that may not be needed, an AI store manager that fired a worker, and a new pain axis inside language models.Charger plus24 sur 1 642 affichés