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1:25:33EN
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.
45:08ENSam Altman on AI Discovery, Consciousness, Compute and a Human-Centered FutureMatthew Berman, Sam Altman · Forward FutureIn a conversation with Matthew Berman, Altman discusses scientific progress, personal assistants, recursive self-improvement and the importance of human agency.
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20VC with Harry Stebbings· 3 oct. 2026Podcast · 2 voixChase Lochmiller on AI Data Centers, Energy and GPU EconomicsInvité : Chase Lochmiller · Anime : Harry StebbingsCrusoe’s CEO discusses the constraints on AI infrastructure, the economics of GPU capacity and his company’s approach to energy and managed inference.
35:39EN
No 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.
1:04:35EN20VC with Harry Stebbings· 5 sept. 2026Podcast · 2 voixCliff Weitzman on Owning GPUs, Voice AI and Building SpeechifyInvité : Cliff Weitzman · Anime : Harry StebbingsSpeechify's CEO makes the case for owning part of a compute fleet, reflects on a missed business-software opportunity and discusses AI-assisted teams.
37:07ENNo Priors: AI, Machine Learning, Tech, & Startups· 3 sept. 2026Podcast · 2 voixArm’s 98.5% margin business just started shipping chipsAnime : Sarah Guo, Elad GilCEO Rene Haas tells No Priors why the IP company built a physical CPU for Meta, and why CPUs still sit at the center of AI systems.
34:51ENNo Priors: AI, Machine Learning, Tech, & Startups· 27 août 2026Podcast · 2 voixGoogle Paid $10 Million for a Bankrupt Airline’s Data. That’s the Moat.Anime : Sarah Guo, Elad GilEon co-founders Ofir Ehrlich and Gonen Stein argue that models and compute are rented commodities — the only asset enterprises can actually keep is their data.
1:01:27ENNo Priors: AI, Machine Learning, Tech, & Startups· 2 juil. 2026Podcast · 2 voixTwo Years and Four Months to a Live Reactor: Valar Atomics Wants Energy Ten Times CheaperAnime : Sarah Guo, Elad GilIsaiah Taylor walks Sarah Guo through Ward 250 in Utah and argues that nuclear is a hardware-iteration problem, not a paper-design one.
1:06:10EN20VC with Harry Stebbings· 29 juin 2026Podcast · 2 voixK. R. Sridhar on Distributed Power, AI Demand and Energy AccessInvité : K. R. Sridhar · Anime : Harry StebbingsBloom Energy’s CEO discusses data-center power, manufacturing, natural gas and his vision for broader electricity access.
45:00ENNo Priors: AI, Machine Learning, Tech, & Startups· 18 juin 2026Podcast · 2 voixLip-Bu Tan took the hardest job in chips to save IntelAnime : Sarah Guo, Elad GilThe Cadence veteran and semiconductor investor tells No Priors how he is rebuilding Intel's culture, balance sheet, and foundry, and why he still wants a 10x from here.
1:35:16EN20VC with Harry Stebbings· 15 juin 2026Podcast · 2 voixPerplexity CEO Aravind Srinivas on AI Agents, Compute and CompetitionInvité : Aravind Srinivas · Anime : Harry StebbingsSrinivas discusses the future of AI products, infrastructure constraints, export controls and the challenge of building a business around model advances.
1:14:30EN20VC with Harry Stebbings· 8 juin 2026Podcast · 2 voixRoman Chernin on AI Compute Demand, Inference and InfrastructureInvité : Roman Chernin · Anime : Harry StebbingsNebius’s co-founder discusses customer demand, GPU economics, managed inference and the risks of a concentrated market.
1:07:45EN20VC with Harry Stebbings· 26 mai 2026Podcast · 2 voixAndrew Feldman on AI Chips, Data Centers and Compute DemandInvité : Andrew Feldman · Anime : Harry StebbingsCerebras’s CEO discusses memory supply, inference speed, community impacts and US chip policy.
30:34ENNo Priors: AI, Machine Learning, Tech, & Startups· 21 mai 2026Podcast · 2 voixCerebras Waited Ten Years for a Market That Finally Needed SpeedAnime : Sarah Guo, Elad GilFounder and CEO Andrew Feldman walks No Priors through wafer-scale chips, a $20 billion OpenAI deal, and why a dinner-plate processor only mattered once AI became an everyday tool.
38:01ENNo Priors: AI, Machine Learning, Tech, & Startups· 14 mai 2026Podcast · 2 voixThe Philippines Gifted America 4,000 Acres. Pax Silica Wants to Make the AI Supply Chain a BusinessAnime : Sarah Guo, Elad GilUS Under Secretary Jacob Helberg on a 14-country coalition, a diplomatic industrial zone in the Philippines, and why Washington is putting companies—not ministries—in the driver's seat.
4:18:22EN
Lex Fridman· 6 mai 2026Podcast · 2 voixEvery Cycle Matters: The Volunteers Who Decode Almost All Internet VideoInvité : FFmpeg · Anime : Lex FridmanLex Fridman talks with Jean-Baptiste Kempf and Kieran Kunhya about FFmpeg, VLC, handwritten assembly, and the unpaid crew behind YouTube, Netflix, and a rover on Mars.
42:57ENNo Priors: AI, Machine Learning, Tech, & Startups· 1 mai 2026Podcast · 2 voixInference Is the Last Market: Baseten’s 30x YearAnime : Sarah Guo, Elad GilCEO Tuhin Srivastava on a billion-dollar inference cloud, why the app layer survives, and a GPU crunch worse than the narrative.
1:15:19EN20VC with Harry Stebbings· 14 avr. 2026Podcast · 2 voixAnj Midha on Anthropic, Compute Bottlenecks and Building Frontier AIInvité : Anjney Midha · Anime : Harry StebbingsThe AMP founder recounts Anthropic’s early fundraising and explains his investment thesis around scientific feedback, compute coordination and AI infrastructure.
44:01ENNo Priors: AI, Machine Learning, Tech, & Startups· 9 avr. 2026Podcast · 2 voixA millionth of a penny: Jeremy Allaire on the payment rails of the agentic economyAnime : Sarah Guo, Elad GilCircle's CEO tells No Priors why stablecoins and a purpose-built chain, not the legacy banking stack, are the money layer for software that buys and sells on its own.
2:25:58ENLex Fridman· 23 mars 2026Podcast · 2 voixAGI Is Already Here. Building NVIDIA Is Not.Invité : Jensen Huang · Anime : Lex FridmanLex Fridman sits down with Jensen Huang for two and a half hours on extreme co-design, CUDA, four scaling laws, and why a $1 billion AI company is easier than a durable one.
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Zhang Xiaojun Podcast· 18 nov. 2025Podcast · 2 voix刘先明：拆掉语言，让物理 AI 回到数据与动作Invité : 刘先明 · Anime : 张小珺小鹏自动驾驶中心负责人刘先明解释，为什么 VLA 训练中间的语言监督会成为效率瓶颈，以及他如何推动小鹏从自动驾驶团队转向物理 AI。访谈也谈到规模化数据、组织变革、量产安全与自动驾驶的下一阶段。
31:57ENNo 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.
4:34:10ENLex 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.
40:54ENNo 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.Charger plus24 sur 53 affichés