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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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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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AI Explained· 12 oct. 2026Why AI Labs Keep Racing Despite Their Own Warnings of a Major BreachSam Altman, John Schulman · OpenAIAI Explained examines weakening safeguards, the incentives behind the frontier race, and why research breakthroughs make the next 18 months difficult to forecast.
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Cognitive Revolution "How AI Changes Everything"· 15 sept. 2026PodcastA Frontier Pause Would Help. America Will Not Sign One That Only Pauses the FrontierAnime : Nathan LabenzCarnegie fellow Anton Leicht tells Nathan Labenz why a six-month slowdown is technically overdue, why US-China incentives block it, and how Europe can still trade compute and ASML for a seat at the table.
3:15:53ENCognitive Revolution "How AI Changes Everything"· 10 sept. 2026PodcastThe Goal Is Pax Robotica, Not Winning the AI RaceAnime : Nathan LabenzAfter two weeks in China, Nathan Labenz argues the United States should trade chips for robots, keep a shared AI paradigm, and aim for mutual abundance instead of another sword of Damocles.
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No 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.
2:23:43ENCognitive Revolution "How AI Changes Everything"· 27 juil. 2026PodcastHe Bought an Android, Two SIMs, and Left Claude Watching His InboxAnime : Nathan LabenzNathan Labenz asked a dozen friends how to visit China and got two irreconcilable answers.
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Lex Fridman· 30 juin 2026Podcast · 2 voixForty-Six Percent of Emperors Were Overthrown. The Empire Lasted AnywayInvité : Anthony Kaldellis · Anime : Lex FridmanHistorian Anthony Kaldellis walks Lex Fridman through 2,200 years of Roman history and argues that what we call Byzantium was Rome itself.
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.
1:34:42ENCognitive Revolution "How AI Changes Everything"· 13 févr. 2026PodcastA $500 Kernel, a Ten-Month Village, and the Temper of AgentsAnime : Nathan LabenzJames Zou, Sam Hammond, and Shoshannah Tekofsky on science agents, America's knowledge-work bet, and what models actually do when you leave them alone.
1:43:19ENCognitive Revolution "How AI Changes Everything"· 19 déc. 2025PodcastA $100 Million Super PAC Named Him Public Enemy Number One. Donations Went Up.Anime : Nathan LabenzIn the second half of Cognitive Revolution’s year-end live show, Assemblymember Alex Bores, former White House adviser Dean Ball, and forecaster Peter Wildeford argue over state AI laws, chip sales to China, and what 2026 will actually feel like.
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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.
2:36:55ENLex Fridman· 17 nov. 2025Podcast · 2 voixOne Second of Fuel: David Kirtley on Fusion Power by 2028Invité : David Kirtley · Anime : Lex FridmanThe Helion Energy CEO walks Lex Fridman from 1958 theta pinches to a Microsoft contract that wants first electrons on the grid in 2028.
2:49:12ENCognitive Revolution "How AI Changes Everything"· 18 oct. 2025PodcastWhy China's Master Plan for AI Never Mentions AGIAnime : Nathan LabenzBeijing-based Concordia AI CEO Brian Tse on China's safety rules, chip strategy, and why the two ecosystems look more alike than Washington assumes.
4:25:44ENLex Fridman· 19 sept. 2025Podcast · 2 voixThe Wehrmacht's Secret Ingredient Was MethamphetamineInvité : Norman Ohler · Anime : Lex FridmanHistorian Norman Ohler tells Lex Fridman how Pervitin, Hitler's doctor, and LSD change the story of World War II without turning drugs into a single cause.
58:25ENNo Priors: AI, Machine Learning, Tech, & Startups· 15 sept. 2025Podcast · 2 voixA construction permit that took four months now takes three minutesAnime : Sarah Guo, Elad GilJared Kushner talks with Sarah Guo and Elad Gil about Affinity Partners, the AI firm BrainCo, and how capital, energy, and Middle East diplomacy now run through AI.
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.
10:26:31ENLex Fridman· 23 août 2025Podcast · 2 voixThe War on Terror's Only Gift Was Better Luke Skywalker HandsInvité : Scott Horton · Anime : Lex FridmanScott Horton walks Lex Fridman through fifty years of U.S. wars, from Vietnam Syndrome to Ukraine, and argues the machinery never stops because it is not supposed to.
2:04:27ENCognitive Revolution "How AI Changes Everything"· 23 août 2025PodcastA 10% Chance of an AI-Enabled Coup in the Next 30 YearsAnime : Nathan LabenzTom Davidson maps three ways superintelligent systems could help a head of state or a lab CEO lock in power—and argues the window for building safeguards is short.
1:49:29ENLex Fridman· 13 août 2025Podcast · 2 voixChina Is Not Run by One Person. It Is a Mayor EconomyInvité : Keyu Jin · Anime : Lex FridmanEconomist Keyu Jin on local GDP races, DeepSeek, tariffs, Jack Ma, and why Western collapse forecasts keep missing the country they describe.
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.
1:14:05ENCognitive Revolution "How AI Changes Everything"· 9 août 2025PodcastSullivan boils US-China AI competition down to four buckets, four examples, and a path he calls boringAnime : Nathan LabenzThe former national security advisor treats transformative AI as a planning assumption, not a prophecy, and wants Washington to compete hard with Beijing without pretending a grand bargain will cure the rivalry.
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.
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.Charger plus24 sur 122 affichés