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34:35EN
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.
1:00:39EN
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.
1:09:00EN
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.
1:27:05EN
20VC with Harry Stebbings· 9 juil. 2026Podcast · 3 voix20VC on AI Regulation, Compute Economics and Enterprise AdoptionInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported AI policy proposals, infrastructure spending, software deployment and startup liquidity.
29:36ENJane Street on GPU Infrastructure, Trading and HiringDwarkesh Patel, Ron Minsky, Dan Pontecorvo · Dwarkesh PatelDwarkesh Patel speaks with Ron Minsky and Dan Pontecorvo about trading at different speeds, building data centers and expanding compute and teams.
15:48ENInside Jane Street’s Texas AI Data CenterDwarkesh Patel, Yaron Minsky, Daniel Pontecorvo · Dwarkesh PatelDwarkesh Patel tours a 4,032-GPU training facility with Ron Minsky and Dan Pontecorvo, examining liquid cooling, power distribution and operational safeguards.
1:24:44ENForward Future Live: Portable AI Infrastructure, Software and Formal ProofMatthew Berman, Nick Wentz, Tim Davis, Joseph Floyd, Carina Hong · Forward FutureTim Davis, Joseph Floyd and Carina Hong join Matthew Berman and Nick Wentz for a February 2026 discussion.
1:52:38ENOpen Models, AI Infrastructure, and Search: Four PerspectivesMatthew Berman, Nick Wentz, Himanshu Tyagi, Misha Laskin, Bryan Catanzaro, Robby Stein · Forward FutureForward Future speaks with leaders from Sentient, Reflection AI, NVIDIA, and Google about openness, scaling, safety, and AI-powered search.
1:34:58EN20VC 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.
51:11ENInside Groq’s LPU: Compilers, Chip Networks and Fast InferenceMatthew Berman, Andrew Ling, Igor Arsovski · Forward FutureGroq engineers Andrew Ling and Igor Arsovski explain their hardware and software design in a sponsored 2024 interview.
1:06:51ENMarius Eriksen: Reflow for Incremental Cloud Data ProcessingMarius Eriksen · GRAILA functional language and runtime turn data workflows into typed programs, reuse prior results and provision cloud resources on demand.