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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.
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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.
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.
1:10:15EN
Sequoia Capital· 30 juin 2026PodcastThe 100x lives between the layers: Dylan Patel on co-design and a 60x yearSemiAnalysis’s founder argues that matching models, kernels, and silicon is what turns a 2x here and a 2x there into 100x, while equivalent-quality inference has gotten about 60 times cheaper in a year.
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No 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.
42:21ENNo Priors: AI, Machine Learning, Tech, & Startups· 12 déc. 2024Podcast · 2 voixThey Cooled 5,000 Watts per Square Centimeter in Space. Now Diamond Goes on AI ChipsAnime : Sarah Guo, Elad GilAkash Systems founders Felix Ejeckam and Ty Mitchell tell Sarah Guo why heat is the real limiter on AI, and how lab-grown diamond bonded to semiconductors is their answer.
39:03ENNo Priors: AI, Machine Learning, Tech, & Startups· 29 févr. 2024Podcast · 2 voixMI300 Leads Inference by 2x: AMD's CTO on Winning Chip Competition Without a Walled GardenAnime : Sarah Guo, Elad GilWhen Mark Papermaster became AMD's CTO in fall 2011, nearly all of the company's revenue sat on PCs and gaming, Moore's Law was slowing, and everyone knew it needed a turnaround.
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Lex Fridman· 27 avr. 2022Podcast · 2 voixThe Same Snapdragon That Flies on Mars Powers a Galaxy PhoneInvité : Cristiano Amon · Anime : Lex FridmanQualcomm CEO Cristiano Amon talks with Lex Fridman about 5G, Snapdragon, cars, the chip shortage, and how to map the border of your own competence.
26:02ENLex Fridman· 9 févr. 2020PodcastMoore’s Law Is Not Dead—It Is a Cascade of S-CurvesAnime : Lex FridmanJim Keller explains why transistor scaling keeps outrunning its obituary, and how exponential hardware changes the mathematics AI can attempt.
1:34:44ENLex Fridman· 5 févr. 2020Podcast · 2 voixMoore's Law Has Been About to Die for Forty YearsInvité : Jim Keller · Anime : Lex FridmanChip architect Jim Keller tells Lex Fridman why a cascade of diminishing-return curves still looks exponential, why you rewrite the CPU every five years, and why driving a car is not a super-hard problem.
1:30:18ENLex FridmanPodcastNight Markets and Chip Foundries: A Week in Taiwan with Jensen HuangAnime : Lex FridmanLex Fridman follows NVIDIA's CEO through Computex, street food and long chats about Taiwan's tech history, export controls and how to choose business partners.