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187 件
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1:25:52EN
20VC with Harry Stebbings· 2025年2月17日ポッドキャスト · 2 人Jonathan Ross on Groq, Inference Economics and the AI Infrastructure Raceゲスト Jonathan Ross · ホスト Harry StebbingsThe Groq CEO explains his bet on inference chips, compares his company’s architecture with GPUs, and discusses the financing and power needed to scale.インフラとデプロイモデルと学習AI cost & performance+2
2:16:17EN
Cognitive Revolution "How AI Changes Everything"· 2025年2月5日ポッドキャストA 10B Model Trained Across Three Continents — and an H200 for $1.49 an Hourホスト Nathan LabenzPrime Intellect's founders lay out a four-step plan to turn spare global GPUs into collectively owned intelligence, and argue that reinforcement learning just made their job easier.インフラとデプロイDistributed training & inferenceAI cost & performance+3
5:06:18EN
Lex Fridman· 2025年2月2日ポッドキャストDeepSeek's $5 million training claim and the five-year bet on computeホスト Lex FridmanDylan Patel and Nathan Lambert walk Lex Fridman through DeepSeek-V3 and R1, export controls, TSMC, megaclusters, and who actually makes money in the AI race.企業と戦略Open-weight modelsPretraining & midtraining+3
スライド 2 枚7:57EN
Matthew Berman· 2025年1月22日Stargate’s 2025 Announcement and the OpenAI–Microsoft PartnershipMatthew Berman · Forward FutureMatthew Berman reviews the planned US AI infrastructure project and a contemporaneous change to compute arrangements.インフラとデプロイOpenAIAGI(汎用人工知能)+1
1:24:57EN
Unsupervised Learning: With Jacob Effron· 2025年1月21日ポッドキャストA 50,000-GPU cap and a 1,700-chip loopholeホスト Jacob EffronSemiAnalysis founder Dylan Patel walks through the AI diffusion rule, China’s compute squeeze, and how xAI stood up a 100,000-GPU cluster in a closed Memphis appliance factory.インフラとデプロイAI RegulationGeopolitics+3
23:37EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025年1月9日ポッドキャスト · 2 人A Hundred GPUs in Seconds: Why Modal Threw Out Docker and Kubernetesホスト Sarah Guo, Elad GilErik Bernhardsson tells Elad Gil that AI inference is too bursty for year-long GPU contracts, and that the cloud should feel as fast as a laptop.インフラとデプロイInferenceAI cost & performance+3
27:07EN
No Priors: AI, Machine Learning, Tech, & Startups· 2024年12月26日ポッドキャスト · 2 人After adding $100 billion a month, Jensen Huang says NVIDIA is selling the data centerホスト Sarah Guo, Elad GilSarah Guo and Elad Gil clip their favorite 2024 No Priors conversations into a year-end reel of NVIDIA, Karpathy, Sierra, Sora, Waymo, Figma, and Scale.企業と戦略AI Strategyインフラとデプロイ+3
2:11:15EN
Cognitive Revolution "How AI Changes Everything"· 2024年12月25日ポッドキャストA 50% Chance of Extinction — and a $50 GPT-4 for Everyoneホスト Nathan LabenzEmad Mostaque tells Nathan Labenz why he puts p(doom) at even odds, why a five-watt model changes the energy debate, and how the Intelligent Internet would fund universal basic AI with a Bitcoin-like token.企業と戦略安全性とガバナンスExistential Risk+3
1:01:48EN
20VC with Harry Stebbings· 2024年12月16日ポッドキャスト · 2 人Reid Hoffman on Trade, AI, Energy and the Incoming Trump Administrationゲスト Reid Hoffman · ホスト Harry StebbingsThe investor discusses political risks and opportunities, competition in AI, nuclear energy and the role of venture capital in a wide-ranging December 2024 interview.Venture CapitalAI Strategy安全性とガバナンス+2
55:50EN
Unsupervised Learning: With Jacob Effron· 2024年12月16日ポッドキャストThere will not be one model. Fireworks is betting on hundreds of small expertsホスト Jacob EffronPyTorch veteran Lin Qiao argues that inference is a compound system hyperscalers cannot buy their way through, and that the products with real traction still keep a human in the loop.インフラとデプロイInferenceModel routing & gateways+3
42:21EN
No Priors: AI, Machine Learning, Tech, & Startups· 2024年12月12日ポッドキャスト · 2 人They Cooled 5,000 Watts per Square Centimeter in Space. Now Diamond Goes on AI Chipsホスト 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.インフラとデプロイAI cost & performanceSemiconductors+1
スライド 8 枚27:16EN
Jane Street· 2024年11月15日Tudor Brindus on Finding and Reducing System JitterTudor Brindus · Jane StreetA memory ping-pong benchmark reveals how virtualization, interrupts, CPU frequency changes and speculation can disrupt low-latency systems.Software engineeringオブザーバビリティと信頼性インフラとデプロイ
36:49EN
No Priors: AI, Machine Learning, Tech, & Startups· 2024年11月7日ポッドキャスト · 2 人Jensen Huang: NVIDIA Is No Longer Building Computers. It Is Building AI Factoriesホスト Sarah Guo, Elad GilOn No Priors, NVIDIA’s CEO walks through hyper Moore’s law, NVLink, a 100,000-GPU cluster stood up in weeks, and why tokens are the new commodity.インフラとデプロイAI cost & performanceInference+3
スライド1:00EN
Matthew Berman· 2024年10月31日AI Growth and the Pressure on Electricity InfrastructureMatthew Berman · Forward FutureMatthew Berman considers how the power demands of AI and data centers could affect grids, emissions and competition for resources.Energyインフラとデプロイ
44:30EN
No Priors: AI, Machine Learning, Tech, & Startups· 2024年10月24日ポッドキャスト · 2 人100,000 Rides a Week, Six Times Fewer Airbag Crashes: Waymo’s Co-CEO on Eighteen Years of Full Autonomyホスト Sarah Guo, Elad GilDmitri Dolgov tells No Priors how a dozen Googlers, ten 100-mile routes, and a 2013 refusal to settle for driver assist became a rider-only service with an insurer-audited safety record.インフラとデプロイAutonomous Driving安全性とガバナンス+3
1:06:23EN
Jane Street· 2024年10月14日Sylvain Gugger on Accelerating ML Models and Reproducing ResultsYaron Minsky, Sylvain Gugger · Jane StreetFrom learning-rate schedules to GPU bottlenecks and noisy market data, Sylvain Gugger explains how he approaches practical machine-learning performance.機械学習の基礎GPU programming & kernels開発ワークフローとテスト+1
1:19:00EN
20VC with Harry Stebbings· 2024年10月7日ポッドキャスト · 2 人Eiso Kant on Poolside, Compute and AI for Software Developmentゲスト Eiso Kant · ホスト Harry StebbingsPoolside’s CTO explains code-execution feedback, the cost of model development and his company’s ambitions in the AI race.AI researchコーディングエージェントモデルと学習+2
スライド 2 枚23:52EN
Matthew Berman· 2024年9月4日AI News in September 2024: Compute Clusters, Agents and AI PaymentsMatthew Berman · Forward FutureMatthew Berman reviews early reports on future models, a Minecraft simulation, mixed-reality devices and agent transactions.Multi-agent systemsインフラとデプロイAgentic commerce+2
42:59EN
No Priors: AI, Machine Learning, Tech, & Startups· 2024年8月29日ポッドキャスト · 2 人AWS Is a $100 Billion Cloud. Matt Garman Still Sees a 10x Migration Aheadホスト Sarah Guo, Elad GilAmazon Web Services’ new CEO tells No Priors why 85 percent of workloads are still on-prem, how Bedrock was built from three bets, and why startups remain the company’s growth engine.インフラとデプロイエンタープライズ AIAI Strategy+3
42:42EN
No Priors: AI, Machine Learning, Tech, & Startups· 2024年8月22日ポッドキャスト · 2 人Ethereum Once Held Two Thousand GPT-3 Clusters of GPUsホスト Sarah Guo, Elad GilFoundry CEO Jared Quincy Davis on idle H100s, why today's AI cloud is still colocation, and how compound systems move work off giant interconnected clusters.インフラとデプロイAI cost & performanceDistributed training & inference+3
50:33EN
Sequoia Capital· 2024年8月20日ポッドキャストThe 40% data-center save started with an email that ended in a question markPhaidra founder Jim Gao tells Sequoia how an AlphaGo-inspired bet at Google became reinforcement learning that runs billion-dollar plants.インフラとデプロイReinforcement LearningData quality & curation+3
39:18EN
Sequoia Capital· 2024年8月13日ポッドキャストOpen and Closed Will Tie at the Same Size: PyTorch's Former Lead on Fast InferenceA six-month library swap at Meta became a five-year rebuild. Lin Qiao wants the rest of the industry to get that stack in five weeks.インフラとデプロイInferenceファインチューニング+3
1:13:02EN
20VC with Harry Stebbings· 2024年8月5日ポッドキャスト · 2 人David Cahn on AI Infrastructure, Capital Spending and Venture Convictionゲスト David Cahn · ホスト Harry StebbingsThe Sequoia investor examines data centers, chips and power before explaining how he evaluates companies and builds conviction.AI cost & performanceインフラとデプロイEnergy+2
3:18EN
Jane Street· 2024年8月1日Rory on Production Engineering and Incident Support at Jane StreetRory · Jane StreetA production engineer describes monitoring order engines, responding to outages and building a supportive team.オブザーバビリティと信頼性インフラとデプロイCareers+1
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