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268 件
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36:48EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025年7月31日ポッドキャスト · 2 人The Weekend DeepSeek Dropped, the White House Calledホスト 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.企業と戦略AI Strategyインフラとデプロイ+3
58:47EN
Jane Street· 2025年7月28日Daniel Pontecorvo on Cooling Trading Infrastructure and WorkspacesYaron Minsky, Daniel Pontecorvo · Jane StreetFrom dense GPU racks to movable desks, Jane Street’s physical engineering team designs around heat, power, failure and human comfort.インフラとデプロイEnergyオブザーバビリティと信頼性+1
スライド0:26EN
Matthew Berman· 2025年7月4日xAI’s Memphis Expansion and an Overseas Power Plant, According to Dylan PatelMatthew Berman, Dylan Patel · Forward FutureMatthew Berman highlights Elon Musk’s response to Dylan Patel’s description of xAI’s computing and power plans in July 2025.インフラとデプロイEnergyAI Strategy
1:02:17EN
Matthew Berman· 2025年6月30日Dylan Patel on AI Labs, Chip Competition and the Race for SuperintelligenceMatthew Berman, Dylan Patel · Forward FutureThe SemiAnalysis founder discusses Meta’s AI talent drive, OpenAI’s Microsoft relationship, Apple’s strategy, accelerator economics and the future of work.AI StrategySemiconductorsインフラとデプロイ+2
40:33EN
Sequoia Capital· 2025年6月24日ポッドキャストFifty People in Slack. Four Minutes to the Smoking Gun.Traversal's co-founders on turning DevOps heart attacks into agent-run root cause analysis — and why observability's second-largest software spend still leaves troubleshooting as a whodunit.評価とオブザーバビリティオブザーバビリティと信頼性エージェント工学+3
54:53EN
Unsupervised Learning: With Jacob Effron· 2025年6月17日ポッドキャストA Free Voting Board Burned $2 Million. Then It Raised $100 Million.ホスト Jacob EffronDatabricks co-founder Ion Stoica explains why LMArena exists, why China is winning open-source models, and why reliability—not another scaling law—is still the thing holding AI back.評価とオブザーバビリティ評価(Evals)Benchmarks+3
0:59EN
Matthew Berman· 2025年6月10日Satya Nadella on AI's Energy Use and Social PermissionMatthew Berman, Satya Nadella · Forward FutureIn a short interview excerpt, Microsoft's CEO argues that the technology industry must deliver broad benefits as its energy demand grows.EnergyAI Strategyインフラとデプロイ
0:36EN
Matthew Berman· 2025年5月2日How Much Electricity Will AI Data Centers Use?Matthew Berman, Eric Schmidt · Forward FutureMatthew Berman highlights Eric Schmidt's congressional testimony and asks about AI's power demand. The dramatic 99% figure lacks a specified time frame and geographic scope in the quoted testimony.EnergyインフラとデプロイAI Strategy
2:10:07EN
Cognitive Revolution "How AI Changes Everything"· 2025年4月23日ポッドキャストA $30,000 Operation Could Knock a $10 Billion Superintelligence Data Center Offline for a Yearホスト Nathan LabenzGladstone AI’s Jeremy and Edouard Harris inventory what an American Manhattan Project for superintelligence would actually have to secure — and what it would cost in concrete, supply chains, and civil liberties.セキュリティと安全性AI security安全性とガバナンス+3
27:45EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025年4月3日ポッドキャスト · 2 人Nasdaq Down 8% and Ghibli Everywhere: AI Is Already in Inning Threeホスト Sarah Guo, Elad GilSarah Guo and Elad Gil on the latest image-gen wow cycle, why public-market panic is mostly noise for software startups, and where specialized models still have room.企業と戦略AI StrategyGenerative media+3
スライド 2 枚1:14EN
Matthew Berman· 2025年3月27日NVIDIA NIM Microservices Bring Packaged AI Models to RTX PCsMatthew Berman · Forward FutureIn an NVIDIA-sponsored short, Matthew Berman introduces local AI microservices, compatible applications and the planned PDF-to-podcast workflow.インフラとデプロイLocal inferenceAI agents
45:06EN
Unsupervised Learning: With Jacob Effron· 2025年3月5日ポッドキャストMike Schroepfer: AI’s Bottleneck Is Electricity, and One Tanker of Fusion Fuel Could Power the U.S. for a Yearホスト Jacob EffronMeta’s former CTO tells Redpoint why hyperscaler demand is the climate story, why Llama was an access play, and why tomorrow’s CTO still lives or dies on a priority queue.インフラとデプロイAI StrategyOpen-weight models+3
1:18:09EN
20VC with Harry Stebbings· 2025年2月24日ポッドキャスト · 2 人Steeve Morin on AI Inference, Chips and the Cost of Switching Hardwareゲスト Steeve Morin · ホスト Harry StebbingsThe ZML founder explains the difference between training and production inference and offers a competitive view of the AI hardware market.インフラとデプロイInferenceAI cost & performance+2
スライド 5 枚2:36:13ZH
Zhang Xiaojun Podcast· 2025年2月23日ポッドキャスト · 2 人松琳解读 DeepSeek、Kimi 与 MiniMax 的注意力机制ゲスト Songlin Yang(松琳) · ホスト 张小珺从动态稀疏注意力到线性混合架构,理解长上下文模型如何在效果、内存访问和硬件效率之间取舍。モデルと学習AI researchAI cost & performance+1
54:55EN
Cognitive Revolution "How AI Changes Everything"· 2025年2月22日ポッドキャストNew Jersey Cut Phone Waits from 40 Minutes to 90 Secondsホスト Nathan LabenzGovernor Phil Murphy on the state AI assistant, a Princeton hub, and why he wants the best catcher's mitt in the country when superhuman systems arrive.企業と戦略AI Strategyエンタープライズ AI+3
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
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