絞り込み結果
220 件並び順
1:45:00EN
Cognitive Revolution "How AI Changes Everything"· 2025年8月6日ポッドキャストAmerica Holds 45% of the World's Data Centers. Everyone Else Must Build, Buy, or Allyホスト 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.
1:01:00EN
Sequoia Capital· 2025年8月5日ポッドキャストv0 Hit 3 Million Users. Vercel’s CEO Says Pages Will Be Generated On Demand Within Five YearsFor a company that sells cloud hosting and frontend tools, one of the fastest-growing signup channels is ChatGPT.
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.
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.
40:33ENSequoia 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.
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.
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.
0:36ENMatthew 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.
2:10:07ENCognitive 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.
27:45ENNo 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.
45:06ENUnsupervised 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.
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.
54:55ENCognitive 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.
1:25:52EN20VC 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.
2:16:17ENCognitive 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.
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.
7:57ENMatthew 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.
1:24:57ENUnsupervised 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.
23:37ENNo 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.
27:07ENNo 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.
2:11:15ENCognitive 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.
1:01:48EN20VC 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.
55:50ENUnsupervised 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.
42:21ENNo 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.もっと見る220 件中 24 件を表示