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218 件
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スライド 5 枚2:14:35EN
Matthew Berman· 2025年10月25日Optical AI, Search Visibility and the Economics of the AI BoomMatthew Berman, Nick, Francesca Parmigiani, Alex Sherman, Matt Wolfe, Siqi Chen · Forward FutureA 2025 livestream examines Microsoft’s optical computing research, how AI changes marketing and shopping, and debates over superintelligence and AI investment.AI researchAI Strategyインフラとデプロイ+2
1:16:53EN
Unsupervised Learning: With Jacob Effron· 2025年10月24日ポッドキャストKarpathy Called Today's Models Slop. His Decade Timeline Still Sounds Bullishホスト Jacob EffronDatology AI's Ari Morcos and Radical Ventures' Rob Toews walk through Karpathy's cold water, OpenAI's dealmaking, and who actually pays for the data-center boom.企業と戦略AI StrategyCompany Building+3
スライド 3 枚14:07EN
Matthew Berman· 2025年10月23日Inside Cerebras’s Oklahoma City AI Data CenterMatthew Berman, Andrew Feldman, Billy Wooten · Forward FutureMatthew Berman tours the facility with Cerebras CEO Andrew Feldman and Scale Data Centers COO Billy Wooten, exploring wafer-scale chips, liquid cooling and backup power. Their performance and expansion figures are presented as company claims from 2025.SemiconductorsインフラとデプロイInference+2
スライド 5 枚16:12EN
Matthew Berman· 2025年10月18日AI News in October 2025: Claude Skills, DGX Spark and a Proposed AGI MeasureMatthew Berman, Jensen Huang, Elon Musk, Jeff Bezos · Forward FutureMatthew Berman reviews product announcements, early research and predictions, from reusable agent skills to orbital data centers.Agent skillsAI researchインフラとデプロイ+2
31:57EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025年10月15日ポッドキャスト · 2 人Peak 700 GW, average 300 GW: Base Power is wiring home batteries into a power plantホスト Sarah Guo, Elad GilZach Dell tells Elad Gil how a $1.3 billion raise, a Texas-only retail business, and a Tesla-and-SpaceX hiring bench are meant to cut the cost of moving an electron.インフラとデプロイCompany BuildingAI cost & performance+3
44:09EN
Matthew Berman· 2025年10月8日Greg Brockman on Compute, Sora 2 and the Path to AGIMatthew Berman, Greg Brockman · Forward FutureMatthew Berman interviews OpenAI’s Greg Brockman about infrastructure constraints, proactive AI, developer risk and the future of work.AI agentsインフラとデプロイGenerative media+2
1:20:12EN
20VC with Harry Stebbings· 2025年10月6日ポッドキャスト · 2 人Cerebras CEO Andrew Feldman on AI Chips, Demand and Infrastructure Riskゲスト Andrew Feldman · ホスト Harry StebbingsFeldman discusses Cerebras financing, chip design and data centers, while weighing talent, energy and market concentration.SemiconductorsインフラとデプロイInference+2
4:34:10EN
Lex Fridman· 2025年9月30日ポッドキャスト · 2 人Pavel Durov Built Telegram for a Billion People. He Still Won't Carry a Phone.ゲスト Pavel Durov · ホスト Lex FridmanIn a four-and-a-half-hour conversation with Lex Fridman, the Telegram founder traces freedom from a childhood move out of the Soviet Union to a French jail cell, a poisoning, and a 40-person engineering team.企業と戦略Company BuildingProduct Strategy+3
1:31:19EN
20VC with Harry Stebbings· 2025年9月29日ポッドキャスト · 2 人Groq Founder Jonathan Ross on AI Compute, Chip Competition and Energyゲスト Jonathan Ross · ホスト Harry StebbingsRoss explains his view of inference demand, custom chips and infrastructure economics, and makes predictions about AI’s effects on markets and work.InferenceSemiconductorsAI cost & performance+2
スライド 2 枚0:58EN
Matthew Berman· 2025年9月26日Microsoft’s Nebius GPU Infrastructure AgreementMatthew Berman · Forward FutureIn a sponsored video, Matthew Berman discusses a 2025 infrastructure agreement and Nebius’s AI services.インフラとデプロイAI cost & performanceモデルと学習
1:32:47EN
Cognitive Revolution "How AI Changes Everything"· 2025年9月13日ポッドキャストA transformer co-author wants a $160 million model no company ownsホスト Nathan LabenzIllia Polosukhin tells Nathan Labenz how NEAR turned a payments headache into a stack for private inference, shared-revenue training, and AI agents that still answer to a court.インフラとデプロイInferenceAI security+3
59:06EN
Unsupervised Learning: With Jacob Effron· 2025年9月10日ポッドキャストInference Costs Fell 100x. Tri Dao Says There's Another 10x — and NVIDIA's 90% Won't Holdホスト Jacob EffronThe FlashAttention author and Together AI chief scientist on why hardware portability is a myth, how Claude Code made him 1.5x faster, and why workloads will split the chip market.インフラとデプロイInferenceAI cost & performance+3
40:54EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025年8月28日ポッドキャスト · 2 人Seventeen Years of Flat Power, and a Plan to Bring the Factories Homeホスト Sarah Guo, Elad GilJacob Helberg, the under secretary of state designate for economic growth, energy, and the environment, argues that nuclear power and AI productivity—not cheap labor—are how America reshore its supply chain.企業と戦略AI Strategyインフラとデプロイ+2
1:34:58EN
20VC with Harry Stebbings· 2025年8月21日ポッドキャスト · 3 人Databricks Valuation, CoreWeave Debt and the Risks Behind AI Growthゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to discuss private valuations, fintech and the financing of AI infrastructure.Venture CapitalInvestingFintech+2
47:18EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025年8月14日ポッドキャスト · 2 人The Analyst Tracking 200 GPU Clouds Breaks Nvidia Into a Three-Headed Dragonホスト Sarah Guo, Elad GilSemiAnalysis founder Dylan Patel on OpenAI’s open-weight model, a coming neocloud wipeout, and why a chip startup has to beat Nvidia on hardware, networking, and software at once.インフラとデプロイInferenceAI cost & performance+3
3:17:35EN
Cognitive Revolution "How AI Changes Everything"· 2025年8月13日ポッドキャストTen Thousand Comments and 76 Spare Gigawatts: Four Months Writing America's AI Action Planホスト Nathan LabenzDean W. Ball spent four months as the White House's senior AI adviser, then left as the Action Plan landed — and explains how a to-do list got written inside a building that cannot run ChatGPT.企業と戦略AI Strategy安全性とガバナンス+3
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.企業と戦略AI StrategyGeopolitics+3
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.インフラとデプロイコーディングエージェントProduct Strategy+3
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
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
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