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123 件並び順
34:35ENSemiAnalysis on ASML's Hybrid-Bonding Patents, HBM Economics and the Next Tool Ecosystemゲスト Sherry Zhang, Howie · ホスト 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.
1:09:00ENDwarkesh Patel: What will computer chips look like in 2045?ゲスト Chris Auth, Kevin Fischer, Jack Kavalieros, Tyler Osborn, Pushkar Ranade, Gary Dickerson, Peter Wennink, Elon Musk · ホスト 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.
57:47ENPeter Thiel on AI Acceleration, Global Power, and the Values of Its Buildersゲスト Peter Thiel · ホスト Walter IsaacsonWalter Isaacson challenges Peter Thiel on AI risk, concentrated power, and the moral responsibilities of visionary founders. Thiel argues that stopping progress carries dangers of its own.
31:00ENWhy AI Labs Keep Racing Despite Their Own Warnings of a Major BreachSam Altman, John Schulman · OpenAIAI Explained examines weakening safeguards, the incentives behind the frontier race, and why research breakthroughs make the next 18 months difficult to forecast.
2:09:42ENA Frontier Pause Would Help. America Will Not Sign One That Only Pauses the Frontierホスト Nathan LabenzCarnegie fellow Anton Leicht tells Nathan Labenz why a six-month slowdown is technically overdue, why US-China incentives block it, and how Europe can still trade compute and ASML for a seat at the table.
3:15:53ENThe Goal Is Pax Robotica, Not Winning the AI Raceホスト Nathan LabenzAfter two weeks in China, Nathan Labenz argues the United States should trade chips for robots, keep a shared AI paradigm, and aim for mutual abundance instead of another sword of Damocles.
37:07ENArm’s 98.5% margin business just started shipping chipsホスト Sarah Guo, Elad GilCEO Rene Haas tells No Priors why the IP company built a physical CPU for Meta, and why CPUs still sit at the center of AI systems.
2:23:43ENHe Bought an Android, Two SIMs, and Left Claude Watching His Inboxホスト Nathan LabenzNathan Labenz asked a dozen friends how to visit China and got two irreconcilable answers.
3:51:47ENForty-Six Percent of Emperors Were Overthrown. The Empire Lasted Anywayゲスト Anthony Kaldellis · ホスト Lex FridmanHistorian Anthony Kaldellis walks Lex Fridman through 2,200 years of Roman history and argues that what we call Byzantium was Rome itself.
38:01ENThe Philippines Gifted America 4,000 Acres. Pax Silica Wants to Make the AI Supply Chain a Businessホスト Sarah Guo, Elad GilUS Under Secretary Jacob Helberg on a 14-country coalition, a diplomatic industrial zone in the Philippines, and why Washington is putting companies—not ministries—in the driver's seat.
1:34:42ENA $500 Kernel, a Ten-Month Village, and the Temper of Agentsホスト Nathan LabenzJames Zou, Sam Hammond, and Shoshannah Tekofsky on science agents, America's knowledge-work bet, and what models actually do when you leave them alone.
1:43:19ENA $100 Million Super PAC Named Him Public Enemy Number One. Donations Went Up.ホスト Nathan LabenzIn the second half of Cognitive Revolution’s year-end live show, Assemblymember Alex Bores, former White House adviser Dean Ball, and forecaster Peter Wildeford argue over state AI laws, chip sales to China, and what 2026 will actually feel like.
1:09:48ENChina's AI Labs Went From 15 to Six. The Compute Gap Is 15-to-1.ホスト Jacob EffronJordan Schneider tells Unsupervised Learning that Chinese models were a private-capital story, that Beijing still thinks in hardware, and that the West's real edge is chips it can serve — not a state master plan.
2:36:55ENOne Second of Fuel: David Kirtley on Fusion Power by 2028ゲスト David Kirtley · ホスト Lex FridmanThe Helion Energy CEO walks Lex Fridman from 1958 theta pinches to a Microsoft contract that wants first electrons on the grid in 2028.
2:49:12ENWhy China's Master Plan for AI Never Mentions AGIホスト Nathan LabenzBeijing-based Concordia AI CEO Brian Tse on China's safety rules, chip strategy, and why the two ecosystems look more alike than Washington assumes.
4:25:44ENThe Wehrmacht's Secret Ingredient Was Methamphetamineゲスト Norman Ohler · ホスト Lex FridmanHistorian Norman Ohler tells Lex Fridman how Pervitin, Hitler's doctor, and LSD change the story of World War II without turning drugs into a single cause.
58:25ENA construction permit that took four months now takes three minutesホスト Sarah Guo, Elad GilJared Kushner talks with Sarah Guo and Elad Gil about Affinity Partners, the AI firm BrainCo, and how capital, energy, and Middle East diplomacy now run through AI.
40:54ENSeventeen 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.
10:26:31ENThe War on Terror's Only Gift Was Better Luke Skywalker Handsゲスト Scott Horton · ホスト Lex FridmanScott Horton walks Lex Fridman through fifty years of U.S. wars, from Vietnam Syndrome to Ukraine, and argues the machinery never stops because it is not supposed to.
2:04:27ENA 10% Chance of an AI-Enabled Coup in the Next 30 Yearsホスト Nathan LabenzTom Davidson maps three ways superintelligent systems could help a head of state or a lab CEO lock in power—and argues the window for building safeguards is short.
1:49:29ENChina Is Not Run by One Person. It Is a Mayor Economyゲスト Keyu Jin · ホスト Lex FridmanEconomist Keyu Jin on local GDP races, DeepSeek, tariffs, Jack Ma, and why Western collapse forecasts keep missing the country they describe.
3:17:35ENTen 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.
1:14:05ENSullivan boils US-China AI competition down to four buckets, four examples, and a path he calls boringホスト Nathan LabenzThe former national security advisor treats transformative AI as a planning assumption, not a prophecy, and wants Washington to compete hard with Beijing without pretending a grand bargain will cure the rivalry.
1:45:00ENAmerica 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.
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