絞り込み結果
22 件並び順
1:13:26EN
20VC with Harry Stebbings· 2026年10月24日ポッドキャスト · 2 人Naveen Rao on Energy, AI Hardware, Verification and the Future of Roboticsゲスト Naveen Rao · ホスト Harry StebbingsThe Unconventional AI founder argues that energy efficiency will shape AI hardware, while the growing volume of model output makes verification more valuable.
34:35EN
SemiAnalysis· 2026年10月23日ポッドキャスト · 3 人SemiAnalysis 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.
1:00:39EN
a16z· 2026年10月23日ポッドキャスト · 3 人Amazon CEO Andy Jassy on the $220 Billion AI Buildoutゲスト Andy Jassy · ホスト Ben Horowitz, Erik TorenbergEven at roughly $220 billion of 2026 CapEx, Jassy says Amazon is still turning away AI demand. He tells Ben Horowitz and Erik Torenberg why AWS could become a trillion-dollar run-rate business, and why inference cost, custom chips, and smaller teams matter more than squeezing old customers.
1:09:00EN
Dwarkesh Patel· 2026年10月22日ポッドキャスト · 9 人Dwarkesh 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.
1:19:54EN20VC with Harry Stebbings· 2026年9月19日ポッドキャスト · 2 人Thomas Sohmers on AI Inference, Memory and Data-Center Growthゲスト Thomas Sohmers · ホスト Harry StebbingsPositron’s co-founder discusses the engineering economics of inference, his views on AI infrastructure and regulation, and the risks he sees in financing and concentration.
1:26:12EN20VC with Harry Stebbings· 2026年7月16日ポッドキャスト · 3 人20VC Roundtable on AI Competition, Enterprise Spending and Venture Capitalゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss a reported Apple lawsuit, AI pricing, memory markets and venture financing.
1:10:15EN
Sequoia Capital· 2026年6月30日ポッドキャストThe 100x lives between the layers: Dylan Patel on co-design and a 60x yearSemiAnalysis’s founder argues that matching models, kernels, and silicon is what turns a 2x here and a 2x there into 100x, while equivalent-quality inference has gotten about 60 times cheaper in a year.
45:00EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026年6月18日ポッドキャスト · 2 人Lip-Bu Tan took the hardest job in chips to save Intelホスト Sarah Guo, Elad GilThe Cadence veteran and semiconductor investor tells No Priors how he is rebuilding Intel's culture, balance sheet, and foundry, and why he still wants a 10x from here.
1:07:45EN20VC with Harry Stebbings· 2026年5月26日ポッドキャスト · 2 人Andrew Feldman on AI Chips, Data Centers and Compute Demandゲスト Andrew Feldman · ホスト Harry StebbingsCerebras’s CEO discusses memory supply, inference speed, community impacts and US chip policy.
1:22:49ENBryan Cantrill: Why Software and Hardware Must Be Designed TogetherBryan Cantrill · Oxide Computer CompanyFrom a stubborn CPU reset to disappearing drives, Oxide’s cofounder makes the case for designing and debugging computing systems across the hardware–software boundary.
1:20:57ENMatt Godbolt: Inside Skylake’s Out-of-Order PipelineMatt GodboltA guided tour of instruction decoding, register renaming, execution and memory ordering, grounded in reverse engineering and careful measurements.
1:20:12EN20VC 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.
1:31:19EN20VC 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.
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.
39:03ENNo Priors: AI, Machine Learning, Tech, & Startups· 2024年2月29日ポッドキャスト · 2 人MI300 Leads Inference by 2x: AMD's CTO on Winning Chip Competition Without a Walled Gardenホスト Sarah Guo, Elad GilWhen Mark Papermaster became AMD's CTO in fall 2011, nearly all of the company's revenue sat on PCs and gaming, Moore's Law was slowing, and everyone knew it needed a turnaround.
1:09:10EN
Lex Fridman· 2022年4月27日ポッドキャスト · 2 人The Same Snapdragon That Flies on Mars Powers a Galaxy Phoneゲスト Cristiano Amon · ホスト Lex FridmanQualcomm CEO Cristiano Amon talks with Lex Fridman about 5G, Snapdragon, cars, the chip shortage, and how to map the border of your own competence.
59:26ENAndy Ray on FPGAs, Hardware Design and HardcamlYaron Minsky, Andy Ray · Jane StreetJane Street’s hardware design lead explains why programmable circuits can improve performance and how software tooling makes them easier to build and test.
26:02ENLex Fridman· 2020年2月9日ポッドキャストMoore’s Law Is Not Dead—It Is a Cascade of S-Curvesホスト Lex FridmanJim Keller explains why transistor scaling keeps outrunning its obituary, and how exponential hardware changes the mathematics AI can attempt.
1:34:44ENLex Fridman· 2020年2月5日ポッドキャスト · 2 人Moore's Law Has Been About to Die for Forty Yearsゲスト Jim Keller · ホスト Lex FridmanChip architect Jim Keller tells Lex Fridman why a cascade of diminishing-return curves still looks exponential, why you rewrite the CPU every five years, and why driving a car is not a super-hard problem.
47:18ENUnboxed Types and Memory Layouts for OCamlStephen · Jane StreetStephen explains a proposed type-system extension for controlling data representation while retaining OCaml’s fast separate compilation.
1:02:34ENAndy Ray on Designing and Running OCaml on FPGAsAndy Ray · Jane StreetHardCaml turns OCaml into a hardware design language. Andy Ray explains FPGA fundamentals, simulation and verification, then demonstrates an OCaml software stack running on a soft CPU.
1:30:18ENLex FridmanポッドキャストNight Markets and Chip Foundries: A Week in Taiwan with Jensen Huangホスト Lex FridmanLex Fridman follows NVIDIA's CEO through Computex, street food and long chats about Taiwan's tech history, export controls and how to choose business partners.