絞り込み結果
32 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.
1:25:33EN
Latent Space· 2026年10月22日ポッドキャスト · 2 人Why GPU Capacity Comes in Three-Year Rectangles — Erik Bernhardsson, Modalゲスト Erik Bernhardsson · ホスト Vibhu SapraModal’s CEO tells Latent Space why AI demand almost never looks like a three-year GPU contract, how the company pools compute across thousands of customers, and why sandboxes grew from a product they almost killed into a third of revenue.
1:19:50EN20VC with Harry Stebbings· 2026年10月19日ポッドキャスト · 2 人Sameer Dholakia on AI Investing, Bessemer's Growth Strategy and Company Cultureゲスト Sameer Dholakia · ホスト Harry StebbingsThe Bessemer partner explains his approach to pricing fast-growing AI companies, backing founders and building teams, while discussing the risks behind his optimistic forecasts.
1:05:01EN20VC with Harry Stebbings· 2026年10月3日ポッドキャスト · 2 人Chase Lochmiller on AI Data Centers, Energy and GPU Economicsゲスト Chase Lochmiller · ホスト Harry StebbingsCrusoe’s CEO discusses the constraints on AI infrastructure, the economics of GPU capacity and his company’s approach to energy and managed inference.
35:39EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026年10月2日ポッドキャスト · 2 人Compute Scaled a Millionfold. Bandwidth Only 40x. Fractile Wants to Fix That Ratioホスト Sarah Guo, Elad GilIn the summer of 2022, Walter Goodwin founded Fractile in London to build very fast inference chips for the world's largest models.
1:15:42EN20VC with Harry Stebbings· 2026年9月28日ポッドキャスト · 2 人Alex Mashrabov on Higgsfield's AI Video Business, Model Costs and Growthゲスト Alex Mashrabov · ホスト Harry StebbingsHiggsfield's founder explains the search for product-market fit, how he calculates annualized revenue and why creative workflows matter more than chasing model benchmarks.
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.
38:14ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026年9月18日ポッドキャスト · 2 人Diffusion Will Win Inference: Stefano Ermon Bets Parallel Tokens Beat Custom Siliconホスト Sarah Guo, Elad GilThe Stanford diffusion pioneer tells No Priors why a 50-person lab is training language models that generate many tokens at once — and why that maps to GPUs the way transformers once mapped to training.
1:08:25EN20VC with Harry Stebbings· 2026年8月10日ポッドキャスト · 2 人Alex Atallah on OpenRouter, Model Competition and AI Marketplacesゲスト Alex Atallah · ホスト Harry StebbingsThe OpenRouter CEO discusses inference providers, open-weight models, enterprise safety and the economics of routing.
1:28:42EN20VC with Harry Stebbings· 2026年7月20日ポッドキャスト · 2 人Lin Qiao on Specialized AI, Open Models and the Economics of Inferenceゲスト Lin Qiao · ホスト Harry StebbingsThe Fireworks AI CEO explains her case for customized models, discusses infrastructure trade-offs and forecasts lower AI costs and higher use.
1:11:53EN20VC with Harry Stebbings· 2026年7月4日ポッドキャスト · 2 人Sierra Co-founder Clay Bavor on Open Models, Enterprise AI and Building Teamsゲスト Clay Bavor · ホスト Harry StebbingsBavor discusses model selection and compute costs, deploying AI agents for enterprises, and how Sierra approaches hiring and company culture.
1:35:16EN20VC with Harry Stebbings· 2026年6月15日ポッドキャスト · 2 人Perplexity CEO Aravind Srinivas on AI Agents, Compute and Competitionゲスト Aravind Srinivas · ホスト Harry StebbingsSrinivas discusses the future of AI products, infrastructure constraints, export controls and the challenge of building a business around model advances.
1:14:30EN20VC with Harry Stebbings· 2026年6月8日ポッドキャスト · 2 人Roman Chernin on AI Compute Demand, Inference and Infrastructureゲスト Roman Chernin · ホスト Harry StebbingsNebius’s co-founder discusses customer demand, GPU economics, managed inference and the risks of a concentrated market.
30:34ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026年5月21日ポッドキャスト · 2 人Cerebras Waited Ten Years for a Market That Finally Needed Speedホスト Sarah Guo, Elad GilFounder and CEO Andrew Feldman walks No Priors through wafer-scale chips, a $20 billion OpenAI deal, and why a dinner-plate processor only mattered once AI became an everyday tool.
42:57ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026年5月1日ポッドキャスト · 2 人Inference Is the Last Market: Baseten’s 30x Yearホスト Sarah Guo, Elad GilCEO Tuhin Srivastava on a billion-dollar inference cloud, why the app layer survives, and a GPU crunch worse than the narrative.
47:18ENNo 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.
22:32ENNo Priors: AI, Machine Learning, Tech, & Startups· 2025年2月7日ポッドキャスト · 2 人The $5.5 Million Was Only the Last Mileホスト Sarah Guo, Elad GilOn No Priors' 100th episode, Sarah Guo and Elad Gil separate DeepSeek's paper cost from the compute behind it, then walk through OpenAI's Deep Research, Stargate, and their bets for 2025.
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.
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.
44:16ENNo Priors: AI, Machine Learning, Tech, & Startups· 2024年11月21日ポッドキャスト · 2 人Cohere's Aidan Gomez: The Model Curve Is Flattening, and $20 Million Now Buys GPT-4ホスト Sarah Guo, Elad GilThe Attention Is All You Need co-author tells No Priors why enterprises should stop waiting for the next model and start putting today's models into production.
36:49ENNo Priors: AI, Machine Learning, Tech, & Startups· 2024年11月7日ポッドキャスト · 2 人Jensen Huang: NVIDIA Is No Longer Building Computers. It Is Building AI Factoriesホスト Sarah Guo, Elad GilOn No Priors, NVIDIA’s CEO walks through hyper Moore’s law, NVLink, a 100,000-GPU cluster stood up in weeks, and why tokens are the new commodity.
2:29:04EN
Lex Fridman· 2024年10月6日ポッドキャスト · 2 人Keep the Programmer in the Driver's Seat: Cursor's Founders on Tab, Agents, and Zero-Entropy Editingゲスト Cursor Team · ホスト Lex FridmanMichael Truell, Aman Sanger, Sualeh Asif, and Arvid Lunnemark tell Lex Fridman why they forked VS Code, how Tab and Apply actually work, and why most programming still needs a human iterating in real time.
37:47ENNo Priors: AI, Machine Learning, Tech, & Startups· 2024年8月30日ポッドキャスト · 2 人Working Backwards from AGI: Magic's Five-Million-Token Betホスト Sarah Guo, Elad GilEric Steinberger wants a coding colleague you trust like a teammate — and a world that is still a good place thirty years after AGI.
42:59ENNo Priors: AI, Machine Learning, Tech, & Startups· 2024年8月29日ポッドキャスト · 2 人AWS Is a $100 Billion Cloud. Matt Garman Still Sees a 10x Migration Aheadホスト Sarah Guo, Elad GilAmazon Web Services’ new CEO tells No Priors why 85 percent of workloads are still on-prem, how Bedrock was built from three bets, and why startups remain the company’s growth engine.もっと見る32 件中 24 件を表示