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16 件
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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.EnergySemiconductorsInference+2
1:19:54EN
20VC 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.InferenceSemiconductorsAI cost & performance+2
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.企業と戦略インフラとデプロイLeadership+3
1:07:45EN
20VC 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.SemiconductorsInferenceインフラとデプロイ+2
スライド 5 枚1:22:49EN
JSJane Street· 2026年1月31日Bryan 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.Software engineeringインフラとデプロイオブザーバビリティと信頼性+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
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
1:14:36EN
20VC with Harry Stebbings· 2025年3月24日ポッドキャスト · 2 人Andrew Feldman on AI Chips, Inference and Competing With Nvidiaゲスト Andrew Feldman · ホスト Harry StebbingsThe Cerebras CEO explains wafer-scale computing, argues inference demand will grow and discusses the limits of his industry’s infrastructure.SemiconductorsAI cost & performanceInference+2
42:21EN
No 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.インフラとデプロイAI cost & performanceSemiconductors+1
1:08:33EN
20VC with Harry Stebbings· 2024年9月25日ポッドキャスト · 2 人Eric Vishria on AI Value, Founder Insight and Benchmark’s Investment Processゲスト Eric Vishria · ホスト Harry StebbingsThe Benchmark partner discusses durable AI revenue, startup distribution, chip competition and how partners challenge investment decisions.Venture CapitalAI StrategyInvesting+2
39:03EN
No 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.インフラとデプロイInferenceAI cost & performance+3
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.インフラとデプロイSemiconductorsProduct Strategy+3
59:26EN
JSJane Street· 2020年9月17日Andy 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.SemiconductorsProgramming LanguagesSoftware engineering+1
1:34:44EN
Lex 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.SemiconductorsFirst PrinciplesAutonomous Driving+1
スライド 6 枚47:18EN
JSJane Street· 2019年10月24日Unboxed 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.Programming LanguagesSoftware engineeringSemiconductors
スライド 11 枚1:02:34EN
JSJane Street· 2018年5月10日Andy 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.SemiconductorsProgramming LanguagesSoftware engineering+1