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8 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
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
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
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