絞り込み結果
7 件並び順
1:13:26ENNaveen 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.
1:19:54ENThomas 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.
1:07:45ENAndrew 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.
1:20:12ENCerebras 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.
1:31:19ENGroq 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.
1:14:36ENAndrew 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.
1:08:33ENEric 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.







