絞り込み結果
30 件並び順
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.
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.
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.
37:07ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026年9月3日ポッドキャスト · 2 人Arm’s 98.5% margin business just started shipping chipsホスト Sarah Guo, Elad GilCEO Rene Haas tells No Priors why the IP company built a physical CPU for Meta, and why CPUs still sit at the center of AI systems.
41:05ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026年7月9日ポッドキャスト · 2 人There is no moat: Booking’s CEO on a $1 stock, agentic travel, and why AI still doesn’t move the numbersホスト Sarah Guo, Elad GilGlenn Fogel cashed his 1999 bonus, joined Priceline in February 2000, and watched the Nasdaq peak a week later — then spent 25 years turning a near-delisting into a thousand-fold ride he now wants to spend on AI travel agents.
1:01:27ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026年7月2日ポッドキャスト · 2 人Two Years and Four Months to a Live Reactor: Valar Atomics Wants Energy Ten Times Cheaperホスト Sarah Guo, Elad GilIsaiah Taylor walks Sarah Guo through Ward 250 in Utah and argues that nuclear is a hardware-iteration problem, not a paper-design one.
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.
1:16:21ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026年1月8日ポッドキャスト · 2 人Jensen Huang’s Year-End Case That Token Costs Can Fall a Billion-Fold Without Killing Jobsホスト Sarah Guo, Elad GilOn No Priors, NVIDIA’s CEO uses radiology, open source, and a $2 trillion R&D budget to argue that 2025’s extremes missed the stack.
31:57ENNo Priors: AI, Machine Learning, Tech, & Startups· 2025年10月15日ポッドキャスト · 2 人Peak 700 GW, average 300 GW: Base Power is wiring home batteries into a power plantホスト Sarah Guo, Elad GilZach Dell tells Elad Gil how a $1.3 billion raise, a Texas-only retail business, and a Tesla-and-SpaceX hiring bench are meant to cut the cost of moving an electron.
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.
50:35ENNo Priors: AI, Machine Learning, Tech, & Startups· 2025年3月13日ポッドキャスト · 2 人Copilot Already Writes Half the Code. GitHub's CEO Says Agents Still Have Four Gates to Clearホスト Sarah Guo, Elad GilThomas Dohmke on agent mode, why median developers are not going anywhere, and how AI is repricing the tools that write software.
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.
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.
42:42ENNo Priors: AI, Machine Learning, Tech, & Startups· 2024年8月22日ポッドキャスト · 2 人Ethereum Once Held Two Thousand GPT-3 Clusters of GPUsホスト Sarah Guo, Elad GilFoundry CEO Jared Quincy Davis on idle H100s, why today's AI cloud is still colocation, and how compound systems move work off giant interconnected clusters.
36:20ENNo Priors: AI, Machine Learning, Tech, & Startups· 2024年6月6日ポッドキャスト · 2 人A Hundred Million Tokens in Context Would Cost $10 Million. Tengyu Ma Runs the RAG Mathホスト Sarah Guo, Elad GilThe Stanford professor and Voyage AI founder argues that retrieval, not a giant context window, is how enterprises should manage private knowledge.
29:09ENNo Priors: AI, Machine Learning, Tech, & Startups· 2024年5月9日ポッドキャスト · 2 人The Hyperscalers Are Spending $200 Billion — and the Next Bottleneck Is a Power Plantホスト Sarah Guo, Elad GilSarah Guo and Elad Gil walk through music models, on-device LLMs, long context, and why AI capex now sits beside oil and broadband.
26:03ENNo Priors: AI, Machine Learning, Tech, & Startups· 2024年4月11日ポッドキャスト · 2 人GPT-4-Class Models Will Be Cheap. The Frontier Will Still Need a Patron.ホスト Sarah Guo, Elad GilSarah Guo and Elad Gil walk through Mosaic’s Law, Microsoft’s Inflection hire, where the real money sits, and why the first AI wave looks consumer.
38:33ENNo Priors: AI, Machine Learning, Tech, & Startups· 2024年3月21日ポッドキャスト · 2 人Speed Is the Thing You Can Buy: Baseten’s Bet on Inferenceホスト Sarah Guo, Elad GilTuhin Srivastava tells Sarah Guo and Elad Gil why a six-person chatbot company running a billion tokens a day should not be building its own serving stack.
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.
30:03ENNo Priors: AI, Machine Learning, Tech, & Startups· 2023年9月7日ポッドキャスト · 2 人A Dinner-Plate Chip Cut Training From 60 Days to 3.5ホスト Sarah Guo, Elad GilCerebras CEO Andrew Feldman tells No Priors why wafer-scale silicon, not another GPU, is the answer to the compute crunch — and why most production models will stay at 13 billion parameters or below.
3:34:03EN
Lex Fridman· 2023年6月2日ポッドキャスト · 2 人Python Isn't Finished: Chris Lattner on Mojo and the Hardware Messゲスト Chris Lattner · ホスト Lex FridmanThe LLVM creator returns to Lex Fridman to argue that Python should grow C-like performance instead of forcing people out of the language.
40:25ENNo Priors: AI, Machine Learning, Tech, & Startups· 2023年4月6日ポッドキャスト · 2 人A 6-Billion-Parameter Clone of ChatGPT’s Core Trickホスト Sarah Guo, Elad GilDatabricks CTO Matei Zaharia tells Sarah Guo and Elad Gil how Dolly learned instruction-following on fifty times less data than GPT-3 — and why he would rather look facts up than bake them into a trillion-parameter network.もっと見る30 件中 24 件を表示