필터 결과
5개정렬
27:45ENNasdaq Down 8% and Ghibli Everywhere: AI Is Already in Inning Three진행자 Sarah Guo, Elad GilSarah Guo and Elad Gil on the latest image-gen wow cycle, why public-market panic is mostly noise for software startups, and where specialized models still have room.
23:37ENA Hundred GPUs in Seconds: Why Modal Threw Out Docker and Kubernetes진행자 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.
27:07ENAfter adding $100 billion a month, Jensen Huang says NVIDIA is selling the data center진행자 Sarah Guo, Elad GilSarah Guo and Elad Gil clip their favorite 2024 No Priors conversations into a year-end reel of NVIDIA, Karpathy, Sierra, Sora, Waymo, Figma, and Scale.
29:09ENThe Hyperscalers Are Spending $200 Billion — and the Next Bottleneck Is a Power Plant진행자 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.
23:57ENChips, Agents and a Reckoning: Sarah Guo and Elad Gil on the 2023 AI Boom진행자 Sarah Guo, Elad GilThe hosts answer listener questions on the GPU crunch, how soon enterprises will ship AI products, how to build agents, and what 2024 holds for tech valuations.









