필터 결과
12개정렬
1:13:48EN
Unsupervised Learning: With Jacob Effron· 2026년 7월 16일팟캐스트Carriers Spend $200 Billion a Year. The Money Went Up the Stack진행자 Jacob EffronBenedict Evans tells Jacob Effron why analogizing AI to past platforms is a dead end, and why looking at how those platforms actually made money is not.
50:57ENUnsupervised Learning: With Jacob Effron· 2026년 7월 9일팟캐스트A Trillion Dollars of GPUs Will Be Worth $100 Billion in Five Years, Says LSTM's Jürgen Schmidhuber진행자 Jacob EffronThe AI pioneer tells Unsupervised Learning's Jacob Effron why he is wildly optimistic about the technology and deeply pessimistic about the model companies buying the chips.
1:06:36ENUnsupervised Learning: With Jacob Effron· 2026년 6월 12일팟캐스트Bills Doubled Overnight. Next, the APIs Might Vanish.진행자 Jacob EffronSix months after their last roundup, Ari Morcos and Rob Toews tell Jacob Efron why coding agents finally work, why near-frontier open weights may have peaked, and why a compute famine could pull the plug on public APIs.
57:37ENUnsupervised Learning: With Jacob Effron· 2025년 12월 10일팟캐스트The hot-swap era for models is over, OpenAI's enterprise product chief says진행자 Jacob EffronOlivier Godement on GPT-5.1, Codex, enterprise harnesses, and the three practices that actually make AI land inside large companies.
59:06ENUnsupervised Learning: With Jacob Effron· 2025년 9월 10일팟캐스트Inference Costs Fell 100x. Tri Dao Says There's Another 10x — and NVIDIA's 90% Won't Hold진행자 Jacob EffronThe FlashAttention author and Together AI chief scientist on why hardware portability is a myth, how Claude Code made him 1.5x faster, and why workloads will split the chip market.
43:51ENUnsupervised Learning: With Jacob Effron· 2025년 4월 9일팟캐스트The $177 Billion GPU Bet Only Works If AI Becomes a $1.5 Trillion Market진행자 Jacob EffronFour Redpoint partners walk their limited partners through where AI value will accrue—and why revenue is now the easiest metric to misread.
1:10:23ENUnsupervised Learning: With Jacob Effron· 2025년 3월 17일팟캐스트A Million Tokens per Dollar: Why Noam Shazeer Thinks Inference Compute Is Still Untapped진행자 Jacob EffronThe Transformer co-inventor and Gemini researcher Jack Rae walk through test-time compute, Ilya Sutskever's AGI critique, and a four-year-old who now lectures his teacher about lizards.
45:06ENUnsupervised Learning: With Jacob Effron· 2025년 3월 5일팟캐스트Mike Schroepfer: AI’s Bottleneck Is Electricity, and One Tanker of Fusion Fuel Could Power the U.S. for a Year진행자 Jacob EffronMeta’s former CTO tells Redpoint why hyperscaler demand is the climate story, why Llama was an access play, and why tomorrow’s CTO still lives or dies on a priority queue.
1:24:57ENUnsupervised Learning: With Jacob Effron· 2025년 1월 21일팟캐스트A 50,000-GPU cap and a 1,700-chip loophole진행자 Jacob EffronSemiAnalysis founder Dylan Patel walks through the AI diffusion rule, China’s compute squeeze, and how xAI stood up a 100,000-GPU cluster in a closed Memphis appliance factory.
48:18ENUnsupervised Learning: With Jacob Effron· 2024년 12월 6일팟캐스트Noam Brown: There's No Hard Wall—Just Eight Orders of Magnitude of Headroom진행자 Jacob EffronA ChatGPT query costs about a penny. The problems society cares about most, he says, are worth a million dollars.
1:00:10ENUnsupervised Learning: With Jacob Effron팟캐스트The Long Leash and the Narrow Fences: Eric Ries and Jeremy Howard on Building AI’s Edison Lab진행자 Jacob EffronEric Ries and Jeremy Howard discuss Lean Startup discipline in AI, Answer.AI’s for-profit R&D lab model, efficient fine-tuning, language-heavy applications, and AI safety regulation.
51:55ENUnsupervised Learning: With Jacob Effron팟캐스트The Search Engine Under AI Apps: Why Bigger Context Windows Aren't Enough진행자 Jacob EffronTurbopuffer CEO Simon on object-storage databases, vector-search trade-offs, and the AI features that will become SaaS table stakes.