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1:24:57EN
Unsupervised 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.인프라와 배포AI RegulationGeopolitics+3
23:37EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025년 1월 9일팟캐스트 · 2명A 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.인프라와 배포InferenceAI cost & performance+3
55:50EN
Unsupervised Learning: With Jacob Effron· 2024년 12월 16일팟캐스트There will not be one model. Fireworks is betting on hundreds of small experts진행자 Jacob EffronPyTorch veteran Lin Qiao argues that inference is a compound system hyperscalers cannot buy their way through, and that the products with real traction still keep a human in the loop.인프라와 배포InferenceModel routing & gateways+3
42:21EN
No Priors: AI, Machine Learning, Tech, & Startups· 2024년 12월 12일팟캐스트 · 2명They Cooled 5,000 Watts per Square Centimeter in Space. Now Diamond Goes on AI Chips진행자 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.인프라와 배포AI cost & performanceSemiconductors+1
44:16EN
No Priors: AI, Machine Learning, Tech, & Startups· 2024년 11월 21일팟캐스트 · 2명Cohere's Aidan Gomez: The Model Curve Is Flattening, and $20 Million Now Buys GPT-4진행자 Sarah Guo, Elad GilThe Attention Is All You Need co-author tells No Priors why enterprises should stop waiting for the next model and start putting today's models into production.기업과 전략엔터프라이즈 AIAI Strategy+3
36:49EN
No Priors: AI, Machine Learning, Tech, & Startups· 2024년 11월 7일팟캐스트 · 2명Jensen Huang: NVIDIA Is No Longer Building Computers. It Is Building AI Factories진행자 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.인프라와 배포AI cost & performanceInference+3
2:29:04EN
Lex Fridman· 2024년 10월 6일팟캐스트 · 2명Keep the Programmer in the Driver's Seat: Cursor's Founders on Tab, Agents, and Zero-Entropy Editing게스트 Cursor Team · 진행자 Lex FridmanMichael Truell, Aman Sanger, Sualeh Asif, and Arvid Lunnemark tell Lex Fridman why they forked VS Code, how Tab and Apply actually work, and why most programming still needs a human iterating in real time.코딩 에이전트개발 워크플로와 테스트AI interface design+3
37:47EN
No Priors: AI, Machine Learning, Tech, & Startups· 2024년 8월 30일팟캐스트 · 2명Working Backwards from AGI: Magic's Five-Million-Token Bet진행자 Sarah Guo, Elad GilEric Steinberger wants a coding colleague you trust like a teammate — and a world that is still a good place thirty years after AGI.코딩 에이전트컨텍스트 엔지니어링Inference+3
42:59EN
No Priors: AI, Machine Learning, Tech, & Startups· 2024년 8월 29일팟캐스트 · 2명AWS Is a $100 Billion Cloud. Matt Garman Still Sees a 10x Migration Ahead진행자 Sarah Guo, Elad GilAmazon Web Services’ new CEO tells No Priors why 85 percent of workloads are still on-prem, how Bedrock was built from three bets, and why startups remain the company’s growth engine.인프라와 배포엔터프라이즈 AIAI Strategy+3
42:42EN
No Priors: AI, Machine Learning, Tech, & Startups· 2024년 8월 22일팟캐스트 · 2명Ethereum Once Held Two Thousand GPT-3 Clusters of GPUs진행자 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.인프라와 배포AI cost & performanceDistributed training & inference+3
39:18EN
Sequoia Capital· 2024년 8월 13일팟캐스트Open and Closed Will Tie at the Same Size: PyTorch's Former Lead on Fast InferenceA six-month library swap at Meta became a five-year rebuild. Lin Qiao wants the rest of the industry to get that stack in five weeks.인프라와 배포Inference파인튜닝+3
1:00:28EN
Sequoia Capital· 2024년 7월 9일팟캐스트Scaling Laws Aren't Done. Don't Lock Yourself Into Yesterday's Architecture.Microsoft CTO Kevin Scott on why the exponential is still compounding, why inference will dwarf training, and why a language model is the world's crappiest database.기업과 전략Scaling LawsInference+3
1:42:16EN
Cognitive Revolution "How AI Changes Everything"· 2024년 7월 4일팟캐스트267 Papers in Seven Months: Albert Gu Explains the State Space Model Revolution진행자 Nathan LabenzThe Mamba co-author walks through five years of recurrent-model work, why selective compression beats a growing KV cache, and what Mamba 2 trades away to train faster.모델과 학습Transformers & attentionInference+3
1:42:17EN
Cognitive Revolution "How AI Changes Everything"· 2024년 4월 20일팟캐스트The Cheapest Inference Provider Is the Most Dangerous진행자 Nathan LabenzFireworks AI cofounders Lin Qiao and Dmytro Ivchenko explain why subsidized GPU bills vanish, how LoRA serving can cut cost a hundredfold, and why OpenAI is the rival that actually matters.인프라와 배포InferenceAI cost & performance+3
38:33EN
No Priors: AI, Machine Learning, Tech, & Startups· 2024년 3월 21일팟캐스트 · 2명Speed Is the Thing You Can Buy: Baseten’s Bet on Inference진행자 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.인프라와 배포InferenceAI cost & performance+3
39:03EN
No Priors: AI, Machine Learning, Tech, & Startups· 2024년 2월 29일팟캐스트 · 2명MI300 Leads Inference by 2x: AMD's CTO on Winning Chip Competition Without a Walled Garden진행자 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.인프라와 배포InferenceAI cost & performance+3
1:22:43EN
Cognitive Revolution "How AI Changes Everything"· 2024년 1월 9일팟캐스트Five billion minutes of calls: why Dialpad trained its own business LLM진행자 Nathan LabenzDan O’Connell on real-time speech, verticalizing the stack, and why he and Nathan Labenz disagree about when AI employees show up.기업과 전략음성 AI엔터프라이즈 AI+3
32:57EN
No Priors: AI, Machine Learning, Tech, & Startups· 2023년 11월 9일팟캐스트 · 2명A 7-billion-parameter model on a MacBook: Mistral's CEO reruns the cost of AI진행자 Sarah Guo, Elad GilArthur Mensch tells No Priors why Chinchilla made small models valuable, why open-sourcing Mistral 7B is not a bioweapon risk, and why guardrails belong on the application.오픈소스와 커뮤니티Open-source ecosystemsOpen-weight models+3
30:03EN
No Priors: AI, Machine Learning, Tech, & Startups· 2023년 9월 7일팟캐스트 · 2명A Dinner-Plate Chip Cut Training From 60 Days to 3.5진행자 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.인프라와 배포InferenceAI cost & performance+3
52:48EN
Cognitive Revolution "How AI Changes Everything"· 2023년 8월 25일팟캐스트OpenAI Cut Fine-Tuning 90 Percent, and Founders Crossed Llama 2 Off the List진행자 Nathan LabenzNathan Labenz and Erik Torenberg walk through GPT-3.5 Turbo fine-tuning, why self-hosting still loses on total cost, and what is actually working in code, school, and medicine.모델과 학습파인튜닝AI cost & performance+3
1:01:26EN
Cognitive Revolution "How AI Changes Everything"· 2023년 7월 25일팟캐스트AlexNet Used Two GPUs. GPT-4 Took Twenty Thousand. The Shortage Will Be Back.진행자 Nathan LabenzRun:ai CTO Ronen Dar on filling idle accelerators, why H100s can be cheaper per experiment, and why Llama 2 undercuts compute governance.인프라와 배포AI cost & performanceDistributed training & inference+3
1:20:49EN
Cognitive Revolution "How AI Changes Everything"· 2023년 5월 25일팟캐스트A Wafer-Scale Chip So AI Stops Waiting on Amdahl진행자 Nathan LabenzAndrew Feldman, CEO of Cerebras, tells Nathan Labenz why one 2.5-trillion-transistor die, sparse linear algebra, and a 16-machine supercomputer are a better shape than a GPU cluster.인프라와 배포InferenceAI cost & performance+3
1:00:36EN
No Priors: AI, Machine Learning, Tech, & Startups· 2023년 2월 2일팟캐스트 · 2명Forty games of Diplomacy, and nobody spotted the bot: Noam Brown’s 100,000x lesson진행자 Sarah Guo, Elad GilMeta’s Noam Brown tells Sarah Guo and Elad Gil how Cicero negotiated in English for 40 games on a tiny web community — and why thinking at decision time beat three years of scaling.에이전트AI researchReasoning & test-time compute+3
26:02EN
Lex Fridman· 2020년 2월 9일팟캐스트Moore’s Law Is Not Dead—It Is a Cascade of S-Curves진행자 Lex FridmanJim Keller explains why transistor scaling keeps outrunning its obituary, and how exponential hardware changes the mathematics AI can attempt.인프라와 배포SemiconductorsScaling Laws+3
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