필터 결과
173개정렬
1:25:52EN
20VC with Harry Stebbings· 2025년 2월 17일팟캐스트 · 2명Jonathan Ross on Groq, Inference Economics and the AI Infrastructure Race게스트 Jonathan Ross · 진행자 Harry StebbingsThe Groq CEO explains his bet on inference chips, compares his company’s architecture with GPUs, and discusses the financing and power needed to scale.
2:16:17EN
Cognitive Revolution "How AI Changes Everything"· 2025년 2월 5일팟캐스트A 10B Model Trained Across Three Continents — and an H200 for $1.49 an Hour진행자 Nathan LabenzPrime Intellect's founders lay out a four-step plan to turn spare global GPUs into collectively owned intelligence, and argue that reinforcement learning just made their job easier.
5:06:18EN
Lex Fridman· 2025년 2월 2일팟캐스트DeepSeek's $5 million training claim and the five-year bet on compute진행자 Lex FridmanDylan Patel and Nathan Lambert walk Lex Fridman through DeepSeek-V3 and R1, export controls, TSMC, megaclusters, and who actually makes money in the AI race.
7:57ENStargate’s 2025 Announcement and the OpenAI–Microsoft PartnershipMatthew Berman · Forward FutureMatthew Berman reviews the planned US AI infrastructure project and a contemporaneous change to compute arrangements.
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.
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.
27:07ENNo Priors: AI, Machine Learning, Tech, & Startups· 2024년 12월 26일팟캐스트 · 2명After 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.
2:11:15ENCognitive Revolution "How AI Changes Everything"· 2024년 12월 25일팟캐스트A 50% Chance of Extinction — and a $50 GPT-4 for Everyone진행자 Nathan LabenzEmad Mostaque tells Nathan Labenz why he puts p(doom) at even odds, why a five-watt model changes the energy debate, and how the Intelligent Internet would fund universal basic AI with a Bitcoin-like token.
1:01:48EN20VC with Harry Stebbings· 2024년 12월 16일팟캐스트 · 2명Reid Hoffman on Trade, AI, Energy and the Incoming Trump Administration게스트 Reid Hoffman · 진행자 Harry StebbingsThe investor discusses political risks and opportunities, competition in AI, nuclear energy and the role of venture capital in a wide-ranging December 2024 interview.
55:50ENUnsupervised 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.
42:21ENNo 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.
27:16ENTudor Brindus on Finding and Reducing System JitterTudor Brindus · Jane StreetA memory ping-pong benchmark reveals how virtualization, interrupts, CPU frequency changes and speculation can disrupt low-latency systems.
36:49ENNo 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.
1:00ENAI Growth and the Pressure on Electricity InfrastructureMatthew Berman · Forward FutureMatthew Berman considers how the power demands of AI and data centers could affect grids, emissions and competition for resources.
44:30ENNo Priors: AI, Machine Learning, Tech, & Startups· 2024년 10월 24일팟캐스트 · 2명100,000 Rides a Week, Six Times Fewer Airbag Crashes: Waymo’s Co-CEO on Eighteen Years of Full Autonomy진행자 Sarah Guo, Elad GilDmitri Dolgov tells No Priors how a dozen Googlers, ten 100-mile routes, and a 2013 refusal to settle for driver assist became a rider-only service with an insurer-audited safety record.
1:06:23ENSylvain Gugger on Accelerating ML Models and Reproducing ResultsYaron Minsky, Sylvain Gugger · Jane StreetFrom learning-rate schedules to GPU bottlenecks and noisy market data, Sylvain Gugger explains how he approaches practical machine-learning performance.
1:19:00EN20VC with Harry Stebbings· 2024년 10월 7일팟캐스트 · 2명Eiso Kant on Poolside, Compute and AI for Software Development게스트 Eiso Kant · 진행자 Harry StebbingsPoolside’s CTO explains code-execution feedback, the cost of model development and his company’s ambitions in the AI race.
23:52ENAI News in September 2024: Compute Clusters, Agents and AI PaymentsMatthew Berman · Forward FutureMatthew Berman reviews early reports on future models, a Minecraft simulation, mixed-reality devices and agent transactions.
42:59ENNo 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.
42:42ENNo 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.
50:33EN
Sequoia Capital· 2024년 8월 20일팟캐스트The 40% data-center save started with an email that ended in a question markPhaidra founder Jim Gao tells Sequoia how an AlphaGo-inspired bet at Google became reinforcement learning that runs billion-dollar plants.
39:18ENSequoia 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.
1:13:02EN20VC with Harry Stebbings· 2024년 8월 5일팟캐스트 · 2명David Cahn on AI Infrastructure, Capital Spending and Venture Conviction게스트 David Cahn · 진행자 Harry StebbingsThe Sequoia investor examines data centers, chips and power before explaining how he evaluates companies and builds conviction.
3:18ENRory on Production Engineering and Incident Support at Jane StreetRory · Jane StreetA production engineer describes monitoring order engines, responding to outages and building a supportive team.
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