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2:10:07EN
Cognitive Revolution "How AI Changes Everything"· 2025년 4월 23일팟캐스트A $30,000 Operation Could Knock a $10 Billion Superintelligence Data Center Offline for a Year진행자 Nathan LabenzGladstone AI’s Jeremy and Edouard Harris inventory what an American Manhattan Project for superintelligence would actually have to secure — and what it would cost in concrete, supply chains, and civil liberties.보안과 안전AI security안전과 거버넌스+3
27:45EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025년 4월 3일팟캐스트 · 2명Nasdaq 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.기업과 전략AI StrategyGenerative media+3
슬라이드 2장1:14EN
Matthew Berman· 2025년 3월 27일NVIDIA NIM Microservices Bring Packaged AI Models to RTX PCsMatthew Berman · Forward FutureIn an NVIDIA-sponsored short, Matthew Berman introduces local AI microservices, compatible applications and the planned PDF-to-podcast workflow.인프라와 배포Local inferenceAI agents
45:06EN
Unsupervised 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.인프라와 배포AI StrategyOpen-weight models+3
1:18:09EN
20VC with Harry Stebbings· 2025년 2월 24일팟캐스트 · 2명Steeve Morin on AI Inference, Chips and the Cost of Switching Hardware게스트 Steeve Morin · 진행자 Harry StebbingsThe ZML founder explains the difference between training and production inference and offers a competitive view of the AI hardware market.인프라와 배포InferenceAI cost & performance+2
54:55EN
Cognitive Revolution "How AI Changes Everything"· 2025년 2월 22일팟캐스트New Jersey Cut Phone Waits from 40 Minutes to 90 Seconds진행자 Nathan LabenzGovernor Phil Murphy on the state AI assistant, a Princeton hub, and why he wants the best catcher's mitt in the country when superhuman systems arrive.기업과 전략AI Strategy엔터프라이즈 AI+3
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.인프라와 배포모델과 학습AI cost & performance+2
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.인프라와 배포Distributed training & inferenceAI cost & performance+3
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.기업과 전략Open-weight modelsPretraining & midtraining+3
슬라이드 2장7:57EN
Matthew Berman· 2025년 1월 22일Stargate’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.인프라와 배포OpenAIAGI(범용 인공지능)+1
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
27:07EN
No 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.기업과 전략AI Strategy인프라와 배포+3
2:11:15EN
Cognitive 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.기업과 전략안전과 거버넌스Existential Risk+3
1:01:48EN
20VC 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.Venture CapitalAI Strategy안전과 거버넌스+2
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
슬라이드6:16EN
Matthew Berman· 2024년 12월 8일Running Stable Diffusion 3.5 with ComfyUI on a Cloud GPUMatthew Berman · Forward FutureIn a Vultr-sponsored 2024 tutorial, Matthew Berman sets up a GPU instance and generates images with ComfyUI. Licensing, security, and prices require attention beyond the demonstration.Generative media인프라와 배포Open-weight models+1
슬라이드 8장27:16EN
Jane Street· 2024년 11월 15일Tudor 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.Software engineering관측 가능성과 안정성인프라와 배포
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
슬라이드1:00EN
Matthew Berman· 2024년 10월 31일AI 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.Energy인프라와 배포
44:30EN
No 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.인프라와 배포Autonomous Driving안전과 거버넌스+3
1:06:23EN
Jane Street· 2024년 10월 14일Sylvain 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.머신러닝 기초GPU programming & kernels개발 워크플로와 테스트+1
1:19:00EN
20VC 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.AI research코딩 에이전트모델과 학습+2
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