필터 결과
242개정렬
58:47EN
Jane Street· 2025년 7월 28일Daniel Pontecorvo on Cooling Trading Infrastructure and WorkspacesYaron Minsky, Daniel Pontecorvo · Jane StreetFrom dense GPU racks to movable desks, Jane Street’s physical engineering team designs around heat, power, failure and human comfort.
0:26EN
Matthew Berman· 2025년 7월 4일xAI’s Memphis Expansion and an Overseas Power Plant, According to Dylan PatelMatthew Berman, Dylan Patel · Forward FutureMatthew Berman highlights Elon Musk’s response to Dylan Patel’s description of xAI’s computing and power plans in July 2025.
1:02:17ENMatthew Berman· 2025년 6월 30일Dylan Patel on AI Labs, Chip Competition and the Race for SuperintelligenceMatthew Berman, Dylan Patel · Forward FutureThe SemiAnalysis founder discusses Meta’s AI talent drive, OpenAI’s Microsoft relationship, Apple’s strategy, accelerator economics and the future of work.
40:33EN
Sequoia Capital· 2025년 6월 24일팟캐스트Fifty People in Slack. Four Minutes to the Smoking Gun.Traversal's co-founders on turning DevOps heart attacks into agent-run root cause analysis — and why observability's second-largest software spend still leaves troubleshooting as a whodunit.
54:53EN
Unsupervised Learning: With Jacob Effron· 2025년 6월 17일팟캐스트A Free Voting Board Burned $2 Million. Then It Raised $100 Million.진행자 Jacob EffronDatabricks co-founder Ion Stoica explains why LMArena exists, why China is winning open-source models, and why reliability—not another scaling law—is still the thing holding AI back.
0:59ENMatthew Berman· 2025년 6월 10일Satya Nadella on AI's Energy Use and Social PermissionMatthew Berman, Satya Nadella · Forward FutureIn a short interview excerpt, Microsoft's CEO argues that the technology industry must deliver broad benefits as its energy demand grows.
0:36ENMatthew Berman· 2025년 5월 2일How Much Electricity Will AI Data Centers Use?Matthew Berman, Eric Schmidt · Forward FutureMatthew Berman highlights Eric Schmidt's congressional testimony and asks about AI's power demand. The dramatic 99% figure lacks a specified time frame and geographic scope in the quoted testimony.
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.
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.
1:14ENMatthew 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.
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.
1:18:09EN
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.
54:55ENCognitive 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.
1:25:52EN20VC 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.
2:16:17ENCognitive 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.
7:57ENMatthew 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.
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.
23:37ENNo 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.더 보기242개 중 24개 표시