필터 결과
220개정렬
2:14:35EN
Matthew Berman· 2025년 10월 25일Optical AI, Search Visibility and the Economics of the AI BoomMatthew Berman, Nick, Francesca Parmigiani, Alex Sherman, Matt Wolfe, Siqi Chen · Forward FutureA 2025 livestream examines Microsoft’s optical computing research, how AI changes marketing and shopping, and debates over superintelligence and AI investment.
1:16:53EN
Unsupervised Learning: With Jacob Effron· 2025년 10월 24일팟캐스트Karpathy Called Today's Models Slop. His Decade Timeline Still Sounds Bullish진행자 Jacob EffronDatology AI's Ari Morcos and Radical Ventures' Rob Toews walk through Karpathy's cold water, OpenAI's dealmaking, and who actually pays for the data-center boom.
14:07ENMatthew Berman· 2025년 10월 23일Inside Cerebras’s Oklahoma City AI Data CenterMatthew Berman, Andrew Feldman, Billy Wooten · Forward FutureMatthew Berman tours the facility with Cerebras CEO Andrew Feldman and Scale Data Centers COO Billy Wooten, exploring wafer-scale chips, liquid cooling and backup power. Their performance and expansion figures are presented as company claims from 2025.
16:12ENMatthew Berman· 2025년 10월 18일AI News in October 2025: Claude Skills, DGX Spark and a Proposed AGI MeasureMatthew Berman, Jensen Huang, Elon Musk, Jeff Bezos · Forward FutureMatthew Berman reviews product announcements, early research and predictions, from reusable agent skills to orbital data centers.
31:57EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025년 10월 15일팟캐스트 · 2명Peak 700 GW, average 300 GW: Base Power is wiring home batteries into a power plant진행자 Sarah Guo, Elad GilZach Dell tells Elad Gil how a $1.3 billion raise, a Texas-only retail business, and a Tesla-and-SpaceX hiring bench are meant to cut the cost of moving an electron.
44:09ENMatthew Berman· 2025년 10월 8일Greg Brockman on Compute, Sora 2 and the Path to AGIMatthew Berman, Greg Brockman · Forward FutureMatthew Berman interviews OpenAI’s Greg Brockman about infrastructure constraints, proactive AI, developer risk and the future of work.
1:20:12EN
20VC with Harry Stebbings· 2025년 10월 6일팟캐스트 · 2명Cerebras CEO Andrew Feldman on AI Chips, Demand and Infrastructure Risk게스트 Andrew Feldman · 진행자 Harry StebbingsFeldman discusses Cerebras financing, chip design and data centers, while weighing talent, energy and market concentration.
4:34:10EN
Lex Fridman· 2025년 9월 30일팟캐스트 · 2명Pavel Durov Built Telegram for a Billion People. He Still Won't Carry a Phone.게스트 Pavel Durov · 진행자 Lex FridmanIn a four-and-a-half-hour conversation with Lex Fridman, the Telegram founder traces freedom from a childhood move out of the Soviet Union to a French jail cell, a poisoning, and a 40-person engineering team.
1:31:19EN20VC with Harry Stebbings· 2025년 9월 29일팟캐스트 · 2명Groq Founder Jonathan Ross on AI Compute, Chip Competition and Energy게스트 Jonathan Ross · 진행자 Harry StebbingsRoss explains his view of inference demand, custom chips and infrastructure economics, and makes predictions about AI’s effects on markets and work.
0:58ENMatthew Berman· 2025년 9월 26일Microsoft’s Nebius GPU Infrastructure AgreementMatthew Berman · Forward FutureIn a sponsored video, Matthew Berman discusses a 2025 infrastructure agreement and Nebius’s AI services.
1:32:47EN
Cognitive Revolution "How AI Changes Everything"· 2025년 9월 13일팟캐스트A transformer co-author wants a $160 million model no company owns진행자 Nathan LabenzIllia Polosukhin tells Nathan Labenz how NEAR turned a payments headache into a stack for private inference, shared-revenue training, and AI agents that still answer to a court.
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.
40:54ENNo Priors: AI, Machine Learning, Tech, & Startups· 2025년 8월 28일팟캐스트 · 2명Seventeen Years of Flat Power, and a Plan to Bring the Factories Home진행자 Sarah Guo, Elad GilJacob Helberg, the under secretary of state designate for economic growth, energy, and the environment, argues that nuclear power and AI productivity—not cheap labor—are how America reshore its supply chain.
1:34:58EN20VC with Harry Stebbings· 2025년 8월 21일팟캐스트 · 3명Databricks Valuation, CoreWeave Debt and the Risks Behind AI Growth게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to discuss private valuations, fintech and the financing of AI infrastructure.
47:18ENNo Priors: AI, Machine Learning, Tech, & Startups· 2025년 8월 14일팟캐스트 · 2명The Analyst Tracking 200 GPU Clouds Breaks Nvidia Into a Three-Headed Dragon진행자 Sarah Guo, Elad GilSemiAnalysis founder Dylan Patel on OpenAI’s open-weight model, a coming neocloud wipeout, and why a chip startup has to beat Nvidia on hardware, networking, and software at once.
3:17:35ENCognitive Revolution "How AI Changes Everything"· 2025년 8월 13일팟캐스트Ten Thousand Comments and 76 Spare Gigawatts: Four Months Writing America's AI Action Plan진행자 Nathan LabenzDean W. Ball spent four months as the White House's senior AI adviser, then left as the Action Plan landed — and explains how a to-do list got written inside a building that cannot run ChatGPT.
1:45:00ENCognitive Revolution "How AI Changes Everything"· 2025년 8월 6일팟캐스트America Holds 45% of the World's Data Centers. Everyone Else Must Build, Buy, or Ally진행자 Nathan LabenzAnjney Midha of a16z maps what “sovereign AI” actually means for companies and for countries that will never own the talent, data, and compute frontier.
1:01:00EN
Sequoia Capital· 2025년 8월 5일팟캐스트v0 Hit 3 Million Users. Vercel’s CEO Says Pages Will Be Generated On Demand Within Five YearsFor a company that sells cloud hosting and frontend tools, one of the fastest-growing signup channels is ChatGPT.
36:48ENNo Priors: AI, Machine Learning, Tech, & Startups· 2025년 7월 31일팟캐스트 · 2명The Weekend DeepSeek Dropped, the White House Called진행자 Sarah Guo, Elad GilSriram Krishnan walks No Priors through America’s 28-page AI Action Plan, a token-share definition of winning, and why the lead over China is too small to take for granted.
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.
40:33ENSequoia 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.
54:53ENUnsupervised 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.더 보기220개 중 24개 표시