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1:28:08EN
Cognitive Revolution "How AI Changes Everything"· 2026년 10월 1일팟캐스트The same H100 costs 3x at AWS, and a four-month-old lab is catching genes the top sequencers missed진행자 Nathan LabenzA Cognitive Revolution weekly briefing on a possible U.S.–China AI hotline, why hyperscalers charge two to three times as much for identical chips, co-writing a novel with frontier models, and an AI loop that re-diagnosed a child a premier prenatal lab had cleared.기업과 전략안전과 거버넌스AI cost & performance+3
1:04:14EN
Unsupervised Learning: With Jacob Effron· 2026년 7월 31일팟캐스트The Man Who Helped Stand Up Colossus in 120 Days Is Betting on an AI That Lives in Your House진행자 Jacob EffronxAI co-founder Igor Babuschkin left to start River AI, arguing coding agents have crossed a threshold, closed labs are getting squeezed, and the next prize is personal, local intelligence.에이전트AI startups & small teamsCompany Building+3
1:06:36EN
Unsupervised Learning: With Jacob Effron· 2026년 6월 12일팟캐스트Bills Doubled Overnight. Next, the APIs Might Vanish.진행자 Jacob EffronSix months after their last roundup, Ari Morcos and Rob Toews tell Jacob Efron why coding agents finally work, why near-frontier open weights may have peaked, and why a compute famine could pull the plug on public APIs.기업과 전략AI StrategyOpen-source ecosystems+3
1:37:43EN
Cognitive Revolution "How AI Changes Everything"· 2026년 3월 25일팟캐스트Cisco wants two extra network layers so agents can share intent진행자 Nathan LabenzVijoy Pandey of Outshift by Cisco argues that superintelligence has to scale out through networks of agents, not just up through bigger models.에이전트Multi-agent systemsAgent orchestration+3
2:12:31EN
Cognitive Revolution "How AI Changes Everything"· 2026년 1월 25일팟캐스트Most Caffeine users have no idea they are on a blockchain진행자 Nathan LabenzDFINITY's Dominic Williams tells Nathan Labenz why a tamper-proof, unstoppable cloud is the right backend for AI that writes software from a chat box.인프라와 배포코딩 에이전트안전과 거버넌스+3
2:06:09EN
Cognitive Revolution "How AI Changes Everything"· 2025년 12월 14일팟캐스트One ChatGPT query is a second in the microwave진행자 Nathan LabenzAndy Masley walks Nathan Labenz through the energy and water math of AI, from a single prompt to an 80-gigawatt buildout.인프라와 배포AI cost & performanceScience Communication+1
1:09:48EN
Unsupervised Learning: With Jacob Effron· 2025년 12월 5일팟캐스트China's AI Labs Went From 15 to Six. The Compute Gap Is 15-to-1.진행자 Jacob EffronJordan Schneider tells Unsupervised Learning that Chinese models were a private-capital story, that Beijing still thinks in hardware, and that the West's real edge is chips it can serve — not a state master plan.기업과 전략GeopoliticsAI Strategy+3
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.기업과 전략AI StrategyCompany Building+3
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.인프라와 배포InferenceAI security+3
59:06EN
Unsupervised 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.인프라와 배포InferenceAI cost & performance+3
3:17:35EN
Cognitive 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.기업과 전략AI Strategy안전과 거버넌스+3
1:45:00EN
Cognitive 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.기업과 전략AI StrategyGeopolitics+3
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.평가와 관측 가능성평가(Evals)Benchmarks+3
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
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
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
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
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
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
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
31:04EN
Cognitive Revolution "How AI Changes Everything"· 2024년 6월 4일팟캐스트The Risk Is Not China Copying. It Is America Refusing to Use the Tools진행자 Nathan LabenzAt the 2024 Hill & Valley Forum, Alex Wang, Jack Clark, and Andrew Ng tell Senator Cory Booker that Chinese labs are inventing, open-source models are already strong, and the Pentagon’s real AI failure is under-adoption.기업과 전략Geopolitics안전과 거버넌스+3
1:52:18EN
Cognitive Revolution "How AI Changes Everything"· 2024년 5월 6일팟캐스트Two Weeks, Thirty Compiles: How Adam Majmudar Wrote a GPU From Scratch진행자 Nathan LabenzA Cognitive Revolution walkthrough of TinyGPU, from SIMD kernels and memory latency to an open-source chip flow that runs on a laptop.인프라와 배포GPU programming & kernelsOpen-source ecosystems+2
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
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