필터 결과
43개정렬
1:25:33ENWhy GPU Capacity Comes in Three-Year Rectangles — Erik Bernhardsson, Modal게스트 Erik Bernhardsson · 진행자 Vibhu SapraModal’s CEO tells Latent Space why AI demand almost never looks like a three-year GPU contract, how the company pools compute across thousands of customers, and why sandboxes grew from a product they almost killed into a third of revenue.
35:39ENCompute Scaled a Millionfold. Bandwidth Only 40x. Fractile Wants to Fix That Ratio진행자 Sarah Guo, Elad GilIn the summer of 2022, Walter Goodwin founded Fractile in London to build very fast inference chips for the world's largest models.
37:07ENArm’s 98.5% margin business just started shipping chips진행자 Sarah Guo, Elad GilCEO Rene Haas tells No Priors why the IP company built a physical CPU for Meta, and why CPUs still sit at the center of AI systems.
34:51ENGoogle Paid $10 Million for a Bankrupt Airline’s Data. That’s the Moat.진행자 Sarah Guo, Elad GilEon co-founders Ofir Ehrlich and Gonen Stein argue that models and compute are rented commodities — the only asset enterprises can actually keep is their data.
1:01:27ENTwo Years and Four Months to a Live Reactor: Valar Atomics Wants Energy Ten Times Cheaper진행자 Sarah Guo, Elad GilIsaiah Taylor walks Sarah Guo through Ward 250 in Utah and argues that nuclear is a hardware-iteration problem, not a paper-design one.
45:00ENLip-Bu Tan took the hardest job in chips to save Intel진행자 Sarah Guo, Elad GilThe Cadence veteran and semiconductor investor tells No Priors how he is rebuilding Intel's culture, balance sheet, and foundry, and why he still wants a 10x from here.
30:34ENCerebras Waited Ten Years for a Market That Finally Needed Speed진행자 Sarah Guo, Elad GilFounder and CEO Andrew Feldman walks No Priors through wafer-scale chips, a $20 billion OpenAI deal, and why a dinner-plate processor only mattered once AI became an everyday tool.
38:01ENThe Philippines Gifted America 4,000 Acres. Pax Silica Wants to Make the AI Supply Chain a Business진행자 Sarah Guo, Elad GilUS Under Secretary Jacob Helberg on a 14-country coalition, a diplomatic industrial zone in the Philippines, and why Washington is putting companies—not ministries—in the driver's seat.
4:18:22ENEvery Cycle Matters: The Volunteers Who Decode Almost All Internet Video게스트 FFmpeg · 진행자 Lex FridmanLex Fridman talks with Jean-Baptiste Kempf and Kieran Kunhya about FFmpeg, VLC, handwritten assembly, and the unpaid crew behind YouTube, Netflix, and a rover on Mars.
42:57ENInference Is the Last Market: Baseten’s 30x Year진행자 Sarah Guo, Elad GilCEO Tuhin Srivastava on a billion-dollar inference cloud, why the app layer survives, and a GPU crunch worse than the narrative.
44:01ENA millionth of a penny: Jeremy Allaire on the payment rails of the agentic economy진행자 Sarah Guo, Elad GilCircle's CEO tells No Priors why stablecoins and a purpose-built chain, not the legacy banking stack, are the money layer for software that buys and sells on its own.
2:25:58ENAGI Is Already Here. Building NVIDIA Is Not.게스트 Jensen Huang · 진행자 Lex FridmanLex Fridman sits down with Jensen Huang for two and a half hours on extreme co-design, CUDA, four scaling laws, and why a $1 billion AI company is easier than a durable one.
31:57ENPeak 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.
4:34:10ENPavel 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.
40:54ENSeventeen 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.
47:18ENThe 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.
36:48ENThe 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.
42:21ENThey 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.
36:49ENJensen 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.
44:30EN100,000 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.
42:59ENAWS 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.
42:42ENEthereum 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.
39:00ENJPMorgan Has 150 Petabytes. GPT-4 Trained on Less Than One.진행자 Sarah Guo, Elad GilScale AI founder Alexandr Wang tells No Priors why easy internet data is exhausted, why expert-plus-model teams still win, and why the path to AGI looks more like curing cancer than inventing a vaccine.
38:33ENSpeed Is the Thing You Can Buy: Baseten’s Bet on Inference진행자 Sarah Guo, Elad GilTuhin Srivastava tells Sarah Guo and Elad Gil why a six-person chatbot company running a billion tokens a day should not be building its own serving stack.
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