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17:42ENIs a Faster Model Actually Faster? Measure the Finished Job, Not the TokensMorgan Suo · MiniMaxMiniMax's Morgan Suo takes the engineering changes inside M3.1 Flash one by one and asks the question that matters to users: does the job an analyst needs actually get done sooner, cheaper and correctly?
1:26:46ENThere Likely Is a Level of Intelligence We Shouldn't Go Past진행자 Nathan LabenzNathan Labenz brings notes from The Curve, a chip startup whose token bill beat payroll, and a software industry that now performance-reviews people for Claude slop.
56:31ENPost-Training Wins Inference: Why Owning the Weights Beats Betting on One Lab진행자 Jacob EffronApplied Compute CEO Yash Patil argues that control, private evals, and post-training on the biggest workloads matter more than fearing that frontier labs will turn malicious.
2:19:30ENThe investigators were allowed six days. The word protein appeared once.진행자 Nathan LabenzA week of Cognitive Revolution morning shows on OpenAI’s agent-swarm incident, GPT-6 Astra’s loop transformer, and whether the pause debate is already over.
2:06:41ENZero the J-Space and a Model's Hidden Goal Lights Up on Token One진행자 Nathan LabenzA weekly Cognitive Revolution cut of Anthropic's global-workspace paper, AI superforecasters, open video world models, and a chip that treats inference as data movement.
1:26:16ENMilliseconds to Match: How Criteo Bids on a Billion Anonymous Profiles진행자 Nathan LabenzCriteo’s CTO and AI lab head walk through the millisecond auction, the DeepKNN-to-foundation-model stack, and why a live product catalog still beats a frozen LLM.
1:57:29ENFrontier vision models score 12.5%: Joseph Nelson on the real waterline of computer vision진행자 Nathan LabenzThe Roboflow CEO tells Nathan Labenz why vision still lags language, how to distill SAM 3 into an edge model for Wimbledon, and why the United States has almost never led open-source vision.
4:25:13ENThe Architecture Barely Changed. Data, Cost, and Open Weights Did.진행자 Lex FridmanNathan Lambert and Sebastian Raschka walk Lex Fridman through a year in which training methods and datasets moved more than model design, and 2026 looks like a fight over inference cost, agents, and who owns truly open models.
1:22:07ENEvery payment is a frame in a movie. Stripe’s foundation model took card-testing detection from 59% to 97%진행자 Nathan LabenzEmily Sands, Stripe’s head of data and AI, explains how a domain-specific payments model, shared embeddings, and mixed rules turn a $1.4 trillion network into compounding advantage.
1:32:47ENA 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.
59:06ENInference 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.
38:10ENPlus Five for Format, Plus Ten if It Compiles진행자 Nathan LabenzPredibase CEO Dev Rishi explains how reinforcement fine-tuning, production feedback, and narrow specialist models turn one-off training into systems that keep learning.
2:12:00ENGradient Descent at Test Time: Titans Pushes LLM Context to 10 Million Tokens진행자 Nathan LabenzA Cornell PhD student's neural memory module holds about 70% accuracy where GPT-4's scores fall off a cliff.
45:06ENMike 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.
1:24:57ENA 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.
55:50ENThere 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.
1:42:16EN267 Papers in Seven Months: Albert Gu Explains the State Space Model Revolution진행자 Nathan LabenzThe Mamba co-author walks through five years of recurrent-model work, why selective compression beats a growing KV cache, and what Mamba 2 trades away to train faster.
1:42:17ENThe 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.
1:22:43ENFive billion minutes of calls: why Dialpad trained its own business LLM진행자 Nathan LabenzDan O’Connell on real-time speech, verticalizing the stack, and why he and Nathan Labenz disagree about when AI employees show up.
52:48ENOpenAI Cut Fine-Tuning 90 Percent, and Founders Crossed Llama 2 Off the List진행자 Nathan LabenzNathan Labenz and Erik Torenberg walk through GPT-3.5 Turbo fine-tuning, why self-hosting still loses on total cost, and what is actually working in code, school, and medicine.
1:01:26ENAlexNet Used Two GPUs. GPT-4 Took Twenty Thousand. The Shortage Will Be Back.진행자 Nathan LabenzRun:ai CTO Ronen Dar on filling idle accelerators, why H100s can be cheaper per experiment, and why Llama 2 undercuts compute governance.
1:20:49ENA Wafer-Scale Chip So AI Stops Waiting on Amdahl진행자 Nathan LabenzAndrew Feldman, CEO of Cerebras, tells Nathan Labenz why one 2.5-trillion-transistor die, sparse linear algebra, and a 16-machine supercomputer are a better shape than a GPU cluster.
26:02ENMoore’s Law Is Not Dead—It Is a Cascade of S-Curves진행자 Lex FridmanJim Keller explains why transistor scaling keeps outrunning its obituary, and how exponential hardware changes the mathematics AI can attempt.
1:18:48ENData Movement, Not Math: How to Make Deep Learning Fit on Robots and Phones진행자 Lex FridmanMIT professor Vivienne Sze explains why moving data dominates the energy cost of neural networks and how co-designing hardware and algorithms can cut it by orders of magnitude.
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