필터 결과
53개정렬
1:25:33EN
Latent Space· 2026년 10월 22일팟캐스트 · 2명Why 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.
1:26:46EN
Cognitive Revolution "How AI Changes Everything"· 2026년 10월 8일팟캐스트There 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.
1:04:26EN
Sequoia Capital· 2026년 10월 6일팟캐스트At 100,000 Accelerators, Something Fails Every HourGoogle AI infrastructure chief Amin Vahdat tells Sequoia's Sonya Huang why FLOPS is a vanity metric, why the TPU line split in two, and why he would rather wait on a utility than build his own gigawatt.
56:31EN
Unsupervised Learning: With Jacob Effron· 2026년 10월 6일팟캐스트Post-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.
35:39EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026년 10월 2일팟캐스트 · 2명Compute 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.
38:14ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026년 9월 18일팟캐스트 · 2명Diffusion Will Win Inference: Stefano Ermon Bets Parallel Tokens Beat Custom Silicon진행자 Sarah Guo, Elad GilThe Stanford diffusion pioneer tells No Priors why a 50-person lab is training language models that generate many tokens at once — and why that maps to GPUs the way transformers once mapped to training.
2:19:30ENCognitive Revolution "How AI Changes Everything"· 2026년 9월 5일팟캐스트The 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.
2:06:41ENCognitive Revolution "How AI Changes Everything"· 2026년 7월 9일팟캐스트Zero 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.
1:10:15ENSequoia Capital· 2026년 6월 30일팟캐스트The 100x lives between the layers: Dylan Patel on co-design and a 60x yearSemiAnalysis’s founder argues that matching models, kernels, and silicon is what turns a 2x here and a 2x there into 100x, while equivalent-quality inference has gotten about 60 times cheaper in a year.
30:34ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026년 5월 21일팟캐스트 · 2명Cerebras 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.
1:26:16ENCognitive Revolution "How AI Changes Everything"· 2026년 5월 9일팟캐스트Milliseconds 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.
42:57ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026년 5월 1일팟캐스트 · 2명Inference 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.
1:57:29ENCognitive Revolution "How AI Changes Everything"· 2026년 4월 4일팟캐스트Frontier 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.
44:19ENSequoia Capital· 2026년 3월 17일팟캐스트The $500-per-Kilogram Line: Why Starcloud Thinks Data Centers Belong in SpaceStarcloud founder Philip Johnston walks through the physics, launch economics, and business model of putting AI compute in orbit.
4:25:13EN
Lex Fridman· 2026년 1월 31일팟캐스트The 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.
1:02:19ENSequoia Capital· 2025년 12월 10일팟캐스트A Top Video Model's Half-Life Is 30 Days. fal Runs 600 AnywayThe fal founders tell Sequoia why generative video is a compute-bound problem that language-model shops keep underestimating, and why they will not let any customer marry a single model.
41:32ENSequoia Capital· 2025년 10월 28일팟캐스트Moore's Law Is Slowing. Nvidia's CTO Still Wants 10× a YearMichael Kagan on why Nvidia's $7 billion Mellanox deal, not just more transistors, is how you turn a data center into one computer.
1:22:07ENCognitive Revolution "How AI Changes Everything"· 2025년 9월 25일팟캐스트Every 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.
1:32:47ENCognitive 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.
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.
38:10ENCognitive Revolution "How AI Changes Everything"· 2025년 7월 16일팟캐스트Plus 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.
2:12:00ENCognitive Revolution "How AI Changes Everything"· 2025년 5월 15일팟캐스트Gradient 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.
45:06ENUnsupervised 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.더 보기53개 중 24개 표시