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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.
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.
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.
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.
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.
22:32ENNo Priors: AI, Machine Learning, Tech, & Startups· 2025년 2월 7일팟캐스트 · 2명The $5.5 Million Was Only the Last Mile진행자 Sarah Guo, Elad GilOn No Priors' 100th episode, Sarah Guo and Elad Gil separate DeepSeek's paper cost from the compute behind it, then walk through OpenAI's Deep Research, Stargate, and their bets for 2025.
23:37ENNo Priors: AI, Machine Learning, Tech, & Startups· 2025년 1월 9일팟캐스트 · 2명A Hundred GPUs in Seconds: Why Modal Threw Out Docker and Kubernetes진행자 Sarah Guo, Elad GilErik Bernhardsson tells Elad Gil that AI inference is too bursty for year-long GPU contracts, and that the cloud should feel as fast as a laptop.
42:21ENNo Priors: AI, Machine Learning, Tech, & Startups· 2024년 12월 12일팟캐스트 · 2명They 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.
44:16ENNo Priors: AI, Machine Learning, Tech, & Startups· 2024년 11월 21일팟캐스트 · 2명Cohere's Aidan Gomez: The Model Curve Is Flattening, and $20 Million Now Buys GPT-4진행자 Sarah Guo, Elad GilThe Attention Is All You Need co-author tells No Priors why enterprises should stop waiting for the next model and start putting today's models into production.
36:49ENNo Priors: AI, Machine Learning, Tech, & Startups· 2024년 11월 7일팟캐스트 · 2명Jensen 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.
2:29:04EN
Lex Fridman· 2024년 10월 6일팟캐스트 · 2명Keep the Programmer in the Driver's Seat: Cursor's Founders on Tab, Agents, and Zero-Entropy Editing게스트 Cursor Team · 진행자 Lex FridmanMichael Truell, Aman Sanger, Sualeh Asif, and Arvid Lunnemark tell Lex Fridman why they forked VS Code, how Tab and Apply actually work, and why most programming still needs a human iterating in real time.
37:47ENNo Priors: AI, Machine Learning, Tech, & Startups· 2024년 8월 30일팟캐스트 · 2명Working Backwards from AGI: Magic's Five-Million-Token Bet진행자 Sarah Guo, Elad GilEric Steinberger wants a coding colleague you trust like a teammate — and a world that is still a good place thirty years after AGI.
42:59ENNo Priors: AI, Machine Learning, Tech, & Startups· 2024년 8월 29일팟캐스트 · 2명AWS 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.
42:42ENNo Priors: AI, Machine Learning, Tech, & Startups· 2024년 8월 22일팟캐스트 · 2명Ethereum 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.
38:33ENNo Priors: AI, Machine Learning, Tech, & Startups· 2024년 3월 21일팟캐스트 · 2명Speed 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.
39:03ENNo Priors: AI, Machine Learning, Tech, & Startups· 2024년 2월 29일팟캐스트 · 2명MI300 Leads Inference by 2x: AMD's CTO on Winning Chip Competition Without a Walled Garden진행자 Sarah Guo, Elad GilWhen Mark Papermaster became AMD's CTO in fall 2011, nearly all of the company's revenue sat on PCs and gaming, Moore's Law was slowing, and everyone knew it needed a turnaround.
32:57ENNo Priors: AI, Machine Learning, Tech, & Startups· 2023년 11월 9일팟캐스트 · 2명A 7-billion-parameter model on a MacBook: Mistral's CEO reruns the cost of AI진행자 Sarah Guo, Elad GilArthur Mensch tells No Priors why Chinchilla made small models valuable, why open-sourcing Mistral 7B is not a bioweapon risk, and why guardrails belong on the application.
30:03ENNo Priors: AI, Machine Learning, Tech, & Startups· 2023년 9월 7일팟캐스트 · 2명A Dinner-Plate Chip Cut Training From 60 Days to 3.5진행자 Sarah Guo, Elad GilCerebras CEO Andrew Feldman tells No Priors why wafer-scale silicon, not another GPU, is the answer to the compute crunch — and why most production models will stay at 13 billion parameters or below.
1:00:36ENNo Priors: AI, Machine Learning, Tech, & Startups· 2023년 2월 2일팟캐스트 · 2명Forty games of Diplomacy, and nobody spotted the bot: Noam Brown’s 100,000x lesson진행자 Sarah Guo, Elad GilMeta’s Noam Brown tells Sarah Guo and Elad Gil how Cicero negotiated in English for 40 games on a tiny web community — and why thinking at decision time beat three years of scaling.
23:57ENNo Priors: AI, Machine Learning, Tech, & Startups팟캐스트 · 2명Chips, Agents and a Reckoning: Sarah Guo and Elad Gil on the 2023 AI Boom진행자 Sarah Guo, Elad GilThe hosts answer listener questions on the GPU crunch, how soon enterprises will ship AI products, how to build agents, and what 2024 holds for tech valuations.
31:46ENNo Priors: AI, Machine Learning, Tech, & Startups팟캐스트 · 2명Why Rivian Threw Out Its First Self-Driving Stack and Built Its Own Brain진행자 Sarah Guo, Elad GilRivian founder RJ Scaringe explains the neural-net reset, in-house chips, software-defined architecture and the mass-market R2 bet.