필터 결과
122개정렬
34:35EN
SemiAnalysis· 2026년 10월 23일팟캐스트 · 3명SemiAnalysis on ASML's Hybrid-Bonding Patents, HBM Economics and the Next Tool Ecosystem게스트 Sherry Zhang, Howie · 진행자 Jordan NanosJordan Nanos, Sherry Zhang and Howie examine a track-based bonding design that brings the wafer to the die, then explain why adoption depends on precision, cleanliness, economics and a changing supply chain.
1:09:00EN
Dwarkesh Patel· 2026년 10월 22일팟캐스트 · 9명Dwarkesh Patel: What will computer chips look like in 2045?게스트 Chris Auth, Kevin Fischer, Jack Kavalieros, Tyler Osborn, Pushkar Ranade, Gary Dickerson, Peter Wennink, Elon Musk · 진행자 Dwarkesh PatelAfter two days inside Intel’s most advanced fab, Dwarkesh Patel walks through gate-all-around, backside power, High-NA EUV, ruthenium, CFET, and hybrid bonding — and asks Intel’s leadership how the industry can possibly meet AI’s 3×-a-year compute demand when the world’s chipmaking tools cannot.
2:09:42EN
Cognitive Revolution "How AI Changes Everything"· 2026년 9월 15일팟캐스트A Frontier Pause Would Help. America Will Not Sign One That Only Pauses the Frontier진행자 Nathan LabenzCarnegie fellow Anton Leicht tells Nathan Labenz why a six-month slowdown is technically overdue, why US-China incentives block it, and how Europe can still trade compute and ASML for a seat at the table.
3:15:53ENCognitive Revolution "How AI Changes Everything"· 2026년 9월 10일팟캐스트The Goal Is Pax Robotica, Not Winning the AI Race진행자 Nathan LabenzAfter two weeks in China, Nathan Labenz argues the United States should trade chips for robots, keep a shared AI paradigm, and aim for mutual abundance instead of another sword of Damocles.
37:07EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026년 9월 3일팟캐스트 · 2명Arm’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.
2:23:43ENCognitive Revolution "How AI Changes Everything"· 2026년 7월 27일팟캐스트He Bought an Android, Two SIMs, and Left Claude Watching His Inbox진행자 Nathan LabenzNathan Labenz asked a dozen friends how to visit China and got two irreconcilable answers.
3:51:47EN
Lex Fridman· 2026년 6월 30일팟캐스트 · 2명Forty-Six Percent of Emperors Were Overthrown. The Empire Lasted Anyway게스트 Anthony Kaldellis · 진행자 Lex FridmanHistorian Anthony Kaldellis walks Lex Fridman through 2,200 years of Roman history and argues that what we call Byzantium was Rome itself.
38:01ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026년 5월 14일팟캐스트 · 2명The 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.
1:34:42ENCognitive Revolution "How AI Changes Everything"· 2026년 2월 13일팟캐스트A $500 Kernel, a Ten-Month Village, and the Temper of Agents진행자 Nathan LabenzJames Zou, Sam Hammond, and Shoshannah Tekofsky on science agents, America's knowledge-work bet, and what models actually do when you leave them alone.
1:43:19ENCognitive Revolution "How AI Changes Everything"· 2025년 12월 19일팟캐스트A $100 Million Super PAC Named Him Public Enemy Number One. Donations Went Up.진행자 Nathan LabenzIn the second half of Cognitive Revolution’s year-end live show, Assemblymember Alex Bores, former White House adviser Dean Ball, and forecaster Peter Wildeford argue over state AI laws, chip sales to China, and what 2026 will actually feel like.
46:26ZH
Zhang Xiaojun Podcast· 2025년 12월 9일팟캐스트 · 2명朱啸虎：三年内看不到泡沫，共识太集中就错开十五度게스트 朱啸虎 · 진행자 张小珺2025 年底，金沙江创投朱啸虎第三次坐到张小珺对面：AGI 不谈了，入口之争开始了。他不投人形机器人，把支票开给洗船和按摩这类「干活」的公司。
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.
2:36:55ENLex Fridman· 2025년 11월 17일팟캐스트 · 2명One Second of Fuel: David Kirtley on Fusion Power by 2028게스트 David Kirtley · 진행자 Lex FridmanThe Helion Energy CEO walks Lex Fridman from 1958 theta pinches to a Microsoft contract that wants first electrons on the grid in 2028.
2:49:12ENCognitive Revolution "How AI Changes Everything"· 2025년 10월 18일팟캐스트Why China's Master Plan for AI Never Mentions AGI진행자 Nathan LabenzBeijing-based Concordia AI CEO Brian Tse on China's safety rules, chip strategy, and why the two ecosystems look more alike than Washington assumes.
4:25:44ENLex Fridman· 2025년 9월 19일팟캐스트 · 2명The Wehrmacht's Secret Ingredient Was Methamphetamine게스트 Norman Ohler · 진행자 Lex FridmanHistorian Norman Ohler tells Lex Fridman how Pervitin, Hitler's doctor, and LSD change the story of World War II without turning drugs into a single cause.
58:25ENNo Priors: AI, Machine Learning, Tech, & Startups· 2025년 9월 15일팟캐스트 · 2명A construction permit that took four months now takes three minutes진행자 Sarah Guo, Elad GilJared Kushner talks with Sarah Guo and Elad Gil about Affinity Partners, the AI firm BrainCo, and how capital, energy, and Middle East diplomacy now run through AI.
40:54ENNo Priors: AI, Machine Learning, Tech, & Startups· 2025년 8월 28일팟캐스트 · 2명Seventeen 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.
10:26:31ENLex Fridman· 2025년 8월 23일팟캐스트 · 2명The War on Terror's Only Gift Was Better Luke Skywalker Hands게스트 Scott Horton · 진행자 Lex FridmanScott Horton walks Lex Fridman through fifty years of U.S. wars, from Vietnam Syndrome to Ukraine, and argues the machinery never stops because it is not supposed to.
2:04:27ENCognitive Revolution "How AI Changes Everything"· 2025년 8월 23일팟캐스트A 10% Chance of an AI-Enabled Coup in the Next 30 Years진행자 Nathan LabenzTom Davidson maps three ways superintelligent systems could help a head of state or a lab CEO lock in power—and argues the window for building safeguards is short.
1:49:29ENLex Fridman· 2025년 8월 13일팟캐스트 · 2명China Is Not Run by One Person. It Is a Mayor Economy게스트 Keyu Jin · 진행자 Lex FridmanEconomist Keyu Jin on local GDP races, DeepSeek, tariffs, Jack Ma, and why Western collapse forecasts keep missing the country they describe.
3:17:35ENCognitive 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.
1:14:05ENCognitive Revolution "How AI Changes Everything"· 2025년 8월 9일팟캐스트Sullivan boils US-China AI competition down to four buckets, four examples, and a path he calls boring진행자 Nathan LabenzThe former national security advisor treats transformative AI as a planning assumption, not a prophecy, and wants Washington to compete hard with Beijing without pretending a grand bargain will cure the rivalry.
1:45:00ENCognitive 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.
36:48ENNo Priors: AI, Machine Learning, Tech, & Startups· 2025년 7월 31일팟캐스트 · 2명The 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.더 보기122개 중 24개 표시