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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.
47:22ENFrom One in a Thousand to 15 Percent: Chai Discovery Treats Drug Design as a Scaling ProblemJoshua Meier and Matthew McPartlon tell Sequoia’s Training Data why antibody design is an engineering problem, not a bespoke science, and why they sell a molecular CAD suite instead of their own drugs.
49:12ENThe People Writing the Transformer’s Eulogy Want a Lab That Can Take Vacation Without Themo1’s reasoning lead and a Gemini pre-training lead argue the architecture, not more scale, is now the bottleneck — and that replacing it starts with automating kernel generation.
1:47:38EN19 Neurons Can Drive a Car. Liquid AI Wants Foundation Models on Every Chip진행자 Nathan LabenzRamin Hasani traces liquid neural networks from a worm's 300-cell brain to a 600-megabyte model that will talk from inside a Mercedes, and explains why architecture search now beats architecture avengers.
1:13:33ENA Trillion Tokens Later, the Concept Finally Lands: Łukasz Kaiser on What Transformers Still Miss진행자 Jacob EffronThe Attention Is All You Need co-author tells Unsupervised Learning that transformers will probably keep winning — and that they still do not learn the way people do.
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.
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.
1:03:00ENA Model That Solves New Math Problems Every Week Still Isn't AGI진행자 Jacob EffronFormer OpenAI research VP Jerry Tworek on why scaling still works, why models go hopeless when they fail, and why he left to chase continual learning.
37:00ENThe AlphaChip Team That Laid Out Four TPUs Now Wants Every Company to Be DesignlessAnna Goldie and Azalia Mirhoseini tell Sequoia how an RL floorplanner survived TPU-team anger, learned to draw donut-shaped macros, and became a bet that AI will design chips that then feed AI.
1:18:05ENThe Real Bottleneck in AI Research Is Compute, Not Ideas진행자 Jacob EffronAfter NeurIPS, Ari Morcos and Rob Toews sit down with Jacob Effron to argue about plateauing models, SSI’s secrecy, OpenAI’s cash burn, and a set of spicy 2026 bets.
39:16EN500 Gloves, 10 Million Trajectories, and a $10,000 Home Robot진행자 Sarah Guo, Elad GilSunday Robotics co-founders Tony Zhao and Cheng Chi map the gap between a scalable imitation-learning recipe and a machine that actually does the dishes.
1:48:46ZH刘先明:拆掉语言,让物理 AI 回到数据与动作게스트 刘先明 · 진행자 张小珺小鹏自动驾驶中心负责人刘先明解释,为什么 VLA 训练中间的语言监督会成为效率瓶颈,以及他如何推动小鹏从自动驾驶团队转向物理 AI。访谈也谈到规模化数据、组织变革、量产安全与自动驾驶的下一阶段。
1:39:05ENThe Summer GPT-5 Disappointed Does Not Mean AI Progress Has Stalled진행자 Nathan LabenzNathan Labenz tells Erik Torenberg why the GPT-5 backlash mixed up product mishaps, naming chaos, and a real jump in capabilities.
41:32ENMoore'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.
1:02:05EN$100 Million Researchers and a $200 Billion xAI: An AI Roundtable Does the Math진행자 Jacob EffronDatology’s Ari Morcos and Radical Ventures’ Rob Toews argue over whether models are plateauing, whether RL-environment startups will last, and why Google is the lab they would pick.
2:12:04ENFrom a Five-Year Phone Queue to 480 Trillion Tokens a Month게스트 Sundar Pichai · 진행자 Lex FridmanSundar Pichai talks with Lex Fridman about Chennai, the AI package, Search, Chrome, Waymo, and why he stayed calm when the headlines said Google was finished.
51:08ENThe Transformer Co-Author Who Says Scaling Hit a Wall진행자 Jacob EffronCohere CEO Aidan Gomez tells Redpoint that a $100 million model is still an amnesiac genius, and that enterprise AI money is concentrating in support, research, and the back office.
1:10:23ENA Million Tokens per Dollar: Why Noam Shazeer Thinks Inference Compute Is Still Untapped진행자 Jacob EffronThe Transformer co-inventor and Gemini researcher Jack Rae walk through test-time compute, Ilya Sutskever's AGI critique, and a four-year-old who now lectures his teacher about lizards.
57:41ENA Hundred Million Cells, Four People, Three Days: Biology's ImageNet Moment진행자 Sarah Guo, Elad GilVevo Therapeutics and the Arc Institute open-sourced Tahoe-100M and a 230-million-cell atlas in the same week — and argued that virtual cells, not just protein folders, are the next language model of biology.
48:18ENNoam Brown: There's No Hard Wall—Just Eight Orders of Magnitude of Headroom진행자 Jacob EffronA ChatGPT query costs about a penny. The problems society cares about most, he says, are worth a million dollars.
44:16ENCohere'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.
2:40:58ENZvi Mowshowitz Still Puts P(doom) at 60%—and Says Not Updating Is Self-Deception진행자 Nathan LabenzA six-month recap with the Don't Worry About the Vase author covering Ilya’s SSI, OpenAI’s o1, Claude’s computer use, the SB 1047 veto, and Trump’s return.
5:15:00ENDario Amodei Has Seen This Scaling Movie Enough Times게스트 Dario Amodei · 진행자 Lex FridmanAnthropic’s CEO puts numbers on frontier training costs and AGI, then hands the mic to the people who shape Claude’s character and look inside its weights.
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.
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