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1:10:15EN
Sequoia 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.인프라와 배포InferenceBenchmarks+3
45:00EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026년 6월 18일팟캐스트 · 2명Lip-Bu Tan took the hardest job in chips to save Intel진행자 Sarah Guo, Elad GilThe Cadence veteran and semiconductor investor tells No Priors how he is rebuilding Intel's culture, balance sheet, and foundry, and why he still wants a 10x from here.기업과 전략인프라와 배포Leadership+3
42:21EN
No 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.인프라와 배포AI cost & performanceSemiconductors+1
39:03EN
No 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.인프라와 배포InferenceAI cost & performance+3
1:09:10EN
Lex Fridman· 2022년 4월 27일팟캐스트 · 2명The Same Snapdragon That Flies on Mars Powers a Galaxy Phone게스트 Cristiano Amon · 진행자 Lex FridmanQualcomm CEO Cristiano Amon talks with Lex Fridman about 5G, Snapdragon, cars, the chip shortage, and how to map the border of your own competence.인프라와 배포SemiconductorsProduct Strategy+3
26:02EN
Lex Fridman· 2020년 2월 9일팟캐스트Moore’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.인프라와 배포SemiconductorsScaling Laws+3
1:34:44EN
Lex Fridman· 2020년 2월 5일팟캐스트 · 2명Moore's Law Has Been About to Die for Forty Years게스트 Jim Keller · 진행자 Lex FridmanChip architect Jim Keller tells Lex Fridman why a cascade of diminishing-return curves still looks exponential, why you rewrite the CPU every five years, and why driving a car is not a super-hard problem.SemiconductorsFirst PrinciplesAutonomous Driving+1
1:30:18EN
Lex Fridman팟캐스트Night Markets and Chip Foundries: A Week in Taiwan with Jensen Huang진행자 Lex FridmanLex Fridman follows NVIDIA's CEO through Computex, street food and long chats about Taiwan's tech history, export controls and how to choose business partners.기업과 전략인프라와 배포Semiconductors+3