筛选结果
12 篇排序
1:13:48EN → 简体中文运营商每年投入 2000 亿美元,钱却流向了上层主持 Jacob EffronBenedict Evans 在 Jacob Effron 的节目里说,拿 AI 去类比过去的平台是条死路,但研究这些平台实际上如何赚钱,却是有用的。
50:57ENA Trillion Dollars of GPUs Will Be Worth $100 Billion in Five Years, Says LSTM's Jürgen Schmidhuber主持 Jacob EffronThe AI pioneer tells Unsupervised Learning's Jacob Effron why he is wildly optimistic about the technology and deeply pessimistic about the model companies buying the chips.
1:06:36ENBills Doubled Overnight. Next, the APIs Might Vanish.主持 Jacob EffronSix months after their last roundup, Ari Morcos and Rob Toews tell Jacob Efron why coding agents finally work, why near-frontier open weights may have peaked, and why a compute famine could pull the plug on public APIs.
57:37ENThe hot-swap era for models is over, OpenAI's enterprise product chief says主持 Jacob EffronOlivier Godement on GPT-5.1, Codex, enterprise harnesses, and the three practices that actually make AI land inside large companies.
59:06ENInference Costs Fell 100x. Tri Dao Says There's Another 10x — and NVIDIA's 90% Won't Hold主持 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.
43:51ENThe $177 Billion GPU Bet Only Works If AI Becomes a $1.5 Trillion Market主持 Jacob EffronFour Redpoint partners walk their limited partners through where AI value will accrue—and why revenue is now the easiest metric to misread.
1:10:23ENA Million Tokens per Dollar: Why Noam Shazeer Thinks Inference Compute Is Still Untapped主持 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.
45:06ENMike Schroepfer: AI’s Bottleneck Is Electricity, and One Tanker of Fusion Fuel Could Power the U.S. for a Year主持 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.
1:24:57EN → 简体中文50000 块 GPU 的上限,和 1700 块芯片的漏洞主持 Jacob EffronSemiAnalysis 创始人 Dylan Patel 梳理 AI 扩散规则、中国的算力困境,以及 xAI 如何在孟菲斯一座封闭的家电工厂里搭起一个 100000 块 GPU 的集群。
48:18ENNoam Brown: There's No Hard Wall—Just Eight Orders of Magnitude of Headroom主持 Jacob EffronA ChatGPT query costs about a penny. The problems society cares about most, he says, are worth a million dollars.
1:00:10ENThe Long Leash and the Narrow Fences: Eric Ries and Jeremy Howard on Building AI’s Edison Lab主持 Jacob EffronEric Ries and Jeremy Howard discuss Lean Startup discipline in AI, Answer.AI’s for-profit R&D lab model, efficient fine-tuning, language-heavy applications, and AI safety regulation.
51:55ENThe Search Engine Under AI Apps: Why Bigger Context Windows Aren't Enough主持 Jacob EffronTurbopuffer CEO Simon on object-storage databases, vector-search trade-offs, and the AI features that will become SaaS table stakes.









