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55 篇
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1:24:57EN
Unsupervised Learning: With Jacob Effron· 2025年1月21日播客A 50,000-GPU cap and a 1,700-chip loophole主持 Jacob EffronSemiAnalysis founder Dylan Patel walks through the AI diffusion rule, China’s compute squeeze, and how xAI stood up a 100,000-GPU cluster in a closed Memphis appliance factory.基础设施与部署AI RegulationGeopolitics+3
23:37EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025年1月9日播客 · 2 人对谈A Hundred GPUs in Seconds: Why Modal Threw Out Docker and Kubernetes主持 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.基础设施与部署InferenceAI cost & performance+3
55:50EN
Unsupervised Learning: With Jacob Effron· 2024年12月16日播客There will not be one model. Fireworks is betting on hundreds of small experts主持 Jacob EffronPyTorch veteran Lin Qiao argues that inference is a compound system hyperscalers cannot buy their way through, and that the products with real traction still keep a human in the loop.基础设施与部署InferenceModel routing & gateways+3
42:21EN
No Priors: AI, Machine Learning, Tech, & Startups· 2024年12月12日播客 · 2 人对谈They Cooled 5,000 Watts per Square Centimeter in Space. Now Diamond Goes on AI Chips主持 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.基础设施与部署AI cost & performanceSemiconductors+1
44:16EN
No Priors: AI, Machine Learning, Tech, & Startups· 2024年11月21日播客 · 2 人对谈Cohere's Aidan Gomez: The Model Curve Is Flattening, and $20 Million Now Buys GPT-4主持 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.企业与战略企业 AIAI Strategy+3
36:49EN
No Priors: AI, Machine Learning, Tech, & Startups· 2024年11月7日播客 · 2 人对谈Jensen Huang: NVIDIA Is No Longer Building Computers. It Is Building AI Factories主持 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.基础设施与部署AI cost & performanceInference+3
2:29:04EN → 简体中文
Lex Fridman· 2024年10月6日播客 · 2 人对谈让程序员留在驾驶座上:Cursor 创始人谈 Tab、智能体(Agent)与零熵编辑嘉宾 Cursor Team · 主持 Lex FridmanMichael Truell、Aman Sanger、Sualeh Asif 和 Arvid Lunnemark 向莱克斯·弗里德曼(Lex Fridman)讲述了他们为什么要分叉 VS Code、Tab 和 Apply 究竟如何运作,以及为什么大多数编程仍然需要人类实时迭代。编程智能体开发流程与测试AI interface design+3
37:47EN
No Priors: AI, Machine Learning, Tech, & Startups· 2024年8月30日播客 · 2 人对谈Working Backwards from AGI: Magic's Five-Million-Token Bet主持 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.编程智能体上下文工程Inference+3
42:59EN
No Priors: AI, Machine Learning, Tech, & Startups· 2024年8月29日播客 · 2 人对谈AWS Is a $100 Billion Cloud. Matt Garman Still Sees a 10x Migration Ahead主持 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.基础设施与部署企业 AIAI Strategy+3
42:42EN
No Priors: AI, Machine Learning, Tech, & Startups· 2024年8月22日播客 · 2 人对谈Ethereum Once Held Two Thousand GPT-3 Clusters of GPUs主持 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.基础设施与部署AI cost & performanceDistributed training & inference+3
39:18EN
Sequoia Capital· 2024年8月13日播客Open and Closed Will Tie at the Same Size: PyTorch's Former Lead on Fast InferenceA six-month library swap at Meta became a five-year rebuild. Lin Qiao wants the rest of the industry to get that stack in five weeks.基础设施与部署Inference微调+3
1:00:28EN
Sequoia Capital· 2024年7月9日播客Scaling Laws Aren't Done. Don't Lock Yourself Into Yesterday's Architecture.Microsoft CTO Kevin Scott on why the exponential is still compounding, why inference will dwarf training, and why a language model is the world's crappiest database.企业与战略Scaling LawsInference+3
1:42:16EN
Cognitive Revolution "How AI Changes Everything"· 2024年7月4日播客267 Papers in Seven Months: Albert Gu Explains the State Space Model Revolution主持 Nathan LabenzThe Mamba co-author walks through five years of recurrent-model work, why selective compression beats a growing KV cache, and what Mamba 2 trades away to train faster.模型与训练Transformers & attentionInference+3
1:42:17EN
Cognitive Revolution "How AI Changes Everything"· 2024年4月20日播客The Cheapest Inference Provider Is the Most Dangerous主持 Nathan LabenzFireworks AI cofounders Lin Qiao and Dmytro Ivchenko explain why subsidized GPU bills vanish, how LoRA serving can cut cost a hundredfold, and why OpenAI is the rival that actually matters.基础设施与部署InferenceAI cost & performance+3
38:33EN
No Priors: AI, Machine Learning, Tech, & Startups· 2024年3月21日播客 · 2 人对谈Speed Is the Thing You Can Buy: Baseten’s Bet on Inference主持 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.基础设施与部署InferenceAI cost & performance+3
39:03EN
No Priors: AI, Machine Learning, Tech, & Startups· 2024年2月29日播客 · 2 人对谈MI300 Leads Inference by 2x: AMD's CTO on Winning Chip Competition Without a Walled Garden主持 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.基础设施与部署InferenceAI cost & performance+3
1:22:43EN
Cognitive Revolution "How AI Changes Everything"· 2024年1月9日播客Five billion minutes of calls: why Dialpad trained its own business LLM主持 Nathan LabenzDan O’Connell on real-time speech, verticalizing the stack, and why he and Nathan Labenz disagree about when AI employees show up.企业与战略语音 AI企业 AI+3
32:57EN
No Priors: AI, Machine Learning, Tech, & Startups· 2023年11月9日播客 · 2 人对谈A 7-billion-parameter model on a MacBook: Mistral's CEO reruns the cost of AI主持 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.开源与社区Open-source ecosystemsOpen-weight models+3
30:03EN
No Priors: AI, Machine Learning, Tech, & Startups· 2023年9月7日播客 · 2 人对谈A Dinner-Plate Chip Cut Training From 60 Days to 3.5主持 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.基础设施与部署InferenceAI cost & performance+3
52:48EN
Cognitive Revolution "How AI Changes Everything"· 2023年8月25日播客OpenAI Cut Fine-Tuning 90 Percent, and Founders Crossed Llama 2 Off the List主持 Nathan LabenzNathan Labenz and Erik Torenberg walk through GPT-3.5 Turbo fine-tuning, why self-hosting still loses on total cost, and what is actually working in code, school, and medicine.模型与训练微调AI cost & performance+3
1:01:26EN
Cognitive Revolution "How AI Changes Everything"· 2023年7月25日播客AlexNet Used Two GPUs. GPT-4 Took Twenty Thousand. The Shortage Will Be Back.主持 Nathan LabenzRun:ai CTO Ronen Dar on filling idle accelerators, why H100s can be cheaper per experiment, and why Llama 2 undercuts compute governance.基础设施与部署AI cost & performanceDistributed training & inference+3
1:20:49EN
Cognitive Revolution "How AI Changes Everything"· 2023年5月25日播客A Wafer-Scale Chip So AI Stops Waiting on Amdahl主持 Nathan LabenzAndrew Feldman, CEO of Cerebras, tells Nathan Labenz why one 2.5-trillion-transistor die, sparse linear algebra, and a 16-machine supercomputer are a better shape than a GPU cluster.基础设施与部署InferenceAI cost & performance+3
1:00:36EN
No Priors: AI, Machine Learning, Tech, & Startups· 2023年2月2日播客 · 2 人对谈Forty games of Diplomacy, and nobody spotted the bot: Noam Brown’s 100,000x lesson主持 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.智能体AI researchReasoning & test-time compute+3
26:02EN
Lex Fridman· 2020年2月9日播客Moore’s Law Is Not Dead—It Is a Cascade of S-Curves主持 Lex FridmanJim Keller explains why transistor scaling keeps outrunning its obituary, and how exponential hardware changes the mathematics AI can attempt.基础设施与部署SemiconductorsScaling Laws+3
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