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25 篇排序
1:25:33EN → 简体中文
Latent Space· 2026年10月22日播客 · 2 人对谈GPU 产能为什么是三年一块的矩形 —— Erik Bernhardsson，Modal嘉宾 Erik Bernhardsson · 主持 Vibhu SapraModal 的 CEO 在 Latent Space 上解释：AI 需求几乎从来都不长成一份三年 GPU 合同的样子，公司如何把算力在数千客户之间池化，以及沙箱如何从差点被砍掉的产品长成了三分之一的收入。
35:39EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026年10月2日播客 · 2 人对谈Compute Scaled a Millionfold. Bandwidth Only 40x. Fractile Wants to Fix That Ratio主持 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.
38:14ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026年9月18日播客 · 2 人对谈Diffusion Will Win Inference: Stefano Ermon Bets Parallel Tokens Beat Custom Silicon主持 Sarah Guo, Elad GilThe Stanford diffusion pioneer tells No Priors why a 50-person lab is training language models that generate many tokens at once — and why that maps to GPUs the way transformers once mapped to training.
37:07ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026年9月3日播客 · 2 人对谈Arm’s 98.5% margin business just started shipping chips主持 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.
41:05ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026年7月9日播客 · 2 人对谈There is no moat: Booking’s CEO on a $1 stock, agentic travel, and why AI still doesn’t move the numbers主持 Sarah Guo, Elad GilGlenn Fogel cashed his 1999 bonus, joined Priceline in February 2000, and watched the Nasdaq peak a week later — then spent 25 years turning a near-delisting into a thousand-fold ride he now wants to spend on AI travel agents.
1:01:27ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026年7月2日播客 · 2 人对谈Two Years and Four Months to a Live Reactor: Valar Atomics Wants Energy Ten Times Cheaper主持 Sarah Guo, Elad GilIsaiah Taylor walks Sarah Guo through Ward 250 in Utah and argues that nuclear is a hardware-iteration problem, not a paper-design one.
42:57ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026年5月1日播客 · 2 人对谈Inference Is the Last Market: Baseten’s 30x Year主持 Sarah Guo, Elad GilCEO Tuhin Srivastava on a billion-dollar inference cloud, why the app layer survives, and a GPU crunch worse than the narrative.
1:16:21ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026年1月8日播客 · 2 人对谈Jensen Huang’s Year-End Case That Token Costs Can Fall a Billion-Fold Without Killing Jobs主持 Sarah Guo, Elad GilOn No Priors, NVIDIA’s CEO uses radiology, open source, and a $2 trillion R&D budget to argue that 2025’s extremes missed the stack.
31:57ENNo Priors: AI, Machine Learning, Tech, & Startups· 2025年10月15日播客 · 2 人对谈Peak 700 GW, average 300 GW: Base Power is wiring home batteries into a power plant主持 Sarah Guo, Elad GilZach Dell tells Elad Gil how a $1.3 billion raise, a Texas-only retail business, and a Tesla-and-SpaceX hiring bench are meant to cut the cost of moving an electron.
47:18ENNo Priors: AI, Machine Learning, Tech, & Startups· 2025年8月14日播客 · 2 人对谈The Analyst Tracking 200 GPU Clouds Breaks Nvidia Into a Three-Headed Dragon主持 Sarah Guo, Elad GilSemiAnalysis founder Dylan Patel on OpenAI’s open-weight model, a coming neocloud wipeout, and why a chip startup has to beat Nvidia on hardware, networking, and software at once.
50:35ENNo Priors: AI, Machine Learning, Tech, & Startups· 2025年3月13日播客 · 2 人对谈Copilot Already Writes Half the Code. GitHub's CEO Says Agents Still Have Four Gates to Clear主持 Sarah Guo, Elad GilThomas Dohmke on agent mode, why median developers are not going anywhere, and how AI is repricing the tools that write software.
42:21ENNo 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.
36:49ENNo 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.
42:42ENNo 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.
36:20ENNo Priors: AI, Machine Learning, Tech, & Startups· 2024年6月6日播客 · 2 人对谈A Hundred Million Tokens in Context Would Cost $10 Million. Tengyu Ma Runs the RAG Math主持 Sarah Guo, Elad GilThe Stanford professor and Voyage AI founder argues that retrieval, not a giant context window, is how enterprises should manage private knowledge.
38:33ENNo 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.
39:03ENNo 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.
30:03ENNo 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.
3:34:03EN
Lex Fridman· 2023年6月2日播客 · 2 人对谈Python Isn't Finished: Chris Lattner on Mojo and the Hardware Mess嘉宾 Chris Lattner · 主持 Lex FridmanThe LLVM creator returns to Lex Fridman to argue that Python should grow C-like performance instead of forcing people out of the language.
40:25ENNo Priors: AI, Machine Learning, Tech, & Startups· 2023年4月6日播客 · 2 人对谈A 6-Billion-Parameter Clone of ChatGPT’s Core Trick主持 Sarah Guo, Elad GilDatabricks CTO Matei Zaharia tells Sarah Guo and Elad Gil how Dolly learned instruction-following on fifty times less data than GPT-3 — and why he would rather look facts up than bake them into a trillion-parameter network.
41:40ENNo Priors: AI, Machine Learning, Tech, & Startups· 2023年3月30日播客 · 2 人对谈Every 10 Milliseconds Cost Copilot 1% of Completions主持 Sarah Guo, Elad GilGitHub Copilot's chief architect, Alex Graveley, walks through how a leftover code model with a sub-10% test pass rate became a product developers would not quit — and what he is building next at Minion AI.
35:36ENNo Priors: AI, Machine Learning, Tech, & Startups· 2023年3月16日播客 · 2 人对谈Featured snippets stalled at 7%. A Google veteran used language models to hit 70%主持 Sarah Guo, Elad GilNeeva founder Sridhar Ramaswamy tells No Priors why answers always beat links, why privacy never sold the switch, and why most queries do not need the biggest model.
37:38ENLex Fridman· 2019年9月19日播客 · 2 人对谈The Best-Selling Vacuum in America Is a Robot嘉宾 Colin Angle · 主持 Lex FridmaniRobot CEO Colin Angle on why most robotics companies die, why a Roomba is costed by weight, and why printing privacy promises on the box would hurt sales.
36:05ENNo Priors: AI, Machine Learning, Tech, & Startups播客 · 2 人对谈Contracts, Not Chips, Are the Collateral: How the AI Compute Buildout Gets Financed主持 Sarah Guo, Elad GilMagnetar's Neil Tiwari explains the debt structures behind GPU clouds, why power and steel now limit the buildout, and why he thinks the selloff in software is overdone.加载更多已显示 24 篇，共 25 篇