筛选结果
102 篇排序
34:35EN
SemiAnalysis· 2026年10月23日播客 · 3 人对谈SemiAnalysis on ASML's Hybrid-Bonding Patents, HBM Economics and the Next Tool Ecosystem嘉宾 Sherry Zhang, Howie · 主持 Jordan NanosJordan Nanos, Sherry Zhang and Howie examine a track-based bonding design that brings the wafer to the die, then explain why adoption depends on precision, cleanliness, economics and a changing supply chain.
1:09:00EN
Dwarkesh Patel· 2026年10月22日播客 · 9 人对谈Dwarkesh Patel: What will computer chips look like in 2045?嘉宾 Chris Auth, Kevin Fischer, Jack Kavalieros, Tyler Osborn, Pushkar Ranade, Gary Dickerson, Peter Wennink, Elon Musk · 主持 Dwarkesh PatelAfter two days inside Intel’s most advanced fab, Dwarkesh Patel walks through gate-all-around, backside power, High-NA EUV, ruthenium, CFET, and hybrid bonding — and asks Intel’s leadership how the industry can possibly meet AI’s 3×-a-year compute demand when the world’s chipmaking tools cannot.
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。
1:04:26EN
Sequoia Capital· 2026年10月6日播客At 100,000 Accelerators, Something Fails Every HourGoogle AI infrastructure chief Amin Vahdat tells Sequoia's Sonya Huang why FLOPS is a vanity metric, why the TPU line split in two, and why he would rather wait on a utility than build his own gigawatt.
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.
1:28:08EN
Cognitive Revolution "How AI Changes Everything"· 2026年10月1日播客The same H100 costs 3x at AWS, and a four-month-old lab is catching genes the top sequencers missed主持 Nathan LabenzA Cognitive Revolution weekly briefing on a possible U.S.–China AI hotline, why hyperscalers charge two to three times as much for identical chips, co-writing a novel with frontier models, and an AI loop that re-diagnosed a child a premier prenatal lab had cleared.
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.
34:51ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026年8月27日播客 · 2 人对谈Google Paid $10 Million for a Bankrupt Airline’s Data. That’s the Moat.主持 Sarah Guo, Elad GilEon co-founders Ofir Ehrlich and Gonen Stein argue that models and compute are rented commodities — the only asset enterprises can actually keep is their data.
55:19ENSequoia Capital· 2026年8月25日播客Human Click Data Is a Bug: Rebuilding Search for a Web of AgentsParag Agrawal, former Twitter CEO and founder of Parallel Web Systems, argues that agents will query the web a thousand times more than people, and that both search infrastructure and the ad-supported internet have to be rebuilt for that customer.
1:04:14EN
Unsupervised Learning: With Jacob Effron· 2026年7月31日播客The Man Who Helped Stand Up Colossus in 120 Days Is Betting on an AI That Lives in Your House主持 Jacob EffronxAI co-founder Igor Babuschkin left to start River AI, arguing coding agents have crossed a threshold, closed labs are getting squeezed, and the next prize is personal, local intelligence.
55:19ENSequoia Capital· 2026年7月7日播客The drone is 15% of Zipline: 140 million miles, zero incidentsKeller Rinaudo Cliffton and Eric Watson explain why the aircraft is the small part of an automated logistics system now cheaper than a car.
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.
1:10:15ENSequoia Capital· 2026年6月30日播客The 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.
45:00ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026年6月18日播客 · 2 人对谈Lip-Bu Tan took the hardest job in chips to save Intel主持 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.
1:06:36ENUnsupervised Learning: With Jacob Effron· 2026年6月12日播客Bills 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.
41:20ENSequoia Capital· 2026年6月10日播客A $4 Million Cabinet and a Trillion-Dollar Year: Jensen Huang Turns the AI Factory Into a Manufacturing StoryOn Sequoia's Training Data stage, NVIDIA's CEO walks a sixty-country audience from ChatGPT's parlor tricks to agentic work, a five-layer industrial cake, and why radiology hiring went up.
45:33ENSequoia Capital· 2026年5月26日播客Cursor Ships 1TB of Composer Weights Across Oceans in Under a MinuteFederico Cassano and Fireworks' Dima walk through the globally split RL stack that trained Composer 2 on a sparse trillion-parameter MoE.
30:34ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026年5月21日播客 · 2 人对谈Cerebras Waited Ten Years for a Market That Finally Needed Speed主持 Sarah Guo, Elad GilFounder and CEO Andrew Feldman walks No Priors through wafer-scale chips, a $20 billion OpenAI deal, and why a dinner-plate processor only mattered once AI became an everyday tool.
38:01ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026年5月14日播客 · 2 人对谈The Philippines Gifted America 4,000 Acres. Pax Silica Wants to Make the AI Supply Chain a Business主持 Sarah Guo, Elad GilUS Under Secretary Jacob Helberg on a 14-country coalition, a diplomatic industrial zone in the Philippines, and why Washington is putting companies—not ministries—in the driver's seat.
4:18:22EN → 简体中文
Lex Fridman· 2026年5月6日播客 · 2 人对谈每个周期都重要：解码几乎全网视频的志愿者们嘉宾 FFmpeg · 主持 Lex FridmanLex Fridman 与 Jean-Baptiste Kempf、Kieran Kunhya 谈 FFmpeg、VLC、手写汇编，以及 YouTube、Netflix 和火星车背后那群没有报酬的人。
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.
44:01ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026年4月9日播客 · 2 人对谈A millionth of a penny: Jeremy Allaire on the payment rails of the agentic economy主持 Sarah Guo, Elad GilCircle's CEO tells No Priors why stablecoins and a purpose-built chain, not the legacy banking stack, are the money layer for software that buys and sells on its own.
1:37:43ENCognitive Revolution "How AI Changes Everything"· 2026年3月25日播客Cisco wants two extra network layers so agents can share intent主持 Nathan LabenzVijoy Pandey of Outshift by Cisco argues that superintelligence has to scale out through networks of agents, not just up through bigger models.
2:25:58EN → 简体中文Lex Fridman· 2026年3月23日播客 · 2 人对谈通用人工智能（AGI）已经到来，造出一个英伟达却还没有嘉宾 Jensen Huang · 主持 Lex FridmanLex Fridman 与黄仁勋聊了两个半小时，话题涵盖极致协同设计、CUDA、四条规模定律，以及为什么做一家价值 10 亿美元的 AI 公司，比做一家能长久存续的公司更容易。加载更多已显示 24 篇，共 102 篇