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122 篇
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3 张幻灯片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.Semiconductors基础设施与部署Geopolitics
19 张幻灯片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.SemiconductorsAI cost & performance基础设施与部署+2
3 张幻灯片31:00EN → 简体中文
AI Explained· 2026年10月12日为什么 AI 实验室自己警告会出重大事故,却还在继续竞赛Sam Altman, John Schulman · OpenAIAI Explained 梳理正在变弱的安全防护、前沿竞赛背后的激励,以及研究突破为何让未来 18 个月更难预测。AI SafetyAI securityAI Alignment+2
2:09:42EN
Cognitive Revolution "How AI Changes Everything"· 2026年9月15日播客A Frontier Pause Would Help. America Will Not Sign One That Only Pauses the Frontier主持 Nathan LabenzCarnegie fellow Anton Leicht tells Nathan Labenz why a six-month slowdown is technically overdue, why US-China incentives block it, and how Europe can still trade compute and ASML for a seat at the table.安全安全与治理Geopolitics+3
3:15:53EN → 简体中文
Cognitive Revolution "How AI Changes Everything"· 2026年9月10日播客目标是机器人和平,而非赢得 AI 竞赛主持 Nathan Labenz在中国待了两周后,Nathan Labenz 主张美国应该用芯片换机器人,维持共享的 AI 范式,追求彼此富足,而不是再造一把达摩克利斯之剑。企业与战略安全与治理AI Strategy+3
37:07EN
No 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.基础设施与部署Company BuildingAI Strategy+3
2:23:43EN
Cognitive Revolution "How AI Changes Everything"· 2026年7月27日播客He Bought an Android, Two SIMs, and Left Claude Watching His Inbox主持 Nathan LabenzNathan Labenz asked a dozen friends how to visit China and got two irreconcilable answers.产品与体验AI interface designPersonal agents+3
3:51:47EN → 简体中文
Lex Fridman· 2026年6月30日播客 · 2 人对谈46% 的皇帝被暴力推翻,帝国照样延续下来嘉宾 Anthony Kaldellis · 主持 Lex Fridman历史学家 Anthony Kaldellis 与 Lex Fridman 一起走过 2200 年的罗马史,并主张我们所说的拜占庭,其实就是罗马本身。Political PhilosophyGeopoliticsLeadership
38:01EN
No 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.企业与战略AI Strategy基础设施与部署+3
1:34:42EN
Cognitive Revolution "How AI Changes Everything"· 2026年2月13日播客A $500 Kernel, a Ten-Month Village, and the Temper of Agents主持 Nathan LabenzJames Zou, Sam Hammond, and Shoshannah Tekofsky on science agents, America's knowledge-work bet, and what models actually do when you leave them alone.智能体智能体工程Multi-agent systems+3
1:43:19EN
Cognitive Revolution "How AI Changes Everything"· 2025年12月19日播客A $100 Million Super PAC Named Him Public Enemy Number One. Donations Went Up.主持 Nathan LabenzIn the second half of Cognitive Revolution’s year-end live show, Assemblymember Alex Bores, former White House adviser Dean Ball, and forecaster Peter Wildeford argue over state AI laws, chip sales to China, and what 2026 will actually feel like.企业与战略安全与治理AI Strategy+3
1:09:48EN
Unsupervised Learning: With Jacob Effron· 2025年12月5日播客China's AI Labs Went From 15 to Six. The Compute Gap Is 15-to-1.主持 Jacob EffronJordan Schneider tells Unsupervised Learning that Chinese models were a private-capital story, that Beijing still thinks in hardware, and that the West's real edge is chips it can serve — not a state master plan.企业与战略GeopoliticsAI Strategy+3
2:36:55EN
Lex Fridman· 2025年11月17日播客 · 2 人对谈One Second of Fuel: David Kirtley on Fusion Power by 2028嘉宾 David Kirtley · 主持 Lex FridmanThe Helion Energy CEO walks Lex Fridman from 1958 theta pinches to a Microsoft contract that wants first electrons on the grid in 2028.安全与治理EnergyFirst Principles+2
2:49:12EN
Cognitive Revolution "How AI Changes Everything"· 2025年10月18日播客Why China's Master Plan for AI Never Mentions AGI主持 Nathan LabenzBeijing-based Concordia AI CEO Brian Tse on China's safety rules, chip strategy, and why the two ecosystems look more alike than Washington assumes.安全安全与治理Geopolitics+3
4:25:44EN → 简体中文
Lex Fridman· 2025年9月19日播客 · 2 人对谈国防军的秘密成分是甲基苯丙胺嘉宾 Norman Ohler · 主持 Lex Fridman历史学家 Norman Ohler 向 Lex Fridman 讲述了柏飞丁(Pervitin)、希特勒的医生和 LSD(麦角酸二乙基酰胺)如何改写二战的故事,但并不把毒品归结为唯一原因。HistoryPsychedelicsGeopolitics+1
58:25EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025年9月15日播客 · 2 人对谈A construction permit that took four months now takes three minutes主持 Sarah Guo, Elad GilJared Kushner talks with Sarah Guo and Elad Gil about Affinity Partners, the AI firm BrainCo, and how capital, energy, and Middle East diplomacy now run through AI.企业与战略企业 AIAI Strategy+3
40:54EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025年8月28日播客 · 2 人对谈Seventeen Years of Flat Power, and a Plan to Bring the Factories Home主持 Sarah Guo, Elad GilJacob Helberg, the under secretary of state designate for economic growth, energy, and the environment, argues that nuclear power and AI productivity—not cheap labor—are how America reshore its supply chain.企业与战略AI Strategy基础设施与部署+2
10:26:31EN → 简体中文
Lex Fridman· 2025年8月23日播客 · 2 人对谈反恐战争唯一的收获,是更好的“卢克·天行者之手”嘉宾 Scott Horton · 主持 Lex FridmanScott Horton 与 Lex Fridman 一起回顾美国五十年的战争,从“越战综合征”讲到乌克兰。他认为这台战争机器之所以永不停歇,是因为它本来就设计成这样。Geopolitics
2:04:27EN
Cognitive Revolution "How AI Changes Everything"· 2025年8月23日播客A 10% Chance of an AI-Enabled Coup in the Next 30 Years主持 Nathan LabenzTom Davidson maps three ways superintelligent systems could help a head of state or a lab CEO lock in power—and argues the window for building safeguards is short.安全安全与治理Existential Risk+3
1:49:29EN
Lex Fridman· 2025年8月13日播客 · 2 人对谈China Is Not Run by One Person. It Is a Mayor Economy嘉宾 Keyu Jin · 主持 Lex FridmanEconomist Keyu Jin on local GDP races, DeepSeek, tariffs, Jack Ma, and why Western collapse forecasts keep missing the country they describe.企业与战略GeopoliticsAI Strategy+3
3:17:35EN → 简体中文
Cognitive Revolution "How AI Changes Everything"· 2025年8月13日播客一万条评论与 76 吉瓦闲置容量:四个月起草美国 AI 行动计划主持 Nathan LabenzDean W. Ball 在白宫担任高级 AI 顾问四个月,《行动计划》落地时离开。他讲述了这份待办清单是怎样写成的,而写作地点是一栋连 ChatGPT 都跑不起来的建筑。企业与战略AI Strategy安全与治理+3
1:14:05EN
Cognitive Revolution "How AI Changes Everything"· 2025年8月9日播客Sullivan boils US-China AI competition down to four buckets, four examples, and a path he calls boring主持 Nathan LabenzThe former national security advisor treats transformative AI as a planning assumption, not a prophecy, and wants Washington to compete hard with Beijing without pretending a grand bargain will cure the rivalry.企业与战略安全与治理AI Regulation+3
1:45:00EN
Cognitive Revolution "How AI Changes Everything"· 2025年8月6日播客America Holds 45% of the World's Data Centers. Everyone Else Must Build, Buy, or Ally主持 Nathan LabenzAnjney Midha of a16z maps what “sovereign AI” actually means for companies and for countries that will never own the talent, data, and compute frontier.企业与战略AI StrategyGeopolitics+3
36:48EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025年7月31日播客 · 2 人对谈The Weekend DeepSeek Dropped, the White House Called主持 Sarah Guo, Elad GilSriram Krishnan walks No Priors through America’s 28-page AI Action Plan, a token-share definition of winning, and why the lead over China is too small to take for granted.企业与战略AI Strategy基础设施与部署+3
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