筛选结果
22 篇排序
1:25:33EN → 简体中文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。
35:39ENCompute 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.
38:14ENDiffusion 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.
30:34ENCerebras 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.
42:57ENInference 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.
47:18ENThe 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.
22:32ENThe $5.5 Million Was Only the Last Mile主持 Sarah Guo, Elad GilOn No Priors' 100th episode, Sarah Guo and Elad Gil separate DeepSeek's paper cost from the compute behind it, then walk through OpenAI's Deep Research, Stargate, and their bets for 2025.
23:37ENA 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.
42:21ENThey 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.
44:16ENCohere'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.
36:49ENJensen 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.
2:29:04EN → 简体中文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。
37:47ENWorking 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.
42:59ENAWS 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.
42:42ENEthereum 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.
38:33ENSpeed 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.
39:03ENMI300 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.
32:57ENA 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.
30:03ENA 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.
1:00:36ENForty 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.
23:57ENChips, Agents and a Reckoning: Sarah Guo and Elad Gil on the 2023 AI Boom主持 Sarah Guo, Elad GilThe hosts answer listener questions on the GPU crunch, how soon enterprises will ship AI products, how to build agents, and what 2024 holds for tech valuations.
31:46ENWhy Rivian Threw Out Its First Self-Driving Stack and Built Its Own Brain主持 Sarah Guo, Elad GilRivian founder RJ Scaringe explains the neural-net reset, in-house chips, software-defined architecture and the mass-market R2 bet.









