筛选结果
113 篇排序
15:27EN → 简体中文如今的 AI 工程师做什么:为智能体构建完整闭环Aparna Dhinakaran · Arize AIAparna Dhinakaran 认为,AI 工程师的工作正从交付单个功能,转向构建能让智能体团队持续改进功能的系统。在 Arize,这意味着追踪智能体的行为、依据人类判断评估它的工作,并把这些信号反馈给持续运行的智能体。
19:37EN → 简体中文Jay Sahnan 与 Arik Bird:为整个 Web 构建金融智能体Jay Sahnan, Arik Bird · BrowserbaseBrowserbase 的 Jay Sahnan 和 Arik Bird 展示浏览器智能体如何访问藏在登录页和反机器人防护之后的金融数据。他们以 Ramp、Bill 和 Stripe 为例,说明可靠的云端浏览器如何与适应性更强的 Stagehand 控制能力协同工作。
34:35ENSemiAnalysis 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.
1:09:00ENDwarkesh 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。
12:49EN → 简体中文Alex Mashrabov:Higgsfield 智能体自己选模型、自己拉起 GPUAlex Mashrabov · Higgsfield在 OpenAI DevDay 2026,Higgsfield 的 CEO 讲清楚:连续的媒体体验为什么需要一个会选模型、会给自己的产出打分、还会自己拉起 GPU 的智能体——还包括一场小团队现在就能做出来的 10 小时 AI 直播。
1:04:26ENAt 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.
35:39ENCompute 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.
1:28:08ENThe 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.
37:07ENArm’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.
34:51ENGoogle 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.
55:19ENHuman 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.
1:04:14ENThe 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.
55:19ENThe 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.
1:01:27ENTwo 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.
1:10:15ENThe 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.
45:00ENLip-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.
1:06:36ENBills 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.
41:20ENA $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.
45:33ENCursor 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.
30:34ENCerebras 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.
38:01ENThe 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。
42:57ENInference 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.
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