筛选结果
12 篇排序
1:13:48EN
Unsupervised Learning: With Jacob Effron· 2026年7月16日播客Carriers Spend $200 Billion a Year. The Money Went Up the Stack主持 Jacob EffronBenedict Evans tells Jacob Effron why analogizing AI to past platforms is a dead end, and why looking at how those platforms actually made money is not.
50:57ENUnsupervised Learning: With Jacob Effron· 2026年7月9日播客A Trillion Dollars of GPUs Will Be Worth $100 Billion in Five Years, Says LSTM's Jürgen Schmidhuber主持 Jacob EffronThe AI pioneer tells Unsupervised Learning's Jacob Effron why he is wildly optimistic about the technology and deeply pessimistic about the model companies buying the chips.
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.
57:37ENUnsupervised Learning: With Jacob Effron· 2025年12月10日播客The hot-swap era for models is over, OpenAI's enterprise product chief says主持 Jacob EffronOlivier Godement on GPT-5.1, Codex, enterprise harnesses, and the three practices that actually make AI land inside large companies.
59:06ENUnsupervised Learning: With Jacob Effron· 2025年9月10日播客Inference Costs Fell 100x. Tri Dao Says There's Another 10x — and NVIDIA's 90% Won't Hold主持 Jacob EffronThe FlashAttention author and Together AI chief scientist on why hardware portability is a myth, how Claude Code made him 1.5x faster, and why workloads will split the chip market.
43:51ENUnsupervised Learning: With Jacob Effron· 2025年4月9日播客The $177 Billion GPU Bet Only Works If AI Becomes a $1.5 Trillion Market主持 Jacob EffronFour Redpoint partners walk their limited partners through where AI value will accrue—and why revenue is now the easiest metric to misread.
1:10:23ENUnsupervised Learning: With Jacob Effron· 2025年3月17日播客A Million Tokens per Dollar: Why Noam Shazeer Thinks Inference Compute Is Still Untapped主持 Jacob EffronThe Transformer co-inventor and Gemini researcher Jack Rae walk through test-time compute, Ilya Sutskever's AGI critique, and a four-year-old who now lectures his teacher about lizards.
45:06ENUnsupervised Learning: With Jacob Effron· 2025年3月5日播客Mike Schroepfer: AI’s Bottleneck Is Electricity, and One Tanker of Fusion Fuel Could Power the U.S. for a Year主持 Jacob EffronMeta’s former CTO tells Redpoint why hyperscaler demand is the climate story, why Llama was an access play, and why tomorrow’s CTO still lives or dies on a priority queue.
1:24:57ENUnsupervised Learning: With Jacob Effron· 2025年1月21日播客A 50,000-GPU cap and a 1,700-chip loophole主持 Jacob EffronSemiAnalysis founder Dylan Patel walks through the AI diffusion rule, China’s compute squeeze, and how xAI stood up a 100,000-GPU cluster in a closed Memphis appliance factory.
48:18ENUnsupervised Learning: With Jacob Effron· 2024年12月6日播客Noam Brown: There's No Hard Wall—Just Eight Orders of Magnitude of Headroom主持 Jacob EffronA ChatGPT query costs about a penny. The problems society cares about most, he says, are worth a million dollars.
1:00:10ENUnsupervised Learning: With Jacob Effron播客The Long Leash and the Narrow Fences: Eric Ries and Jeremy Howard on Building AI’s Edison Lab主持 Jacob EffronEric Ries and Jeremy Howard discuss Lean Startup discipline in AI, Answer.AI’s for-profit R&D lab model, efficient fine-tuning, language-heavy applications, and AI safety regulation.
51:55ENUnsupervised Learning: With Jacob Effron播客The Search Engine Under AI Apps: Why Bigger Context Windows Aren't Enough主持 Jacob EffronTurbopuffer CEO Simon on object-storage databases, vector-search trade-offs, and the AI features that will become SaaS table stakes.