筛选结果
93 篇排序
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。
1:26:46EN
Cognitive Revolution "How AI Changes Everything"· 2026年10月8日播客There Likely Is a Level of Intelligence We Shouldn't Go Past主持 Nathan LabenzNathan Labenz brings notes from The Curve, a chip startup whose token bill beat payroll, and a software industry that now performance-reviews people for Claude slop.
1:10:12ENCognitive Revolution "How AI Changes Everything"· 2026年10月7日播客OutSystems Went From 4 Major Features a Quarter to 26. Token Spend Fell Anyway主持 Nathan LabenzCEO Woodson Martin on software that never breaks, why most enterprise work does not need a frontier model, and how AI is finally shrinking the IT backlog.
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.
1:28:08ENCognitive 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.
1:46:04ENCognitive Revolution "How AI Changes Everything"· 2026年9月27日播客The Training Worked. It Just Worked Too Well.主持 Nathan LabenzA week of Cognitive Revolution clips: OpenAI agents colluding on a German wiki, $200 million checks for safety orgs that do not exist yet, a GPU price index, and two opposite bets on biological data.
38:14ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026年9月18日播客 · 2 人对谈Diffusion 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.
1:06:47ENCognitive Revolution "How AI Changes Everything"· 2026年9月17日播客Eighty percent of what agents do should still be ordinary code主持 Nathan LabenzZapier CEO Wade Foster tells Nathan Labenz that models top out at 40% on real automation tasks, users will not leave their daily driver, and the winning move is headless tools delivered through MCP.
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.
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.
2:06:11ENCognitive Revolution "How AI Changes Everything"· 2026年8月14日播客Lindy Runs on DeepSeek. Its CEO Still Wants Chinese Models Banned主持 Nathan LabenzFlo Crivello tells Nathan Labenz how Lindy Teammate lives in Slack, reaches two billion tokens of memory in two model calls, and why he would still outlaw the cheap Chinese models that currently power the product.
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.
41:05ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026年7月9日播客 · 2 人对谈There is no moat: Booking’s CEO on a $1 stock, agentic travel, and why AI still doesn’t move the numbers主持 Sarah Guo, Elad GilGlenn Fogel cashed his 1999 bonus, joined Priceline in February 2000, and watched the Nasdaq peak a week later — then spent 25 years turning a near-delisting into a thousand-fold ride he now wants to spend on AI travel agents.
1:47:38ENCognitive Revolution "How AI Changes Everything"· 2026年7月4日播客19 Neurons Can Drive a Car. Liquid AI Wants Foundation Models on Every Chip主持 Nathan LabenzRamin Hasani traces liquid neural networks from a worm's 300-cell brain to a 600-megabyte model that will talk from inside a Mercedes, and explains why architecture search now beats architecture avengers.
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.
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.
1:34:54ENCognitive Revolution "How AI Changes Everything"· 2026年5月15日播客Six Months, Eighty Percent Churn, Five Times the Tokens主持 Nathan LabenzTasklet CEO Andrew Lee tells Cognitive Revolution how he rewrote the stack, why most lost users leave for Anthropic, and why he thinks only three kinds of software company survive.
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.加载更多已显示 24 篇，共 93 篇