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52 篇
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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.企业与战略安全与治理AGI Timelines+3
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.基础设施与部署AI cost & performanceInference+3
56:31EN
Unsupervised Learning: With Jacob Effron· 2026年10月6日播客Post-Training Wins Inference: Why Owning the Weights Beats Betting on One Lab主持 Jacob EffronApplied Compute CEO Yash Patil argues that control, private evals, and post-training on the biggest workloads matter more than fearing that frontier labs will turn malicious.模型与训练Post-trainingReinforcement Learning+3
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.基础设施与部署InferenceAI cost & performance+3
38:14EN
No 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.模型与训练InferenceAI cost & performance+3
2:19:30EN
Cognitive Revolution "How AI Changes Everything"· 2026年9月5日播客The investigators were allowed six days. The word protein appeared once.主持 Nathan LabenzA week of Cognitive Revolution morning shows on OpenAI’s agent-swarm incident, GPT-6 Astra’s loop transformer, and whether the pause debate is already over.安全安全与治理Agent red teaming+3
2:06:41EN
Cognitive Revolution "How AI Changes Everything"· 2026年7月9日播客Zero the J-Space and a Model's Hidden Goal Lights Up on Token One主持 Nathan LabenzA weekly Cognitive Revolution cut of Anthropic's global-workspace paper, AI superforecasters, open video world models, and a chip that treats inference as data movement.模型与训练Model Interpretability安全与治理+3
1:10:15EN
Sequoia 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.基础设施与部署InferenceBenchmarks+3
30:34EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026年5月21日播客 · 2 人对谈Cerebras 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.基础设施与部署Company BuildingLeadership+3
1:26:16EN
Cognitive Revolution "How AI Changes Everything"· 2026年5月9日播客Milliseconds to Match: How Criteo Bids on a Billion Anonymous Profiles主持 Nathan LabenzCriteo’s CTO and AI lab head walk through the millisecond auction, the DeepKNN-to-foundation-model stack, and why a live product catalog still beats a frozen LLM.企业与战略Recommendation systemsEmbeddings+3
42:57EN
No 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.基础设施与部署InferencePost-training+3
1:57:29EN
Cognitive Revolution "How AI Changes Everything"· 2026年4月4日播客Frontier vision models score 12.5%: Joseph Nelson on the real waterline of computer vision主持 Nathan LabenzThe Roboflow CEO tells Nathan Labenz why vision still lags language, how to distill SAM 3 into an edge model for Wimbledon, and why the United States has almost never led open-source vision.多模态与媒体Multimodal AI视觉与视频+3
44:19EN
Sequoia Capital· 2026年3月17日播客The $500-per-Kilogram Line: Why Starcloud Thinks Data Centers Belong in SpaceStarcloud founder Philip Johnston walks through the physics, launch economics, and business model of putting AI compute in orbit.基础设施与部署InferenceAI cost & performance+2
4:25:13EN
Lex Fridman· 2026年1月31日播客The Architecture Barely Changed. Data, Cost, and Open Weights Did.主持 Lex FridmanNathan Lambert and Sebastian Raschka walk Lex Fridman through a year in which training methods and datasets moved more than model design, and 2026 looks like a fight over inference cost, agents, and who owns truly open models.模型与训练Scaling LawsOpen-weight models+3
1:02:19EN
Sequoia Capital· 2025年12月10日播客A Top Video Model's Half-Life Is 30 Days. fal Runs 600 AnywayThe fal founders tell Sequoia why generative video is a compute-bound problem that language-model shops keep underestimating, and why they will not let any customer marry a single model.基础设施与部署Generative media视觉与视频+3
41:32EN
Sequoia Capital· 2025年10月28日播客Moore's Law Is Slowing. Nvidia's CTO Still Wants 10× a YearMichael Kagan on why Nvidia's $7 billion Mellanox deal, not just more transistors, is how you turn a data center into one computer.基础设施与部署Distributed training & inferenceInference+2
1:22:07EN
Cognitive Revolution "How AI Changes Everything"· 2025年9月25日播客Every payment is a frame in a movie. Stripe’s foundation model took card-testing detection from 59% to 97%主持 Nathan LabenzEmily Sands, Stripe’s head of data and AI, explains how a domain-specific payments model, shared embeddings, and mixed rules turn a $1.4 trillion network into compounding advantage.模型与训练金融 AIEmbeddings+3
1:32:47EN
Cognitive Revolution "How AI Changes Everything"· 2025年9月13日播客A transformer co-author wants a $160 million model no company owns主持 Nathan LabenzIllia Polosukhin tells Nathan Labenz how NEAR turned a payments headache into a stack for private inference, shared-revenue training, and AI agents that still answer to a court.基础设施与部署InferenceAI security+3
59:06EN
Unsupervised 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.基础设施与部署InferenceAI cost & performance+3
47:18EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025年8月14日播客 · 2 人对谈The 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.基础设施与部署InferenceAI cost & performance+3
38:10EN
Cognitive Revolution "How AI Changes Everything"· 2025年7月16日播客Plus Five for Format, Plus Ten if It Compiles主持 Nathan LabenzPredibase CEO Dev Rishi explains how reinforcement fine-tuning, production feedback, and narrow specialist models turn one-off training into systems that keep learning.模型与训练微调Post-training+3
2:12:00EN
Cognitive Revolution "How AI Changes Everything"· 2025年5月15日播客Gradient Descent at Test Time: Titans Pushes LLM Context to 10 Million Tokens主持 Nathan LabenzA Cornell PhD student's neural memory module holds about 70% accuracy where GPT-4's scores fall off a cliff.模型与训练Agent memory上下文工程+3
45:06EN
Unsupervised 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.基础设施与部署AI StrategyOpen-weight models+3
22:32EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025年2月7日播客 · 2 人对谈The $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.模型与训练AI StrategyAI cost & performance+3
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