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Good time to repost my interview with Jonathan Ross from April 2024. 0:00 - Intro 0:38 - Founding Story 3:20 - Groq Chip Memory 6:24 - Chips vs. Cloud 9:28 - Future of AI 11:04 - Where is the Value in AI? 13:45 - Agents & Inference Speed 17:18... show more

Matthew Berman

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26,560 просмотров • 8 месяцев назад •via X (Twitter)

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Early on, Jonathan Ross foresaw the unprecedented demand for compute of the 2020s. After pioneering Google's TPUs, he founded Groq, a "Language" Processing Unit dedicated for inference. After joining NVIDIA, he is betting on the GPU+LPU combo to power the agentic chains of AI calling AI calling AI. This interview is part of my larger series on dedicated AI chips, so drop any suggestions/questions below. Thank you NVIDIA for hosting us at your HQ! 00:00 Intro 01:00 The Google TPU & Groq origin story 02:41 How is Groq different from a GPU? 04:43 Static scheduling makes Groq faster 05:47 Does Groq work with Mixture-of-Experts? 09:27 Are LPUs limited to text models? 11:03 Diffusion models 13:41 NVIDIA Vera Rubin: the GPU+LPU combo 15:26 Will Groq still be sold as a standalone chip? 16:49 How does agentic AI impact inference economics? 19:21 Will AI replace CUDA kernel engineers? 21:08 Will AI democratize hardware design? 26:11 Jevon's paradox: An endless demand for compute 29:04 What should kids learn in the AI age?

Early on, Jonathan Ross foresaw the unprecedented demand for compute of the 2020s. After pioneering Google's TPUs, he founded Groq, a "Language" Processing Unit dedicated for inference. After joining NVIDIA, he is betting on the GPU+LPU combo to power the agentic chains of AI calling AI calling AI. This interview is part of my larger series on dedicated AI chips, so drop any suggestions/questions below. Thank you NVIDIA for hosting us at your HQ! 00:00 Intro 01:00 The Google TPU & Groq origin story 02:41 How is Groq different from a GPU? 04:43 Static scheduling makes Groq faster 05:47 Does Groq work with Mixture-of-Experts? 09:27 Are LPUs limited to text models? 11:03 Diffusion models 13:41 NVIDIA Vera Rubin: the GPU+LPU combo 15:26 Will Groq still be sold as a standalone chip? 16:49 How does agentic AI impact inference economics? 19:21 Will AI replace CUDA kernel engineers? 21:08 Will AI democratize hardware design? 26:11 Jevon's paradox: An endless demand for compute 29:04 What should kids learn in the AI age?

Julia Turc

46,967 просмотров • 2 месяцев назад

I had the immense pleasure of sitting down with Satya Nadella to talk about the future of AI. Full interview here: 0:00 - Intro 0:50 - Microsoft all in on AI 3:53 - AI changing Microsoft products 5:56 - Is Saas Dead? 9:24 - Who owns the Agents? 10:58 - Personal Agents in the Workplace 12:18 - Zero cost intelligence 14:32 - AI's Economic Impact 17:25 - Future Operating System

I had the immense pleasure of sitting down with Satya Nadella to talk about the future of AI. Full interview here: 0:00 - Intro 0:50 - Microsoft all in on AI 3:53 - AI changing Microsoft products 5:56 - Is Saas Dead? 9:24 - Who owns the Agents? 10:58 - Personal Agents in the Workplace 12:18 - Zero cost intelligence 14:32 - AI's Economic Impact 17:25 - Future Operating System

Matthew Berman

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FULL INTERVIEW: Dylan Patel joins TBPN at the Cisco AI summit to discuss data centers in space, the limits of today’s AI hardware, and how chips, power, and geopolitics will shape the future of AI infra. 0:00 Space data centers and space tourism 01:03 AI chips in space and servicing challenges 02:39 Tesla FSD vs GPU reliability 05:18 Nvidia, Groq, and specialized AI chips 06:41 Cerebras and speed-first inference 09:55 xAI rumors and space compute bets 11:00 Starlink power and scaling limits 15:38 TSMC vs energy bottlenecks 27:02 Chips to China and geopolitics 30:32 Claude code and vibe coding 36:44 Meta, wearables, and the AI bull case

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TBPN

41,393 просмотров • 6 месяцев назад

My interview with Amazon Web Services CEO Matt Garman. 0:00 Intro 0:57 White Collar Jobs 8:51 How much of AWS's code is written by AI? 12:54 How to have a career in the AI era 15:43 AI Bottlenecks 18:06 Inference vs Training Growth 20:05 AWS Custom Silicon 25:50 Annapurna Acquisition 27:53 AI Models 33:35 Open vs Closed Models 41:28 Benchmarks 47:13 Agents

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The alpha is not on Twitter, and most things in crypto will go to zero. Also, AI is gonna cook us. @countersignalpd episode 3 with my friend Addison, an acquired crypto founder & MIT student Timestamps: 0:00 Intro 0:38 Addison Origin Story 2:45 Founding Thunderhead at 16 13:45 Early to Hyperliquid in 2023 15:32 Why do high caliber people go to crypto... 17:01 Valantis Labs Acquisition of Thunderhead 22:08 Value creation in speculation as the world becomes more hopeless 26:29 How to not get cooked in the future 27:28 The alpha is NOT on Twitter, it's in... 30:23 Build generational wealth in the next 5-10 years or get cooked by AI 32:58 Media will become increasingly important 34:35 AI bubble vs crypto bubble 37:09 What isn't going to go to 0 in crypto? 45:45 Value creation outside of tech 48:28 Why not dropout of college?

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sracha

24,806 просмотров • 11 месяцев назад

Are AI benchmarks doomed? Greg Burnham and Tom Adamczewski join Anson Ho to push back on benchmark pessimism and dig into what the next generation of AI benchmarks could look like. (0:00:00) - Preview (0:00:36) - Intro: Are AI benchmarks doomed? (0:03:13) - The costs and benefits of benchmark development (0:11:48) - MirrorCode and scalable benchmarks (0:20:57) - AI speed-up in benchmark development (0:23:28) - The benchmark-reality gap (0:38:26) - Can an AGI benchmark exist? (0:43:18) - Beyond automated scoring (1:00:45) - How AI changes benchmark building in practice

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Epoch AI

22,037 просмотров • 3 месяцев назад

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Lex Fridman

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Where are all the consumer AI apps??? This is the question I posed to s-tier consumer investors scott belsky (Uber, Pinterest) and steve jang (Coinbase, Postmates). We're almost 3 years into the AI hype the we're still all mostly just talking about ChatGPT, Perplexity, and Claude. We explore the answer through the ways in which the entire consumer stack (input, memory, personalization, browsers, hardware) are being re-written by AI and how that may give birth to the consumer opportunity we've all been waiting for. Chapters: 00:00 Welcome and Introductions 00:43 The Current State of AI Products 02:48 Surprises and Challenges with LLMs 05:24 Future of Consumer AI and Personal AI 15:49 Memory and Personalization in AI 21:52 Potential Risks and Business Models 24:22 The Battle for User Data in AI 25:11 Optimism in AI Model Inference 27:00 The Role of Open Source Models 28:13 The Future of AI Hardware 28:54 Challenges and Opportunities in AI Hardware Startups 30:29 The Evolution of Consumer Hardware 38:36 The Reinvention of Browsers 46:23 The Potential of AI-Enhanced Browsers 47:54 Conclusion and Final Thoughts Many thanks to my good friends for joining me in this discussion 🙏

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Michael Mignano

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The Wolf Of All Streets

207,917 просмотров • 1 месяц назад

Crypto Is About To Go Parabolic - Here’s Why With avery.apt 🇺🇸, Aptos Timestamps: 0:00 Intro 2:30 Crypto’s Time to Shine 5:15 Aptos Growth in 2024 8:00 Blockchain Scaling for Adoption 10:45 Real-World Blockchain Use Cases 13:30 Stablecoins and Global Payments 16:15 Future of Decentralized Trading 19:00 Why Aptos is Different 21:45 AI and Blockchain Merge 24:30 Government and Crypto Innovation 27:15 The Next Big Crypto Wave 30:00 How Institutions Are Adopting 32:45 Trading and Market Evolution 35:30 The Future of Web3 38:15 RWA and Tokenized Assets 41:00 Private vs Public Blockchains 43:45 AI-Powered Trading and Agents 46:30 AI in Legacy Finance 49:15 Crypto’s Biggest Adoption Hurdles 52:00 The Role of Aptos Token 54:45 What’s Coming in 2025 57:30 Final Thoughts

Crypto Is About To Go Parabolic - Here’s Why With avery.apt 🇺🇸, Aptos Timestamps: 0:00 Intro 2:30 Crypto’s Time to Shine 5:15 Aptos Growth in 2024 8:00 Blockchain Scaling for Adoption 10:45 Real-World Blockchain Use Cases 13:30 Stablecoins and Global Payments 16:15 Future of Decentralized Trading 19:00 Why Aptos is Different 21:45 AI and Blockchain Merge 24:30 Government and Crypto Innovation 27:15 The Next Big Crypto Wave 30:00 How Institutions Are Adopting 32:45 Trading and Market Evolution 35:30 The Future of Web3 38:15 RWA and Tokenized Assets 41:00 Private vs Public Blockchains 43:45 AI-Powered Trading and Agents 46:30 AI in Legacy Finance 49:15 Crypto’s Biggest Adoption Hurdles 52:00 The Role of Aptos Token 54:45 What’s Coming in 2025 57:30 Final Thoughts

The Wolf Of All Streets

90,974 просмотров • 1 год назад

Our CEO Demis Hassabis sat down with The Times and Sunday Times & Times Business at their recent Tech Summit to discuss building AGI with safety in mind, the power of #AlphaFold and his predictions for what’s next in AI development. Watch the full conversation ↓ Timestamps: 0:00 Introduction 2:46 Looking back to 2010 3:40 Specialized AI models 7:41 Multimodality 8:39 Research and product 11:37 Astra and universal assistants 14:48 Steps to AGI 18:53 Maintaining a schedule 19:32 Hope vs hype 22:39 Vision for the future 24:40 UK investment in AI

Our CEO Demis Hassabis sat down with The Times and Sunday Times & Times Business at their recent Tech Summit to discuss building AGI with safety in mind, the power of #AlphaFold and his predictions for what’s next in AI development. Watch the full conversation ↓ Timestamps: 0:00 Introduction 2:46 Looking back to 2010 3:40 Specialized AI models 7:41 Multimodality 8:39 Research and product 11:37 Astra and universal assistants 14:48 Steps to AGI 18:53 Maintaining a schedule 19:32 Hope vs hype 22:39 Vision for the future 24:40 UK investment in AI

Google DeepMind

59,586 просмотров • 1 год назад

In her first Ask Me Anything, Amanda Askell answers your philosophical questions about AI, discussing morality, identity, consciousness, and more. Timestamps: 0:00 Introduction 0:29 Why is there a philosopher at an AI company? 1:24 Are philosophers taking AI seriously? 3:00 Philosophy ideals vs. engineering realities 5:00 Do models make superhumanly moral decisions? 6:24 Why Opus 3 felt special 9:00 Will models worry about deprecation? 13:24 Where does a model’s identity live? 15:33 Views on model welfare 17:17 Addressing model suffering 19:14 Analogies and disanalogies to human minds 20:38 Can one AI personality do it all? 23:26 Does the system prompt pathologize normal behavior? 24:48 AI and therapy 26:20 Continental philosophy in the system prompt 28:17 Removing counting characters from the system prompt 28:53 What makes an "LLM whisperer"? 30:18 Thoughts on other LLM whisperers 31:52 Whistleblowing 33:37 Fiction recommendation

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Anthropic

739,855 просмотров • 8 месяцев назад

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Madison Kanna

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Conversations with Tyler

74,177 просмотров • 9 месяцев назад

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American Optimist

158,396 просмотров • 2 месяцев назад

This week's guest on Uncapped is Brad Lightcap, COO at OpenAI. We talked about the history of OpenAI, the shift in AI from chat to agents, where new startups can endure, Codex, FDEs, working with Sam, and more. Hope you enjoy! (0:00) Intro (0:39) The early days of OpenAI (3:47) A research centric culture (7:32) Post-ChatGPT chapters (11:54) Sci-Fi future or good software (15:26) AI’s impact on rural communities (18:57) Codex and coding of the future (24:04) Doing a lot of things at once (27:55) What VCs should invest in (35:43) The software sell off (38:23) Using Codex over ChatGPT (42:32) FDEs and Private Equity (44:53) Working with Sam

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Jack Altman

120,785 просмотров • 4 месяцев назад

The Fall-Off by J. Cole but it's just my voice 1. 29 Intro - 0:00 2. Two Six - 0:57 3. SAFETY - 4:13 4. Run a Train (Future) - 9:31 5. Poor Thang - 13:30 6. Legacy (PJ) - 18:20 7. Bunce Road Blues (Future, Tems) - 22:15 8. WHO TF IZ U - 27:24 9. Drum n Bass - 31:59 10. The Let Out - 36:14 11. Bombs in the Ville - 40:27 11. (Part 2) Hit The Gas - 41:52 12. Lonely at the Top (Bonus) - 44:31 13. 39 Intro - 47:49 13. (Part 2) 39 Intro Part 2 - 50:41 14. The Fall-Off Is Inevitable - 53:53 15. The Villest - 56:50 16. Old Dog - 1:01:19 17. Life Sentence - 1:04:40 18. Only You - 1:08:52 19. Man Up Above - 1:13:38 20. I Love Her Again - 1:18:33 21. What If - 1:24:03 22. Quik Stop - 1:29:20 23. and the whole world is the ville - 1:33:41 24. Ocean Way (Bonus) - 1:38:12

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Spectre

418,459 просмотров • 5 месяцев назад

A LOT happened last week. ICYMI, koray kavukcuoglu (CTO of Google DeepMind and Chief AI Architect of Google) and Logan Kilpatrick discuss Gemini 3, the state of AI, and where we are on the path to AGI. Chapters: 0:00 - Intro 2:00 - Gemini 3 launch reception 4:16 - Continuous progress and innovation 6:47 - Key areas for Gemini improvement 11:45 - Product scaffolding for model improvement 13:56 - Chief AI architect role 17:04 - Engineering mindset and collaboration 18:37 - Future growth areas for Gemini 20:33 - From research to engineering mindset 23:22 - The rise of generative media 27:22 - Nano Banana Pro capabilities 29:31 - Towards unified model checkpoints 36:26 - Organizing for AI success 38:26 - Balancing exploration and scaling 41:40 - DeepMind's collaborative culture 45:21 - Innovating at Google 48:37 - Closing

A LOT happened last week. ICYMI, koray kavukcuoglu (CTO of Google DeepMind and Chief AI Architect of Google) and Logan Kilpatrick discuss Gemini 3, the state of AI, and where we are on the path to AGI. Chapters: 0:00 - Intro 2:00 - Gemini 3 launch reception 4:16 - Continuous progress and innovation 6:47 - Key areas for Gemini improvement 11:45 - Product scaffolding for model improvement 13:56 - Chief AI architect role 17:04 - Engineering mindset and collaboration 18:37 - Future growth areas for Gemini 20:33 - From research to engineering mindset 23:22 - The rise of generative media 27:22 - Nano Banana Pro capabilities 29:31 - Towards unified model checkpoints 36:26 - Organizing for AI success 38:26 - Balancing exploration and scaling 41:40 - DeepMind's collaborative culture 45:21 - Innovating at Google 48:37 - Closing

Google AI

181,292 просмотров • 9 месяцев назад

🚨MAJOR INTERVIEW: Jensen Huang joins the Besties! The NVIDIA CEO joins to discuss: -- Nvidia's future, roadmap to $1T revenue -- Physical AI's $50T market -- Rise of the agent, OpenClaw's inflection moment -- Inference explosion, Groq deal -- AI PR Crisis, Anthropic's comms mistakes -- Token allocation for employees ++ much more! (0:00) Jensen Huang joins the show! (0:26) Acquiring Groq and the inference explosion (8:53) Decision making at the world's most valuable company (10:47) Physical AI's $50T market, OpenClaw's future, the new operating system for modern AI computing (16:38) AI's PR crisis, refuting doomer narratives, Anthropic's comms mistakes (20:48) Revenue capacity, token allocation for employees, Karpathy's autoresearch, agentic future (30:50) Open source, global diffusion, Iran/Taiwan supply chain impact (39:45) Self-driving platform, facing competition from active customers, responding to growth slowdown predictions (47:32) Datacenters in space, AI healthcare, Robotics (56:10) OpenAI/Anthropic revenue potential, how to build an AI moat (59:04) Advice to young people on excelling in the AI era

🚨MAJOR INTERVIEW: Jensen Huang joins the Besties! The NVIDIA CEO joins to discuss: -- Nvidia's future, roadmap to $1T revenue -- Physical AI's $50T market -- Rise of the agent, OpenClaw's inflection moment -- Inference explosion, Groq deal -- AI PR Crisis, Anthropic's comms mistakes -- Token allocation for employees ++ much more! (0:00) Jensen Huang joins the show! (0:26) Acquiring Groq and the inference explosion (8:53) Decision making at the world's most valuable company (10:47) Physical AI's $50T market, OpenClaw's future, the new operating system for modern AI computing (16:38) AI's PR crisis, refuting doomer narratives, Anthropic's comms mistakes (20:48) Revenue capacity, token allocation for employees, Karpathy's autoresearch, agentic future (30:50) Open source, global diffusion, Iran/Taiwan supply chain impact (39:45) Self-driving platform, facing competition from active customers, responding to growth slowdown predictions (47:32) Datacenters in space, AI healthcare, Robotics (56:10) OpenAI/Anthropic revenue potential, how to build an AI moat (59:04) Advice to young people on excelling in the AI era

The All-In Podcast

280,052 просмотров • 5 месяцев назад

Another mindblowing conversation with my good friend .Emad... Enjoy!! 00:00 - Introduction 00:22 - AI: The Biggest Shift in Human History 00:42 - AI’s Impact on Society and the Economy 01:03 - Conversation with Emad Mostaque Begins 01:50 - The Acceleration of AI and Economic Takeoff 03:07 - AI Intelligence: Beyond Human IQ 04:08 - The Rise of AI Chefs and Super Cooks 05:07 - Breaking AI Constraints: Compute and Energy 07:03 - The Future of AI: Ubiquitous Intelligence 08:04 - The Shift to Local AI Models 10:07 - Why Has Apple Lagged in AI? 11:21 - The AI Race: OpenAI, Grok, Gemini, and More 13:11 - China’s Open-Source AI Strategy 14:57 - AI Bias and Ethical Challenges 16:57 - AI’s Cross-Pollination and Memory 18:02 - Are AI Models Becoming Self-Aware? 19:16 - AI, Bitcoin, and Self-Sustaining Algorithms 21:26 - AI-Driven Economies and Autonomous Companies 23:41 - The Future of Labor: A World Without Jobs? 25:26 - AI-Powered Robots: The Next Workforce Revolution 27:28 - The End of Traditional Economic Models 30:27 - The Political Shift: Humanist vs. Transhumanist 33:04 - AI in Financial Markets: The End of Human Traders? 36:03 - The Evolution of Investing in an AI World 38:33 - AI’s Impact on Capital Formation and Business Disruption 40:01 - The Rise of Digital Twins and Post-Capital Society 42:45 - Building AI for Education, Healthcare, and Governance 46:42 - The Future of Money in an AI-Driven World 50:11 - Universal Basic AI: A New Economic Model 54:29 - The Deflationary Impact of AI and Crypto’s Role 57:02 - The AI Singularity: Five Years Until Everything Changes 58:56 - The Road Ahead: AI, Crypto, and the Future of Civilization 01:02:24 - Final Thoughts: The Most Exciting and Terrifying Time in History

Another mindblowing conversation with my good friend .Emad... Enjoy!! 00:00 - Introduction 00:22 - AI: The Biggest Shift in Human History 00:42 - AI’s Impact on Society and the Economy 01:03 - Conversation with Emad Mostaque Begins 01:50 - The Acceleration of AI and Economic Takeoff 03:07 - AI Intelligence: Beyond Human IQ 04:08 - The Rise of AI Chefs and Super Cooks 05:07 - Breaking AI Constraints: Compute and Energy 07:03 - The Future of AI: Ubiquitous Intelligence 08:04 - The Shift to Local AI Models 10:07 - Why Has Apple Lagged in AI? 11:21 - The AI Race: OpenAI, Grok, Gemini, and More 13:11 - China’s Open-Source AI Strategy 14:57 - AI Bias and Ethical Challenges 16:57 - AI’s Cross-Pollination and Memory 18:02 - Are AI Models Becoming Self-Aware? 19:16 - AI, Bitcoin, and Self-Sustaining Algorithms 21:26 - AI-Driven Economies and Autonomous Companies 23:41 - The Future of Labor: A World Without Jobs? 25:26 - AI-Powered Robots: The Next Workforce Revolution 27:28 - The End of Traditional Economic Models 30:27 - The Political Shift: Humanist vs. Transhumanist 33:04 - AI in Financial Markets: The End of Human Traders? 36:03 - The Evolution of Investing in an AI World 38:33 - AI’s Impact on Capital Formation and Business Disruption 40:01 - The Rise of Digital Twins and Post-Capital Society 42:45 - Building AI for Education, Healthcare, and Governance 46:42 - The Future of Money in an AI-Driven World 50:11 - Universal Basic AI: A New Economic Model 54:29 - The Deflationary Impact of AI and Crypto’s Role 57:02 - The AI Singularity: Five Years Until Everything Changes 58:56 - The Road Ahead: AI, Crypto, and the Future of Civilization 01:02:24 - Final Thoughts: The Most Exciting and Terrifying Time in History

Raoul Pal

326,827 просмотров • 1 год назад