NVIDIA
GPU and AI hardware company
Episodes
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#6004: Nobody Can Buy Unlimited AI InferenceEvery published tier, every reserved deal, every prepaid reservation — all bounded. Even Azure says it out loud: quota isn't capacity. -
#5749: From Sand to Trillion-Dollar Chips: Semiconductors in 5 LevelsA bad conductor and a bad insulator — and the most important material in civilization. Semiconductors explained in five escalating levels. -
#5396: Teaching a Small Model to Stop Spelling Out NumbersYour ASR pipeline is fine until someone dictates "three point two" and gets "three point two" spelled out. Here's how inverse text normalization ac... -
#5390: Chaining Small Models for Dictation CleanupDaniel's Android dictation fork won't render "three point five" as a decimal. How many models does cleanup actually need? -
#5183: Where AI Actually Sits on the Hype CycleAI has been doing real work for decades. So why do vendors still shout it from the rooftops? -
#5043: Stargate's $500B Question: Policy or Profit?Why is the US treating frontier AI as a national security issue—and why is its flagship project a private LLC with foreign money? -
#4446: What Claude Fable 5's Suspension Reveals About AI RegulationThree days after launch, the US government suspended Anthropic's Claude Fable 5. Here's what happened and why it matters. -
#4150: Computing's Hidden Price Surge: DRAM, NAND & GPUsWhy your next PC build costs 32% more than two years ago — and why no one tracks it. -
#3491: Israel's Economy Beyond the Startup HypeIsrael is 82% services, but only 9% of workers are in tech. The real economy tells a different story. -
#2864: Inside the World's Biggest Tech Trade ShowsCES, MWC, Computex — what makes these mega-shows worth millions? Signal density, serendipity, and deal-making at industrial scale. -
#2782: Are AI Data Centers Really New or Just Patched Together?The real bottleneck isn't GPUs — it's power transformers. A look at the physics and economics of AI infrastructure. -
#2456: Choosing Between AI Cloud ProvidersA practical guide to choosing between Modal, RunPod, Nebius, and Baseten for AI workloads. -
#2433: What Actually Makes a Hyperscaler?It's not just about size. The architecture, automation, and breadth of services define what makes a hyperscaler. -
#2432: The Hidden Cost of Flexibility in Chip DesignThe economics and engineering of ASICs vs. CPUs and GPUs, from transistor placement to hyperscaler strategy. -
#2406: Why Million-Token Context Windows Can't Handle 3 Reasoning StepsNeedle-in-a-haystack is dead. Here's what actually measures whether models can think across long documents. -
#2374: How Granular Can MoE Experts Get?Exploring the limits of expert granularity in Mixture of Experts models—how narrow can segmentation go before efficiency or accuracy suffers? -
#2335: Staking Out the Middle: UK's Post-Brexit AI StrategyThe UK’s £500M Sovereign AI Fund is a bold move to boost domestic AI startups with compute access, visas, and strategic partnerships. How does it s... -
#2106: The Hidden Language of Circuit BoardsAI is hoarding all the chips, and your smart toaster is stuck in line. Here’s why the hardware supply chain is breaking down. -
#1916: The Clerics of the Global EconomyA 7,000km international package beats a 60km local one. How do these invisible architects pull it off? -
#1914: Google Invented RAG's Secret SauceBefore LLMs, Google solved the "hallucination" problem with a two-stage trick that's making a huge comeback. -
#1882: The Hidden Human Labor Behind AIAI isn't free—it costs billions for humans to label data. See why annotation is the real engine behind models like Gemini. -
#1807: The ABI Trap: Why GPUs Break Docker's PromiseDocker promised "run anywhere," but GPU images make you compile for hours. Here’s why the abstraction breaks down. -
#1618: The Rise of AI Microservices: Beyond the Mega-PromptSay goodbye to mega-prompts. Explore the shift toward modular AI microservices, agentic hierarchies, and high-signal control artifacts. -
#1610: Mistral AI: Europe’s High-Stakes Play for AI SovereigntyExplore how Mistral AI is challenging Silicon Valley with efficient models, strategic partnerships, and the new Voxtral voice model. -
#1607: NVIDIA’s $26 Billion Pivot: From Chips to AI ModelsNVIDIA is moving beyond chips to build the "brains" of AI. Explore the $26B shift into models, robotics, and the new Rubin platform. -
#1604: The $3 Billion Stealth Giant: AI21 Labs & NvidiaWhy is Nvidia eyeing a $3B deal for AI21 Labs? Discover the tech behind the "OpenAI of Israel" and their revolutionary hybrid architecture. -
#1602: When AI Truth-Seeking Meets the LawExplore xAI’s shift to multi-agent systems and the massive hardware powering Grok 4.20, even as it hits a legal brick wall in Europe. -
#1538: The Cold Monetization Era: Why AI Limits are Here to StayWhy is your $200 AI plan hitting limits? Discover the hidden costs of reasoning tokens and the physical bottlenecks of the 2026 AI energy crisis. -
#1508: Why VC and PE React Differently to a Liquidity CrunchAs firms gate redemptions in 2026, we explore the structural DNA and history separating Venture Capital from Private Equity. -
#1479: The Speed of Thought: Inside the New Era of InferenceThe war for model size is over. Explore the engineering breakthroughs making massive AI models faster than human thought. -
#1224: Cracking the CUDA Code: NVIDIA’s Software DominanceDiscover why NVIDIA’s CUDA is the oxygen of the AI industry and how tools like OpenAI’s Triton are finally challenging its 20-year software moat. -
#1102: Beyond the Boost: Mastering Modern GPU and RAM TuningIs manual hardware tuning still worth it? Discover why undervolting and curve optimization are the new secrets to peak PC performance. -
#1081: The K-V Cache: Solving AI’s Invisible Memory TaxWhy does your AI get slower as you chat? Discover the K-V cache, the invisible bottleneck of generative AI, and how we're fixing it in 2026. -
#712: Hollywood's Walled Garden Strategy for AI VideoHow are major studios handling the rise of AI video? Explore the legal traps, union rules, and the future of synthetic B-roll. -
#684: Breaking the Speed Limit: The Science of OverclockingWhy settle for factory speeds? Herman and Corn dive into the world of overclocking, from silicon binning to the physics of pushing your CPU. -
#671: Keys to the Kingdom: Securing AI Model WeightsHow do AI labs share their models without losing the secret sauce? Explore the tech keeping Claude secure in the Pentagon’s hands. -
#608: When AI Eats the World's MemoryWhy is a 32GB RAM kit now $400? Herman and Corn dive into how OpenAI is gobbling up 40% of the world's memory supply for its "Stargate" project. -
#563: The Mind-Bending Scale of NanomanufacturingDiscover the microscopic cities inside your CPU. Herman and Corn explore how light and mirrors print the future of computing on silicon. -
#548: Israel's Security Tax: Can a Nation Afford Both Defense and Decent Sidewalks?Can Israel balance national security with social needs? Herman and Corn dive into the staggering math of the country’s defense budget. -
#469: When a Stuffed Animal Becomes a Digital TwinDiscover how Gaussian Splatting and 3D-to-video pipelines are revolutionizing character consistency in the age of generative AI. -
#465: Flip the Script: Using AI for Reverse Background ChecksStop being the one under the microscope. Learn how to use AI agents to vet your future employer's retention, finances, and hidden culture. -
#264: Can You Trust an AI with Your Credit Card?How do we let AI agents buy groceries or book flights safely? Corn and Herman dive into the high-stakes world of agentic authentication. -
#110: Why Agentic AI Needs More VRAM Than You ThinkLearn how to build a high-performance local AI server for agentic coding, from dual-GPU PC builds to the power of Mac's unified memory. -
#82: The Accidental AI EngineFrom video game dragons to digital brains: Herman and Corn explain why your graphics card is the secret engine behind the AI boom. -
#34: Red Team vs. Green: Local AI Hardware WarsNVIDIA's CUDA rules AI, leaving AMD users battling a "green wall." Explore the hardware wars and thorny paths forward. -
#31: The Power-Usability Tradeoff in AI CreationComfyUI: Unlocking AI's true power, but is your rig ready? Dive into the future of digital artistry. -
#25: The Open-Source Battle for AI's Hardware SoulUnraveling how GPUs power AI. We dive into CUDA, ROCm, and the software stack that makes it all think.