This episode features Joseph Krause, CEO of Radical AI, discussing how his company is revolutionizing materials science through self-driving labs. He explains the challenges of materials discovery compared to biology, emphasizing the need f…
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Cerebras founder and CEO Andrew Feldman discusses the company's journey to a $63 billion IPO, driven by its pioneering wafer-scale AI computers that offer 15-20x faster inference than GPUs. He details overcoming significant technical and ma…
AI inference speedWafer-scale computingAI hardware architectureStartup growth challengesPublic market IPOsStrategic partnershipsHardware manufacturing scaleCompiler developmentAI-generated codingEngineering cultureVenture decision-makingOpen source AINew business modelsProductivity jumpsContrarian technology bets
Baseten CEO Tuhin Srivastava discusses the explosive growth in AI inference demand and Baseten's 30x growth, arguing that inference is becoming the strategic "last market." He explains why the application layer will persist due to unique us…
AI inferenceGPU capacityCustom modelsOpen source AIApplication layerEnterprise AI adoptionPost-trainingModel customizationSupply chainGeopolitical AIChip diversificationNvidia ecosystemRuntime optimizationSandboxingContinuous learningJevons ParadoxOperational excellenceLeadership in startupsAI agentsUnits of cognition