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  • 5. One Way In, One Way Out

    SEASON 3, EPISODE 5

    1

    5. One Way In, One Way Out

    The plan gets more complicated. Will Xu Yanjun walk away? See omnystudio.com/listener for privacy information.

    S3, E5

    •
    33 min
  • A.I. Goes to War + Is ‘A.I. Brain Fry’ Real? + How Grammarly Stole Casey’s Identity

    6 DAYS AGO

    2

    A.I. Goes to War + Is ‘A.I. Brain Fry’ Real? + How Grammarly Stole Casey’s Identity

    A.I. is changing the ways war is waged. This week, we explore how the U.S. and Israel are using A.I. to identify targets in the conflict with Iran — and why data centers and fiber optic cables are targets on the front lines. Then, researcher Julie Bedard breaks down “A.I. brain fry,” a new condition she and her colleagues studied among A.I. users at work. And finally, Casey shares his battle with Grammarly after the company used his identity in a new A.I. feature, without his consent. Guest: Julie Bedard, managing director and partner at Boston Consulting Group who is also the lead author of a survey of “A.I. brain fry” in the workplace. Additional Reading: U.S. at Fault in Strike on School in Iran, Preliminary Inquiry Says How A.I. Is Turbocharging the War in Iran Anthropic’s A.I. tool Claude central to U.S. campaign in Iran, amid a bitter feud A.I. Fatigue Is Real and Nobody Talks About It Token Anxiety A.I. Doesn’t Reduce Work — It Intensifies It Grammarly Is Using Our Identities Without Permission   We want to hear from you. Email us at hardfork@nytimes.com. Find “Hard Fork” on YouTube and TikTok. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify. You can also subscribe via your favorite podcast app here https://www.nytimes.com/activate-access/audio?source=podcatcher. For more podcasts and narrated articles, download The New York Times app at nytimes.com/app. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    6 days ago

    •
    1h 7m
  • E228|谷歌TPU能撼动英伟达吗?前TPU工程师首次揭秘

    6 DAYS AGO

    3

    E228|谷歌TPU能撼动英伟达吗?前TPU工程师首次揭秘

    在AI算力争霸时代,英伟达凭借GPU市值一路狂飙。但如今,它的蛋糕正在被一点点分食——2024年,苹果论文披露Apple Intelligence全部由TPU训练;2025年,Anthropic签下数十亿美元订单,购买TPU训练Claude;近期,Meta与谷歌签署数十亿美元协议,租用TPU跑Llama。 TPU一直是谷歌低调的“自家武器”,在过去十年里驱动着几乎全部核心产品。直到TPU训练的Gemini 3打了一场漂亮的翻身仗,人们才开始重新审视:这套从搜索推荐系统中长出来的定制芯片,究竟藏着多少秘密? 本期播客,我们邀请到前谷歌TPU工程师Henry。他在2018年至2024年间深度参与了三代TPU的研发,也见证了大模型时代TPU的关键转型。他将从硬件架构、软件生态、生产供应链三个维度,一层层揭开TPU的神秘面纱。 我们将深入探讨:TPU与GPU的架构有何根本不同?TPU的产能瓶颈卡在哪里?当谷歌开始向Anthropic、Meta开放TPU,它在软件生态上要迈过哪些坎?如果未来模型的底层范式发生改变,TPU还能押准方向吗?而最关键的问题是:TPU真的有机会撼动英伟达的霸主地位吗? 【主播】 泓君,硅谷101创始人,播客主理人 【嘉宾】 Henry Zhu,前Google TPU工程师,参与V6/V7/V8 TPU研发 【你将听到】 TPU挑战GPU 03:06 架构对决:GPU像多个大厨,TPU像流水线接力 06:41 TPU vs GPU:谁在模型训练上更强? 10:20 TPU产能之困:HBM、封装与良率 XLA软件黑盒 14:06 Anthropic为何率先下单百万部署? 16:01 黑盒优化如何“榨干”硬件性能 17:47 XLA与CUDA,两种生态之争 19:53 苹果为什么能成为TPU大客户? “大模型客户” 20:45 Gemini成功背后,TPU做了什么? 22:34 TPU是如何做MoE优化的? 23:45 设计难点:如何押中两三年后的算法? 26:05 TPU的转身:V6开始押注大模型预训练 28:53 Transformer先发优势带来的旗鼓相当能持续多久? 32:04 Meta的TPU托管服务:生态逐渐走向兼容 供应链命门 36:08 拓扑通信架构如何为TPU打赢数据中心成本战 38:27 博通(Broadcom)是谁?为什么它如此关键 42:04 挑战GPU的机会:用户规模越大推理越快 45:36 V7(Ironwood)之后:Gemini实现100%TPU训练 48:15 一句话总结TPU优劣势 TPU十年进化史 49:49 V1推理芯片试水,V2训练芯片旗舰,V4优化推荐算法 52:16 V5/V6:进入大模型时代,推出推理专用版本 56:05 团队演变:软件组话语权越来越重 新星Groq 57:14 踩准每一次红利的编译器公司 59:27 差异化定位:做小规模部署的低延迟优化 01:01:59 AI算力芯片新战局 【更正】 54:20 口误,Groq创始人Jonathan Ross,现为英伟达首席软件架构师 【延伸阅读】 《谷歌收获大单:与Anthropic达成数百亿美元合作,部署100万个TPU芯片》 《不再单押英伟达,Meta斥资数十亿美元租用谷歌TPU》 【监制】 泓君 【剪辑】 小师 Jacob 【运营】 朱婕 【BGM】 Virtuoso Violin - Rafael Krux Angular Pulse - Guy Copeland Top Flow - This Violin 【在这里找到我们】 公众号:硅谷101 收听渠道:Apple Podcast|Spotify|小宇宙|喜马拉雅|蜻蜓FM|荔枝FM|网易云音乐|QQ音乐 其他平台:YouTube|Bilibili 搜索「硅谷101播客」 联系我们:podcast@sv101.net 本期节目中嘉宾所表达观点均为其个人看法。 本期节目不构成任何投资建议,投资有风险,入市需谨慎。 Special Guest: Henry Zhu.

    6 days ago

    •
    1h 7m
  • 4. The Duck Analogy

    SEASON 3, EPISODE 4

    4

    4. The Duck Analogy

    A new asset, a once-in-a-career chance and a very delicate operation. See omnystudio.com/listener for privacy information.

    S3, E4

    •
    34 min
  • 3. Suck, Squeeze, Burn, Blow

    SEASON 3, EPISODE 3

    5

    3. Suck, Squeeze, Burn, Blow

    Stealing the world’s most closely guarded technology secrets is really hard. Especially when your boss keeps rejecting your expenses.  See omnystudio.com/listener for privacy information.

    S3, E3

    •
    21 min
  • 2. The Spy’s Diary

    SEASON 3, EPISODE 2

    6

    2. The Spy’s Diary

    Intelligence officers shouldn’t keep their secrets backed up to the cloud: Xu Yanjun did. See omnystudio.com/listener for privacy information.

    S3, E2

    •
    30 min
  • 1. Your Friend From Nanjing

    SEASON 3, EPISODE 1

    7

    1. Your Friend From Nanjing

    A spy, deep undercover, was sent to Chicago to deliver a warning. Or was he? See omnystudio.com/listener for privacy information.

    S3, E1

    •
    13 min
  • TBD Tries… Wearables

    1 MAR

    8

    TBD Tries… Wearables

    How much would it change your life and approach to health if you had instant access to your quantified biometrics? RFK Jr. and the Department of Health and Human Services have bet the difference would be huge, and loosened regulation on them—leaving TBD no choice but to strap in and give ‘em a try.  Guests:  Nadira Goffe, Slate staff writer. Mario Aguliar, health tech correspondent for Stat News Dr. Sandeep Kishore, associate professor at the University of California San Francisco Dr. Jordana Cohen, associate professor of medicine and epidemiology at University of Pennsylvania. Want more What Next TBD? Subscribe to Slate Plus to access ad-free listening to the whole What Next family and all your favorite Slate podcasts. Subscribe today on Apple Podcasts by clicking “Try Free” at the top of our show page. Sign up now at slate.com/whatnextplus to get access wherever you listen. Podcast production by Evan Campbell, and Patrick Fort. Hosted on Acast. See acast.com/privacy for more information.

    1 Mar

    •
    23 min
  • The Friday Of All The Headlines

    27 FEB

    9

    The Friday Of All The Headlines

    I’ve got everything for you today. OpenAI closed its round. Anthropic draws a line with the Pentagon and Sam Altman supports it. A huge AI inspired layoff round, maybe. Netflix walks away from the deal, and, of course, The Weekend Longreads Suggestions. OpenAI announces $110 billion funding round with backing from Amazon, Nvidia, SoftBank (CNBC) Sam Altman says OpenAI shares Anthropic's red lines in Pentagon fight (Axios) Employees at Google and OpenAI support Anthropic’s Pentagon stand in open letter (TechCrunch) Block shares soar as much as 24% as company slashes workforce by nearly half (CNBC) Netflix ditches deal for Warner Bros. Discovery after Paramount’s offer is deemed superior (CNBC) Weekend Longreads Suggestions: The Looming Taiwan Chip Disaster That Silicon Valley Has Long Ignored (NYTimes) Learn more about your ad choices. Visit megaphone.fm/adchoices

    27 Feb

    •
    23 min
  • Is A.I. Eating the Labor Market? + The Latest on the Pentagon, OpenClaw and Alpha School

    27 FEB • SUBSCRIBERS ONLY

    10

    Is A.I. Eating the Labor Market? + The Latest on the Pentagon, OpenClaw and Alpha School

    This week, the economist Anton Korinek joins to break down how artificial intelligence is driving volatility in the job and stock markets. Then, the battle between the Pentagon and Anthropic is getting even more tense. Anthropic now has until 5:01 p.m. Eastern time on Friday to accept the military’s demands over the terms of a contract, or the Trump administration will retaliate by invoking the Defense Production Act and designating the company a “supply chain risk.” We discuss this change, as well as two other updates on OpenClaw and Alpha Schools. Guest: Anton Korinek, economist studying the impact of A.I., at the University of Virginia. Additional Reading: Pentagon Gives A.I. Company an Ultimatum Summer Yue’s OpenClaw post ‘Students Are Being Treated Like Guinea Pigs’: Inside an AI-Powered Private School Parents Fell in Love With Alpha School’s Promise. Then They Wanted Out The 2028 Global Intelligence Crisis When Does Automating Research Produce Explosive Growth? We want to hear from you. Email us at hardfork@nytimes.com. Find “Hard Fork” on YouTube and TikTok. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify. You can also subscribe via your favorite podcast app here https://www.nytimes.com/activate-access/audio?source=podcatcher. For more podcasts and narrated articles, download The New York Times app at nytimes.com/app. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    27 Feb

    •
    1h 1m

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