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    Dwarkesh Patel

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  • Reiner Pope – The math behind how LLMs are trained and served

    20 HR AGO

    1

    Reiner Pope – The math behind how LLMs are trained and served

    Did a very different format with Reiner Pope - a blackboard lecture where he walks through how frontier LLMs are trained and served. It’s shocking how much you can deduce about what the labs are doing from a handful of equations, public API prices, and some chalk. It’s a bit technical, but I encourage you to hang in there – it’s really worth it. There are less than a handful of people who understand the full stack of AI, from chip design to model architecture, as well as Reiner. It was a real delight to learn from him. Recommend watching this one on YouTube so you can see the chalkboard. Reiner is CEO of MatX, a new chip startup (full disclosure - I’m an angel investor). He was previously at Google, where he worked on software efficiency, compilers, and TPU architecture. Download markdown of transcript here to chat with an LLM. Wrote up some flashcards and practice problems to help myself retain what Reiner taught. Hope it's helpful to you too! Sponsors * Jane Street needs constant access to incredibly low-latency compute. I recently asked one of their engineers, Clark, to talk me through how they meet these demands. Our conversation—which touched on everything from FPGAs to liquid cooling—was extremely helpful as I prepped to interview Reiner. You can watch the full discussion and explore Jane Street’s open roles at janestreet.com/dwarkesh * Google’s Gemma 4 is the first open model that’s let me shut off the internet and create a fully disconnected “focus machine”. This is because Gemma is small enough to run on my laptop, but powerful enough to actually be useful. So, to prep for this interview, I downloaded Reiner’s scaling book, disconnected from wifi, and used Gemma to help me break down the material. Check it out at goo.gle/Gemma4 * Cursor helped me turn some notes I took on how gradients flow during large-scale pretraining into a great animation. At first, I wasn’t sure the best way to visualize the concept, but Cursor’s Composer 2 Fast model let me iterate on different ideas almost instantaneously. You can check out the animation in my recent blog post. And if you have something to visualize yourself, go to cursor.com/dwarkesh Timestamps (00:00:00) – How batch size affects token cost and speed (00:32:09) – How MoE models are laid out across GPU racks (00:47:12) – How pipeline parallelism spreads model layers across racks (01:03:37) – Why Ilya said, “As we now know, pipelining is not wise.” (01:18:59) – Because of RL, models may be 100x over-trained beyond Chinchilla-optimal (01:33:02) – Deducing long context memory costs from API pricing (02:04:02) – Convergent evolution between neural nets and cryptography Get full access to Dwarkesh Podcast at www.dwarkesh.com/subscribe

    20 hr ago

    •
    2h 14m
  • AI Updates, Lakehouse Streaming (Iceberg/Fluss), and more!

    19 APR

    2

    AI Updates, Lakehouse Streaming (Iceberg/Fluss), and more!

    Alex Merced as always discusses his thoughts on news in the tech world including AI updates and streaming to data lakehouses. Follow Alex on Social: alexmerced.com

    19 Apr

    •
    24 min
  • All The Headlines, All The Model Drops...

    5 DAYS AGO

    3

    All The Headlines, All The Model Drops...

    DeepSeek dropped V4 Pro and V4 Flash, undercutting US labs on price by roughly 5x. OpenAI fired back with GPT-5.5, reclaiming benchmark crowns from Claude. Meta confirms 8,000 layoffs on May 20, and Google plans to invest up to $40B in Anthropic. DeepSeek releases its new flagship models V4 Pro and V4 Flash in preview, saying V4 Pro trails the performance of state-of-the-art models by about 3 to 6 months (Bloomberg) Simon Willison's comparison chart of DeepSeek V4 pricing vs. US frontier models (Simon Willison) OpenAI says "GPT-5.5 matches GPT-5.4 per-token latency in real-world serving", performs "at a much higher level of intelligence", and is more capable for Codex (OpenAI) Meta plans to cut 10% of its employees, or ~8,000 jobs, on May 20 and won't fill 6,000 open roles, trying to boost efficiency and offset its heavy AI spending (Bloomberg) Google plans to invest up to $40B in Anthropic: $10B now at a $350B valuation, with another $30B if Anthropic hits performance targets (Bloomberg) Weekend Longreads Suggestions A look at the AI nonprofit METR, maker of maybe the most important AI benchmark, whose time-horizon metrics are used by researchers and Wall Street to track AI development (NYT) The Infinite Machine Olto e-bike review: a more elegant solution for trips too long to walk but too short to drive (The Verge) Learn more about your ad choices. Visit megaphone.fm/adchoices

    5 days ago

    •
    24 min
  • Ferrari

    13 APR

    4

    Ferrari

    Ferrari is the pinnacle of luxury scarcity — across its entire 79-year history, the company has sold just 330,000 cars at an average price today of $500,000. For context, Hermès sells that many Birkins and Kellys roughly every 2 years, and Rolex moves that many watches every 3 months. And yet this ultimate luxury product also lives under the same roof with a widely beloved professional sports team… one with 400 million rabid fans from all walks of life who live and die by the Scuderia’s performance every F1 race weekend! How is it possible that these two seemingly contradictory customer bases can coexist within the same company? And far from destroying each other’s value, only reinforce it? The answer, it turns out, is a beautiful, bloody, tragic and romantic opera that spans two families and three generations — and just might be one of the best tales we’ve ever told on Acquired. Buckle up for the story of Ferrari. Sponsors: Many thanks to our fantastic Spring '26 Season partners: J.P. Morgan PaymentsVercelServiceNowStatsigLinks: Sign up for email updates, get out takeaways and research photos from each episode, and vote on future topics!Our Ferrari "episode preview" in WSJEnzo Ferrari by Luca Dal MonteSeeing Red on IMDbGo Like Hell by A.J. BaimeStephen Wilmot's great WSJ piece on FerrariFerrari factory tourWorldly Partners' Multi-Decade Ferrari StudyAll episode sourcesCarve Outs: Ford v FerrariMaison Wheat sweatersCraighill scissorsAmazon grocery serviceTravelpro Altitude backpackMore Acquired: Get email updates and vote on future episodes!Join the SlackCheck out the latest swag in the ACQ Merch Store!00:00:00 Start00:01:08 Intro00:06:11 Enzo Ferrari's Early Life & Tragedies (1898-1919)00:12:39 Scuderia Ferrari: Enzo's Racing Dream (1920-1933)00:25:08 The Prancing Horse & Ferrari's Branding00:35:41 First Ferrari Road Cars & Le Mans Victory (1947-1949)00:51:31 F1 & The Tragedies of Enzo's Life (1950s)01:14:03 Ford vs. Ferrari: The Le Mans Rivalry (1963-1966)01:21:24 Enzo Sells 50% to Fiat (1969)01:29:10 Luca di Montezemolo's Return to F1 Glory (1971-1976)01:52:40 Ferrari's "Pepsi Challenge" and how Luca rescued the company (1991)02:27:41 Post-IPO Ferrari: New Models & Growth (2015-Present)02:48:24 The FUV Purosangue & Model Range03:07:16 Ferrari Luce: The EV Future with Jony Ive03:12:37 Ferrari Today by the Numbers03:29:39 Analysis03:50:04 Carve-Outs + Thank Yous ‍Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.

    13 Apr

    •
    3h 59m
  • AI Makes Google Maps Sound Much Better

    12 MAR

    5

    AI Makes Google Maps Sound Much Better

    More AI inspired job cuts. I gotta say, adding AI to Google Maps makes it sound like it might work much, much better. A new entrant into the AI health space. An Iran-war-related hacking takes down a company. And Mark Gurman tells us what to expect from a foldable iPhone. Atlassian slashes 10% of workforce to ‘self-fund’ investments in AI and enterprise sales (CNBC) You can now ask Google Maps ‘complex, real-world questions’ — and Gemini will answer (The Verge) Anthropic’s Claude AI can respond with charts, diagrams, and other visuals now (The Verge) Microsoft’s New AI Health Tool Can Read Your Medical Records and Give Advice (WSJ) Iran Expands War With Major Cyberattack Against U.S. Company (WSJ) Apple’s Foldable iPhone to Feature iPad-Like Interface When Opened (Bloomberg) Learn more about your ad choices. Visit megaphone.fm/adchoices

    12 Mar

    •
    21 min
  • Dubsnatch

    06/08/2024

    6

    Dubsnatch

    Ever wondered how far a fan would go to get a sneak peek of their favorite artist’s unreleased tracks? In this episode, we uncover the audacious story of some teens bent on getting their hands on the newest dubstep music before anyone else.SponsorsSupport for this show comes from Varonis. Do you wonder what your company’s ransomware blast radius is? Varonis does a free cyber resilience assessment that tells you how many important files a compromised user could steal, whether anything would beep if they did, and a whole lot more. They actually do all the work – show you where your data is too open, if anyone is using it, and what you can lock down before attackers get inside. They also can detect behavior that looks like ransomware and stop it automatically. To learn more visit www.varonis.com/darknet.Support for this show comes from Axonius. The Axonius solution correlates asset data from your existing IT and security solutions to provide an always up-to-date inventory of all devices, users, cloud instances, and SaaS apps, so you can easily identify coverage gaps and automate response actions. Axonius gives IT and security teams the confidence to control complexity by mitigating threats, navigating risk, decreasing incidents, and informing business-level strategy — all while eliminating manual, repetitive tasks. Visit axonius.com/darknet to learn more and try it free.Support for this show comes from ThreatLocker®. ThreatLocker® is a Zero Trust Endpoint Protection Platform that strengthens your infrastructure from the ground up. With ThreatLocker® Allowlisting and Ringfencing™, you gain a more secure approach to blocking exploits of known and unknown vulnerabilities. ThreatLocker® provides Zero Trust control at the kernel level that enables you to allow everything you need and block everything else, including ransomware! Learn more at www.threatlocker.com.

    06/08/2024

    •
    1hr 29min
  • Jensen Huang – TPU competition, why we should sell chips to China, & Nvidia’s supply chain moat

    15 APR

    7

    Jensen Huang – TPU competition, why we should sell chips to China, & Nvidia’s supply chain moat

    I asked Jensen about TPU competition, Nvidia’s lock on the ever more bottlenecked supply chain needed to make advanced chips, whether we should be selling AI chips to China, why Nvidia doesn’t just become a hyperscaler, how it makes its investments, and much more. Enjoy! Watch on YouTube; read the transcript. Sponsors * Crusoe’s cloud runs on state-of-the-art Blackwell GPUs, with Vera Rubin deployment scheduled for later this year. But hardware is only part of the story—for inference, Crusoe’s MemoryAlloy tech implements a cluster-wide KV cache, delivering up to 10x faster TTFT and 5x better throughput than vLLM. Learn more at crusoe.ai/dwarkesh * Cursor helped me build an AI co-researcher over the course of a weekend. Now I have an AI agent that I can collaborate with in Google Docs via inline comment threads! And while other agentic coding tools feel like a total black-box, Cursor let me stay on top of the full implementation. You can try my co-researcher out at github.com/dwarkeshsp/ai_coworker, or get started on your own Cursor project today at cursor.com/dwarkesh * Jane Street spent ~20,000 GPU hours training backdoors into 3 different language models, then challenged my audience to find the triggers. They received some clever solutions—like comparing the base and fine-tuned versions and extrapolating any differences to reveal the hidden backdoor—but no one was able to solve all 3. So if open problems like this excite you, Jane Street is hiring. Learn more at janestreet.com/dwarkesh Timestamps (00:00:00) – Is Nvidia’s biggest moat its grip on scarce supply chains? (00:16:25) – Will TPUs break Nvidia’s hold on AI compute? (00:41:06) – Why doesn’t Nvidia become a hyperscaler? (00:57:36) – Should we be selling AI chips to China? (01:35:06) – Why doesn’t Nvidia make multiple different chip architectures? Get full access to Dwarkesh Podcast at www.dwarkesh.com/subscribe

    15 Apr

    •
    1hr 43min
  • Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner

    11/01/2025

    8

    Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner

    Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss Brad’s public market predictions, AI enthusiasm and fears, interest rates, inflation, DOGE, federal budget analysis, big tech capex, scaling inference, Satya Nadella, Jensen Huang, Elon Musk, AI reasoning models, chain of thought,  & more. Enjoy another episode of BG2! Timestamps: (00:00) Intro (02:58) Frontline Ideas for 2025 (07:02) The Bogeyman (Interest Rates and Inflation) (09:21) Mega Cap Valuations & Expectations (14:02) Big Tech CapEx (16:51) Scaling Inference (20:11) Future of AI (39:50) Role of Power in AI Development (42:58) Interest Rates & Economic Growth (45:11) Federal Spending & DOGE (54:15) Regulatory Landscape for AI (01:01:27) Co-opetition in AI (01:17:06) Reasoning Models & Chain of Thought Produced by Benny Beausoleil Music by Yung Spielberg Available on Apple, Spotify, www.bg2pod.com Follow: Brad Gerstner @altcap Bill Gurley @bgurley BG2 Pod @bg2pod https://x.com/BG2Pod

    11/01/2025

    •
    1hr 23min
  • Taking The Threat Seriously

    10 APR

    9

    Taking The Threat Seriously

    The US government is taking the Anthropic warning seriously. Google is showing prediction markets alongside various search results. Europeans ARE beginning to decouple from US tech. Kicking the tires on SpaceX’s actual business. And, of course, the Weekend Longreads Suggestions. Anthropic Model Scare Sparks Urgent Bessent, Powell Warning to Bank CEOs (Bloomberg) Google rolls out Gmail end-to-end encryption on mobile devices (Bleeping Computer) Google News Now Prominently Featuring Polymarket Bets (Futurism) France to ditch Windows for Linux to reduce reliance on US tech (TechCrunch) YouTube Premium is getting pricier (The Verge) OpenAI Backs Bill That Would Limit Liability for AI-Enabled Mass Deaths or Financial Disasters (Wired) SpaceX Posted Nearly $5 Billion Loss Last Year from AI Spending (The Information) Weekend Longreads Suggestion: An Internet of Checkpoints (Longreads) Learn more about your ad choices. Visit megaphone.fm/adchoices

    10 Apr

    •
    22 min
  • Meta’s Refreshed AI Play

    9 APR

    10

    Meta’s Refreshed AI Play

    Meta releases its first model in the great AI horserace catchup race. OpenAI is expecting to make as much money from ads as the biggest social media companies. Meta doesn’t want you to see ads encouraging you to join lawsuits against them. And Amazon’s big Starlink competitor is coming as soon as this summer. Meta releases first AI model since Zuckerberg’s spending spree (FT) AI Horserace Thread (@emollick) Anthropic Completes Tender Offer, But Employees Hold Onto Shares (Bloomberg) OpenAI Forecasts Advertising to Hit $102 billion by 2030 (The Information) Scoop: Meta removes ads for social media addiction litigation (Axios) Amazon’s Starlink competitor Leo gets a new date (The Verge) Deere settles US right-to-repair lawsuit with $99 million fund, repair commitments (Reuters) Gen Z Is Using A.I., but Doesn’t Feel Great About It (NYTimes) Learn more about your ad choices. Visit megaphone.fm/adchoices

    9 Apr

    •
    21 min

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