Episode (127)
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Reiner Pope – Chip design from the bottom up
May 22, 2026New blackboard lecture with Reiner Pope: how do chips actually work - starting with basic logic gates, and working up to why GPUs, TPUs, FPGAs, and the human brain each look the way they do. Reiner is...
Eric Jang – Building AlphaGo from scratch
May 15, 2026Eric Jang walks through how to build AlphaGo from scratch, but with modern AI tools. Sometimes you understand the future better by stepping backward. AlphaGo is still the cleanest worked example of th...
David Reich – Why the Bronze Age was an inflection point in human evolution
May 08, 2026David Reich is back. He and collaborator Ali Akbari just published a paper that overturns a long-standing consensus about human evolution — that natural selection has been dormant in our species since...
Reiner Pope – The math behind how LLMs are trained and served
Apr 29, 2026Did 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...
Jensen Huang – TPU competition, why we should sell chips to China, & Nvidia’s supply chain moat
Apr 15, 2026I 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 be...
Michael Nielsen – How science actually progresses
Apr 07, 2026Really enjoyed chatting with Michael Nielsen about how we recognize scientific progress. It's especially relevant for closing the RL verification loop for scientific discovery. But it's also a surpris...
Terence Tao – Kepler, Newton, and the true nature of mathematical discovery
Mar 20, 2026We begin the episode with the absolutely ingenious and surprising way in which Kepler discovered the laws of planetary motion. People sometimes say that AI will make especially fast progress at scient...
Dylan Patel — Deep dive on the 3 big bottlenecks to scaling AI compute
Mar 13, 2026Dylan Patel, founder of SemiAnalysis, provides a deep dive into the 3 big bottlenecks to scaling AI compute: logic, memory, and power. And walks through the economics of labs, hyperscalers, foundries,...
The most important question nobody's asking about AI
Mar 11, 2026Read the full essay here: https://www.dwarkesh.com/p/dow-anthropic Timestamps (00:00:00) - Anthropic vs The Pentagon (00:04:16) - The overhangs of tyranny (00:05:54) - AI structurally favors mass sur...
Why Leonardo was a saboteur, Gutenberg went broke, and Florence was weird – Ada Palmer
Mar 06, 2026Renaissance history is so much wilder and weirder than you would have expected. Very fun chatting with Ada Palmer (historian, novelist, and composer based at the University of Chicago). Some especiall...