Videos and Podcasts

#How GPT, Claude, and Gemini are actually trained and served – Reiner Pope

Reiner Pope gives a blackboard-style walkthrough of how frontier LLMs are trained and deployed, showing how much of the AI industry’s inner workings can be inferred from equations, API pricing, and first principles, while highlighting his rare expertise across the entire AI stack—from chips to model architecture.

#What rebuilding AlphaGo teaches us about self-play, RL, and future of LLMs - Eric Jang

Eric Jang explains how rebuilding AlphaGo with modern AI tools reveals core principles of intelligence—search, self-play, and learning—and why its MCTS-based reinforcement learning may offer a better model for how future AIs and humans learn than today’s token-level RL in LLMs.

#Chip design from the bottom up – Reiner Pope

New 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 CEO of MatX, a new chip startup. He was previously at Google, where he worked on software efficiency, compilers, and TPU architecture.

#Krishna Rao, the CFO of Anthropic, in his first podcast attendance

Anthropic CFO Krishna Rao shared that the company’s revenue run-rate grew from $9B to $30B in one quarter, with 500%+ NDR, 9 of the Fortune 10 as customers, and over 90% of internal code written by Claude Code—backed by ~$75B raised and massive compute commitments.

Sources: tweet

1. LLMs enable new primitives: 1. apps fully engulfed by LLMs, 2. “install .md, not .sh”, 3. knowledge systems over arbitrary unstructured data.

2. LLM jaggedness: model refactor a 100k-line codebase and still fail basic tasks? Increasingly I think it’s about both verifiability and economics: frontier labs heavily optimize domains with strong reward signals and large TAMs.

3. The agent-native economy: products decomposing into sensors, actuators, and logic; systems designed to be maximally legible to LLMs; and the rise of agentic engineering as a new discipline.