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Dwarkesh Podcast

Podcasts · Technology

Dwarkesh Podcast

118 episodes · 20 with AI analysis

AI Intelligence · across all analyzed episodes

Topics · top 10

Pre-training vs. Post-training Trade-offs×2AI Governance and Regulation×2AI Constitutional Frameworks×2NVIDIA's competitive moat and ecosystem lock-inTPU vs GPU architecture trade-offs for AI workloadsSupply chain control and capacity forecastingCUDA ecosystem and developer install baseExport controls and geopolitical AI competitionAlgorithmic innovation vs hardware performanceInference market segmentation and pricing

Analyzed Episodes

Apr 15, 2026

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

NVIDIA's competitive moat and ecosystem lock-inTPU vs GPU architecture trade-offs for AI workloadsSupply chain control and capacity forecasting
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Apr 7, 2026

Michael Nielsen – How science actually progresses

History of scientific discovery and the Michelson-Morley experimentFalsification and the scientific methodSpecial relativity and Einstein's development of the theory
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Aug 15, 2025

China is killing the US on energy. Does that mean they’ll win AGI? — Casey Handmer

Solar energy manufacturing and cost curvesSynthetic fuels and energy storage technologyAI data center power requirements and constraints
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Aug 21, 2025

Evolution designed us to die fast; we can change that — Jacob Kimmel

Evolutionary constraints on human lifespan and agingEpigenetic reprogramming and cell age reversalTranscription factors as therapeutic targets
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Sep 5, 2025

How Hitler almost starved Britain – Sarah Paine

Maritime Strategy and Naval BlockadeWorld War II Peripheral OperationsBattle of the Atlantic and Commerce Raiding
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Sep 12, 2025

Fully autonomous robots are much closer than you think – Sergey Levine

Robotic Foundation ModelsAI-Powered Autonomous SystemsReal-World Data Collection and Scaling
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Mar 20, 2026

Terence Tao – Kepler, Newton, and the true nature of mathematical discovery

AI for mathematical researchKepler's laws of planetary motion discovery processErdős problems solved by AI
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Sep 26, 2025

Richard Sutton – Father of RL thinks LLMs are a dead end

Reinforcement Learning FundamentalsLarge Language Models vs. Experience-Based LearningWorld Models and Transition Models
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Oct 4, 2025

Some thoughts on the Sutton interview

Large Language Model Architecture and Training ParadigmsImitation Learning vs Reinforcement Learning Trade-offsWorld Models and Environmental Representation in AI
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Oct 10, 2025

Nick Lane – Life as we know it is chemically inevitable

Origin of Life and Hydrothermal VentsChemiosmotic Theory and Proton GradientsEukaryotic Evolution and Endosymbiosis
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Oct 17, 2025

Andrej Karpathy — AGI is still a decade away

AGI Timeline Predictions and Decade-Scale DevelopmentContinual Learning and Memory in AI SystemsReinforcement Learning Limitations and Process Supervision
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Oct 31, 2025

Sarah Paine – How Russia sabotaged China's rise

Russo-Chinese Border Disputes and Territorial HistoryContinental Empire Strategy and Geopolitical CompetitionStalin's Double-Dealing in Chinese Civil War and Korean War
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Mar 13, 2026

Dylan Patel — Deep Dive on the 3 Big Bottlenecks to Scaling AI Compute

AI Compute Scaling BottlenecksSemiconductor Manufacturing ConstraintsEUV Lithography Tools
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Nov 12, 2025

Satya Nadella — How Microsoft is preparing for AGI

AI Infrastructure and Data Center StrategyHyperscale Computing Economics and ROIC OptimizationMicrosoft's Model Development Strategy (MAI vs OpenAI Partnership)
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Mar 11, 2026

I’m glad the Anthropic fight is happening now

AI Governance and RegulationMass Surveillance TechnologyAutonomous Weapons Systems
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Nov 25, 2025

Ilya Sutskever – We're moving from the age of scaling to the age of research

AI Generalization and Transfer LearningReinforcement Learning Scaling and EfficiencyAI Alignment and Safety
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Dec 19, 2025

Sarah Paine – Why Russia Lost the Cold War

Soviet Economic Collapse and Central Planning FailuresCold War Military Buildup and Arms Race DynamicsOil Price Volatility and Commodity Dependence
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Mar 6, 2026

How cosplaying Ancient Rome led to the scientific revolution

Renaissance humanismScientific revolution originsPrinting press economics
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Dec 30, 2025

Adam Marblestone – AI is missing something fundamental about the brain

Brain Architecture and Learning SystemsLoss Functions and Reward Design in AIConnectomics and Brain Mapping Technology
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Feb 13, 2026

Dario Amodei — The highest-stakes financial model in history

AGI Timeline PredictionsAI Scaling LawsEconomic Diffusion of AI
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