All Videos

Stanford Online

Inference now dominates AI economics, with OpenAI generating 8.6 trillion tokens daily—exceeding frontier model training compute in under four days. Unlike training, autoregressive inference cannot parallelize across sequences, making it fundamentally memory-bandwidth bound rather than compute bound, with batch sizes under 295 on H100s failing to saturate GPU capacity.

Stanford Online

This lecture transitions from theoretical foundations to practical architecture design for diffusion models, explaining how U-Net structures leverage convolutional inductive biases, hierarchical downsampling for global context, and skip connections to preserve local details while maintaining strict dimensional requirements for iterative denoising.

Stanford Online

Shrimai Prabhumoye presents advanced LLM pre-training strategies from her work at Nvidia, demonstrating that curriculum learning (two-phase training) and front-loading reasoning data during pre-training create stronger foundations and durable performance gains that cannot be matched by increased compute in later stages.

Stanford Online

Nuaman Tazzy from HuggingFace explains how to scale transformer training to thousands of GPUs using data parallelism strategies, from basic Distributed Data Parallel (DDP) to Fully Sharded Data Parallel (FSDP/ZeRO), emphasizing memory optimization techniques and the critical importance of overlapping communication with computation to keep GPUs fully utilized.

Adam Taggart | Thoughtful Money

Bill Fleckenstein warns that algorithmic passive investing flows and QE have created a 'giant mindless robot' driving stocks to all-time highs regardless of war risks or fundamentals, but predicts catastrophic consequences when the bond market finally revolts against unsustainable US debt levels.

Financial Education

While major indices hit all-time highs driven by semiconductor stocks like AMD (+320%) and Micron (+774%), the speaker argues the market is actually experiencing a 'hidden crash' with 65% of Russell 3000 stocks down double digits, presenting a rotational opportunity in currently hated sectors like consumer discretionary and fintech.

Yahoo Finance

Goldman Sachs argues the global economy is "bending, not breaking" despite Middle East war and oil shocks, citing oversupplied oil inventories, manageable demand destruction, and the AI boom as key cushions.

Bloomberg Technology

AI chipmaker Cerebras is upsizing its IPO to raise $4.8 billion (30% more than originally planned) due to massive oversubscription, while broader tech markets continue their six-week winning streak driven by AI infrastructure demand and strong earnings growth.

Stanford Online

Ben Horowitz explains how Andreessen Horowitz rearchitected venture capital by treating entrepreneurs as customers, centralizing control to enable scaling, and bootstrapping network effects through asymmetric early investments.

Yahoo Finance

With Iran blocking 15-20% of global oil supply through the Strait of Hormuz, energy prices are pushing toward a potential recession as crude nears $97/barrel and could drive US inflation to 5%.

The David Lin Report

Crypto analyst Michael Terpin is actively shorting Bitcoin at $83K, predicting a final capitulation to the $48K-$57K range by October 2025 before resuming the march toward his $1 million by 2033 target.

Jordan Peterson

Jordan Peterson traces the evolution of psychological thought from behaviorism through constructivism to depth psychology, arguing that human complexity—ranging from perception to psychopathology—cannot be reduced to simple models, ultimately warning that ignoring immutable cognitive diversity in pursuit of forced equity leads to totalitarian outcomes.