Dwarkesh Podcast

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 (full disclosure - I’m an angel investor). He was previously at Google, where he worked on software efficiency, compilers, and TPU architecture. Watch this one on YouTube so you can see the chalkboard. Read the transcript. Sponsors * Crusoe was one of only five GPU clouds that made the gold tier in SemiAnalysis' most recent ClusterMAX report. Gold-tier providers li

Eric 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 the primitives of intelligence: search, learning from experience, and self-play. You have to go back to 2017 to get insight into how the more general AIs of the future might learn. Once he explained how AlphaGo works, it gave us the context to have a discussion about how RL works in LLMs and how it could work better – naive policy gradient RL has to figure out which of the 100k+ tokens in your traje

David 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 the agricultural revolution. By scaling ancient DNA sequencing and developing a new statistical method, they found that selection has actually sped up. Selection went especially bonkers during the Bronze Age (around 3,000 years ago). That’s when gene frequencies for everything from immune function to body fat to intelligence were most in flux. Over the last 10,000 years, selection pushed the gene

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. Reine

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 t

Really 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 surprisingly mysterious and elusive question when you look at the history of human science. We approach this question stories like Einstein (who claimed that he hadn't even heard of the famous Michelson-Morley experiment, which is supposed to have motivated special relativity, until after he had come up with the theory), Darwin (why did it take till 1859 to lay out an idea whose essence every farmer sinc

We 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 scientific discovery because of tight verification loops. But the story of how we discovered the shape of our solar system shows how the verification loop for correct ideas can be decades (or even millennia) long. During this time, what we know today as the better theory can actually make worse predictions. And the reasons it survives this epistemic hell is some mixture of judgment and heuristics that w

Dylan 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, and fab equipment manufacturers. Learned a ton about every single level of the stack. Enjoy! Watch on YouTube; read the transcript. Sponsors * Mercury has already saved me a bunch of time this tax season. Last year, I used Mercury to request W-9s from all the contractors I worked with. Then, when it came time to issue 1099s this year, I literally just clicked a button and Mercury sent them out. L

Read 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 surveillance (00:08:25) - Alignment...to whom? (00:13:55) - Coordination not worth the costs Get full access to Dwarkesh Podcast at www.dwarkesh.com/subscribe

Renaissance 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 especially fascinating things I learned from the conversation and her excellent book, Inventing the Renaissance: Not only did Gutenberg go bankrupt in the 1450s (after inventing the printing press), but so did the bank that foreclosed on him, and so did his apprentices. This is because paper was still very expensive, and so you had to make this big upfront CAPEX decision to print a batch of 300 copies of a

Dario Amodei thinks we are just a few years away from AGI — or as he puts it, from having “a country of geniuses in a data center”. In this episode, we discuss what to make of the scaling hypothesis in the current RL regime, why task-specific RL might lead to generalization, and how AI will diffuse throughout the economy. We also dive into Anthropic’s revenue projections, compute commitments, path to profitability, and more. Watch on YouTube; read the transcript. Sponsors * Labelbox can get you the RL tasks and environments you need. Their massive network of subject-matter experts ensures real

In this episode, John and I got to do a real deep-dive with Elon. We discuss the economics of orbital data centers, the difficulties of scaling power on Earth, what it would take to manufacture humanoids at high-volume in America, xAI’s business and alignment plans, DOGE, and much more. Watch on YouTube; read the transcript. Sponsors * Mercury just started offering personal banking! I’m already banking with Mercury for business purposes, so getting to bank with them for my personal life makes everything so much simpler. Apply now at mercury.com/personal-banking * Jane Street sent me a new puzz

Adam Marblestone is CEO of Convergent Research. He’s had a very interesting past life: he was a research scientist at Google Deepmind on their neuroscience team and has worked on everything from brain-computer interfaces to quantum computing to nanotech and even formal mathematics. In this episode, we discuss how the brain learns so much from so little, what the AI field can learn from neuroscience, and the answer to Ilya’s question: how does the genome encode abstract reward functions? Turns out, they’re all the same question. Watch on YouTube; read the transcript. Sponsors * Gemini 3 Pro rec

Read the essay here. Timestamps 00:00:00 What are we scaling? 00:03:11 The value of human labor 00:05:04 Economic diffusion lag is cope00:06:34 Goal-post shifting is justified 00:08:23 RL scaling 00:09:18 Broadly deployed intelligence explosion Get full access to Dwarkesh Podcast at www.dwarkesh.com/subscribe

This is the final episode of the Sarah Paine lecture series, and it’s probably my favorite one. Sarah gives a “tour of the arguments” on what ultimately led to the Soviet Union’s collapse, diving into the role of the US, the Sino-Soviet border conflict, the oil bust, ethnic rebellions and even the Roman Catholic Church. As she points out, this is all particularly interesting as we find ourselves potentially at the beginning of another Cold War. As we wrap up this lecture series, I want to take a moment to thank Sarah for doing this with me. It has been such a pleasure. If you want more of her

Ilya & I discuss SSI’s strategy, the problems with pre-training, how to improve the generalization of AI models, and how to ensure AGI goes well. Watch on YouTube; read the transcript. Sponsors * Gemini 3 is the first model I’ve used that can find connections I haven’t anticipated. I recently wrote a blog post on RL’s information efficiency, and Gemini 3 helped me think it all through. It also generated the relevant charts and ran toy ML experiments for me with zero bugs. Try Gemini 3 today at gemini.google * Labelbox helped me create a tool to transcribe our episodes! I’ve struggled with tran

As part of this interview, Satya Nadella gave Dylan Patel (founder of SemiAnalysis) and me an exclusive first-look at their brand-new Fairwater 2 datacenter. Microsoft is building multiple Fairwaters, each of which has hundreds of thousands of GB200s & GB300s. Between all these interconnected buildings, they’ll have over 2 GW of total capacity. Just to give a frame of reference, even a single one of these Fairwater buildings is more powerful than any other AI datacenter that currently exists. Satya then answered a bunch of questions about how Microsoft is preparing for AGI across all layers of

In this lecture, military historian Sarah Paine explains how Russia—and specifically Stalin—completely derailed China’s rise, slowing them down for over a century. This lecture was particularly interesting to me because, in my opinion, the Chinese Civil War is 1 of the top 3 most important events of the 20th century. And to understand why it transpired as it did, you need to understand Stalin’s role in the whole thing. Watch on YouTube; read the transcript. Sponsors Mercury helps you run your business better. It’s the banking platform we use for the podcast — we love that we can see our cash b

The Andrej Karpathy episode. During this interview, Andrej explains why reinforcement learning is terrible (but everything else is much worse), why AGI will just blend into the previous ~2.5 centuries of 2% GDP growth, why self driving took so long to crack, and what he sees as the future of education. It was a pleasure chatting with him. Watch on YouTube; read the transcript. Sponsors * Labelbox helps you get data that is more detailed, more accurate, and higher signal than you could get by default, no matter your domain or training paradigm. Reach out today at labelbox.com/dwarkesh * Mercury

Nick Lane has some pretty wild ideas about the evolution of life. He thinks early life was continuous with the spontaneous chemistry of undersea hydrothermal vents. Nick’s story may be wrong, but I find it remarkable that with just that starting point, you can explain so much about why life is the way that it is — the things you’re supposed to just take as givens in biology class: * Why are there two sexes? Why sex at all? * Why are bacteria so simple despite being around for 4 billion years? Why is there so much shared structure between all eukaryotic cells despite the enormous morphological

I have a much better understanding of Sutton’s perspective now. I wanted to reflect on it a bit. (00:00:00) - The steelman (00:02:42) - TLDR of my current thoughts (00:03:22) - Imitation learning is continuous with and complementary to RL (00:08:26) - Continual learning (00:10:31) - Concluding thoughts Get full access to Dwarkesh Podcast at www.dwarkesh.com/subscribe

Richard Sutton is the father of reinforcement learning, winner of the 2024 Turing Award, and author of The Bitter Lesson. And he thinks LLMs are a dead end. After interviewing him, my steel man of Richard’s position is this: LLMs aren’t capable of learning on-the-job, so no matter how much we scale, we’ll need some new architecture to enable continual learning. And once we have it, we won’t need a special training phase — the agent will just learn on-the-fly, like all humans, and indeed, like all animals. This new paradigm will render our current approach with LLMs obsolete. In our interview,

Sergey Levine, one of the world’s top robotics researchers and co-founder of Physical Intelligence, thinks we’re on the cusp of a “self-improvement flywheel” for general-purpose robots. His median estimate for when robots will be able to run households entirely autonomously? 2030. If Sergey’s right, the world 5 years from now will be an insanely different place than it is today. This conversation focuses on understanding how we get there: we dive into foundation models for robotics, and how we scale both the data and the hardware necessary to enable a full-blown robotics explosion. Watch on Yo

In this lecture, military historian Sarah Paine explains how Britain used sea control, peripheral campaigns, and alliances to defeat Nazi Germany during WWII. She then applies this framework to today, arguing that Russia and China are similarly constrained by their geography, making them vulnerable in any conflict with maritime powers (like the U.S. and its allies). Watch on YouTube; listen on Apple Podcasts or Spotify. Sponsors * Labelbox partners with researchers to scope, generate, and deliver the exact data frontier models need, no matter the domain. Whether that’s multi-turn audio, SOTA r

Jacob Kimmel thinks he can find the transcription factors to reverse aging. We do a deep dive on why this might be plausible and why evolution hasn’t optimized for longevity. We also talk about why drug discovery has been getting exponentially harder, and what a new platform for biological understanding to speed up progress would look like. As a bonus, we get into the nitty gritty of gene delivery and Jacob’s controversial takes on CAR-T cells. For full disclosure, I am an angel investor in NewLimit. This did not impact my decision to interview Jacob, nor the questions I asked him. Watch on Yo

How will we feed the 100s of GWs of extra energy demand that AI will create over the coming decade? On this episode, Casey Handmer (Caltech PhD, former NASA JPL, founder & CEO of Terraform Industries) walks me through how we can pull it off, and why he thinks a major part of this energy singularity will be powered by solar. His views are contrarian, but he came armed to defend them. Watch on YouTube; listen on Apple Podcasts or Spotify. SPONSORS - Lighthouse helps frontier technology companies like Cursor and Physical Intelligence navigate the U.S. immigration system and hire top talent from

A deep dive with Lewis Bollard, who leads Open Philanthropy’s strategy for Farmed Animal Welfare, on the surprising economics of the meat industry. Why is factory farming so efficient? How can we make the lives of the 23+ billion animals living on factory farms more bearable? How far off are the moonshots (e.g., brainless chickens, cultivated meats, etc.) to end this mass suffering? And why does the meat industry have such a surprising amount of political influence? For decades, innovation in the meat industry has actually made the conditions for animals worse. Can the next few decades of te

After my last lecture series with Sarah Paine ended, I still had so many questions. I knew we’d only scratched the surface of Sarah’s scholarship, so I immediately invited her back for another series: she graciously agreed, and we’ll be releasing the results online over the coming weeks and months! This first lecture is focused on the balance of power in East Asia at the turn of the 20th century. Specifically, how did Japan (population 47M) defeat China (400M) and Russia (130M) to become Asia's dominant power? For me, the most interesting thing was that Japan's surprise attack on Port Arthur a

The Stephen Kotkin episode. Kotkin is arguably the world’s foremost expert on Joseph Stalin and has written a massive 2-volume biography on him (with a 3rd volume in the works). No other individual had more of a profound impact on the 20th century than Stalin. He held the power of life and death over every single person across 11 time zones, and he killed tens of millions of people, utterly consumed by an ideology aimed at building paradise on Earth. And, he was one half of the biggest and most consequential military confrontation in history (even if Hitler didn’t prove to be his match). Watch

I’ve had a lot of discussions on my podcast where we haggle out timelines to AGI. Some guests think it’s 20 years away - others 2 years. Here’s an audio version of where my thoughts stand as of June 2025. If you want to read the original post, you can check it out here. Get full access to Dwarkesh Podcast at www.dwarkesh.com/subscribe

George Church is the godfather of modern synthetic biology and has been involved with basically every major biotech breakthrough in the last few decades. Professor Church thinks that these improvements (e.g., orders of magnitude decrease in sequencing & synthesis costs, precise gene editing tools like CRISPR, AlphaFold-type AIs, & the ability to conduct massively parallel multiplex experiments) have put us on the verge of some massive payoffs: de-aging, de-extinction, biobots that combine the best of human and natural engineering, and (unfortunately) weaponized mirror life. Watch on YouTube; l

Arthur Kroeber is a leading researcher on Chinese tech and macro, a founding partner at Gavekal Dragonomics, and author of "China's Economy: What Everyone Needs to Know." It's the most useful, detailed resource I've found of how China actually works. On this episode, we discuss how China achieved high-tech manufacturing dominance, and where they'll go from here. By Arthur’s account, the Chinese government is like a giant VC fund: they decide on key priorities and then spend hundreds of billions of dollars subsidizing ruthless competition at the local level. They are willing to lose huge amount

Ken Rogoff is the former chief economist of the IMF, a professor of Economics at Harvard, and author of the newly released Our Dollar, Your Problem and This Time is Different. On this episode, Ken predicts that, within the next decade, the US will have a debt-induced inflation crisis, but not a Japan-type financial crisis (the latter is much worse, and can make a country poorer for generations). Ken also explains how China is trapped: in order to solve their current problems, they’ll keep leaning on financial repression and state-directed investment, which only makes their situation worse. We

On this episode, I chat with Victor Shih about all things China. We discuss China’s massive local debt crisis, the CCP’s views on AI, what happens after Xi, and more. Victor Shih is an expert on the Chinese political system, as well as their banking and fiscal policies, and he has amassed more biographical data on the Chinese elite than anyone else in the world. He teaches at UC San Diego, where he also directs the 21st Century China Center. Watch on YouTube; listen on Apple Podcasts or Spotify. Sponsors * Scale is building the infrastructure for smarter, safer AI. In addition to their Data Fo

New episode with my good friends Sholto Douglas & Trenton Bricken. Sholto focuses on scaling RL and Trenton researches mechanistic interpretability, both at Anthropic. We talk through what’s changed in the last year of AI research; the new RL regime and how far it can scale; how to trace a model’s thoughts; and how countries, workers, and students should prepare for AGI. See you next year for v3. Here’s last year’s episode, btw. Enjoy! Watch on YouTube; listen on Apple Podcasts or Spotify. ---------- SPONSORS * WorkOS ensures that AI companies like OpenAI and Anthropic don't have to spend engi

Based on my essay about AI firms. Huge thanks to Petr and his team for bringing this to life! Watch on YouTube. Thanks to Google for sponsoring. We used their Veo 2 model to make this entire video—it generated everything from the photorealistic humans to the claymation octopuses. If you’re a Gemini Advanced user, you can try Veo 2 now in the Gemini app. Just select Veo 2 in the dropdown, and type your video idea in the prompt bar. Get started today by going to gemini.google.com. To sponsor a future episode, visit dwarkesh.com/advertise. Get full access to Dwarkesh Podcast at www.dwarkesh.com

Zuck on: * Llama 4, benchmark gaming * Intelligence explosion, business models for AGI * DeepSeek/China, export controls, & Trump * Orion glasses, AI relationships, and preventing reward-hacking from our tech. Watch on Youtube; listen on Apple Podcasts and Spotify. ---------- SPONSORS * Scale is building the infrastructure for safer, smarter AI. Scale’s Data Foundry gives major AI labs access to high-quality data to fuel post-training, while their public leaderboards help assess model capabilities. They also just released Scale Evaluation, a new tool that diagnoses model limitations. If you’re

800 years before the Black Death, the very same bacteria ravaged Rome, killing 60%+ of the population in many areas. Also, back-to-back volcanic eruptions caused a mini Ice Age, leaving Rome devastated by famine and disease. I chatted with historian Kyle Harper about this and much else: * Rome as a massive slave society * Why humans are more disease-prone than other animals * How agriculture made us physically smaller (Caesar at 5'5" was considered tall) Watch on Youtube; listen on Apple Podcasts or Spotify. ---------- SPONSORS * WorkOS makes it easy to become enterprise-ready. They have APIs

Ege Erdil and Tamay Besiroglu have 2045+ timelines, think the whole "alignment" framing is wrong, don't think an intelligence explosion is plausible, but are convinced we'll see explosive economic growth (economy literally doubling every year or two). This discussion offers a totally different scenario than my recent interview with Scott and Daniel. Ege and Tamay are the co-founders of Mechanize (disclosure - I’m an angel investor), a startup dedicated to fully automating work. Before founding Mechanize, Ege and Tamay worked on AI forecasts at Epoch AI. Watch on Youtube; listen on Apple Podca

Scott and Daniel break down every month from now until the 2027 intelligence explosion. Scott Alexander is author of the highly influential blogs Slate Star Codex and Astral Codex Ten. Daniel Kokotajlo resigned from OpenAI in 2024, rejecting a non-disparagement clause and risking millions in equity to speak out about AI safety. We discuss misaligned hive minds, Xi and Trump waking up, and automated Ilyas researching AI progress. I came in skeptical, but I learned a tremendous amount by bouncing my objections off of them. I highly recommend checking out their new scenario planning document, AI

I recorded an AMA! I had a blast chatting with my friends Trenton Bricken and Sholto Douglas. We discussed my new book, career advice given AGI, how I pick guests, how I research for the show, and some other nonsense. My book, “The Scaling Era: An Oral History of AI, 2019-2025” is available in digital format now. Preorders for the print version are also open! Watch on YouTube; listen on Apple Podcasts or Spotify. Timestamps (0:00:00) - Book launch announcement (0:04:57) - AI models not making connections across fields (0:10:52) - Career advice given AGI (0:15:20) - Guest selection criteria (0:

Humans have not succeeded because of our raw intelligence. Marooned European explorers regularly starved to death in areas where foragers thrived for 1000s of years. I’ve always found this cultural evolution deeply mysterious. How do you discover the 10 steps for processing cassava so it won’t give you cyanide poisoning simply by trial and error? Has the human brain declined in size over the last 10,000 years because we outsourced cultural evolution to a larger collective brain? The most interesting part of the podcast is Henrich’s explanation of how the Catholic Church unintentionally instiga

I’m so excited with how this visualization of Notes on China turned out. Petr, thank you for such beautiful watercolor artwork. More to come! Watch on YouTube. ---------- Timestamps (0:00:00) - Intro (0:00:32) - Scale (0:05:50) - Vibes (0:11:14) - Youngsters (0:14:27) - Tech & AI (0:15:47) - Hearts & Minds (0:17:07) - On Travel Get full access to Dwarkesh Podcast at www.dwarkesh.com/subscribe

Satya Nadella on: Why he doesn’t believe in AGI but does believe in 10% economic growth; Microsoft’s new topological qubit breakthrough and gaming world models; Whether Office commoditizes LLMs or the other way around. Watch on Youtube; listen on Apple Podcasts or Spotify. ---------- Sponsors Scale partners with major AI labs like Meta, Google Deepmind, and OpenAI. Through Scale’s Data Foundry, labs get access to high-quality data to fuel post-training, including advanced reasoning capabilities. If you’re an AI researcher or engineer, learn about how Scale’s Data Foundry and research lab, S

This week I welcome on the show two of the most important technologists ever, in any field. Jeff Dean is Google's Chief Scientist, and through 25 years at the company, has worked on basically the most transformative systems in modern computing: from MapReduce, BigTable, Tensorflow, AlphaChip, to Gemini. Noam Shazeer invented or co-invented all the main architectures and techniques that are used for modern LLMs: from the Transformer itself, to Mixture of Experts, to Mesh Tensorflow, to Gemini and many other things. We talk about their 25 years at Google, going from PageRank to MapReduce to the

Third and final episode in the Paine trilogy! Chinese history is full of warlords constantly challenging the capital. How could Mao not only stay in power for decades, but not even face any insurgency? And how did Mao go from military genius to peacetime disaster - the patriotic hero who inflicted history’s worst human catastrophe on China? How can someone shrewd enough to win a civil war outnumbered 5 to 1 decide "let's have peasants make iron in their backyards" and "let's kill all the birds"? In her lecture and our Q&A, we cover the first nationwide famine in Chinese history; Mao's lasting

This is the second episode in the trilogy of a lectures by Professor Sarah Paine of the Naval War College. In this second episode, Prof Paine dissects the ideas and economics behind Japanese imperialism before and during WWII. We get into the oil shortage which caused the war; the unique culture of honor and death; the surprisingly chaotic chain of command. This is followed by a Q&A with me. Huge thanks to Substack for hosting this event! Watch on YouTube. Listen on Apple Podcasts, Spotify, or any other podcast platform. Sponsor Today’s episode is brought to you by Scale AI. Scale partners wit

I’m thrilled to launch a new trilogy of double episodes: a lecture series by Professor Sarah Paine of the Naval War College, each followed by a deep Q&A. In this first episode, Prof Paine talks about key decisions by Khrushchev, Mao, Nehru, Bhutto, & Lyndon Johnson that shaped the whole dynamic of South Asia today. This is followed by a Q&A. Come for the spy bases, shoestring nukes, and insight about how great power politics impacts every region. Huge thanks to Substack for hosting this! Watch on YouTube. Listen on Apple Podcasts, Spotify, or any other podcast platform. Sponsors Today’s episod

I interviewed Tyler Cowen at the Progress Conference 2024. As always, I had a blast. This is my fourth interview with him – and yet I’m always hearing new stuff. We talked about why he thinks AI won't drive explosive economic growth, the real bottlenecks on world progress, him now writing for AIs instead of humans, and the difficult relationship between being cultured and fostering growth – among many other things in the full episode. Thanks to the Roots of Progress Institute (with special thanks to Jason Crawford and Heike Larson) for such a wonderful conference, and to FreeThink for the vide

Adam Brown is a founder and lead of BlueShift with is cracking maths and reasoning at Google DeepMind and a theoretical physicist at Stanford. We discuss: destroying the light cone with vacuum decay, holographic principle, mining black holes, & what it would take to train LLMs that can make Einstein level conceptual breakthroughs. Stupefying, entertaining, & terrifying. Enjoy! Watch on YouTube, read the transcript, listen on Apple Podcasts, Spotify, or your favorite platform. Sponsors - Deepmind, Meta, Anthropic, and OpenAI, partner with Scale for high quality data to fuel post-training Public