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30:11ZH
硅谷101· 25. Okt. 2026AI 如何重构跨境支付：从交易路由、风控到智能体商务Gast: Leo Li, Apple Gao · Moderation: 陈茜硅谷101 从一笔跨境机票付款出发，拆解支付网络的复杂性，以及 Antom 如何把 AI 引入运营、风险判断和智能体交易。
1:50:48EN
Y Combinator· 24. Okt. 2026Why Inference Matters 12× More Than TrainingFrançois Chaubard, Dan Fu, Jeff Morgan, Joe Fioti, Liangsheng Yin · Y CombinatorYC Paper Club walks the inference stack from an API request down to GPU kernels. Four talks from Together AI, Ollama, Luminal, and SGLang argue that serving quality, not just training FLOPs, is where most of the compute and the money now sit.
34:35EN
SemiAnalysis· 23. Okt. 2026Podcast · 3 StimmenSemiAnalysis on ASML's Hybrid-Bonding Patents, HBM Economics and the Next Tool EcosystemGast: Sherry Zhang, Howie · Moderation: Jordan NanosJordan Nanos, Sherry Zhang and Howie examine a track-based bonding design that brings the wafer to the die, then explain why adoption depends on precision, cleanliness, economics and a changing supply chain.
1:00:39EN
a16z· 23. Okt. 2026Podcast · 3 StimmenAmazon CEO Andy Jassy on the $220 Billion AI BuildoutGast: Andy Jassy · Moderation: Ben Horowitz, Erik TorenbergEven at roughly $220 billion of 2026 CapEx, Jassy says Amazon is still turning away AI demand. He tells Ben Horowitz and Erik Torenberg why AWS could become a trillion-dollar run-rate business, and why inference cost, custom chips, and smaller teams matter more than squeezing old customers.
1:09:00EN
Dwarkesh Patel· 22. Okt. 2026Podcast · 9 StimmenDwarkesh Patel: What will computer chips look like in 2045?Gast: Chris Auth, Kevin Fischer, Jack Kavalieros, Tyler Osborn, Pushkar Ranade, Gary Dickerson, Peter Wennink, Elon Musk · Moderation: Dwarkesh PatelAfter two days inside Intel’s most advanced fab, Dwarkesh Patel walks through gate-all-around, backside power, High-NA EUV, ruthenium, CFET, and hybrid bonding — and asks Intel’s leadership how the industry can possibly meet AI’s 3×-a-year compute demand when the world’s chipmaking tools cannot.
59:41EN
20VC with Harry Stebbings· 22. Okt. 2026Podcast · 3 Stimmen20VC: Venture Fund Size, AI Valuations and the Changing Software MarketGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O'Driscoll debate venture concentration, infrastructure risk, code review and the assumptions behind fast-growing AI companies.
1:17:09EN20VC with Harry Stebbings· 15. Okt. 2026Podcast · 3 Stimmen20VC on Pro Rata Rights, AI Pricing and the Changing Software MarketGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate investor rights, model economics and the choices facing software companies and their employees.
56:49EN
Stanford AI Club· 15. Okt. 2026Alfred Lin on Building in the AI Era: The Diffusion Gap, Founder Conviction, and Fire and IceAlfred Lin, Jason Zhang, Tanvir Bhathal · Sequoia CapitalAt Stanford AI Club, Sequoia’s Alfred Lin explains where he sees opportunity in AI and why learning, human understanding, and operating discipline still shape enduring companies.
31:00EN
AI Explained· 12. Okt. 2026Why AI Labs Keep Racing Despite Their Own Warnings of a Major BreachSam Altman, John Schulman · OpenAIAI Explained examines weakening safeguards, the incentives behind the frontier race, and why research breakthroughs make the next 18 months difficult to forecast.
38:10EN
Google DeepMind· 1. Okt. 2026From deepfakes to DNA: how SynthID watermarks AIHannah Fry, Pushmeet Kohli, Jeremy Ratcliffe · Google DeepMindHannah Fry sits down with Pushmeet Kohli and Jeremy Ratcliffe to explain SynthID: a mathematical watermark now used on text, images and video, and being extended to protein sequences so DNA synthesis companies can tell AI-designed molecules from nature.
34:07EN
Zhang Xiaojun Podcast· 26. Apr. 2025Podcast · 3 StimmenOla Källenius on Mercedes-Benz’s Next Transformation: EVs, AI, and Modern LuxuryGast: Ola Källenius · Moderation: 张小珺Mercedes-Benz CEO Ola Källenius describes a century-scale shift driven by zero-emission powertrains, software, and AI. He explains why the company is expanding electric models while protecting the craftsmanship, safety, and desirability that define its luxury position.
2:29:41ZHZhang Xiaojun Podcast· 7. Apr. 2025Podcast · 4 Stimmen陈建宇：机器人基座模型如何走向通用 VLAGast: 陈建宇 · Moderation: 张小珺从 SayCan、RT-2 到 Diffusion Policy，清华助理教授、星动纪元创始人陈建宇梳理机器人模型从借用语言模型到端到端 VLA 的路线。关键难题仍是多样化数据、跨本体泛化和高频动作控制。
1:27:02ZHZhang Xiaojun Podcast· 5. Sept. 2024Podcast · 3 Stimmen广密：Self-play RL 可能开启 AGI 的新 Scaling LawGast: 广密 · Moderation: 张小珺广密认为，纯靠语言预训练扩展模型的边际收益可能正在减弱，self-play 强化学习是更值得押注的新路径。它能否泛化到代码、视频、机器人和更广的领域，将决定下一阶段的 AGI 竞赛。
49:41ZHZhang Xiaojun Podcast· 17. Aug. 2024Podcast · 3 Stimmen傅盛：大模型是生产力革命，机器人迎来新的窗口Gast: 傅盛 · Moderation: 张小珺傅盛认为，大模型的核心是逻辑与推理能力，它带来的变化更像蒸汽机，而不是一次普通的互联网迭代。从平民化模型、服务机器人到创业者如何面对低谷，他也回看了自己的判断与心境。
1:07:14ZHZhang Xiaojun Podcast· 17. Aug. 2024Podcast · 3 Stimmen王亚军：情商不是组织的万能解法Gast: 王亚军 · Moderation: 张小珺龙湖前首席战略官王亚军谈情商、理性与组织协作：个人靠情商适应环境，企业却需要可扩展的共同方法。高管若只靠揣摩和关系维持运转，决策就会逐渐失去现实感。
1:35:39EN
Lenny's PodcastPodcast · 3 StimmenMake Time: Pick a Daily Highlight and Build Barriers Against DistractionGast: Jake Knapp, John Zeratsky · Moderation: Lenny RachitskyJake Knapp and John Zeratsky walk through their four-step Make Time framework (highlight, laser, energize, reflect) and close with a short look at the design sprint.
1:46:33ENLenny's PodcastPodcast · 3 StimmenFrom Chaos to a Failure Map: A Hands-On Primer on AI EvalsGast: Hamel Husain, Shreya Shankar · Moderation: Lenny RachitskyHamel Husain and Shreya Shankar walk Lenny Rachitsky through a real error-analysis workflow, from reading traces to building a trustworthy LLM judge.
1:47:58ENLenny's PodcastPodcast · 3 StimmenBridging the Divide: How Community Notes Built a Trusted Fact-Checking System on DisagreementGast: Keith Coleman, Jay Baxter · Moderation: Lenny RachitskyKeith Coleman and Jay Baxter, the team behind Community Notes, explain how the algorithm works, how a tiny team built it, and why it survived four leaders at Twitter and X.