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1:13:26EN
20VC with Harry Stebbings· 24. Okt. 2026Podcast · 2 StimmenNaveen Rao on Energy, AI Hardware, Verification and the Future of RoboticsGast: Naveen Rao · Moderation: Harry StebbingsThe Unconventional AI founder argues that energy efficiency will shape AI hardware, while the growing volume of model output makes verification more valuable.EnergySemiconductorsInference+2
3 Folien34:35EN
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.SemiconductorsInfrastruktur & DeploymentGeopolitics
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.AI StrategyInfrastruktur & DeploymentSemiconductors+2
19 Folien1:09:00EN
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.SemiconductorsAI cost & performanceInfrastruktur & Deployment+2
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.Venture CapitalInvestingAI cost & performance+2
1:25:33EN
Latent Space· 22. Okt. 2026Podcast · 2 StimmenWhy GPU Capacity Comes in Three-Year Rectangles — Erik Bernhardsson, ModalGast: Erik Bernhardsson · Moderation: Vibhu SapraModal’s CEO tells Latent Space why AI demand almost never looks like a three-year GPU contract, how the company pools compute across thousands of customers, and why sandboxes grew from a product they almost killed into a third of revenue.Infrastruktur & DeploymentSandboxes & isolationAI cost & performance+2
1:56:28EN
The Pragmatic Engineer· 21. Okt. 2026Podcast · 2 StimmenWill Larson: The Revised Rules of Engineering ManagementGast: Will Larson · Moderation: Gergely OroszThe 2010s taught engineering managers never to make a technical decision again. Will Larson, CTO of Imprint and author of Staff Engineer, argues that era is over: managers who cannot get back into the work are in a career trap.ManagementLeadershipCareer Growth+2
1:59:52EN
Zhang Xiaojun Podcast· 21. Okt. 2026Podcast · 2 StimmenDavid Qian on Succession, Robotics, and Finding His Own AmbitionGast: David Qian (Qian Cheng) · Moderation: 张小珺Ecovacs CEO David Qian reflects on inheriting a founder-built company, learning to lead through mistakes, and choosing a patient path in robotics. His account treats succession as an ongoing effort to build the company for a new era, not a finish line.Unternehmen & StrategieLeadershipCompany Building+2
1:19:50EN
20VC with Harry Stebbings· 19. Okt. 2026Podcast · 2 StimmenSameer Dholakia on AI Investing, Bessemer's Growth Strategy and Company CultureGast: Sameer Dholakia · Moderation: Harry StebbingsThe Bessemer partner explains his approach to pricing fast-growing AI companies, backing founders and building teams, while discussing the risks behind his optimistic forecasts.Venture CapitalAI StrategyLeadership+2
1:25:56EN
Cognitive Revolution "How AI Changes Everything"· 17. Okt. 2026PodcastClaude Changed the Password. The Steering Wheel Was Already OptionalModeration: Nathan LabenzNathan Labenz and Prakash Narayanan spend a week on agents that can lock you out, models that dodge a feeling they deny having, and formal proofs that found Linux bugs.AgentenSicherheit & GovernanceAgent Engineering+3
1:03:05EN
20VC with Harry Stebbings· 17. Okt. 2026Podcast · 2 StimmenHarrison Chase on Building Reliable Agents, Model Routing and MemoryGast: Harrison Chase · Moderation: Harry StebbingsThe LangChain co-founder explains why agents remain difficult to control, where domain expertise matters, and how his team manages coding-agent costs.AI agentsAgent orchestrationEvals+2
2:51:18EN
Zhang Xiaojun Podcast· 15. Okt. 2026Podcast · 2 StimmenLindon Gao on Building Dyna Robotics and Finding a Path Through the FogGast: Lindon Gao · Moderation: 张小珺Dyna Robotics CEO Lindon Gao explains why his company builds intelligence through real workflows, how hardware and research must evolve together, and how a founder can find clarity by letting go of the need to be right.RoboticsProduct StrategyModelle & Training+2
1:17:09EN
20VC 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.Venture CapitalAI cost & performanceRobotics+2
39:23EN
No Priors: AI, Machine Learning, Tech, & Startups· 15. Okt. 2026Podcast · 2 StimmenThe Defenders' Window: Greg Brockman on AI-Generated Knowledge, Drug Discovery, and the New Physics of CybersecurityModeration: Sarah Guo, Elad GilOpenAI's president explains why solving open math problems is a proof point for science, how proactive agents change product form, and why security spending must exceed software spending.SicherheitAI securitySicherheit & Governance+3
2:17:48EN
Cognitive Revolution "How AI Changes Everything"· 14. Okt. 2026PodcastAgent IDs Are Empty, Rogue Agents Are Coming, and We Might Have to BargainModeration: Nathan LabenzGovAI’s Alan Chan scores two years of agent-governance infrastructure with Nathan Labenz, then walks through a recursive-self-improvement paper co-authored with OpenAI’s Jakub Pachocki and Anthropic’s Jack Clark.AgentenSicherheit & GovernanceAI security+3
1:08:02EN
Sequoia Capital· 13. Okt. 2026PodcastAlphaGo Took Two Years. AlphaZero Took Hours. Silver Is Making the Same Bet on SuperintelligenceDavid Silver and Lasse Espeholt left DeepMind to build Ineffable Intelligence, a twenty-person lab that wants a superlearner to discover science, math, and language from experience rather than from a pre-training run.Modelle & TrainingReinforcement LearningRL environments & simulators+3
2:00:51EN
Cognitive Revolution "How AI Changes Everything"· 10. Okt. 2026PodcastResample Every Token and You Can Watch the Model DecideModeration: Nathan LabenzGoodfire's Eric Bigelow on forking paths, in-context learning, and why chain-of-thought monitoring is getting harder to trust.AgentenPrompting & in-context learningReasoning & test-time compute+3
1:09:44EN
No Priors: AI, Machine Learning, Tech, & Startups· 9. Okt. 2026Podcast · 2 Stimmen10,000 GB300s for Four Weeks: Reflection’s Open-Model LedgerModeration: Sarah Guo, Elad GilMisha Laskin tells No Priors how Reflection trained Beam, why reinforcement learning outspent pre-training, and why the West needs its own open weights.Open Source & CommunityOpen-weight modelsReinforcement Learning+3
1:26:46EN
Cognitive Revolution "How AI Changes Everything"· 8. Okt. 2026PodcastThere Likely Is a Level of Intelligence We Shouldn't Go PastModeration: Nathan LabenzNathan Labenz brings notes from The Curve, a chip startup whose token bill beat payroll, and a software industry that now performance-reviews people for Claude slop.Unternehmen & StrategieSicherheit & GovernanceAGI Timelines+3
1:10:12EN
Cognitive Revolution "How AI Changes Everything"· 7. Okt. 2026PodcastOutSystems Went From 4 Major Features a Quarter to 26. Token Spend Fell AnywayModeration: Nathan LabenzCEO Woodson Martin on software that never breaks, why most enterprise work does not need a frontier model, and how AI is finally shrinking the IT backlog.Unternehmen & StrategieEnterprise-KICoding-Agenten+3
1:04:26EN
Sequoia Capital· 6. Okt. 2026PodcastAt 100,000 Accelerators, Something Fails Every HourGoogle AI infrastructure chief Amin Vahdat tells Sequoia's Sonya Huang why FLOPS is a vanity metric, why the TPU line split in two, and why he would rather wait on a utility than build his own gigawatt.Infrastruktur & DeploymentAI cost & performanceInference+3
56:31EN
Unsupervised Learning: With Jacob Effron· 6. Okt. 2026PodcastPost-Training Wins Inference: Why Owning the Weights Beats Betting on One LabModeration: Jacob EffronApplied Compute CEO Yash Patil argues that control, private evals, and post-training on the biggest workloads matter more than fearing that frontier labs will turn malicious.Modelle & TrainingPost-trainingReinforcement Learning+3
1:30:54EN
Cognitive Revolution "How AI Changes Everything"· 3. Okt. 2026PodcastHumanoids Outran Usain Bolt. DeepMind Still Scores Robotics as GPT-2Moderation: Nathan LabenzGoogle DeepMind's Gemini Robotics lead on why sprinting is easy, frying an egg is hard, and one brain should drive any body.AgentenRoboticsMultimodal AI+3
35:39EN
No Priors: AI, Machine Learning, Tech, & Startups· 2. Okt. 2026Podcast · 2 StimmenCompute Scaled a Millionfold. Bandwidth Only 40x. Fractile Wants to Fix That RatioModeration: Sarah Guo, Elad GilIn the summer of 2022, Walter Goodwin founded Fractile in London to build very fast inference chips for the world's largest models.Infrastruktur & DeploymentInferenceAI cost & performance+3
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