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42:14EN
No Priors: AI, Machine Learning, Tech, & Startups· Mar 7, 2024Podcast · 2 speakersMeta’s $197 Billion Day Was a Partial Answer to AI’s $200 Billion QuestionHost Sarah Guo, Elad GilSarah Guo and Elad Gil walk through Gemini, Mistral, NVIDIA’s upgrade cycle, Klarna’s support bot, and why the real AI spend still sits with the hyperscalers.Enterprise & strategyAI StrategyEnterprise AI+3
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Unsupervised Learning: With Jacob Effron· Mar 6, 2024PodcastA Broken Belt Buckle Turned Gucci's Call Center Into a Sales FloorHost Jacob EffronSalesforce AI CEO Clara Shih on Service GPT, Einstein Copilot, and why trust—not cost—is the real bar to enterprise scale.Enterprise & strategyEnterprise AIAI Strategy+3
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Matthew Berman· Mar 6, 2024OpenAI’s 2024 Response to Elon Musk’s Lawsuit: Funding, Control and OpennessMatthew Berman · Forward FutureMatthew Berman examines OpenAI’s published account and emails while weighing contested claims about its founding mission, financing and whether AI research should remain open.OpenAIAI HistorySafety & governance+2
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20VC with Harry Stebbings· Mar 4, 2024Podcast · 2 speakersNicolai Tangen on Long-Term Investing and Leading Norway’s Sovereign FundGuest Nicolai Tangen · Host Harry StebbingsThe fund chief discusses market uncertainty, transparency, climate risk and the difference between patient investing and fast decisions.InvestingLeadershipDecision Making+1
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20VC with Harry Stebbings· Mar 1, 2024Podcast · 2 speakersFrank Quattrone on Technology M&A, IPOs and the Amazon Pricing DebateGuest Frank Quattrone · Host Harry StebbingsThe Qatalyst founder recounts deals involving Qualtrics, LinkedIn and Amazon, and explains how markets, financing and regulation shape transactions.Acquisition StrategyVenture CapitalInvesting+2
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No Priors: AI, Machine Learning, Tech, & Startups· Feb 29, 2024Podcast · 2 speakersMI300 Leads Inference by 2x: AMD's CTO on Winning Chip Competition Without a Walled GardenHost Sarah Guo, Elad GilWhen Mark Papermaster became AMD's CTO in fall 2011, nearly all of the company's revenue sat on PCs and gaming, Moore's Law was slowing, and everyone knew it needed a turnaround.Infrastructure & deploymentInferenceAI cost & performance+3
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Cognitive Revolution "How AI Changes Everything"· Feb 27, 2024PodcastNine Hundred Occupations, Twenty Years, and Still No AI RevolutionHost Nathan LabenzEconomist Robin Hanson tells Cognitive Revolution why each new AI demo looks like the last one, and why wages and headcount are the tests that matter.Enterprise & strategyAGI TimelinesAI Strategy+3
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Cognitive Revolution "How AI Changes Everything"· Feb 23, 2024PodcastPatients Rated GPT-4 More Empathetic Than DoctorsHost Nathan LabenzAzeem Azhar of Exponential View maps the AI S-curve for Nathan Labenz: why the past always looks flat, why empathy went first, and what a million times more compute would actually change.Enterprise & strategyAI StrategyProduct Strategy+3
Slides27:07EN
Matthew Berman· Feb 14, 2024Sam Altman on AI Abundance, Regulation and the Economics of ComputeMatthew Berman, Sam Altman, Chamath Palihapitiya · Forward FutureA 2024 World Governments Summit interview is followed by Matthew Berman’s discussion of chip investment and open-model competition.AGIAI RegulationAI Strategy+2
3 slides6:56EN
Matthew Berman· Feb 7, 2024Why Meta Said Open AI Infrastructure Serves Its BusinessMatthew Berman, Mark Zuckerberg · Forward FutureMatthew Berman revisits Meta’s open-development history and Mark Zuckerberg’s 2024 case for sharing AI infrastructure.Open SourceOpen-weight modelsAI Strategy+2
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Cognitive Revolution "How AI Changes Everything"· Jan 23, 2024PodcastThe Model Is a Baked Cake. NYT v. OpenAI Will Likely Cut a Middle PathHost Nathan LabenzTech lawyer Cecilia Ziniti maps the Constitution’s IP clause onto the New York Times lawsuit — and explains why a court is unlikely to order GPT-4 destroyed.Enterprise & strategyAI RegulationOpenAI+3
Slides35:28EN
Matthew Berman· Jan 23, 2024Sam Altman on Future AI Models, Copyright and the Limits of DeploymentMatthew Berman, Ina Fried, Sam Altman · Forward FutureIn a January 2024 Davos interview, OpenAI’s CEO discusses model progress, election risks, military use and customization. Matthew Berman responds to the claims and their implications.OpenAIModels & trainingSafety & governance+2
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20VC with Harry Stebbings· Jan 17, 2024Podcast · 2 speakersShyam Sankar on Defense Procurement, Software and Building TalentGuest Shyam Sankar · Host Harry StebbingsPalantir’s CTO argues for changing how governments buy technology and explains his approach to product, hiring and AI.GeopoliticsEnterprise & strategyLeadership+2
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No Priors: AI, Machine Learning, Tech, & Startups· Jan 11, 2024Podcast · 2 speakersThe World's Only Capped-Profit CompanyHost Sarah Guo, Elad GilNo Priors looks back at 2023 through eight conversations on money, intelligence, jobs, and who should put the guardrails on a model.Enterprise & strategyAI StrategyCompany Building+3
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Unsupervised Learning: With Jacob Effron· Jan 9, 2024PodcastOpenAI's First DevRel Writes 90% of His Code with ChatGPT — and Says Web Agents Still Need YearsHost Jacob EffronLogan Kilpatrick on picking GPT-3.5 versus GPT-4, why plugins stalled, and why the public internet is not ready for autonomous agents.Enterprise & strategyAI StrategyPrompting & in-context learning+3
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Lex Fridman· Dec 29, 2023Podcast · 2 speakersFear is the civilization killer: Guillaume Verdon on e/acc, thermodynamics, and being unmaskedGuest Guillaume Verdon · Host Lex FridmanThe physicist behind BasedBeffJezos tells Lex Fridman why out-of-equilibrium thermodynamics, anonymity, and a meme movement are his answer to AI deceleration.Enterprise & strategyAGISafety & governance+3
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Cognitive Revolution "How AI Changes Everything"· Dec 27, 2023PodcastHe Red-Teamed GPT-4 and Got Cut Off. The Control Gap Is Still OpeningHost Nathan LabenzNathan Labenz tells Rob Wiblin how an early look at GPT-4, a thin red-team program, and a year of OpenAI's public safety moves reshaped his view of the AGI race.Security & safetySafety & governanceAI security+3
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No Priors: AI, Machine Learning, Tech, & Startups· Dec 7, 2023Podcast · 2 speakersSeven People Did the Work of 700. Salesforce's AI Chief Says Enterprise AI Is Still in the Second InningHost Sarah Guo, Elad GilClara Shih tells Sarah Guo and Elad Gil why Salesforce built a shared LLM platform, why data cleanup beats model shopping, and why AI is becoming the enterprise UI.Enterprise & strategyEnterprise AIAI Strategy+3
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20VC with Harry Stebbings· Nov 24, 2023Podcast · 11 speakersAI Leaders Debate Open Models, Pricing and the Future of SearchGuest Emad Mostaque, Des Traynor, Jeff Seibert, Yann Lecun, Richard Socher, Cris Valenzuela, Douwe Kiela, Tomasz Tunguz, Miles Grimshaw, Christian Lanng · Host Harry StebbingsA compilation of separate interviews brings together competing 2023 predictions about model economics, assistants and the largest technology companies.Foundation ModelsOpen-weight modelsAI Strategy+2
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20VC with Harry Stebbings· Nov 22, 2023Podcast · 2 speakersJeff Seibert on Product Pivots, AI Infrastructure and Angel InvestingGuest Jeff Seibert · Host Harry StebbingsThe Digits founder discusses decisive product pivots, the risks of thin AI applications and the difference between paper gains and cash returns.Product ManagementAI StrategyEntrepreneurship+2
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Matthew Berman· Nov 17, 2023OpenAI’s November 2023 Leadership Crisis: The Initial AnnouncementMatthew Berman · Forward FutureMatthew Berman reacts to the board’s announcement that Sam Altman would leave and Mira Murati would serve as interim CEO.Company BuildingLeadershipAI Strategy
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20VC with Harry Stebbings· Nov 15, 2023Podcast · 2 speakersDes Traynor on AI Products, Competition and Building IntercomGuest Des Traynor · Host Harry StebbingsThe Intercom co-founder discusses customer-service automation, model dependence, product differentiation and leadership in a changing market.AI StrategyProduct StrategyCompany Building+2
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Lex Fridman· Nov 9, 2023Podcast · 2 speakersPhysics is the law. Everything else is a recommendationGuest Elon Musk · Host Lex FridmanOn his fourth Lex Fridman podcast, Elon Musk runs first-principles math on Gaza, Ukraine, Grok, aliens, and the coming shortage of useful compute per watt.Enterprise & strategyAGIExistential Risk+3
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No Priors: AI, Machine Learning, Tech, & Startups· Oct 26, 2023Podcast · 2 speakersOne Attacker and a For Loop: Why Email Is Still the Softest Target in an AI Arms RaceHost Sarah Guo, Elad GilMaterial Security co-founder Ryan Noon on how 2016 election hacks, Google and Microsoft's email duopoly, and large language models are rewriting both sides of cybersecurity.Security & safetyAI securityEnterprise AI+3
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