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1:27:41ZH李笛:对话式 AI 的产品、成本与商业选择Invitado: 李笛 · Presenta: 张小珺小冰 CEO 回顾产品起点,并讨论模型规模、商业模式和人与 AI 的互动。
1:29:19ZH李志飞:上市、模型竞争与前沿科技创业的代价Invitado: 李志飞 · Presenta: 张小珺出门问问创始人回顾十二年创业,并讨论多模态模型和商业模式。
59:46ENKevin Kelly on AI, New Platforms and a Life of LearningInvitado: Kevin Kelly · Presenta: 张小珺The Wired cofounder discusses his forecasts for technology platforms and shares personal views on wealth, creativity and learning.
1:11:51ZH王梦秋:2023 年如何看 ChatGPT、大模型与投资机会Invitado: 王梦秋 · Presenta: 张小珺清流资本创始合伙人从产品体验、基础模型成本和企业采用的角度,讨论早期 AI 热潮。
1:06:44ZH李广密:Perplexity、AI 搜索与 2024 年的大模型应用Invitado: 李广密 · Presenta: 张小珺回看 2024 年上半年,讨论搜索产品、模型成本、应用竞争与产业基础设施。
1:31:33ZH王小川:模型技术、应用场景与再创业的选择Invitado: 王小川 · Presenta: 张小珺百川智能创始人讨论技术与需求匹配、医疗愿景和团队取舍。
1:16:59ZH王梦秋:风投低谷中的生存策略与 AI 观察Invitado: 王梦秋 · Presenta: 张小珺清流资本创始合伙人讨论美元基金、机器人、退出与消费市场的 2024 年判断。
1:39:16ZH戴雨森、季逸超:Sora 信息拼图与模型创业Invitado: 戴雨森, 季逸超 · Presenta: 张小珺从 2024 年的视频生成展示出发,讨论技术不确定性、应用与投资。
55:22ZH王怀南:2023 年大模型热潮中的创业与竞争Invitado: 王怀南 · Presenta: 张小珺从基础模型到行业副驾驶,回看一位创业者对早期生成式 AI 市场的判断。
1:02:44ZH陈昱:MiniMax 的早期创业与大模型投资竞争Invitado: 陈昱 · Presenta: 张小珺MiniMax 早期投资人回忆团队筹备、产品演进和 2024 年大模型市场的融资与竞争。
1:02:39ZHKevin 和 Sophia:2023 年硅谷 AI 热潮中的产品、融资与竞争Invitado: Kevin Xu, Sophia · Presenta: 张小珺GitHub 从业者与风险投资人回顾 ChatGPT 兴起后的硅谷,讨论模型、Copilot、算力和初创公司。
49:41ZH傅盛:大模型是生产力革命,机器人迎来新的窗口Invitado: 傅盛 · Presenta: 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。
2:04:15ENA parrot cannot paraphrase — and Claude cannot be talked into harmPresenta: Nathan LabenzRobert Wright of the Nonzero podcast interviews Nathan Labenz on whether large language models understand anything, what Anthropic’s 10 million features actually show, and why open weights collide with U.S.–China policy.
1:09:06ENEthan Mollick on AI Adoption, Education and the Uncertain Path to AGIInvitado: Ethan Mollick · Presenta: Harry StebbingsThe Wharton professor argues that model progress is only part of the story: organizations, product design and human choices determine how AI changes work and education.
42:08ENMeta Trained a 405B Teacher on 16,000 GPUs — Then Told the World to Distill ItTwo days after Llama 3.1 405B shipped, Meta's generative-AI product lead walks Sequoia through why the most expensive model in the family is free, and why he thinks the frontier itself is heading toward commodity.
1:32:45ENHe doubled a company with AI — then asked the labs to pause hyperscalingPresenta: Nathan LabenzOn the Nick Halaris Show, Cognitive Revolution host Nathan Labenz argues for adopting today's models fast and slowing the race to systems more powerful than we are.
44:08ENMark Zuckerberg on Llama 3.1, Open Models and Meta’s AI StrategyMatthew Berman, Mark Zuckerberg · Forward FutureMatthew Berman reacts to Zuckerberg’s 2024 interview on open-weight AI, safety, platform control and a future of personalized agents.
50:15ENJason Lemkin on Wiz, CrowdStrike and the SaaS Liquidity CrunchInvitado: Jason Lemkin · Presenta: Harry StebbingsThe SaaStr founder discusses a reported acquisition approach, a major outage and the economics of legal-tech and venture exits.
51:36ENKlarna's AI Took 700 Customer-Service Jobs. The Secret Was the ManualCEO Sebastian Siemiatkowski tells Sequoia how an OpenAI guinea-pig bet, a dispute-queue Slack message, and documentation written for an amnesiac employee produced $40 million of profit.
0:58ENMeta Releases Llama 3.1 and Its 405B ModelMatthew Berman · Forward FutureMatthew Berman argues that Meta's open-weight Llama 3.1 puts pressure on proprietary AI providers, while its license and deployment costs add important qualifications.
29:12ENGoldman says AI will touch 5% of tasks. Two investors take the report apartPresenta: Sarah Guo, Elad GilSarah Guo and Elad Gil use a host-only No Priors episode to dismantle a June 2024 Goldman Sachs note, then map where they would buy, incubate, and hold.
25:56ENA Prompt Cannot Hold a Good Design: Six AI Practitioners at Midyear 2024Presenta: Sarah Guo, Elad GilSarah Guo and Elad Gil stitch together clips from Stripe, Figma, Figure, OpenAI's Sora team, Cognition, and Scale into a half-year snapshot of what people actually shipping AI were willing to claim.
1:06:53ENMatt Clifford on AI Scaling, China, Defense and Finding FoundersInvitado: Matt Clifford · Presenta: Harry StebbingsThe Entrepreneur First co-founder weighs new AI ideas against compute constraints, examines competing scenarios for China, and explains how he evaluates entrepreneurial talent.
1:48:41ENAGI Has Been a Moving Goalpost for Seventy YearsPresenta: Nathan Labenza16z’s Martin Casado and host Nathan Labenz spend two hours arguing whether today’s models will become general knowledge workers, and whether that debate should drive AI regulation.
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