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1:39:53ENJensen Huang on AI Infrastructure Demand, Safety and the Next DecadeInvitado: Jensen Huang · Presenta: Brad Gerstner, Clark TangThe NVIDIA CEO discusses capacity, capital spending and open models on BG2.
2:51:18ZHDyna Robotics 创始人 Lindon Gao:从折叠任务到完整工作流Invitado: Lindon Gao · Presenta: 张小珺从无人零售到机器人创业,Gao 讲述产品研究、真实部署的难题和在不确定性中寻找方向。
1:17:09EN20VC on Pro Rata Rights, AI Pricing and the Changing Software MarketInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate investor rights, model economics and the choices facing software companies and their employees.
39:23ENThe Defenders' Window: Greg Brockman on AI-Generated Knowledge, Drug Discovery, and the New Physics of CybersecurityPresenta: 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.
1:02ENFrom Punched Cards to AI Software FactoriesMatthew Berman · Forward FutureMatthew Berman contrasts early programming with an AI-assisted workflow and promotes Factory’s development tools.
41:54ENBilly Evans on Elizabeth Holmes’s Trial, Prison and Their FamilyInvitado: Billy Evans · Presenta: David FriedbergIn an All-In interview, Holmes’s husband describes their relationship, his view of the fraud case and a forthcoming documentary.
56:49ENAlfred 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.
17:42ENMark Zuckerberg’s Changing Style and the Image of TechInvitado: Vanessa Friedman · Presenta: Max ReadVanessa Friedman and Max Read discuss clothing, shopping and wearable technology.
27:15ENAI Anxiety, Hiring and Trust in AdvertisingPresenta: Reid Hoffman, Aria FingerReid Hoffman and Aria Finger discuss a survey and the practical questions behind public concern.
2:51:22ENAI Minds and 8 mm Memories: Research, Archives and SimulationInvitado: Cameron Berg, Phil Maher · Presenta: Nathan Labenz, Prakash NarayananCameron Berg discusses hidden model states; Phil Maher explains preserving home movies and a fly-brain demo.
1:49:56ENIan Quigley on Drug-Discovery Data, Model Shortcuts and Replayable ExperimentsInvitado: Ian Quigley · Presenta: Brandon Anderson, RJ HonickyLeash Bio’s CEO explains DNA-encoded screening, hard generalization tests and agents that explore previously measured chemical landscapes.
24:05ENA First Look at Meta Muse Wonder on Agent and Design TasksPresenta: Claire VoClaire Vo reports strengths and weaknesses from her own small evaluation.
2:17:48ENAgent IDs Are Empty, Rogue Agents Are Coming, and We Might Have to BargainPresenta: 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.
51:02ENMatt Hartman on Hugging Face, Technical Founders and Product InsightInvitado: Matt Hartman · Presenta: Natalia QuinteroThe Factorial Capital investor discusses pivots, founder networks and what building his own AI app taught him about software.
58:26ENLiaquat Ahamed on 1873, Gold and the Politics of Financial CrisesInvitado: Liaquat Ahamed · Presenta: Tyler CowenTyler Cowen challenges the historian on deflation, monetary systems and debt.
38:30ENTheo Tests Gemini 4 Argon: Design Strengths and Code-Review ConcernsTheo Browne · Ping LabsA strong result on a narrow skateboarding benchmark contrasts with poor findings in Theo’s own codebase audits.
1:34:17ENInside Uber’s Developer Infrastructure for AI AgentsInvitado: Uday Kiran Medisetty · Presenta: Gergely OroszUday Kiran Medisetty explains gateways, context, background coding and review.
12:14ENGemini 4 Argon Tested: 3D Demos, a Spreadsheet Prototype and Benchmark ResultsMatthew Berman · Forward FutureMatthew Berman tests Google’s model on games and visual projects, then compares reported coding and agent benchmarks.
58:49ENNathan Lambert on Open Models, Frontier Labs and TrilliumInvitado: Nathan Lambert · Presenta: Lisha LiA discussion of compute, post-training data and an open research agenda for understanding AI automation.
44:12ENGLM 5.3, Sparse Attention and the Cost of InferenceInvitado: Kimbo Chen, Wenyao Gao · Presenta: Jordan NanosSemiAnalysis examines memory bottlenecks, AMD and NVIDIA serving results, post-training and support for Chinese chips.
1:04ENWalter Goodwin on the Slow Steps in Chip DesignInvitado: Walter GoodwinA chip founder explains why automation does not remove every computational bottleneck.
28:05ENWhat a Contest to Replace a $43,000 SaaS Tool RevealedPresenta: swyxBuilders, operators and an AI judge tested alternatives for conference speaker management.
55:32ENRyan Serhant on Selling, Time and the Cost of AmbitionInvitado: Ryan Serhant · Presenta: Shane ParrishA real-estate broker discusses relationships and career lessons with Shane Parrish.
10:36ENMeta Muse Wonder Tested: Strong Benchmarks, Mixed Demos and Quota FrictionMatthew Berman · Forward FutureMatthew Berman tests Meta’s models on browser demos and reviews their published benchmark scores, availability and cost.
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