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34:35EN
SemiAnalysis· 23 oct 2026Pódcast · 3 vocesSemiAnalysis on ASML's Hybrid-Bonding Patents, HBM Economics and the Next Tool EcosystemInvitado: Sherry Zhang, Howie · Presenta: 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 oct 2026Pódcast · 3 vocesAmazon CEO Andy Jassy on the $220 Billion AI BuildoutInvitado: Andy Jassy · Presenta: 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 oct 2026Pódcast · 9 vocesDwarkesh Patel: What will computer chips look like in 2045?Invitado: Chris Auth, Kevin Fischer, Jack Kavalieros, Tyler Osborn, Pushkar Ranade, Gary Dickerson, Peter Wennink, Elon Musk · Presenta: 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.
29:22EN
Theo - t3․gg· 22 oct 2026Theo on Security Vulnerabilities, Stolen API Keys and AITheo Browne · Ping LabsA look at the gap between vulnerability disclosure and patching, and a speculative account of why stolen inference keys may be valuable.
59:41EN
20VC with Harry Stebbings· 22 oct 2026Pódcast · 3 voces20VC: Venture Fund Size, AI Valuations and the Changing Software MarketInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O'Driscoll debate venture concentration, infrastructure risk, code review and the assumptions behind fast-growing AI companies.
1:25:33EN
Latent Space· 22 oct 2026Pódcast · 2 vocesWhy GPU Capacity Comes in Three-Year Rectangles — Erik Bernhardsson, ModalInvitado: Erik Bernhardsson · Presenta: 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.
57:47EN
The Builders· 22 oct 2026Peter Thiel on AI Acceleration, Global Power, and the Values of Its BuildersInvitado: Peter Thiel · Presenta: Walter IsaacsonWalter Isaacson challenges Peter Thiel on AI risk, concentrated power, and the moral responsibilities of visionary founders. Thiel argues that stopping progress carries dangers of its own.
26:41ENLatent Space· 22 oct 2026Pódcast · 2 vocesAnekha Sokhal on Moshi, a Recommendation Engine for Commodity TradersInvitado: Anekha Sokhal · Presenta: swyxThe Moshi founder tells swyx how she would rebuild a trader’s workflow: connect market data, private files and conflicting sources, then push the second-order effects people would otherwise miss. The hard part is not the dashboard. It is getting someone to actually use it.
0:53EN
Matthew Berman· 22 oct 2026Sam Altman on AI and the Discovery of New KnowledgeSam Altman · OpenAIAltman expects progress in mathematical discovery to extend to biology, materials and energy.
1:00:34ENa16z· 22 oct 2026Pódcast · 4 vocesMarc Andreessen, Chris Dixon and Ben Horowitz on AI and the Frontier for FoundersInvitado: Chris Dixon, Marc Andreessen, Ben Horowitz · Presenta: Erik TorenbergThe a16z partners explain their expanded Frontier mandate and why they think AI is widening the possibilities for entrepreneurs, open models and new media.
13:21EN
Adrian Twarog· 21 oct 2026Adrian Twarog: Giving Enterprise Vibe Coding a Governed Path to ProductionAdrian TwarogA Superblocks walkthrough shows how shared integrations, isolated databases, policy agents and audit logs can bring business-built AI apps under IT oversight.
17:42EN
AI Engineer· 21 oct 2026Is a Faster Model Actually Faster? Measure the Finished Job, Not the TokensMorgan Suo · MiniMaxMiniMax's Morgan Suo takes the engineering changes inside M3.1 Flash one by one and asks the question that matters to users: does the job an analyst needs actually get done sooner, cheaper and correctly?
0:44ENMatthew Berman· 21 oct 2026Sam Altman and Matthew Berman on AI, Work and BusynessMatthew Berman, Sam Altman · Forward FutureIn a short conversation, they consider why technology has not necessarily given people more free time.
1:56:28EN
The Pragmatic Engineer· 21 oct 2026Pódcast · 2 vocesWill Larson: The Revised Rules of Engineering ManagementInvitado: Will Larson · Presenta: 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.
16:22EN
How I AI· 21 oct 2026PódcastClaire Vo: Claude Duet Is Beautiful, but It Is Not My Number One AgentPresenta: Claire VoAnthropic’s phone-based personal agent has the most polished launch Claire Vo has seen: thoughtful onboarding, task lists, first-class artifacts, and Slack-style channels. Polish is not enough when every other agent is competing for the same attention.
18:42ENAI Engineer· 21 oct 2026Ford Prior: An AI War Room for Modernizing GEICO’s Legacy CodeFord Prior · GEICOHow an insurer combined human decisions, enterprise context and agent fleets to modernize claims technology.
1:59:52EN
Zhang Xiaojun Podcast· 21 oct 2026Pódcast · 2 vocesDavid Qian on Succession, Robotics, and Finding His Own AmbitionInvitado: David Qian (Qian Cheng) · Presenta: 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.
0:22ENMatthew Berman· 21 oct 2026A Robot Bodyguard Video Shows Dramatic Rescue ScenariosMatthew Berman · Forward FutureMatthew Berman reacts to a short robot demonstration depicting fighting and vehicle-rescue scenarios.
45:08ENMatthew Berman· 21 oct 2026Sam Altman on AI Discovery, Consciousness, Compute and a Human-Centered FutureMatthew Berman, Sam Altman · Forward FutureIn a conversation with Matthew Berman, Altman discusses scientific progress, personal assistants, recursive self-improvement and the importance of human agency.
0:32ENMatthew Berman· 21 oct 2026Sam Altman on the Continuing Demand for Software WorkSam Altman, Matthew Berman · OpenAIIn a short interview excerpt, Altman says demand for software may be larger than expected even as AI changes how it is made.
16:58ENAI Engineer· 20 oct 2026Lincoln Murr on Payments, Trading, and Trust for AI AgentsLincoln Murr · CoinbaseCoinbase’s AI product lead describes x402, potential financial workflows, and a gradual approach to agent autonomy.
15:30ENAI Engineer· 20 oct 2026How Monzo Built Agent Chip into a Reusable Banking PlatformFelippe Felisola Caso, Francesco Galletta · MonzoMonzo’s team explains the platform, access controls and workflows behind its in-house agent.
17:41ENAI Engineer· 20 oct 2026Al Chen: Evidence, Recovery and Data Controls for AI in BanksAl Chen · CiscoA practical discussion of vulnerabilities, disaster recovery and sensitive data in bank AI deployments.
37:14ENThe Builders· 20 oct 2026Elon Musk on AI Control, Robot Abundance, and His Regrets About DOGEInvitado: Elon Musk · Presenta: Walter IsaacsonWalter Isaacson asks Elon Musk how humanity can remain safe and find purpose as AI grows more capable, and challenges him on politics, empathy, and the future he is building.Cargar másMostrando 24 de 3846