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Sequoia Capital· 16 déc. 2025PodcastHow a Weekend Webcam Came to See 90 Billion Miles a YearSamsara CEO Sanjit Biswas on edge inference, messy road data, and why physical AI only counts once it is installed.
1:02:19ENSequoia Capital· 10 déc. 2025PodcastA Top Video Model's Half-Life Is 30 Days. fal Runs 600 AnywayThe fal founders tell Sequoia why generative video is a compute-bound problem that language-model shops keep underestimating, and why they will not let any customer marry a single model.
1:00:26ENSequoia Capital· 6 nov. 2025PodcastSeven Million Videos a Day, and Most Return Visits Are Spent CreatingOpenAI's Sora 2 leads walk through diffusion transformers, physics that rebounds off the backboard, and a feed designed against mindless scrolling.
53:51ENSequoia Capital· 3 juin 2025PodcastVeo 3 Took First Place by Beating Veo 2. Google Labs Says Chapter Two Just StartedThree Google Labs leads walk through generative cameras, background computer-use agents, and notebooks that adapt knowledge for an audience of one.
46:35ENSequoia Capital· 13 nov. 2024PodcastThey trained a real-time video model in 20 hours and skipped the game engineDecart CEO Dean Leitersdorf tells Sequoia how Oasis runs live on H100s, why ChatGPT is a fallen wall rather than a pain point, and why the next trillion-dollar company may be a generated experience.