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Cognitive Revolution "How AI Changes Everything"· 16 nov. 2024PodcastZvi Mowshowitz Still Puts P(doom) at 60%—and Says Not Updating Is Self-DeceptionAnime : Nathan LabenzA six-month recap with the Don't Worry About the Vase author covering Ilya’s SSI, OpenAI’s o1, Claude’s computer use, the SB 1047 veto, and Trump’s return.Entreprise et stratégieSécurité et gouvernanceAI Strategy+3
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Lex Fridman· 11 nov. 2024Podcast · 2 voixDario Amodei Has Seen This Scaling Movie Enough TimesInvité : Dario Amodei · Anime : Lex FridmanAnthropic’s CEO puts numbers on frontier training costs and AGI, then hands the mic to the people who shape Claude’s character and look inside its weights.Modèles et entraînementSécurité et gouvernanceScaling Laws+3
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No Priors: AI, Machine Learning, Tech, & Startups· 7 nov. 2024Podcast · 2 voixJensen Huang: NVIDIA Is No Longer Building Computers. It Is Building AI FactoriesAnime : Sarah Guo, Elad GilOn No Priors, NVIDIA’s CEO walks through hyper Moore’s law, NVLink, a 100,000-GPU cluster stood up in weeks, and why tokens are the new commodity.Infrastructure et déploiementAI cost & performanceInference+3
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20VC with Harry Stebbings· 4 nov. 2024Podcast · 2 voixSam Altman on Model Improvements, Agents and Startup OpportunitiesInvité : Sam Altman · Anime : Harry StebbingsThe OpenAI CEO discusses where startups may build as models improve, and reflects on reasoning, infrastructure and leadership.AI StrategyAI startups & small teamsAI agents+2
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Cognitive Revolution "How AI Changes Everything"· 2 nov. 2024PodcastAn AI Arms Race Is Not Physics. It Is a Choice.Anime : Nathan LabenzNathan Labenz argues with Trump’s former NSC cyber director over China, chips, and whether words can stop a militarized AI race.SécuritéGeopoliticsAI Strategy+3
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20VC with Harry Stebbings· 28 oct. 2024Podcast · 2 voixDaniel Khachab on Choco’s AI Shift and the Competition for TalentInvité : Daniel Khachab · Anime : Harry StebbingsThe Choco CEO discusses automation, European AI infrastructure, fundraising and what COVID taught the food-distribution platform.AI StrategyCompany BuildingEntrepreneurship+2
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No Priors: AI, Machine Learning, Tech, & Startups· 24 oct. 2024Podcast · 2 voix100,000 Rides a Week, Six Times Fewer Airbag Crashes: Waymo’s Co-CEO on Eighteen Years of Full AutonomyAnime : Sarah Guo, Elad GilDmitri Dolgov tells No Priors how a dozen Googlers, ten 100-mile routes, and a 2013 refusal to settle for driver assist became a rider-only service with an insurer-audited safety record.Infrastructure et déploiementAutonomous DrivingSécurité et gouvernance+3
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No Priors: AI, Machine Learning, Tech, & Startups· 17 oct. 2024Podcast · 2 voixThe Week AI Won Its First Nobels, Two Investors Listed Who Is Most at RiskAnime : Sarah Guo, Elad GilSarah Guo and Elad Gil talk NotebookLM, intelligent NPCs, artificial wombs, OpenAI’s o1, and which businesses look AI-durable.Entreprise et stratégieAI StrategyProduct Strategy+3
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20VC with Harry Stebbings· 9 oct. 2024Podcast · 2 voixJeff Wang on Public and Private Investing, AI and Sequoia Global EquitiesInvité : Jeff Wang · Anime : Harry StebbingsThe investor explains thematic research, portfolio construction and his 2024 views on AI infrastructure and technology platforms.InvestingVenture CapitalAI Strategy+2
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Sequoia Capital· 8 oct. 2024PodcastGPT-4 Gets Half Your Data Questions Wrong. Snowflake's Answer Is Systems DesignUsing an off-the-shelf model on enterprise data yields about 45% reliability—one wrong answer out of every two.Entreprise et stratégieIA en entrepriseAI Strategy+3
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20VC with Harry Stebbings· 2 oct. 2024Podcast · 2 voixBret Taylor on AI Applications, Model Costs and Building SierraInvité : Bret Taylor · Anime : Harry StebbingsThe Sierra co-founder discusses why most companies may buy AI solutions, how agents need guardrails and what founders can learn from technology leaders.AI StrategyAI agentsCompany Building+2
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Matthew Berman· 26 sept. 2024AI News in September 2024: Advanced Voice, Llama 3.2 and OrionMatthew Berman · Forward FutureMatthew Berman tests ChatGPT voice and reviews Meta’s models and AR prototype alongside a week of AI industry announcements.Foundation ModelsMultimodal AIIA vocale+2
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Cognitive Revolution "How AI Changes Everything"· 26 sept. 2024Podcast400,000 Customers, 100 Million AI Tasks: Zapier’s CEO on Making Computers Do More WorkAnime : Nathan LabenzWade Foster tells Nathan Labenz how a no-code automation company absorbed LLMs, cloned its CEO with a prompt, and is trying to turn a DIY toolkit into packaged solutions.Entreprise et stratégieWorkflow automationProduct Strategy+3
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20VC with Harry Stebbings· 25 sept. 2024Podcast · 2 voixEric Vishria on AI Value, Founder Insight and Benchmark’s Investment ProcessInvité : Eric Vishria · Anime : Harry StebbingsThe Benchmark partner discusses durable AI revenue, startup distribution, chip competition and how partners challenge investment decisions.Venture CapitalAI StrategyInvesting+2
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Matthew Berman· 23 sept. 2024Sam Altman’s “Intelligence Age”: Superintelligence, Scaling and WorkMatthew Berman · Forward FutureMatthew Berman reads Altman’s 2024 essay and discusses its predictions for AI assistants, education, infrastructure and jobs.AGIScaling LawsAgents+1
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No Priors: AI, Machine Learning, Tech, & Startups· 12 sept. 2024Podcast · 2 voixAPI prices fell 200x. The LLM table still is not set.Anime : Sarah Guo, Elad GilSarah Guo and Elad Gil, with no guest this week, argue over whether the language-model market has already consolidated — and why falling prices, five-person labs, and AMD’s shopping spree all cut against a simple ending.Entreprise et stratégieAI StrategyPricing Strategy+3
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Matthew Berman· 5 sept. 2024Discussing TIME’s 2024 AI 100: Leaders, Researchers and OmissionsMatthew Berman, Alex, Melissa · Forward FutureMatthew Berman, Alex and Melissa review TIME’s list, debate its choices and answer viewers’ questions about AI tools and the industry.AI HistoryAI StrategySemiconductors+2
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Zhang Xiaojun Podcast· 5 sept. 2024Podcast · 3 voix广密:Self-play RL 可能开启 AGI 的新 Scaling LawInvité : 广密 · Anime : 张小珺广密认为,纯靠语言预训练扩展模型的边际收益可能正在减弱,self-play 强化学习是更值得押注的新路径。它能否泛化到代码、视频、机器人和更广的领域,将决定下一阶段的 AGI 竞赛。Reinforcement LearningAGIScaling Laws+2
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Cognitive Revolution "How AI Changes Everything"· 4 sept. 2024PodcastA Training Run Is a Particle Collider—and the China Contest Is a Fifty-Year RaceAnime : Nathan LabenzSamo Burja tells Nathan Labenz why ChatGPT's virality may have slowed AI science, and why Washington should treat Beijing as an economic rival rather than a military one.Entreprise et stratégieGeopoliticsAI Strategy+3
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No Priors: AI, Machine Learning, Tech, & Startups· 29 août 2024Podcast · 2 voixAWS Is a $100 Billion Cloud. Matt Garman Still Sees a 10x Migration AheadAnime : Sarah Guo, Elad GilAmazon Web Services’ new CEO tells No Priors why 85 percent of workloads are still on-prem, how Bedrock was built from three bets, and why startups remain the company’s growth engine.Infrastructure et déploiementIA en entrepriseAI Strategy+3
Diapositives15:42EN
Matthew Berman· 28 août 2024Strawberry and Orion: What Was Reported About OpenAI’s Next Models in 2024Matthew Berman · Forward FutureMatthew Berman examines reports about a reasoning project, synthetic data and a future flagship model. Later releases clarify some of the story, while many original claims remain attributed to unnamed sources.AI researchReasoning & test-time computeSynthetic data+2
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20VC with Harry Stebbings· 26 août 2024Podcast · 2 voixImran Khan on IPO Pricing, Public Markets and AI InvestmentInvité : Imran Khan · Anime : Harry StebbingsThe investor and former banker explains IPO demand, valuation and the lessons he draws from Alibaba and Snap.InvestingVenture CapitalAI Strategy+2
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Cognitive Revolution "How AI Changes Everything"· 24 août 2024PodcastIf I Were Governor, I Would Sign: California's Last Debate Over SB 1047Anime : Nathan LabenzThree guests return to unpack the rewritten frontier-AI bill as OpenAI opposes it, Anthropic calls it workable, and a final vote looms in Sacramento.SécuritéSécurité et gouvernanceAI Regulation+3
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Matthew Berman· 20 août 2024Eric Schmidt on AI Agents and Google's Competitive PositionMatthew Berman, Eric Schmidt · Forward FutureA short 2024 Stanford interview excerpt pairs a forecast about AI agents with a disputed explanation for Google's AI position.AI StrategyAgentsFuture of Work+1
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