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20VC with Harry Stebbings· 20 nov. 2025Podcast · 4 voixAI Coding Valuations, NVIDIA Risk and the Future of Private MarketsInvité : Tomasz Tunguz, Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Tomasz Tunguz, Jason Lemkin and Rory O’Driscoll debate coding tools, infrastructure risk, venture financing and secondary liquidity.Venture CapitalInvestingAgents de code+2
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No Priors: AI, Machine Learning, Tech, & Startups· 19 nov. 2025Podcast · 2 voix500 Gloves, 10 Million Trajectories, and a $10,000 Home RobotAnime : Sarah Guo, Elad GilSunday Robotics co-founders Tony Zhao and Cheng Chi map the gap between a scalable imitation-learning recipe and a machine that actually does the dishes.RoboticsData quality & curationScaling Laws+3
41:36EN
Sequoia Capital· 18 nov. 2025PodcastFour Months to Drive Tokyo: How Wayve Bet the Company on One End-to-End NetworkWayve CEO Alex Kendall tells Sequoia’s Training Data why AV 2.0 ditches HD maps and hand-written stacks for a foundation model that can adapt to a new car and a new country in weeks.Modèles et entraînementAutonomous DrivingWorld models+3
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Zhang Xiaojun Podcast· 18 nov. 2025Podcast · 2 voix刘先明:拆掉语言,让物理 AI 回到数据与动作Invité : 刘先明 · Anime : 张小珺小鹏自动驾驶中心负责人刘先明解释,为什么 VLA 训练中间的语言监督会成为效率瓶颈,以及他如何推动小鹏从自动驾驶团队转向物理 AI。访谈也谈到规模化数据、组织变革、量产安全与自动驾驶的下一阶段。Autonomous DrivingAI StrategyRobotics+2
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Matthew Berman· 18 nov. 2025Gemini 3's Launch: Benchmarks, Antigravity, and AgentsMatthew Berman · Forward FutureMatthew Berman summarizes Google's November 2025 model launch and its developer and assistant demos.GeminiBenchmarksAgents de code+1
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20VC with Harry Stebbings· 17 nov. 2025Podcast · 2 voixAndrew Ng on AI Infrastructure, Open Models and Building Useful ApplicationsInvité : Andrew Ng · Anime : Harry StebbingsThe AI Fund general partner discusses computing constraints, geopolitics, adoption and the economics of AI products.AI StrategyIA en entrepriseGeopolitics+2
2:36:55EN
Lex Fridman· 17 nov. 2025Podcast · 2 voixOne Second of Fuel: David Kirtley on Fusion Power by 2028Invité : David Kirtley · Anime : Lex FridmanThe Helion Energy CEO walks Lex Fridman from 1958 theta pinches to a Microsoft contract that wants first electrons on the grid in 2028.Sécurité et gouvernanceEnergyFirst Principles+2
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No Priors: AI, Machine Learning, Tech, & Startups· 13 nov. 2025Podcast · 2 voixA New Drug Burns $2 Billion and 10 Years. Benchling's CEO Wants AI to Cut That to ThreeAnime : Sarah Guo, Elad GilMost medicines fail in years seven to ten, after hundreds of millions have already gone into the clinic—and Sajith Wickramasekara thinks sending things to space may already be easier.AgentsAI for scienceAI in healthcare+3
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20VC with Harry Stebbings· 13 nov. 2025Podcast · 3 voixAI Defensibility, Venture Risk and the Difficulty of Timing a ShortInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate fast-moving AI markets, investment risk and how founders approach fundraising.Venture CapitalInvestingAI Strategy+2
2 diapositives10:45EN
Matthew Berman· 13 nov. 2025World Labs Marble: Generate and Edit Navigable 3D WorldsMatthew Berman · Forward FutureMatthew Berman demos Marble’s multimodal inputs, scene editing and 3D navigation, including an attempt to recreate his office from one image.World modelsGenerative mediaMultimodal AI
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Cognitive Revolution "How AI Changes Everything"· 12 nov. 2025PodcastHe Got Bored Five Minutes Into a Waymo. Nathan Labenz Says That's the PointAnime : Nathan LabenzOn a crossover with the Existential Hope podcast, the Cognitive Revolution host argues that the scarcest resource in AI is a positive picture of daily life, not another doom scenario.Entreprise et stratégieSécurité et gouvernanceAI Strategy+3
5 diapositives47:43EN
Jane Street· 11 nov. 2025Making GPU Training Faster: Pipelines, Fusion and Custom KernelsCorwin de Zahr, Sylvain Gugger · Jane StreetTwo Jane Street speakers explain how to diagnose idle GPUs, reduce memory traffic and build a parallel reduction kernel.GPU programming & kernelsModèles et entraînementSoftware engineering
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Sequoia Capital· 11 nov. 2025PodcastA 2 A.M. Codename and a Face That Finally Looked Like YouGoogle's product and model leads walk Sequoia through how Nano Banana made single-photo character consistency feel real — and why fun, craft, and human evals did as much work as scale.Multimodal et médiasGenerative mediaMultimodal AI+3
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20VC with Harry Stebbings· 10 nov. 2025Podcast · 2 voixEverett Randle on Venture Fund Size, AI Margins and Founder PartnershipsInvité : Everett Randle · Anime : Harry StebbingsThe new Benchmark partner discusses lessons from former colleagues, investment trade-offs and the challenge of measuring AI businesses.Venture CapitalInvestingAI Strategy+2
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Cognitive Revolution "How AI Changes Everything"· 8 nov. 2025Podcast28,000 Documents, a 3B Model, 22 People: The Technical Ledger of Catholic AIAnime : Nathan LabenzLongbeard CEO Matthew Harvey Sanders tells The Cognitive Revolution how a mission-driven team is aligning models to the Catholic magisterium — and why fine-tuning was not enough.Modèles et entraînementGénération augmentée par récupérationFine-tuning+3
4 diapositives2:07:36EN
Matthew Berman· 8 nov. 2025AI Agents, Video Creation and Chipmaking: Forward Future LiveMatthew Berman, Nick Wentz, Alex Mashrabov, Ben Goodger, João Moura, Jeff Koch · Forward FutureA November 2025 livestream brings together leaders from Higgsfield, OpenAI and CrewAI, plus a semiconductor analyst, to discuss AI products and infrastructure.AgentsGenerative mediaInfrastructure et déploiement+2
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Matthew Berman· 7 nov. 2025AI News: Google’s Space Data Center Study, AI Deals and New Media ModelsMatthew Berman · Forward FutureMatthew Berman reviews a proposed space-based computing system, reported AI infrastructure deals, new image and video models, and a dispute over shopping agents.Infrastructure et déploiementAI cost & performanceGenerative media+2
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Sequoia 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.Multimodal et médiasGenerative mediaVision et vidéo+3
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No Priors: AI, Machine Learning, Tech, & Startups· 6 nov. 2025Podcast · 2 voixSnowflake's CEO Tells Customers to Spend AI a Thousand Dollars at a TimeAnime : Sarah Guo, Elad GilSridhar Ramaswamy talks with Sarah Guo about Snowflake Intelligence, shutting down a homegrown model, and why defensibility is built every day, not planned.Entreprise et stratégieIA en entrepriseProduct Strategy+3
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20VC with Harry Stebbings· 6 nov. 2025Podcast · 3 voixNavan’s IPO, Harvey’s Valuation and the New Economics of VentureInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss liquidity, AI software growth, public-market competition and board oversight.Venture CapitalInvestingIA en entreprise+2
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Cognitive Revolution "How AI Changes Everything"· 5 nov. 2025PodcastTurn Down AI's Deception Knob, and It Starts Reporting ExperienceAnime : Nathan LabenzCameron Berg of AE Studio tells Nathan Labenz how suppressing deception features in Llama 3.3 70B pushed self-reports of subjective experience toward 100 percent.SécuritéModel InterpretabilitySécurité et gouvernance+3
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20VC with Harry Stebbings· 3 nov. 2025Podcast · 2 voixJoelle Pineau on Scaling, Reinforcement Learning and Enterprise AIInvité : Joelle Pineau · Anime : Harry StebbingsCohere’s chief AI officer discusses research uncertainty, agent security, synthetic data and the difference between benchmarks and useful work.Reinforcement LearningAI researchSynthetic data+2
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Cognitive Revolution "How AI Changes Everything"· 2 nov. 2025PodcastShe asked to stop being Mimi, so he started shopping for a workstationAnime : Nathan LabenzThe star and director of Smiles and Kisses You on Replika, identity, and a life Christopher Stokes refuses to recommend.Produit et UXPersonal agentsHuman-AI Collaboration+3
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Lex Fridman· 31 oct. 2025Podcast · 2 voixDan Houser on Fake Worlds You Want to Live InInvité : Dan Houser · Anime : Lex FridmanThe Rockstar co-founder talks with Lex Fridman about GTA, Red Dead Redemption, character craft, leaving the company, and why language models will not write the last five percent.Produit et UXStorytellingCreativity+3
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