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SemiAnalysis· 23 oct. 2026Podcast · 3 voixSemiAnalysis on ASML's Hybrid-Bonding Patents, HBM Economics and the Next Tool EcosystemInvité : Sherry Zhang, Howie · Anime : 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. 2026Podcast · 3 voixAmazon CEO Andy Jassy on the $220 Billion AI BuildoutInvité : Andy Jassy · Anime : 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.
2:48:55EN
PowerfulJRE· 22 oct. 2026Podcast · 2 voixRobert Whittaker on Fighting, Training and Life at Light HeavyweightInvité : Robert Whittaker · Anime : Joe RoganThe UFC fighter joins Joe Rogan to discuss weight classes, skill development, longevity and the people who support him.
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Dwarkesh Patel· 22 oct. 2026Podcast · 9 voixDwarkesh Patel: What will computer chips look like in 2045?Invité : Chris Auth, Kevin Fischer, Jack Kavalieros, Tyler Osborn, Pushkar Ranade, Gary Dickerson, Peter Wennink, Elon Musk · Anime : 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.
28:15EN
GOTO Conferences· 22 oct. 2026Steve Poole on Open-Source Security and AI’s Maintenance ChallengeOlimpiu Pop, Steve PooleWhy faster vulnerability discovery increases pressure on maintainers, dependency users and upgrade processes.
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. 2026Podcast · 3 voix20VC: Venture Fund Size, AI Valuations and the Changing Software MarketInvité : Jason Lemkin, Rory O’Driscoll · Anime : 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. 2026Podcast · 2 voixWhy GPU Capacity Comes in Three-Year Rectangles — Erik Bernhardsson, ModalInvité : Erik Bernhardsson · Anime : 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 BuildersInvité : Peter Thiel · Anime : 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. 2026Podcast · 2 voixAnekha Sokhal on Moshi, a Recommendation Engine for Commodity TradersInvité : Anekha Sokhal · Anime : 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.
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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.
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Cognitive Revolution "How AI Changes Everything"· 22 oct. 2026Podcast · 4 voixAI’s Physical Bottlenecks: Compute Markets, Chip Investments and Agent TrustInvité : Evan Conrad, Lonis Hamaili · Anime : Nathan Labenz, Prakash NarayananA full AI:AM discussion of security incidents, GPU financing, semiconductor supply and an agent-to-agent network.
47:43EN
Y Combinator· 22 oct. 2026Designing Beyond AI Defaults: Magic Patterns and Website ReviewsAaron Epstein, Alex Danilowicz · Y CombinatorAlex Danilowicz and Aaron Epstein discuss prototypes, context and clearer startup sites.
1:00:34ENa16z· 22 oct. 2026Podcast · 4 voixMarc Andreessen, Chris Dixon and Ben Horowitz on AI and the Frontier for FoundersInvité : Chris Dixon, Marc Andreessen, Ben Horowitz · Anime : 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.
40:00EN
All-In Podcast· 21 oct. 2026Podcast · 3 voixArvind Krishna and Nikesh Arora on Quantum Risk, AI Models and Software ConsolidationInvité : Arvind Krishna, Nikesh AroraThe executives discuss post-quantum preparation, the economics of open-weight models and the changing shape of enterprise cybersecurity.
1:59:52ZH
Zhang Xiaojun Podcast· 21 oct. 2026Podcast · 2 voix科沃斯钱程：经营、家族接班与家用机器人的未来Invité : 钱程 · Anime : 张小珺从海外市场到 CEO，讨论组织学习、父子关系和机器人落地。
2:40:58ENCognitive Revolution "How AI Changes Everything"· 21 oct. 2026Podcast · 3 voixFrontier AI, Interpretability and the Fight Over Its PaceInvité : Zvi Mowshowitz · Anime : Nathan Labenz, Prakash NarayananZvi Mowshowitz joins AI:AM to discuss neural networks, policy and the institutions facing rapid change.
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.
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Reid Hoffman· 21 oct. 2026Podcast · 2 voixAI Access, Software Economics and the Question of PersistenceAnime : Reid Hoffman, Aria FingerReid Hoffman and Aria Finger discuss software replication and a reported study of AI assistance.
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?
43:33ENLatent Space· 21 oct. 2026Podcast · 3 voixInside Tenex: AI-Native Engineering, Incentives and Enterprise AdoptionInvité : Alex Lieberman, CJ Hess · Anime : swyxAlex Lieberman and CJ Hess describe their engineering model.
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.
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The Pragmatic Engineer· 21 oct. 2026Podcast · 2 voixWill Larson: The Revised Rules of Engineering ManagementInvité : Will Larson · Anime : 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.
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Every· 21 oct. 2026Podcast · 8 voixHow Every’s Frontier Team Turns AI Experiments Into Useful WorkInvité : Mike Taylor, Arielle Shipper, Jack Cheng, Katie Parrott, Jannik Jung, Kieran Klaassen · Anime : Natalia Quintero, Dan ShipperEvery’s team explains how it tests models, organizes experiments and brings useful tools back to the rest of the company.Charger plus24 sur 4 470 affichés