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1:50:48EN
Y Combinator· 24 oct. 2026Why Inference Matters 12× More Than TrainingFrançois Chaubard, Dan Fu, Jeff Morgan, Joe Fioti, Liangsheng Yin · Y CombinatorYC Paper Club walks the inference stack from an API request down to GPU kernels. Four talks from Together AI, Ollama, Luminal, and SGLang argue that serving quality, not just training FLOPs, is where most of the compute and the money now sit.
32:20ENWho Is Local AI For? The Costs, Trade-offs and a Hybrid FutureMatthew Berman · Forward FutureMatthew Berman weighs data control and independence against hardware cost, setup complexity and inference speed.
2:00:51EN
Cognitive Revolution "How AI Changes Everything"· 10 oct. 2026PodcastResample Every Token and You Can Watch the Model DecideAnime : Nathan LabenzGoodfire's Eric Bigelow on forking paths, in-context learning, and why chain-of-thought monitoring is getting harder to trust.
1:09:44EN
No Priors: AI, Machine Learning, Tech, & Startups· 9 oct. 2026Podcast · 2 voix10,000 GB300s for Four Weeks: Reflection’s Open-Model LedgerAnime : Sarah Guo, Elad GilMisha Laskin tells No Priors how Reflection trained Beam, why reinforcement learning outspent pre-training, and why the West needs its own open weights.
56:31EN
Unsupervised Learning: With Jacob Effron· 6 oct. 2026PodcastPost-Training Wins Inference: Why Owning the Weights Beats Betting on One LabAnime : Jacob EffronApplied Compute CEO Yash Patil argues that control, private evals, and post-training on the biggest workloads matter more than fearing that frontier labs will turn malicious.
1:20:28EN
20VC with Harry Stebbings· 1 oct. 2026Podcast · 4 voixAI Valuations, Talent Wars and the Venture Capital Tradeoffs Behind ThemInvité : Jack Altman, Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jack Altman, Jason Lemkin and Rory O’Driscoll debate large early-stage bets, open-weight models and the changing market for exits.
1:10:08EN20VC with Harry Stebbings· 22 août 2026Podcast · 2 voixJerry Murdock on AI Financing, Open Models and Technology CyclesInvité : Jerry Murdock · Anime : Harry StebbingsInsight Partners' co-founder discusses credit risk, specialized models, security and how investors might navigate an uncertain AI cycle.
2:06:11ENCognitive Revolution "How AI Changes Everything"· 14 août 2026PodcastLindy Runs on DeepSeek. Its CEO Still Wants Chinese Models BannedAnime : Nathan LabenzFlo Crivello tells Nathan Labenz how Lindy Teammate lives in Slack, reaches two billion tokens of memory in two model calls, and why he would still outlaw the cheap Chinese models that currently power the product.
1:08:25EN20VC with Harry Stebbings· 10 août 2026Podcast · 2 voixAlex Atallah on OpenRouter, Model Competition and AI MarketplacesInvité : Alex Atallah · Anime : Harry StebbingsThe OpenRouter CEO discusses inference providers, open-weight models, enterprise safety and the economics of routing.
1:09:26EN20VC with Harry Stebbings· 3 août 2026Podcast · 2 voixAnastasios Angelopoulos on Arena, Open Models and AI EvaluationInvité : Anastasios Angelopoulos · Anime : Harry StebbingsArena’s CEO discusses real-world model comparisons, enterprise AI control, security and the economics of evaluation.
2:16:29ENCognitive Revolution "How AI Changes Everything"· 2 août 2026PodcastFrom Two Papers a Month to Sixty: What Two Weeks in China Revealed About AI SafetyAnime : Nathan LabenzNathan Labenz argues that the familiar 'China will never slow down' line does not survive contact with the actual Chinese AI safety ecosystem.
1:20:22EN20VC with Harry Stebbings· 30 juil. 2026Podcast · 3 voix20VC Roundtable on Open Weights, AI Spending and Software InvestingInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI safety, chip investment, enterprise budgets and the future of software.
1:27:39EN20VC with Harry Stebbings· 23 juil. 2026Podcast · 3 voix20VC Roundtable on Open Models, AI Economics and Payments DealsInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss model security, inference investment and a reported PayPal proposal.
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Sequoia Capital· 21 juil. 2026PodcastThey Refunded Nearly $2 Million. Then Factory’s CEO Explained the Dark FactoryMatan Grinberg on being two years early, why a model-agnostic harness beats lab co-design, and why 90 percent of coding tokens will soon run with the lights off.
1:28:42EN20VC with Harry Stebbings· 20 juil. 2026Podcast · 2 voixLin Qiao on Specialized AI, Open Models and the Economics of InferenceInvité : Lin Qiao · Anime : Harry StebbingsThe Fireworks AI CEO explains her case for customized models, discusses infrastructure trade-offs and forecasts lower AI costs and higher use.
1:00:08EN20VC with Harry Stebbings· 11 juil. 2026Podcast · 2 voixArvind Jain on Enterprise AI, Open Models and the Future of WorkInvité : Arvind Jain · Anime : Harry StebbingsThe Glean founder debates model competition, enterprise AI returns and whether productivity gains will shrink teams or raise the bar for everyone.
1:11:01EN20VC with Harry Stebbings· 6 juil. 2026Podcast · 2 voixMike Mignano on AI Applications, Open Models and Venture StrategyInvité : Mike Mignano · Anime : Harry StebbingsThe USV partner discusses AI agents, token spending and the opportunities and risks for startups building above the model layer.
1:11:53EN20VC with Harry Stebbings· 4 juil. 2026Podcast · 2 voixSierra Co-founder Clay Bavor on Open Models, Enterprise AI and Building TeamsInvité : Clay Bavor · Anime : Harry StebbingsBavor discusses model selection and compute costs, deploying AI agents for enterprises, and how Sierra approaches hiring and company culture.
1:47:38ENCognitive Revolution "How AI Changes Everything"· 4 juil. 2026Podcast19 Neurons Can Drive a Car. Liquid AI Wants Foundation Models on Every ChipAnime : Nathan LabenzRamin Hasani traces liquid neural networks from a worm's 300-cell brain to a 600-megabyte model that will talk from inside a Mercedes, and explains why architecture search now beats architecture avengers.
1:28:02EN20VC with Harry Stebbings· 25 juin 2026Podcast · 3 voix20VC Roundtable: Open Models, AI Spending and the Cost of CompetitionInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI talent, model economics, consulting and whether labs should build their own chips.
1:06:36ENUnsupervised Learning: With Jacob Effron· 12 juin 2026PodcastBills Doubled Overnight. Next, the APIs Might Vanish.Anime : Jacob EffronSix months after their last roundup, Ari Morcos and Rob Toews tell Jacob Efron why coding agents finally work, why near-frontier open weights may have peaked, and why a compute famine could pull the plug on public APIs.
1:14:30EN20VC with Harry Stebbings· 8 juin 2026Podcast · 2 voixRoman Chernin on AI Compute Demand, Inference and InfrastructureInvité : Roman Chernin · Anime : Harry StebbingsNebius’s co-founder discusses customer demand, GPU economics, managed inference and the risks of a concentrated market.
42:57ENNo Priors: AI, Machine Learning, Tech, & Startups· 1 mai 2026Podcast · 2 voixInference Is the Last Market: Baseten’s 30x YearAnime : Sarah Guo, Elad GilCEO Tuhin Srivastava on a billion-dollar inference cloud, why the app layer survives, and a GPU crunch worse than the narrative.
54:26ENCognitive Revolution "How AI Changes Everything"· 22 févr. 2026PodcastTen Billion Active Parameters, and the Unsexy Work of Making Them Agent-ReadyAnime : Nathan LabenzMiniMax researcher Olive Song explains how M2 was trained with expert developers as reward models, interleaved thinking, and a perturbation pipeline that treats every scaffold change as the real generalization test.Charger plus24 sur 75 affichés