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47:22EN
Sequoia Capital· 2026年8月4日ポッドキャストFrom One in a Thousand to 15 Percent: Chai Discovery Treats Drug Design as a Scaling ProblemJoshua Meier and Matthew McPartlon tell Sequoia’s Training Data why antibody design is an engineering problem, not a bespoke science, and why they sell a molecular CAD suite instead of their own drugs.モデルと学習AI for scienceScaling Laws+3
49:12EN
Sequoia Capital· 2026年7月29日ポッドキャストThe People Writing the Transformer’s Eulogy Want a Lab That Can Take Vacation Without Themo1’s reasoning lead and a Gemini pre-training lead argue the architecture, not more scale, is now the bottleneck — and that replacing it starts with automating kernel generation.モデルと学習AI researchPretraining & midtraining+3
37:00EN
Sequoia Capital· 2026年1月14日ポッドキャストThe AlphaChip Team That Laid Out Four TPUs Now Wants Every Company to Be DesignlessAnna Goldie and Azalia Mirhoseini tell Sequoia how an RL floorplanner survived TPU-team anger, learned to draw donut-shaped macros, and became a bet that AI will design chips that then feed AI.インフラとデプロイReinforcement LearningAI startups & small teams+3
41:32EN
Sequoia Capital· 2025年10月28日ポッドキャストMoore's Law Is Slowing. Nvidia's CTO Still Wants 10× a YearMichael Kagan on why Nvidia's $7 billion Mellanox deal, not just more transistors, is how you turn a data center into one computer.インフラとデプロイDistributed training & inferenceInference+2
41:42EN
Sequoia Capital· 2024年10月22日ポッドキャストNeural Networks Are Still Waiting for Their ThermodynamicsOpenAI researcher Dan Roberts on why physicists keep migrating into AI, and why the field still lacks the equivalent of the ideal gas law.モデルと学習AI researchScaling Laws+3
49:14EN
Sequoia Capital· 2024年9月17日ポッドキャストHumanoid robots fell from $1.5 million to $30,000. The GPT-3 moment is still a verbNvidia’s Jim Fan tells Sequoia how three kinds of data, a humanoid bet, and a System-1 motor-control model could unlock general-purpose robots.エージェントRoboticsScaling Laws+3
42:08EN
Sequoia Capital· 2024年7月30日ポッドキャストMeta Trained a 405B Teacher on 16,000 GPUs — Then Told the World to Distill ItTwo days after Llama 3.1 405B shipped, Meta's generative-AI product lead walks Sequoia through why the most expensive model in the family is free, and why he thinks the frontier itself is heading toward commodity.オープンソースとコミュニティOpen-weight modelsDistillation+3
1:00:28EN
Sequoia Capital· 2024年7月9日ポッドキャストScaling Laws Aren't Done. Don't Lock Yourself Into Yesterday's Architecture.Microsoft CTO Kevin Scott on why the exponential is still compounding, why inference will dwarf training, and why a language model is the world's crappiest database.企業と戦略Scaling LawsInference+3
55:13EN
Sequoia Capital· 2024年7月2日ポッドキャストThe Best AI Scores 39% on This Test. Zapier’s Co-Founder Put $1 Million on Beating ItFrançois Chollet designed ARC to measure skill-acquisition efficiency; five years later humans still crush it and frontier models do not.評価とオブザーバビリティBenchmarksAGI Timelines+3