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1:31:12ZH
Zhang Xiaojun Podcast· 2024年8月17日ポッドキャスト · 2 人刘元谈 AI 黑客松、创业护城河与技术变化中的不安ゲスト 刘元 · ホスト 张小珺一场 2023 年的长谈，从快速原型延伸到投资判断、人才机会和创造力。
55:22ZHZhang Xiaojun Podcast· 2024年8月17日ポッドキャスト · 2 人王怀南：2023 年大模型热潮中的创业与竞争ゲスト 王怀南 · ホスト 张小珺从基础模型到行业副驾驶，回看一位创业者对早期生成式 AI 市场的判断。
52:15ZHZhang Xiaojun Podcast· 2024年8月17日ポッドキャスト · 2 人朱啸虎谈 AI 投资：先找客户需求，再考虑模型ゲスト 朱啸虎 · ホスト 张小珺金沙江主管合伙人解释他偏好应用层和企业服务的原因，也回顾错过字节跳动与投资饿了么的经历。
29:12EN
No Priors: AI, Machine Learning, Tech, & Startups· 2024年7月18日ポッドキャスト · 2 人Goldman says AI will touch 5% of tasks. Two investors take the report apartホスト Sarah Guo, Elad GilSarah Guo and Elad Gil use a host-only No Priors episode to dismantle a June 2024 Goldman Sachs note, then map where they would buy, incubate, and hold.
1:07:40EN
20VC with Harry Stebbings· 2024年7月15日ポッドキャスト · 2 人Saam Motamedi on AI Valuations, Series B Risk and Backing Foundersゲスト Saam Motamedi · ホスト Harry StebbingsThe Greylock partner explains why he sees exuberant AI pricing, questions a universal Series A revenue threshold, and favors founder and market judgment over simple checklists.
27:26ENNo Priors: AI, Machine Learning, Tech, & Startups· 2024年6月20日ポッドキャスト · 2 人A 40-Person Company With 40,000 Paying Customers Wants to Replace the Camera With AIホスト Sarah Guo, Elad GilHeyGen CEO Joshua Xu tells Sarah Guo and Elad Gil how avatars, localization, and a component-wise video stack are meant to knock the camera out of content production.
39:59ENNo Priors: AI, Machine Learning, Tech, & Startups· 2024年5月23日ポッドキャスト · 2 人From $6 million to $30 million ARR in three months: Garry Tan on YC’s AI boomホスト Sarah Guo, Elad GilThe Y Combinator president tells Sarah Guo and Elad Gil why this batch looks like nothing he has seen in twenty years, and why a weak elephant is good news for startups.
30:16ENNo Priors: AI, Machine Learning, Tech, & Startups· 2024年5月16日ポッドキャスト · 2 人Suno's CEO Thinks a Billion People Will Make Music, Not Just Stream Itホスト Sarah Guo, Elad GilMikey Shulman tells No Priors why Suno skipped speech, charges from day one, and wants the line between listener and creator to disappear.
1:10:18EN20VC with Harry Stebbings· 2024年5月13日ポッドキャスト · 2 人Tom Blomfield on YC, Fundraising and the Founder’s Jobゲスト Tom Blomfield · ホスト Harry StebbingsThe Monzo co-founder and YC partner discusses selecting founders, running a batch and balancing a large vision with immediate execution.
1:05:50EN20VC with Harry Stebbings· 2024年5月6日ポッドキャスト · 2 人Sarah Tavel on AI Applications, Model Economics and Venture Investingゲスト Sarah Tavel · ホスト Harry StebbingsThe Benchmark partner explains her thesis on selling AI-driven work, the economics of frontier models and what she looks for in founders.
29:28ENNo Priors: AI, Machine Learning, Tech, & Startups· 2024年5月2日ポッドキャスト · 2 人Devin Will Not Replace Engineers. It Will Multiply Them, Says Cognition’s Scott Wuホスト Sarah Guo, Elad GilThe IOI champion behind Devin explains why an AI software engineer that you can watch over the shoulder creates more human engineers, not fewer.
51:00EN20VC with Harry Stebbings· 2024年4月29日ポッドキャスト · 2 人Arthur Mensch on Mistral’s Open Models, Compute and Developer Strategyゲスト Arthur Mensch · ホスト Harry StebbingsThe Mistral AI co-founder explains the company’s mix of open and commercial models, its compute constraints and its bet on efficient developer tools.
24:32ENNo Priors: AI, Machine Learning, Tech, & Startups· 2024年4月18日ポッドキャスト · 2 人Image Generation Is Still a Loot Box. Suhail Doshi Wants to Scale Pixelsホスト Sarah Guo, Elad GilThe Playground AI founder tells No Priors why he skipped language models, how a noise-sampling trick fixed SDXL's muddy brightness, and what a large vision model would actually do.
26:03ENNo Priors: AI, Machine Learning, Tech, & Startups· 2024年4月11日ポッドキャスト · 2 人GPT-4-Class Models Will Be Cheap. The Frontier Will Still Need a Patron.ホスト Sarah Guo, Elad GilSarah Guo and Elad Gil walk through Mosaic’s Law, Microsoft’s Inflection hire, where the real money sits, and why the first AI wave looks consumer.
38:01ENNo Priors: AI, Machine Learning, Tech, & Startups· 2024年4月4日ポッドキャスト · 2 人Half of GDP Is Labor. Figure Wants Humanoids to Do the Work.ホスト Sarah Guo, Elad GilBrett Adcock tells No Priors why a 21-month-old company raised $675 million to put general-purpose humanoid robots in factories first, then homes.
32:48ENNo Priors: AI, Machine Learning, Tech, & Startups· 2023年11月16日ポッドキャスト · 2 人Fourteen People, $200 Million of Compute, and the Reliability Bottleneck for Agentsホスト Sarah Guo, Elad GilImbue co-founders Kanjun Qiu and Josh Albrecht on why agents fail, why language models cannot learn general algorithms, and why they are spending a giant round on GPUs rather than headcount.
50:31EN20VC with Harry Stebbings· 2023年10月27日ポッドキャスト · 2 人Ed Sim on Seed Valuations, Inception Investing and Reserving for Growthゲスト Ed Sim · ホスト Harry StebbingsThe Boldstart founder explains his early financing framework, the risks of excess capital and why follow-on discipline matters.
29:38ENNo Priors: AI, Machine Learning, Tech, & Startups· 2023年9月21日ポッドキャスト · 2 人A Beginner Just Shipped a $250K Business. Professionals Got 30 Percent.ホスト Sarah Guo, Elad GilReplit CEO Amjad Masad on Ghostwriter, why a 3-billion-parameter model was enough, and the agents he wants earning bounties while you sleep.
36:33EN20VC with Harry Stebbings· 2023年8月31日ポッドキャスト · 2 人Noam Shazeer on Character.AI, the Cost of Training Models and the Uses of General AIゲスト Noam Shazeer · ホスト Harry StebbingsThe Character.AI co-founder explains his consumer strategy, language-model training and why he expects users to invent applications the company cannot predict.
43:45ENNo Priors: AI, Machine Learning, Tech, & Startups· 2023年8月3日ポッドキャスト · 2 人Eight Years of No Growth, Then OpenAI and NVIDIA Became His Customersホスト Sarah Guo, Elad GilWeights & Biases CEO Lukas Biewald tells No Priors how a labeling company with no chasm to cross funded the ML developer tools that trained most of the large language models.
1:16:44EN20VC with Harry Stebbings· 2023年6月19日ポッドキャスト · 2 人Alex Lebrun on AI Assistants for Doctors, Model Limits and Building Nablaゲスト Alex Lebrun · ホスト Harry StebbingsThe Nabla co-founder explains his approach to healthcare AI, lessons from Facebook and his 2023 views on competition and regulation.
54:29EN20VC with Harry Stebbings· 2023年4月28日ポッドキャスト · 2 人Sarah Guo on Conviction, AI Investing and the Future of Ventureゲスト Sarah Guo · ホスト Harry StebbingsThe Conviction founder explains her early-stage AI thesis, the limits of market prediction and her approach to building a focused fund.
35:36ENNo Priors: AI, Machine Learning, Tech, & Startups· 2023年4月13日ポッドキャスト · 2 人AGI as a side effect: Noam Shazeer on Transformers, Character.AI, and two-hour chatsホスト Sarah Guo, Elad GilIn April 2023, the Transformer co-author told No Priors how a 22-person startup turned open-ended chat into a consumer product — and treated AGI as a byproduct of making the model smarter.
39:10ENNo Priors: AI, Machine Learning, Tech, & Startups· 2023年3月23日ポッドキャスト · 2 人Never Cite More Than Five Links: Perplexity's Bet on Answer Enginesホスト Sarah Guo, Elad GilFounded in August 2022, Perplexity was barely seven months old when its CEO and CTO sat down with No Priors to explain how an answer engine takes on Google.