絞り込み結果
519 件並び順
1:37:40ENChina, Japan, and Korea fought only one war in six centuriesホスト Nathan LabenzFrom 1200 to 1800, East Asia’s great powers stayed at peace while Europe fought almost without pause — and David C. Kang argues that history still shapes how Asia lives with China.
1:26:17ENTom Hulme and Stan Boland on Talent, Capital and the UK Tech Ecosystemゲスト Tom Hulme, Stan Boland · ホスト Harry StebbingsThe investor and entrepreneur debate how the UK can retain talent, finance global companies and build a stronger technology economy.
43:51ENThe $177 Billion GPU Bet Only Works If AI Becomes a $1.5 Trillion Marketホスト Jacob EffronFour Redpoint partners walk their limited partners through where AI value will accrue—and why revenue is now the easiest metric to misread.
27:45ENNasdaq Down 8% and Ghibli Everywhere: AI Is Already in Inning Threeホスト Sarah Guo, Elad GilSarah Guo and Elad Gil on the latest image-gen wow cycle, why public-market panic is mostly noise for software startups, and where specialized models still have room.
47:04ENKevin Scott on AI Products, DeepSeek and the Future of Softwareゲスト Kevin Scott · ホスト Harry StebbingsMicrosoft’s CTO discusses model efficiency, agents, coding and why useful products matter in an AI transition.
1:01:53ENOpen-source models are 5% of enterprise use — and GPT wrappers wonホスト Jacob EffronLatent Space's Swyx and Alessio join Redpoint to map what actually has product-market fit in AI, and why the application layer is the fight that matters.
1:24:12ENMitchell Green on Finding Software Companies and Returning Capital to Investorsゲスト Mitchell Green · ホスト Harry StebbingsLead Edge Capital’s founder explains his sourcing framework, exit discipline and skepticism about paying high prices for AI.
1:14:36ENAndrew Feldman on AI Chips, Inference and Competing With Nvidiaゲスト Andrew Feldman · ホスト Harry StebbingsThe Cerebras CEO explains wafer-scale computing, argues inference demand will grow and discusses the limits of his industry’s infrastructure.
1:12:05ENPeter Singlehurst on Growth Investing, Mistakes and Private-Market Liquidityゲスト Peter Singlehurst · ホスト Harry StebbingsBaillie Gifford’s head of private companies explains how he assesses durable business models, reinvestment decisions and investment risk.
3:01:30ENTechnology Opens the Door. Competition Pushes Us Through.ホスト Nathan LabenzAllan Dafoe on technological determinism, why alignment is not enough, and how DeepMind is trying to evaluate dangerous capabilities before they arrive.
1:30:57ENAnt's $320 Billion IPO Was Stopped at the Eleventh Hour: Angela Zhang on China's Tech Tightropeホスト Nathan LabenzA USC law professor walks through the dynamic pyramid that governs Chinese tech, from Didi's listing to DeepSeek's price war, and why she thinks the United States is starting to look more like China.
1:33:55ENJake Saper on Zoom, AI and the Hard Decision of When to Sellゲスト Jake Saper · ホスト Harry StebbingsThe Emergence Capital partner explains collective diligence, fund distributions and the trade-off between liquidity and holding winners.
45:06ENMike Schroepfer: AI’s Bottleneck Is Electricity, and One Tanker of Fusion Fuel Could Power the U.S. for a Yearホスト Jacob EffronMeta’s former CTO tells Redpoint why hyperscaler demand is the climate story, why Llama was an access play, and why tomorrow’s CTO still lives or dies on a priority queue.
36:24ENThe Man Behind Humanity's Last Exam Says Superintelligence Strategy Should Copy Nukesホスト Sarah Guo, Elad GilDan Hendrycks tells No Priors that labs can only do basic anti-terror refusals, while the real risk-management problem is a geopolitical deterrent he calls mutually assured AI malfunction.
1:02:41ENMike Krieger on AI Products, Model Competition and the Future of Codingゲスト Mike Krieger · ホスト Harry StebbingsAnthropic’s chief product officer explains how he thinks about product design, model differentiation and the limits of current AI tools.
1:08:51ENChip Controls Are Meant to Buy Ten Years, Not Win the AI Raceホスト Nathan LabenzEconomist Noah Smith tells Nathan Labenz that U.S. export controls are a piece of conventional deterrence against China — not a plan to kneecap DeepSeek.
40:33ENModerna was only company 18. The real product is the company factoryホスト Sarah Guo, Elad GilNoubar Afeyan tells No Priors how Flagship Pioneering turned starting companies into a profession, underwrites scientific uncertainty, and wants AI to run discovery the way Waymo drives.
1:18:09ENSteeve Morin on AI Inference, Chips and the Cost of Switching Hardwareゲスト Steeve Morin · ホスト Harry StebbingsThe ZML founder explains the difference between training and production inference and offers a competitive view of the AI hardware market.
54:55ENNew Jersey Cut Phone Waits from 40 Minutes to 90 Secondsホスト Nathan LabenzGovernor Phil Murphy on the state AI assistant, a Princeton hub, and why he wants the best catcher's mitt in the country when superhuman systems arrive.
38:14ENKyle Vogt Pitched 120 Investors for Cruise. He Will Not Sell the Home-Robot Companyホスト Sarah Guo, Elad GilThe Twitch and Cruise co-founder tells Sarah Guo and Elad Gil why Tesla won on business model, why chores should be automated, and why a tiny AI-era team is enough.
1:00:09ENDeepSeek's Jailbreaks Don't Matter. Giving the Model Arms and Legs DoesPalo Alto Networks CEO Nikesh Arora tells Sequoia's Training Data why cheap brains scramble the AI order, why attackers already move faster than defenders, and why refusing to experiment is the real risk.
1:25:52ENJonathan Ross on Groq, Inference Economics and the AI Infrastructure Raceゲスト Jonathan Ross · ホスト Harry StebbingsThe Groq CEO explains his bet on inference chips, compares his company’s architecture with GPUs, and discusses the financing and power needed to scale.
8:04ENOpenAI’s February 2025 GPT-5 Roadmap and the Case for a Unified InterfaceMatthew Berman · Forward FutureMatthew Berman explains the proposed model-routing experience, GPT-4.5 and GPT-5 plans, and the product choices that prompted them.
1:20:53ENSolly Solomou on Building LADbible, Social Media and Expanding to the USゲスト Solly Solomou · ホスト Harry StebbingsThe founder recounts buying a Facebook page, creating a media business and learning to lead through rapid change.
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