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531 件
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0:36EN
Matthew Berman· 2025年5月2日How Much Electricity Will AI Data Centers Use?Matthew Berman, Eric Schmidt · Forward FutureMatthew Berman highlights Eric Schmidt's congressional testimony and asks about AI's power demand. The dramatic 99% figure lacks a specified time frame and geographic scope in the quoted testimony.EnergyインフラとデプロイAI Strategy
1:28:17EN
20VC with Harry Stebbings· 2025年5月1日ポッドキャスト · 4 人Series A and B Investing in an AI Market: Risk, Liquidity and Timingゲスト Rory O’Driscoll, Jason Lemkin, Fabrice Grinda · ホスト Harry StebbingsHarry Stebbings, Rory O’Driscoll, Jason Lemkin and Fabrice Grinda debate returns, fund strategy and competition in a fast-changing market.Venture CapitalInvestingAI Strategy+2
33:18EN
Matthew Berman· 2025年5月1日Zuckerberg and Nadella on AI Coding, Agents and the Next Software StackMatthew Berman, Mark Zuckerberg, Satya Nadella · Forward FutureMatthew Berman examines their 2025 LlamaCon conversation about AI-assisted development, open models and changing workflows.コーディングエージェントエージェント工学AI Strategy+2
1:41:29EN
Cognitive Revolution "How AI Changes Everything"· 2025年4月26日ポッドキャストFiverr’s CEO Sent a Wake-Up Memo: AI Won’t Take Your Job. A Peer Who Uses It Will.ホスト Nathan LabenzMicha Kaufman tells Nathan Labenz how a 15-year freelance marketplace is trying to give creators their own models instead of letting public AI eat their work for free.プロダクトと UXAI StrategyProduct Strategy+3
1:26:55EN
20VC with Harry Stebbings· 2025年4月24日ポッドキャスト · 3 人Venture Liquidity, Endowments and AI Investing in 2025ゲスト Rory O’Driscoll, Jason Lemkin · ホスト Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin discuss private-market liquidity, fund construction and the economics of AI businesses.Venture CapitalInvestingAI Strategy+2
1:35:02EN
20VC with Harry Stebbings· 2025年4月17日ポッドキャスト · 3 人a16z, Founders Fund and the Risks Behind Venture’s Biggest Fundsゲスト Rory O’Driscoll, Jason Lemkin · ホスト Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin debate fund size, late-stage returns, AI uncertainty and delayed liquidity.Venture CapitalInvestingAI Strategy+2
1:28:01EN
Cognitive Revolution "How AI Changes Everything"· 2025年4月16日ポッドキャストThe Q* Letter Never Happened: Helen Toner on OpenAI, Adaptation Buffers, and AI at Warホスト Nathan LabenzThe former OpenAI director explains why a famous Reuters story was false, why locking down AI will not work, and how military “battle buddy” demos skip the hard questions.セキュリティと安全性安全性とガバナンスAI Strategy+3
51:08EN
Unsupervised Learning: With Jacob Effron· 2025年4月15日ポッドキャストThe Transformer Co-Author Who Says Scaling Hit a Wallホスト Jacob EffronCohere CEO Aidan Gomez tells Redpoint that a $100 million model is still an amnesiac genius, and that enterprise AI money is concentrating in support, research, and the back office.企業と戦略エンタープライズ AIAI Strategy+3
1:12:26EN
20VC with Harry Stebbings· 2025年4月14日ポッドキャスト · 2 人Victor Lazarte on Founders, AI and Investing Through a Technology Shiftゲスト Victor Lazarte · ホスト Harry StebbingsThe Benchmark partner discusses founder selection, AI revenue quality, the future of work and the role of a venture investor.Venture CapitalFoundersAI startups & small teams+2
1:37:40EN
Cognitive Revolution "How AI Changes Everything"· 2025年4月13日ポッドキャストChina, 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.GeopoliticsAI StrategyPolitical Philosophy
1:26:17EN
20VC with Harry Stebbings· 2025年4月10日ポッドキャスト · 3 人Tom 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.Venture CapitalEntrepreneurshipAI Strategy+2
43:51EN
Unsupervised Learning: With Jacob Effron· 2025年4月9日ポッドキャストThe $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.企業と戦略AI StrategyCompany Building+3
27:45EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025年4月3日ポッドキャスト · 2 人Nasdaq 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.企業と戦略AI StrategyGenerative media+3
47:04EN
20VC with Harry Stebbings· 2025年3月31日ポッドキャスト · 2 人Kevin 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.AI StrategyAI agentsSoftware engineering+2
1:01:53EN
Unsupervised Learning: With Jacob Effron· 2025年3月28日ポッドキャストOpen-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.企業と戦略Product-Market FitAI Strategy+3
1:24:12EN
20VC with Harry Stebbings· 2025年3月26日ポッドキャスト · 2 人Mitchell 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.Venture CapitalInvesting企業と戦略+2
1:14:36EN
20VC with Harry Stebbings· 2025年3月24日ポッドキャスト · 2 人Andrew 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.SemiconductorsAI cost & performanceInference+2
1:12:05EN
20VC with Harry Stebbings· 2025年3月19日ポッドキャスト · 2 人Peter 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.InvestingVenture Capital企業と戦略+2
3:01:30EN
Cognitive Revolution "How AI Changes Everything"· 2025年3月15日ポッドキャストTechnology 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.セキュリティと安全性安全性とガバナンスAI Strategy+3
1:30:57EN
Cognitive Revolution "How AI Changes Everything"· 2025年3月12日ポッドキャストAnt'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.企業と戦略AI Strategy安全性とガバナンス+3
1:33:55EN
20VC with Harry Stebbings· 2025年3月10日ポッドキャスト · 2 人Jake 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.Venture CapitalInvestingAI Strategy+2
45:06EN
Unsupervised Learning: With Jacob Effron· 2025年3月5日ポッドキャストMike 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.インフラとデプロイAI StrategyOpen-weight models+3
36:24EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025年3月5日ポッドキャスト · 2 人The 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.セキュリティと安全性安全性とガバナンスAI security+3
1:02:41EN
20VC with Harry Stebbings· 2025年3月3日ポッドキャスト · 2 人Mike 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.AI StrategyProduct Strategyモデルと学習+2
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