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275 件並び順
3:17:35ENTen Thousand Comments and 76 Spare Gigawatts: Four Months Writing America's AI Action Planホスト Nathan LabenzDean W. Ball spent four months as the White House's senior AI adviser, then left as the Action Plan landed — and explains how a to-do list got written inside a building that cannot run ChatGPT.
1:14:05ENSullivan boils US-China AI competition down to four buckets, four examples, and a path he calls boringホスト Nathan LabenzThe former national security advisor treats transformative AI as a planning assumption, not a prophecy, and wants Washington to compete hard with Beijing without pretending a grand bargain will cure the rivalry.
45:17ENA Click From OpenAI Is 750 Times Harder Than From Google a Decade Agoホスト Sarah Guo, Elad GilCloudflare CEO Matthew Prince on Content Independence Day, why traffic is a broken proxy for value, and how to price the holes in the models.
1:45:00ENAmerica Holds 45% of the World's Data Centers. Everyone Else Must Build, Buy, or Allyホスト Nathan LabenzAnjney Midha of a16z maps what “sovereign AI” actually means for companies and for countries that will never own the talent, data, and compute frontier.
1:27:01ENThe $16 Trillion Services Market Is Being Bought, Not Sold Toホスト Nathan LabenzMarc Bhargava of General Catalyst explains how AI-enabled rollups turn low-margin service firms into compounding, software-like businesses.
36:48ENThe Weekend DeepSeek Dropped, the White House Calledホスト Sarah Guo, Elad GilSriram Krishnan walks No Priors through America’s 28-page AI Action Plan, a token-share definition of winning, and why the lead over China is too small to take for granted.
1:56:16ENSB 813 Would Hand AI Safety Checks to Licensed Private Firms — If Government Can Watch the Watchersホスト Nathan LabenzGillian Hadfield and Andrew Freedman want California to set AI safety outcomes, license competing certifiers, and give companies a rebuttable presumption in court if they pass.
44:44EN$1 of R&D, 35x the return: why Parker Conrad says platforms beat point solutionsホスト Sarah Guo, Elad GilThe Rippling CEO on Zenefits, founder psychology, and why shared underlying capabilities—not narrow focus—win in enterprise software.
45:21ENApplied Intuition Is Worth $15 Billion, Hasn't Spent Its Capital, and Wants to Be the OS for Cars and Tanksホスト Sarah Guo, Elad GilOn No Priors, Qasar Younis and Peter Ludwig explain the Microsoft playbook for vehicles, why they waited for autonomy techniques to converge, and why Waymo's business model is the question that follows the demo.
1:24:27EN500 Trillion Tokens a Month: How Google Grew 50x in a Yearホスト Nathan LabenzLogan Kilpatrick returns to Cognitive Revolution to unpack Google's mid-2023 merger, why he expects frontier labs to diverge, and why startups still hold the speed advantage.
1:00:48ENThe Phrase That Alarms a16z’s AI Policy Chief: “It Only Covers a Handful of Companies”ホスト Nathan LabenzMatt Perault argues that AI rules should target harmful use, not the science of building models, and that “modest” thresholds can lock in an oligopoly.
2:12:04ENFrom a Five-Year Phone Queue to 480 Trillion Tokens a Monthゲスト Sundar Pichai · ホスト Lex FridmanSundar Pichai talks with Lex Fridman about Chennai, the AI package, Search, Chrome, Waymo, and why he stayed calm when the headlines said Google was finished.
25:13ENThe AI Table Is Being Cleared: Two or Three Coding Winners, and Forty Years Without a Biotech Giantホスト Sarah Guo, Elad GilSarah Guo and Elad Gil walk through which AI markets have already consolidated, why rival startups still refuse to merge, and the biotech science sitting unused.
2:02:51ENAt a 60-Person Safety Offsite, Only Four Had Seen Nonprofit OpenAIホスト Nathan LabenzFormer OpenAI scientist Steven Adler on the Anthropic split, GPT-4, safety evaluations, and why he filed a brief to keep the company under nonprofit control.
47:49ENWorkday Is Onboarding AI Agents the Way It Onboards PeopleWorkday CEO Carl Eschenbach on turning a 70-million-person system of record into the ledger for a mixed workforce of humans and digital workers.
1:41:29ENFiverr’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.
1:28:01ENThe 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.
51:08ENThe 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.
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.
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.
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.
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.
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