絞り込み結果
521 件並び順
10:36EN
Matthew Berman· 2025年11月21日Forward Future Live: An Opera Visit and NVIDIA EarningsMatthew Berman, Nick Wentz · Forward FutureMatthew Berman and Nick Wentz open their November 21, 2025 show with an opera story and a brief look at NVIDIA.
1:26:40EN
20VC with Harry Stebbings· 2025年11月20日ポッドキャスト · 4 人AI Coding Valuations, NVIDIA Risk and the Future of Private Marketsゲスト Tomasz Tunguz, Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Tomasz Tunguz, Jason Lemkin and Rory O’Driscoll debate coding tools, infrastructure risk, venture financing and secondary liquidity.
1:48:46ZH
Zhang Xiaojun Podcast· 2025年11月18日ポッドキャスト · 2 人刘先明：拆掉语言，让物理 AI 回到数据与动作ゲスト 刘先明 · ホスト 张小珺小鹏自动驾驶中心负责人刘先明解释，为什么 VLA 训练中间的语言监督会成为效率瓶颈，以及他如何推动小鹏从自动驾驶团队转向物理 AI。访谈也谈到规模化数据、组织变革、量产安全与自动驾驶的下一阶段。
1:06:06EN20VC with Harry Stebbings· 2025年11月17日ポッドキャスト · 2 人Andrew Ng on AI Infrastructure, Open Models and Building Useful Applicationsゲスト Andrew Ng · ホスト Harry StebbingsThe AI Fund general partner discusses computing constraints, geopolitics, adoption and the economics of AI products.
2:08:20ENMatthew Berman· 2025年11月15日AI Markets, Agentic Commerce and Consciousness: Forward Future LiveMatthew Berman, Nick Wentz, Henrik Zeberg Jensen, Kuo Zhang, Cameron Berg · Forward FutureMatthew Berman and Nick Wentz discuss AI economics with Henrik Zeberg Jensen, sourcing with Alibaba.com’s Kuo Zhang, and consciousness research with Cameron Berg.
1:17:11EN20VC with Harry Stebbings· 2025年11月13日ポッドキャスト · 3 人AI Defensibility, Venture Risk and the Difficulty of Timing a Shortゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate fast-moving AI markets, investment risk and how founders approach fundraising.
1:11:18EN
Cognitive Revolution "How AI Changes Everything"· 2025年11月12日ポッドキャストHe Got Bored Five Minutes Into a Waymo. Nathan Labenz Says That's the Pointホスト Nathan LabenzOn a crossover with the Existential Hope podcast, the Cognitive Revolution host argues that the scarcest resource in AI is a positive picture of daily life, not another doom scenario.
1:26:42EN20VC with Harry Stebbings· 2025年11月10日ポッドキャスト · 2 人Everett Randle on Venture Fund Size, AI Margins and Founder Partnershipsゲスト Everett Randle · ホスト Harry StebbingsThe new Benchmark partner discusses lessons from former colleagues, investment trade-offs and the challenge of measuring AI businesses.
42:11EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025年11月6日ポッドキャスト · 2 人Snowflake's CEO Tells Customers to Spend AI a Thousand Dollars at a Timeホスト Sarah Guo, Elad GilSridhar Ramaswamy talks with Sarah Guo about Snowflake Intelligence, shutting down a homegrown model, and why defensibility is built every day, not planned.
1:18:47EN20VC with Harry Stebbings· 2025年11月6日ポッドキャスト · 3 人Navan’s IPO, Harvey’s Valuation and the New Economics of Ventureゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss liquidity, AI software growth, public-market competition and board oversight.
1:58:53ENMatthew Berman· 2025年11月1日Forward Future Live: AI Inference, Personalized Audio and Building Software with LovableMatthew Berman, Nick Wentz, Lin Qiao, Raiza Martin, Anton Osika · Forward FutureLin Qiao, Raiza Martin and Anton Osika join Matthew Berman and Nick Wentz to discuss AI infrastructure and products, followed by a review of late-October 2025 AI news and earnings.
18:59ENNo Priors: AI, Machine Learning, Tech, & Startups· 2025年10月31日ポッドキャスト · 2 人86 Out of 100: The Clips No Priors Could Not Leave on the Cutting-Room Floorホスト Sarah Guo, Elad GilSarah Guo and Elad Gil stitch nine 2025 conversations into one short tour of legal AI, spatial intelligence, jobs, deterrence, and a doctor who made it home for dinner.
1:26:49EN20VC with Harry Stebbings· 2025年10月30日ポッドキャスト · 3 人OpenAI’s Restructuring, Mercor’s Valuation and the Math of Venture Returnsゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI financing, large venture platforms and what investors really get for a high entry price.
1:39:05ENCognitive Revolution "How AI Changes Everything"· 2025年10月29日ポッドキャストThe Summer GPT-5 Disappointed Does Not Mean AI Progress Has Stalledホスト Nathan LabenzNathan Labenz tells Erik Torenberg why the GPT-5 backlash mixed up product mishaps, naming chaos, and a real jump in capabilities.
1:13:29EN20VC with Harry Stebbings· 2025年10月27日ポッドキャスト · 2 人David Cahn on AI Infrastructure, Startup Growth and Defense Investingゲスト David Cahn · ホスト Harry StebbingsThe Sequoia partner explains why he sees an AI bubble, how he evaluates startup growth and where he sees opportunities in defense.
2:14:35ENMatthew Berman· 2025年10月25日Optical AI, Search Visibility and the Economics of the AI BoomMatthew Berman, Nick, Francesca Parmigiani, Alex Sherman, Matt Wolfe, Siqi Chen · Forward FutureA 2025 livestream examines Microsoft’s optical computing research, how AI changes marketing and shopping, and debates over superintelligence and AI investment.
1:16:53EN
Unsupervised Learning: With Jacob Effron· 2025年10月24日ポッドキャストKarpathy Called Today's Models Slop. His Decade Timeline Still Sounds Bullishホスト Jacob EffronDatology AI's Ari Morcos and Radical Ventures' Rob Toews walk through Karpathy's cold water, OpenAI's dealmaking, and who actually pays for the data-center boom.
1:34:12EN20VC with Harry Stebbings· 2025年10月23日ポッドキャスト · 3 人The Venture Capital Cycle: AI Markets, Compute and the Cost of Moving Too Fastゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to debate AI market size, infrastructure spending and how venture investors can survive a boom.
2:49:12ENCognitive Revolution "How AI Changes Everything"· 2025年10月18日ポッドキャストWhy China's Master Plan for AI Never Mentions AGIホスト Nathan LabenzBeijing-based Concordia AI CEO Brian Tse on China's safety rules, chip strategy, and why the two ecosystems look more alike than Washington assumes.
1:25:13EN20VC with Harry Stebbings· 2025年10月16日ポッドキャスト · 4 人Thinking Machines, AI Infrastructure and the Venture Portfolio Tradeoffゲスト Roger Ehrenberg, Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings and three investors examine founder commitments, the economics of selling a venture platform and how to allocate capital as AI markets accelerate.
1:03:45EN20VC with Harry Stebbings· 2025年10月13日ポッドキャスト · 2 人Mike Cannon-Brookes on AI Valuations, Software Design and Building Atlassian to Lastゲスト Mike Cannon-Brookes · ホスト Harry StebbingsThe Atlassian CEO explains why he expects more software engineers, how he evaluates AI bets, and why creativity matters across technology cycles.
1:32:36EN20VC with Harry Stebbings· 2025年10月9日ポッドキャスト · 3 人OpenAI’s AMD Deal and the Venture Math Behind AI’s Biggest Roundsゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss conditional chip warrants, AI development tools and what high valuations demand from investors.
1:53:50ENCognitive Revolution "How AI Changes Everything"· 2025年10月8日ポッドキャストA curriculum rewrite takes five years. AI does not wait.ホスト Nathan LabenzJohan Falk, a Swedish teacher-turned-analyst, argues that AI literacy and AI friends are more urgent than putting a tutor in every classroom.
58:21ENNo Priors: AI, Machine Learning, Tech, & Startups· 2025年10月4日ポッドキャスト · 2 人Attacks Take 23 Minutes. Response Still Takes Days.ホスト Sarah Guo, Elad GilPalo Alto Networks CEO Nikesh Arora on how AI is remaking search, enterprise software, and the timeline of a cyberattack.もっと見る521 件中 24 件を表示