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519 件
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1:16:21EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026年1月8日ポッドキャスト · 2 人Jensen Huang’s Year-End Case That Token Costs Can Fall a Billion-Fold Without Killing Jobsホスト Sarah Guo, Elad GilOn No Priors, NVIDIA’s CEO uses radiology, open source, and a $2 trillion R&D budget to argue that 2025’s extremes missed the stack.企業と戦略Reasoning & test-time computeAI cost & performance+3
1:27:29EN
20VC with Harry Stebbings· 2026年1月8日ポッドキャスト · 3 人AI Chip Deals, Founder Exits and the Future of Workゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss reported Groq and Manus deals, AI compensation, public markets and hiring.Venture CapitalAI StrategyInvesting+2
1:55:02EN
Cognitive Revolution "How AI Changes Everything"· 2026年1月4日ポッドキャストAn Index Fund on AGI: How MATS Filters the Next 120 AI Safety Researchersホスト Nathan LabenzRyan Kidd, co-executive director of MATS, tells Nathan Labenz why he will not shout a timeline, why every safety technique is also a capabilities technique, and who actually gets hired.セキュリティと安全性安全性とガバナンスAI research+3
1:18:40EN
Cognitive Revolution "How AI Changes Everything"· 2026年1月1日ポッドキャストWhen AI Becomes the Oil Well: Luke Drago on the Intelligence Curseホスト Nathan LabenzThe Workshop Labs co-founder tells the FLI Podcast why a world of non-human production could recreate the resource curse — and how private data, open weights, and moonshot careers might still break it.企業と戦略AI Strategy安全性とガバナンス+3
スライド 2 枚1:38EN
Matthew Berman· 2025年12月29日NVIDIA’s Groq Licensing Deal and the Inference MarketMatthew Berman · Forward FutureMatthew Berman discusses why NVIDIA licensed Groq’s inference technology and hired members of its team.SemiconductorsInferenceAI cost & performance+1
スライド 2 枚11:34EN
Matthew Berman· 2025年12月25日Nvidia’s Groq Licensing Deal: AI Inference, Talent and Competitive StrategyMatthew Berman, Jonathan Ross · Forward FutureGroq investor Matthew Berman examines a non-exclusive technology license and the move of senior Groq staff to Nvidia, and speculates about the future of AI chips.SemiconductorsInferenceAI Strategy+1
1:12:54EN
20VC with Harry Stebbings· 2025年12月22日ポッドキャスト · 3 人Investors’ 2026 Predictions: AI, Software Valuations and Employmentゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll review 2025 and debate software stocks, possible IPOs and AI’s labor-market effects.Venture CapitalInvestingAI Strategy+2
40:46EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025年12月19日ポッドキャスト · 2 人Doctors Are Rushing to AI. Robotics Will Take a Beating First.ホスト Sarah Guo, Elad GilSarah Guo and Elad Gil’s 2026 forecast for foundation models, IPOs, robotics, consumer agents, and the bets that are not about AI at all.企業と戦略AI StrategyAI startups & small teams+3
1:43:19EN
Cognitive Revolution "How AI Changes Everything"· 2025年12月19日ポッドキャストA $100 Million Super PAC Named Him Public Enemy Number One. Donations Went Up.ホスト Nathan LabenzIn the second half of Cognitive Revolution’s year-end live show, Assemblymember Alex Bores, former White House adviser Dean Ball, and forecaster Peter Wildeford argue over state AI laws, chip sales to China, and what 2026 will actually feel like.企業と戦略安全性とガバナンスAI Strategy+3
1:21:57EN
20VC with Harry Stebbings· 2025年12月18日ポッドキャスト · 3 人Cursor, Figma and the Race to Build Across AI Workflowsゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss venture scale, software convergence and the risks of growth valuations.Venture CapitalAI StrategyProduct Strategy+2
1:18:05EN
Unsupervised Learning: With Jacob Effron· 2025年12月18日ポッドキャストThe Real Bottleneck in AI Research Is Compute, Not Ideasホスト Jacob EffronAfter NeurIPS, Ari Morcos and Rob Toews sit down with Jacob Effron to argue about plateauing models, SSI’s secrecy, OpenAI’s cash burn, and a set of spicy 2026 bets.企業と戦略AI StrategyScaling Laws+3
1:11:52EN
20VC with Harry Stebbings· 2025年12月15日ポッドキャスト · 2 人David George on Venture Fund Scale, AI Economics and Backing Foundersゲスト David George · ホスト Harry StebbingsThe Andreessen Horowitz growth investor discusses private-market returns, AI company valuations and the judgment behind the firm’s investments.Venture CapitalInvestingエンタープライズ AI+2
スライド 4 枚15:01EN
Matthew Berman· 2025年12月13日AI News in December 2025: Disney, DeepSeek, Runway and MetaMatthew Berman · Forward FutureMatthew Berman reviews an OpenAI licensing deal, reports about AI chips and Meta’s model strategy, video generation, and Rivian’s autonomy plans.AI StrategyOpenAIGenerative media+2
1:35:32EN
20VC with Harry Stebbings· 2025年12月11日ポッドキャスト · 3 人SpaceX Valuations, Harvey’s Growth and the Risks Behind AI Dealsゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll examine private-market prices, a proposed media deal, AI applications and fintech competition.Venture CapitalInvestingAI Strategy+2
スライド 4 枚14:53EN
Matthew Berman· 2025年12月9日Matthew Berman on Federal AI Regulation and the Debate Over State RulesMatthew Berman · Forward FutureBerman examines the Trump administration’s 2025 proposal for a national AI framework, weighing startup compliance costs, state authority and the limits of preemption.AI Regulation安全性とガバナンスAI Strategy
46:26ZH
Zhang Xiaojun Podcast· 2025年12月9日ポッドキャスト · 2 人朱啸虎:三年内看不到泡沫,共识太集中就错开十五度ゲスト 朱啸虎 · ホスト 张小珺2025 年底,金沙江创投朱啸虎第三次坐到张小珺对面:AGI 不谈了,入口之争开始了。他不投人形机器人,把支票开给洗船和按摩这类「干活」的公司。Venture CapitalAI StrategyOpenAI+2
1:09:48EN
Unsupervised Learning: With Jacob Effron· 2025年12月5日ポッドキャストChina's AI Labs Went From 15 to Six. The Compute Gap Is 15-to-1.ホスト Jacob EffronJordan Schneider tells Unsupervised Learning that Chinese models were a private-capital story, that Beijing still thinks in hardware, and that the West's real edge is chips it can serve — not a state master plan.企業と戦略GeopoliticsAI Strategy+3
1:11:42EN
20VC with Harry Stebbings· 2025年12月4日ポッドキャスト · 3 人Eventbrite, Databricks and the Search for Durable Software Growthゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate software-market limits, AI pricing and what makes a venture investment last.Venture CapitalSaaSAI Strategy+2
スライド 2 枚11:50EN
Matthew Berman· 2025年12月3日OpenAI’s Reported “Code Red” and the Debate Over AI PretrainingMatthew Berman, Ilya Sutskever, Mark Chen · Forward FutureMatthew Berman examines reports of a ChatGPT quality push and a model code-named Garlic, alongside differing views on whether pretraining can keep scaling.Pretraining & midtrainingAI StrategyOpenAI+2
1:25:54EN
Cognitive Revolution "How AI Changes Everything"· 2025年12月3日ポッドキャストHours after training ends, Z.ai puts the weights on the internetホスト Nathan LabenzZixuan Li of Z.ai tells ChinaTalk how a Chinese lab ships GLM, treats open weights as a ticket into Western ecosystems, and still sees itself as an upstart.企業と戦略Open-source ecosystemsOpen-weight models+3
1:17:01EN
20VC with Harry Stebbings· 2025年12月1日ポッドキャスト · 2 人Jonathan Siddharth on AI Training Data, Enterprise Agents and the Future of Workゲスト Jonathan Siddharth · ホスト Harry StebbingsThe Turing CEO discusses reinforcement-learning environments, enterprise deployment and his expectations for AI-driven changes to software and employment.Data quality & curationエンタープライズ AIAI agents+2
1:32:23EN
20VC with Harry Stebbings· 2025年11月27日ポッドキャスト · 3 人Anthropic’s Financing, NVIDIA’s Chip Risks and the Enterprise AI Raceゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss infrastructure commitments, customer-support software, AI marketing and IPO valuations.AI StrategyVenture Capitalエンタープライズ AI+2
スライド 5 枚22:48EN
Matthew Berman· 2025年11月25日Matthew Berman on Gemini 3 and the AI Competitive LandscapeMatthew Berman · Forward FutureA November 2025 strategy scorecard weighs models, infrastructure, chips, distribution and data across major AI companies.AI StrategyFoundation Modelsインフラとデプロイ+2
1:52:38EN
Matthew Berman· 2025年11月22日Open Models, AI Infrastructure, and Search: Four PerspectivesMatthew Berman, Nick Wentz, Himanshu Tyagi, Misha Laskin, Bryan Catanzaro, Robby Stein · Forward FutureForward Future speaks with leaders from Sentient, Reflection AI, NVIDIA, and Google about openness, scaling, safety, and AI-powered search.Open-weight modelsAI Safetyインフラとデプロイ+2
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