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4,470 件
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スライド 3 枚34:35EN
SemiAnalysis· 2026年10月23日ポッドキャスト · 3 人SemiAnalysis on ASML's Hybrid-Bonding Patents, HBM Economics and the Next Tool Ecosystemゲスト Sherry Zhang, Howie · ホスト Jordan NanosJordan Nanos, Sherry Zhang and Howie examine a track-based bonding design that brings the wafer to the die, then explain why adoption depends on precision, cleanliness, economics and a changing supply chain.SemiconductorsインフラとデプロイGeopolitics
1:00:39EN
a16z· 2026年10月23日ポッドキャスト · 3 人Amazon CEO Andy Jassy on the $220 Billion AI Buildoutゲスト Andy Jassy · ホスト Ben Horowitz, Erik TorenbergEven at roughly $220 billion of 2026 CapEx, Jassy says Amazon is still turning away AI demand. He tells Ben Horowitz and Erik Torenberg why AWS could become a trillion-dollar run-rate business, and why inference cost, custom chips, and smaller teams matter more than squeezing old customers.AI StrategyインフラとデプロイSemiconductors+2
2:48:55EN
PowerfulJRE· 2026年10月22日ポッドキャスト · 2 人Robert Whittaker on Fighting, Training and Life at Light Heavyweightゲスト Robert Whittaker · ホスト Joe RoganThe UFC fighter joins Joe Rogan to discuss weight classes, skill development, longevity and the people who support him.Combat SportsMartial Arts
スライド 19 枚1:09:00EN
Dwarkesh Patel· 2026年10月22日ポッドキャスト · 9 人Dwarkesh Patel: What will computer chips look like in 2045?ゲスト Chris Auth, Kevin Fischer, Jack Kavalieros, Tyler Osborn, Pushkar Ranade, Gary Dickerson, Peter Wennink, Elon Musk · ホスト Dwarkesh PatelAfter two days inside Intel’s most advanced fab, Dwarkesh Patel walks through gate-all-around, backside power, High-NA EUV, ruthenium, CFET, and hybrid bonding — and asks Intel’s leadership how the industry can possibly meet AI’s 3×-a-year compute demand when the world’s chipmaking tools cannot.SemiconductorsAI cost & performanceインフラとデプロイ+2
28:15EN
GOTO Conferences· 2026年10月22日Steve Poole on Open-Source Security and AI’s Maintenance ChallengeOlimpiu Pop, Steve PooleWhy faster vulnerability discovery increases pressure on maintainers, dependency users and upgrade processes.Software engineeringAI security
スライド 6 枚29:22EN
Theo - t3․gg· 2026年10月22日Theo on Security Vulnerabilities, Stolen API Keys and AITheo Browne · Ping LabsA look at the gap between vulnerability disclosure and patching, and a speculative account of why stolen inference keys may be valuable.CybersecurityAI securitySoftware engineering+1
59:41EN
20VC with Harry Stebbings· 2026年10月22日ポッドキャスト · 3 人20VC: Venture Fund Size, AI Valuations and the Changing Software Marketゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O'Driscoll debate venture concentration, infrastructure risk, code review and the assumptions behind fast-growing AI companies.Venture CapitalInvestingAI cost & performance+2
1:25:33EN
Latent Space· 2026年10月22日ポッドキャスト · 2 人Why GPU Capacity Comes in Three-Year Rectangles — Erik Bernhardsson, Modalゲスト Erik Bernhardsson · ホスト Vibhu SapraModal’s CEO tells Latent Space why AI demand almost never looks like a three-year GPU contract, how the company pools compute across thousands of customers, and why sandboxes grew from a product they almost killed into a third of revenue.インフラとデプロイSandboxes & isolationAI cost & performance+2
57:47EN
The Builders· 2026年10月22日Peter Thiel on AI Acceleration, Global Power, and the Values of Its Buildersゲスト Peter Thiel · ホスト Walter IsaacsonWalter Isaacson challenges Peter Thiel on AI risk, concentrated power, and the moral responsibilities of visionary founders. Thiel argues that stopping progress carries dangers of its own.AI SafetyPolitical PhilosophyFounders+2
26:41EN
Latent Space· 2026年10月22日ポッドキャスト · 2 人Anekha Sokhal on Moshi, a Recommendation Engine for Commodity Tradersゲスト Anekha Sokhal · ホスト swyxThe Moshi founder tells swyx how she would rebuild a trader’s workflow: connect market data, private files and conflicting sources, then push the second-order effects people would otherwise miss. The hard part is not the dashboard. It is getting someone to actually use it.金融 AIRecommendation systemsData quality & curation+2
0:53EN
Matthew Berman· 2026年10月22日Sam Altman on AI and the Discovery of New KnowledgeSam Altman · OpenAIAltman expects progress in mathematical discovery to extend to biology, materials and energy.AI for scienceMathematicsComputational Biology+1
3:13:44EN
Cognitive Revolution "How AI Changes Everything"· 2026年10月22日ポッドキャスト · 4 人AI’s Physical Bottlenecks: Compute Markets, Chip Investments and Agent Trustゲスト Evan Conrad, Lonis Hamaili · ホスト Nathan Labenz, Prakash NarayananA full AI:AM discussion of security incidents, GPU financing, semiconductor supply and an agent-to-agent network.インフラとデプロイAI securityInvesting+2
47:43EN
Y Combinator· 2026年10月22日Designing Beyond AI Defaults: Magic Patterns and Website ReviewsAaron Epstein, Alex Danilowicz · Y CombinatorAlex Danilowicz and Aaron Epstein discuss prototypes, context and clearer startup sites.Product DesignAI interface designStartups
1:00:34EN
a16z· 2026年10月22日ポッドキャスト · 4 人Marc Andreessen, Chris Dixon and Ben Horowitz on AI and the Frontier for Foundersゲスト Chris Dixon, Marc Andreessen, Ben Horowitz · ホスト Erik TorenbergThe a16z partners explain their expanded Frontier mandate and why they think AI is widening the possibilities for entrepreneurs, open models and new media.Venture CapitalAI startups & small teamsAI Strategy+2
40:00EN
All-In Podcast· 2026年10月21日ポッドキャスト · 3 人Arvind Krishna and Nikesh Arora on Quantum Risk, AI Models and Software Consolidationゲスト Arvind Krishna, Nikesh AroraThe executives discuss post-quantum preparation, the economics of open-weight models and the changing shape of enterprise cybersecurity.AI securityOpen-weight modelsエンタープライズ AI+1
1:59:52ZH
Zhang Xiaojun Podcast· 2026年10月21日ポッドキャスト · 2 人科沃斯钱程:经营、家族接班与家用机器人的未来ゲスト 钱程 · ホスト 张小珺从海外市场到 CEO,讨论组织学习、父子关系和机器人落地。LeadershipCompany BuildingRobotics
2:40:58EN
Cognitive Revolution "How AI Changes Everything"· 2026年10月21日ポッドキャスト · 3 人Frontier AI, Interpretability and the Fight Over Its Paceゲスト Zvi Mowshowitz · ホスト Nathan Labenz, Prakash NarayananZvi Mowshowitz joins AI:AM to discuss neural networks, policy and the institutions facing rapid change.AI SafetyAI RegulationAI research+2
スライド 3 枚13:21EN
Adrian Twarog· 2026年10月21日Adrian Twarog: Giving Enterprise Vibe Coding a Governed Path to ProductionAdrian TwarogA Superblocks walkthrough shows how shared integrations, isolated databases, policy agents and audit logs can bring business-built AI apps under IT oversight.Vibe Codingエンタープライズ AIAI security+2
25:55EN
Reid Hoffman· 2026年10月21日ポッドキャスト · 2 人AI Access, Software Economics and the Question of Persistenceホスト Reid Hoffman, Aria FingerReid Hoffman and Aria Finger discuss software replication and a reported study of AI assistance.AI StrategyCompany Building
スライド 2 枚17:42EN
AI Engineer· 2026年10月21日Is a Faster Model Actually Faster? Measure the Finished Job, Not the TokensMorgan Suo · MiniMaxMiniMax's Morgan Suo takes the engineering changes inside M3.1 Flash one by one and asks the question that matters to users: does the job an analyst needs actually get done sooner, cheaper and correctly?AI cost & performanceInferenceQuantization+2
43:33EN
Latent Space· 2026年10月21日ポッドキャスト · 3 人Inside Tenex: AI-Native Engineering, Incentives and Enterprise Adoptionゲスト Alex Lieberman, CJ Hess · ホスト swyxAlex Lieberman and CJ Hess describe their engineering model.エージェント工学エンタープライズ AISoftware engineering
0:44EN
Matthew Berman· 2026年10月21日Sam Altman and Matthew Berman on AI, Work and BusynessMatthew Berman, Sam Altman · Forward FutureIn a short conversation, they consider why technology has not necessarily given people more free time.Future of WorkProductivityWork-Life Balance
1:56:28EN
The Pragmatic Engineer· 2026年10月21日ポッドキャスト · 2 人Will Larson: The Revised Rules of Engineering Managementゲスト Will Larson · ホスト Gergely OroszThe 2010s taught engineering managers never to make a technical decision again. Will Larson, CTO of Imprint and author of Staff Engineer, argues that era is over: managers who cannot get back into the work are in a career trap.ManagementLeadershipCareer Growth+2
43:01EN
Every· 2026年10月21日ポッドキャスト · 8 人How Every’s Frontier Team Turns AI Experiments Into Useful Workゲスト Mike Taylor, Arielle Shipper, Jack Cheng, Katie Parrott, Jannik Jung, Kieran Klaassen · ホスト Natalia Quintero, Dan ShipperEvery’s team explains how it tests models, organizes experiments and brings useful tools back to the rest of the company.AI StrategyAI エンジニアリングのリーダーシップ評価(Evals)+1
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