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3,846 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
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
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
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
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
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
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
スライド 13 枚16:22EN
How I AI· 2026年10月21日ポッドキャストClaire Vo: Claude Duet Is Beautiful, but It Is Not My Number One Agentホスト Claire VoAnthropic’s phone-based personal agent has the most polished launch Claire Vo has seen: thoughtful onboarding, task lists, first-class artifacts, and Slack-style channels. Polish is not enough when every other agent is competing for the same attention.Personal agentsAnthropicAI interface design+2
スライド 6 枚18:42EN
AI Engineer· 2026年10月21日Ford Prior: An AI War Room for Modernizing GEICO’s Legacy CodeFord Prior · GEICOHow an insurer combined human decisions, enterprise context and agent fleets to modernize claims technology.コーディングエージェントAgent orchestrationエンタープライズ AI+2
1:59:52EN
Zhang Xiaojun Podcast· 2026年10月21日ポッドキャスト · 2 人David Qian on Succession, Robotics, and Finding His Own Ambitionゲスト David Qian (Qian Cheng) · ホスト 张小珺Ecovacs CEO David Qian reflects on inheriting a founder-built company, learning to lead through mistakes, and choosing a patient path in robotics. His account treats succession as an ongoing effort to build the company for a new era, not a finish line.企業と戦略LeadershipCompany Building+2
スライド0:22EN
Matthew Berman· 2026年10月21日A Robot Bodyguard Video Shows Dramatic Rescue ScenariosMatthew Berman · Forward FutureMatthew Berman reacts to a short robot demonstration depicting fighting and vehicle-rescue scenarios.Robotics評価(Evals)
45:08EN
Matthew Berman· 2026年10月21日Sam Altman on AI Discovery, Consciousness, Compute and a Human-Centered FutureMatthew Berman, Sam Altman · Forward FutureIn a conversation with Matthew Berman, Altman discusses scientific progress, personal assistants, recursive self-improvement and the importance of human agency.AI for sciencePersonal agentsConsciousness+2
0:32EN
Matthew Berman· 2026年10月21日Sam Altman on the Continuing Demand for Software WorkSam Altman, Matthew Berman · OpenAIIn a short interview excerpt, Altman says demand for software may be larger than expected even as AI changes how it is made.Future of WorkSoftware engineeringコーディングエージェント
スライド16:58EN
AI Engineer· 2026年10月20日Lincoln Murr on Payments, Trading, and Trust for AI AgentsLincoln Murr · CoinbaseCoinbase’s AI product lead describes x402, potential financial workflows, and a gradual approach to agent autonomy.AI Strategyプロダクトと UX安全性とガバナンス
スライド 6 枚15:30EN
AI Engineer· 2026年10月20日How Monzo Built Agent Chip into a Reusable Banking PlatformFelippe Felisola Caso, Francesco Galletta · MonzoMonzo’s team explains the platform, access controls and workflows behind its in-house agent.コーディングエージェントAgent orchestrationエンタープライズ AI+2
スライド 3 枚17:41EN
AI Engineer· 2026年10月20日Al Chen: Evidence, Recovery and Data Controls for AI in BanksAl Chen · CiscoA practical discussion of vulnerabilities, disaster recovery and sensitive data in bank AI deployments.エンタープライズ AIセキュリティと安全性Privacy & data governance+2
37:14EN
The Builders· 2026年10月20日Elon Musk on AI Control, Robot Abundance, and His Regrets About DOGEゲスト Elon Musk · ホスト Walter IsaacsonWalter Isaacson asks Elon Musk how humanity can remain safe and find purpose as AI grows more capable, and challenges him on politics, empathy, and the future he is building.AI SafetyRoboticsAGI(汎用人工知能)+2
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