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121 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
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 3 枚31:00EN
AI Explained· 2026年10月12日Why AI Labs Keep Racing Despite Their Own Warnings of a Major BreachSam Altman, John Schulman · OpenAIAI Explained examines weakening safeguards, the incentives behind the frontier race, and why research breakthroughs make the next 18 months difficult to forecast.AI SafetyAI securityAI Alignment+2
2:09:42EN
Cognitive Revolution "How AI Changes Everything"· 2026年9月15日ポッドキャストA Frontier Pause Would Help. America Will Not Sign One That Only Pauses the Frontierホスト Nathan LabenzCarnegie fellow Anton Leicht tells Nathan Labenz why a six-month slowdown is technically overdue, why US-China incentives block it, and how Europe can still trade compute and ASML for a seat at the table.セキュリティと安全性安全性とガバナンスGeopolitics+3
3:15:53EN
Cognitive Revolution "How AI Changes Everything"· 2026年9月10日ポッドキャストThe Goal Is Pax Robotica, Not Winning the AI Raceホスト Nathan LabenzAfter two weeks in China, Nathan Labenz argues the United States should trade chips for robots, keep a shared AI paradigm, and aim for mutual abundance instead of another sword of Damocles.企業と戦略安全性とガバナンスAI Strategy+3
37:07EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026年9月3日ポッドキャスト · 2 人Arm’s 98.5% margin business just started shipping chipsホスト Sarah Guo, Elad GilCEO Rene Haas tells No Priors why the IP company built a physical CPU for Meta, and why CPUs still sit at the center of AI systems.インフラとデプロイCompany BuildingAI Strategy+3
2:23:43EN
Cognitive Revolution "How AI Changes Everything"· 2026年7月27日ポッドキャストHe Bought an Android, Two SIMs, and Left Claude Watching His Inboxホスト Nathan LabenzNathan Labenz asked a dozen friends how to visit China and got two irreconcilable answers.プロダクトと UXAI interface designPersonal agents+3
3:51:47EN
Lex Fridman· 2026年6月30日ポッドキャスト · 2 人Forty-Six Percent of Emperors Were Overthrown. The Empire Lasted Anywayゲスト Anthony Kaldellis · ホスト Lex FridmanHistorian Anthony Kaldellis walks Lex Fridman through 2,200 years of Roman history and argues that what we call Byzantium was Rome itself.Political PhilosophyGeopoliticsLeadership
38:01EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026年5月14日ポッドキャスト · 2 人The Philippines Gifted America 4,000 Acres. Pax Silica Wants to Make the AI Supply Chain a Businessホスト Sarah Guo, Elad GilUS Under Secretary Jacob Helberg on a 14-country coalition, a diplomatic industrial zone in the Philippines, and why Washington is putting companies—not ministries—in the driver's seat.企業と戦略AI Strategyインフラとデプロイ+3
1:34:42EN
Cognitive Revolution "How AI Changes Everything"· 2026年2月13日ポッドキャストA $500 Kernel, a Ten-Month Village, and the Temper of Agentsホスト Nathan LabenzJames Zou, Sam Hammond, and Shoshannah Tekofsky on science agents, America's knowledge-work bet, and what models actually do when you leave them alone.エージェントエージェント工学Multi-agent systems+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
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
2:36:55EN
Lex Fridman· 2025年11月17日ポッドキャスト · 2 人One Second of Fuel: David Kirtley on Fusion Power by 2028ゲスト David Kirtley · ホスト Lex FridmanThe Helion Energy CEO walks Lex Fridman from 1958 theta pinches to a Microsoft contract that wants first electrons on the grid in 2028.安全性とガバナンスEnergyFirst Principles+2
2:49:12EN
Cognitive 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.セキュリティと安全性安全性とガバナンスGeopolitics+3
4:25:44EN
Lex Fridman· 2025年9月19日ポッドキャスト · 2 人The Wehrmacht's Secret Ingredient Was Methamphetamineゲスト Norman Ohler · ホスト Lex FridmanHistorian Norman Ohler tells Lex Fridman how Pervitin, Hitler's doctor, and LSD change the story of World War II without turning drugs into a single cause.HistoryPsychedelicsGeopolitics+1
58:25EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025年9月15日ポッドキャスト · 2 人A construction permit that took four months now takes three minutesホスト Sarah Guo, Elad GilJared Kushner talks with Sarah Guo and Elad Gil about Affinity Partners, the AI firm BrainCo, and how capital, energy, and Middle East diplomacy now run through AI.企業と戦略エンタープライズ AIAI Strategy+3
40:54EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025年8月28日ポッドキャスト · 2 人Seventeen Years of Flat Power, and a Plan to Bring the Factories Homeホスト Sarah Guo, Elad GilJacob Helberg, the under secretary of state designate for economic growth, energy, and the environment, argues that nuclear power and AI productivity—not cheap labor—are how America reshore its supply chain.企業と戦略AI Strategyインフラとデプロイ+2
10:26:31EN
Lex Fridman· 2025年8月23日ポッドキャスト · 2 人The War on Terror's Only Gift Was Better Luke Skywalker Handsゲスト Scott Horton · ホスト Lex FridmanScott Horton walks Lex Fridman through fifty years of U.S. wars, from Vietnam Syndrome to Ukraine, and argues the machinery never stops because it is not supposed to.Geopolitics
2:04:27EN
Cognitive Revolution "How AI Changes Everything"· 2025年8月23日ポッドキャストA 10% Chance of an AI-Enabled Coup in the Next 30 Yearsホスト Nathan LabenzTom Davidson maps three ways superintelligent systems could help a head of state or a lab CEO lock in power—and argues the window for building safeguards is short.セキュリティと安全性安全性とガバナンスExistential Risk+3
1:49:29EN
Lex Fridman· 2025年8月13日ポッドキャスト · 2 人China Is Not Run by One Person. It Is a Mayor Economyゲスト Keyu Jin · ホスト Lex FridmanEconomist Keyu Jin on local GDP races, DeepSeek, tariffs, Jack Ma, and why Western collapse forecasts keep missing the country they describe.企業と戦略GeopoliticsAI Strategy+3
3:17:35EN
Cognitive Revolution "How AI Changes Everything"· 2025年8月13日ポッドキャストTen 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.企業と戦略AI Strategy安全性とガバナンス+3
1:14:05EN
Cognitive Revolution "How AI Changes Everything"· 2025年8月9日ポッドキャストSullivan 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.企業と戦略安全性とガバナンスAI Regulation+3
1:45:00EN
Cognitive Revolution "How AI Changes Everything"· 2025年8月6日ポッドキャストAmerica 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.企業と戦略AI StrategyGeopolitics+3
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