絞り込み結果
501 件並び順
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.
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.
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.
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.
2:51:18ENZhang Xiaojun Podcast· 2026年10月15日ポッドキャスト · 2 人Lindon Gao on Building Dyna Robotics and Finding a Path Through the Fogゲスト Lindon Gao · ホスト 张小珺Dyna Robotics CEO Lindon Gao explains why his company builds intelligence through real workflows, how hardware and research must evolve together, and how a founder can find clarity by letting go of the need to be right.
56:49EN
Stanford AI Club· 2026年10月15日Alfred Lin on Building in the AI Era: The Diffusion Gap, Founder Conviction, and Fire and IceAlfred Lin, Jason Zhang, Tanvir Bhathal · Sequoia CapitalAt Stanford AI Club, Sequoia’s Alfred Lin explains where he sees opportunity in AI and why learning, human understanding, and operating discipline still shape enduring companies.
1:12:06EN
20VC with Harry Stebbings· 2026年10月10日ポッドキャスト · 2 人Max Freeman on Building Ramp’s Sales Machineゲスト Max Freeman · ホスト Harry StebbingsRamp’s sales leader explains how he hires, trains and equips sellers, from early outbound experiments to enterprise forecasting and AI-assisted research.
1:05:01EN20VC with Harry Stebbings· 2026年10月3日ポッドキャスト · 2 人Chase Lochmiller on AI Data Centers, Energy and GPU Economicsゲスト Chase Lochmiller · ホスト Harry StebbingsCrusoe’s CEO discusses the constraints on AI infrastructure, the economics of GPU capacity and his company’s approach to energy and managed inference.
35:39EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026年10月2日ポッドキャスト · 2 人Compute Scaled a Millionfold. Bandwidth Only 40x. Fractile Wants to Fix That Ratioホスト Sarah Guo, Elad GilIn the summer of 2022, Walter Goodwin founded Fractile in London to build very fast inference chips for the world's largest models.
1:20:28EN20VC with Harry Stebbings· 2026年10月1日ポッドキャスト · 4 人AI Valuations, Talent Wars and the Venture Capital Tradeoffs Behind Themゲスト Jack Altman, Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jack Altman, Jason Lemkin and Rory O’Driscoll debate large early-stage bets, open-weight models and the changing market for exits.
1:08:54EN20VC with Harry Stebbings· 2026年9月26日ポッドキャスト · 2 人Parag Agrawal on Web Search and Business Models for AI Agentsゲスト Parag Agrawal · ホスト Harry StebbingsParallel’s co-founder explains why agent search needs different economics, how content owners might be paid and why agent safety requires more than model capability.
1:48:57EN
Cognitive Revolution "How AI Changes Everything"· 2026年9月25日ポッドキャストAI Safety's Real Shortage Is Founders, Not Ideasホスト Nathan LabenzHalcyon's Mike McCormick on launching about 30 AI safety, cyber, and biosecurity organizations in three years — and why experienced leaders, not more Google Docs, are the bottleneck.
42:44ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026年9月24日ポッドキャスト · 2 人They Paid $7.7 Billion for a Broker — and Intend to Do One Deal a Yearホスト Sarah Guo, Elad GilSequence Holdings co-founder Michael Lee tells No Priors why owning a market leader, not selling it software, is how AI actually remakes an incumbent.
1:19:28EN20VC with Harry Stebbings· 2026年9月17日ポッドキャスト · 3 人AI Safety, Personal Agents and the Venture Market’s Uneven Exitsゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate oversight of advanced AI, the economics of personal assistants and what a weaker software exit market means for investors.
1:05:21EN
Sequoia Capital· 2026年9月15日ポッドキャストThe Bridge From Model to Workflow Is a Trillion-Dollar BusinessBox CEO Aaron Levie argues that the money in this cycle sits in the messy gap between frontier models and real enterprise work — and that coding's overnight diffusion will not repeat for everyone else.
1:21:52EN20VC with Harry Stebbings· 2026年9月12日ポッドキャスト · 2 人Matteo Franceschetti on Eight Sleep, AI Teams and the Cost of Ambitionゲスト Matteo Franceschetti · ホスト Harry StebbingsEight Sleep's CEO discusses customer acquisition, hardware economics, AI-assisted operations and the personal trade-offs behind building a company.
45:10ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026年9月10日ポッドキャスト · 2 人76% of Agentic Commerce Is Under 30 Cents — So Coinbase Is Banking the AIsホスト Sarah Guo, Elad GilBrian Armstrong tells Elad Gil how Coinbase became an everything exchange, why card networks cannot price agent-to-agent payments, and what his longevity company is taking into the clinic.
1:04:35EN20VC with Harry Stebbings· 2026年9月5日ポッドキャスト · 2 人Cliff Weitzman on Owning GPUs, Voice AI and Building Speechifyゲスト Cliff Weitzman · ホスト Harry StebbingsSpeechify's CEO makes the case for owning part of a compute fleet, reflects on a missed business-software opportunity and discusses AI-assisted teams.
2:34:18ENZhang Xiaojun Podcast· 2026年9月3日ポッドキャスト · 2 人Zeng Ming on AI’s New Era: Why Great Companies and New Organizations Emergeゲスト Zeng Ming · ホスト 张小珺Zeng Ming argues that AI is changing the foundations of business: models will become infrastructure, while new Agent-native applications and organizations create the next wave of value. His advice to founders is to embrace uncertainty, rethink strategy continuously, and build around meaningful work rather than inherited structures.
37:07ENNo 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.
2:34:18ZHZhang Xiaojun Podcast· 2026年9月3日ポッドキャスト · 2 人曾鸣：AI 产业化的三阶段与公司组织的消亡ゲスト 曾鸣 · ホスト 张小珺战略学者曾鸣以互联网、工业革命和电气化的历史周期为参照，提出 AI 正从基础设施走向 Agent 应用，并最终进入原生应用阶段。他认为，旧公司的科层制难以穿越范式转型，下一代组织将围绕任务、创造力和人机协同重构。
52:27ENSequoia Capital· 2026年9月1日ポッドキャストAfter Two Dozen Police Departments Said No, They Built an Anti-Network-Effect AI CompanyA Wisconsin county had 300 gigabytes sitting on a cold case—and Peregrine's founders still refuse to take the credit.
1:05:56EN20VC with Harry Stebbings· 2026年8月31日ポッドキャスト · 2 人Aaron Katz on ClickHouse, AI Revenue Durability and Enterprise Dataゲスト Aaron Katz · ホスト Harry StebbingsClickHouse’s CEO discusses agent workloads, open models, fundraising and the metrics he uses to judge durable growth.
1:26:43EN20VC with Harry Stebbings· 2026年8月27日ポッドキャスト · 3 人20VC: AI Funding, Model Competition and the Economics of Agentsゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate capital intensity, AI company economics and where agents may create value.もっと見る501 件中 24 件を表示