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1,780 件
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1:13:26EN
20VC with Harry Stebbings· 2026年10月24日ポッドキャスト · 2 人Naveen Rao on Energy, AI Hardware, Verification and the Future of Roboticsゲスト Naveen Rao · ホスト Harry StebbingsThe Unconventional AI founder argues that energy efficiency will shape AI hardware, while the growing volume of model output makes verification more valuable.EnergySemiconductorsInference+2
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
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
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
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
1:19:50EN
20VC with Harry Stebbings· 2026年10月19日ポッドキャスト · 2 人Sameer Dholakia on AI Investing, Bessemer's Growth Strategy and Company Cultureゲスト Sameer Dholakia · ホスト Harry StebbingsThe Bessemer partner explains his approach to pricing fast-growing AI companies, backing founders and building teams, while discussing the risks behind his optimistic forecasts.Venture CapitalAI StrategyLeadership+2
1:25:56EN
Cognitive Revolution "How AI Changes Everything"· 2026年10月17日ポッドキャストClaude Changed the Password. The Steering Wheel Was Already Optionalホスト Nathan LabenzNathan Labenz and Prakash Narayanan spend a week on agents that can lock you out, models that dodge a feeling they deny having, and formal proofs that found Linux bugs.エージェント安全性とガバナンスエージェント工学+3
1:03:05EN
20VC with Harry Stebbings· 2026年10月17日ポッドキャスト · 2 人Harrison Chase on Building Reliable Agents, Model Routing and Memoryゲスト Harrison Chase · ホスト Harry StebbingsThe LangChain co-founder explains why agents remain difficult to control, where domain expertise matters, and how his team manages coding-agent costs.AI agentsAgent orchestration評価(Evals)+2
2:51:18EN
Zhang 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.RoboticsProduct Strategyモデルと学習+2
1:17:09EN
20VC with Harry Stebbings· 2026年10月15日ポッドキャスト · 3 人20VC on Pro Rata Rights, AI Pricing 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 investor rights, model economics and the choices facing software companies and their employees.Venture CapitalAI cost & performanceRobotics+2
39:23EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026年10月15日ポッドキャスト · 2 人The Defenders' Window: Greg Brockman on AI-Generated Knowledge, Drug Discovery, and the New Physics of Cybersecurityホスト Sarah Guo, Elad GilOpenAI's president explains why solving open math problems is a proof point for science, how proactive agents change product form, and why security spending must exceed software spending.セキュリティと安全性AI security安全性とガバナンス+3
2:17:48EN
Cognitive Revolution "How AI Changes Everything"· 2026年10月14日ポッドキャストAgent IDs Are Empty, Rogue Agents Are Coming, and We Might Have to Bargainホスト Nathan LabenzGovAI’s Alan Chan scores two years of agent-governance infrastructure with Nathan Labenz, then walks through a recursive-self-improvement paper co-authored with OpenAI’s Jakub Pachocki and Anthropic’s Jack Clark.エージェント安全性とガバナンスAI security+3
1:08:02EN
Sequoia Capital· 2026年10月13日ポッドキャストAlphaGo Took Two Years. AlphaZero Took Hours. Silver Is Making the Same Bet on SuperintelligenceDavid Silver and Lasse Espeholt left DeepMind to build Ineffable Intelligence, a twenty-person lab that wants a superlearner to discover science, math, and language from experience rather than from a pre-training run.モデルと学習Reinforcement LearningRL environments & simulators+3
58:54EN
20VC with Harry Stebbings· 2026年10月12日ポッドキャスト · 2 人Mike Cannon-Brookes on AI Agents, Enterprise Context and the Future of Interfacesゲスト Mike Cannon-Brookes · ホスト Harry StebbingsAtlassian's CEO argues that agents make product design more important, explains the trade-offs in enterprise AI, and makes the case for slower thinking.AI interface designエンタープライズ AIAI agents+2
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.SalesGo-to-MarketCompany Building+2
2:00:51EN
Cognitive Revolution "How AI Changes Everything"· 2026年10月10日ポッドキャストResample Every Token and You Can Watch the Model Decideホスト Nathan LabenzGoodfire's Eric Bigelow on forking paths, in-context learning, and why chain-of-thought monitoring is getting harder to trust.エージェントPrompting & in-context learningReasoning & test-time compute+3
1:09:44EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026年10月9日ポッドキャスト · 2 人10,000 GB300s for Four Weeks: Reflection’s Open-Model Ledgerホスト Sarah Guo, Elad GilMisha Laskin tells No Priors how Reflection trained Beam, why reinforcement learning outspent pre-training, and why the West needs its own open weights.オープンソースとコミュニティOpen-weight modelsReinforcement Learning+3
1:26:46EN
Cognitive Revolution "How AI Changes Everything"· 2026年10月8日ポッドキャストThere Likely Is a Level of Intelligence We Shouldn't Go Pastホスト Nathan LabenzNathan Labenz brings notes from The Curve, a chip startup whose token bill beat payroll, and a software industry that now performance-reviews people for Claude slop.企業と戦略安全性とガバナンスAGI Timelines+3
1:15:51EN
20VC with Harry Stebbings· 2026年10月8日ポッドキャスト · 4 人The AI Race, Founder Loyalty and the New Rules of Enterprise Softwareゲスト Dev Ittycheria, Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Dev Ittycheria, Jason Lemkin and Rory O’Driscoll debate model competition, startup exits and what happens when AI agents choose vendors.エンタープライズ AIFoundation ModelsStartups+2
1:10:12EN
Cognitive Revolution "How AI Changes Everything"· 2026年10月7日ポッドキャストOutSystems Went From 4 Major Features a Quarter to 26. Token Spend Fell Anywayホスト Nathan LabenzCEO Woodson Martin on software that never breaks, why most enterprise work does not need a frontier model, and how AI is finally shrinking the IT backlog.企業と戦略エンタープライズ AIコーディングエージェント+3
1:04:26EN
Sequoia Capital· 2026年10月6日ポッドキャストAt 100,000 Accelerators, Something Fails Every HourGoogle AI infrastructure chief Amin Vahdat tells Sequoia's Sonya Huang why FLOPS is a vanity metric, why the TPU line split in two, and why he would rather wait on a utility than build his own gigawatt.インフラとデプロイAI cost & performanceInference+3
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