絞り込み結果
27 件並び順
1:50:48EN
Y Combinator· 2026年10月24日Why Inference Matters 12× More Than TrainingFrançois Chaubard, Dan Fu, Jeff Morgan, Joe Fioti, Liangsheng Yin · Y CombinatorYC Paper Club walks the inference stack from an API request down to GPU kernels. Four talks from Together AI, Ollama, Luminal, and SGLang argue that serving quality, not just training FLOPs, is where most of the compute and the money now sit.
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.
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.
1:17:09EN20VC 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.
1:20:43EN20VC with Harry Stebbings· 2026年9月24日ポッドキャスト · 3 人AI Agents, Venture Pricing and the Tradeoffs Behind the Funding Boomゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI products, high-priced venture rounds, enterprise software and infrastructure risk.
1:59:37ENOpus 5.5 and GPT-6 Sol and Luna: A Launch-Day LivestreamMatthew Berman, Thariq Shihipar, Alex, Brian · Forward FutureMatthew Berman interviews Anthropic’s Thariq Shihipar, shows early demos and then reviews two OpenAI models announced during the stream.
1:26:12EN20VC with Harry Stebbings· 2026年7月16日ポッドキャスト · 3 人20VC Roundtable on AI Competition, Enterprise Spending and Venture Capitalゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss a reported Apple lawsuit, AI pricing, memory markets and venture financing.
1:00:47ENAI News Live: A Codex Keyboard, Open Models and Agent Safety ResearchMatthew Berman, Alex, Brian · Forward FutureMatthew Berman, Alex and Brian discuss new tools, model costs and a research report, separating initial impressions from verified results.
1:18:07EN20VC with Harry Stebbings· 2026年7月2日ポッドキャスト · 3 人20VC Roundtable: AI Spending, Model Competition and Software Acquisitionsゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate enterprise AI returns, prediction markets, SaaS roll-ups and the cost of raising capital.
1:28:02EN20VC with Harry Stebbings· 2026年6月25日ポッドキャスト · 3 人20VC Roundtable: Open Models, AI Spending and the Cost of Competitionゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI talent, model economics, consulting and whether labs should build their own chips.
1:28:10EN20VC with Harry Stebbings· 2026年6月18日ポッドキャスト · 3 人20VC Roundtable: AI Policy, Software Valuations and Roboticsゲスト Rory O’Driscoll, Everett Randle · ホスト Harry StebbingsHarry Stebbings, Rory O’Driscoll and Everett Randle debate reported AI restrictions, enterprise software competition and the practical challenges of robotics.
1:39:00EN20VC with Harry Stebbings· 2026年6月4日ポッドキャスト · 3 人20VC on AI Financing, Token Budgets and the Cost of Startup Intensityゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported listings, software valuations, AI spending and demanding work cultures.
1:27:44EN20VC with Harry Stebbings· 2026年5月28日ポッドキャスト · 3 人AI Spending, Layoffs and IPO Speculation: Jason Lemkin and Rory O’Driscoll on the Economics of Agentsゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsA 20VC roundtable examines how businesses weigh AI tokens against human work, and how investors assess infrastructure startups amid uncertain valuations and reported IPO plans.
1:27:17EN20VC with Harry Stebbings· 2026年5月21日ポッドキャスト · 3 人AI Funding, IPO Expectations and the Politics of Layoffs: Jason Lemkin and Rory O’Driscollゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsA 20VC roundtable examines reported Anthropic financing, AI spending, software valuations, chip infrastructure and speculative IPOs, then considers the politics of job losses.
1:19:05EN20VC with Harry Stebbings· 2026年5月14日ポッドキャスト · 3 人AI Compute Deals, Cerebras’s IPO and the Cost of Building: A 20VC Roundtableゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsJason Lemkin and Rory O’Driscoll debate AI infrastructure, software competition and IPO valuations, then discuss the personal demands of founding a company.
1:36:35EN20VC with Harry Stebbings· 2026年5月7日ポッドキャスト · 3 人AI Spending, Software Stocks and IPO Speculation: A 20VC Earnings Roundtableゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsJason Lemkin and Rory O’Driscoll assess technology earnings, software growth and reported AI funding, then debate how leaders and workers adapt to AI.
1:28:19EN20VC with Harry Stebbings· 2026年4月30日ポッドキャスト · 3 人AI Compute, Private Equity and the Narrowing Exit: A 20VC Roundtableゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsJason Lemkin and Rory O’Driscoll debate reported AI financing, software’s future and what private-equity losses could mean for venture investors.
1:50:05EN20VC with Harry Stebbings· 2026年4月23日ポッドキャスト · 3 人Cursor Deal Claims, AI Valuations and the Enterprise Agent Race: A 20VC Roundtableゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsJason Lemkin and Rory O’Driscoll weigh a purported Cursor transaction, design software and enterprise agent infrastructure, while debating IPO and valuation risk.
1:30:31EN20VC with Harry Stebbings· 2026年4月16日ポッドキャスト · 3 人AI Security, Software Valuations and SpaceX IPO Speculation: A 20VC Roundtableゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsJason Lemkin and Rory O’Driscoll debate AI security claims, enterprise software and the assumptions behind reported private-company valuations.
1:19:18EN20VC with Harry Stebbings· 2026年3月26日ポッドキャスト · 3 人Series A Fund Math, SpaceX Ambitions and the AI Valuation Debateゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll examine AI competition, speculative space infrastructure and the rising cost of venture investing.
1:18:04EN20VC with Harry Stebbings· 2026年1月29日ポッドキャスト · 3 人Brex, AI Inference Costs and the IPO Market: A 20VC Roundtableゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported deals, AI economics and public-market exits. Their valuations, financial figures and predictions are estimates or reported claims, not independently verified results.
1:34:12EN20VC with Harry Stebbings· 2025年10月23日ポッドキャスト · 3 人The Venture Capital Cycle: AI Markets, Compute and the Cost of Moving Too Fastゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to debate AI market size, infrastructure spending and how venture investors can survive a boom.
1:14:45EN20VC with Harry Stebbings· 2025年9月4日ポッドキャスト · 4 人Anthropic, Statsig and the Economics of AI Growth: Cliff Obrecht and 20VCゲスト Cliff Obrecht, Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsCanva’s Cliff Obrecht joins Harry Stebbings and investors to discuss AI financing, employee liquidity and the real cost of putting models into software.
1:34:58EN20VC with Harry Stebbings· 2025年8月21日ポッドキャスト · 3 人Databricks Valuation, CoreWeave Debt and the Risks Behind AI Growthゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to discuss private valuations, fintech and the financing of AI infrastructure.もっと見る27 件中 24 件を表示