絞り込み結果
134 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.
1:10:12EN
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.
42:44EN
No 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.
1:05:21EN
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.
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.
1:35:29ENCognitive Revolution "How AI Changes Everything"· 2026年9月1日ポッドキャストUber Burned a Year of Tokens in 13 Weeks. Retrieval Is How Agents Winホスト Nathan LabenzMongoDB Field CTO of AI Pete Johnson argues that agent performance now hinges on retrieval quality, not on stuffing million-token context windows.
34:51ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026年8月27日ポッドキャスト · 2 人Google Paid $10 Million for a Bankrupt Airline’s Data. That’s the Moat.ホスト Sarah Guo, Elad GilEon co-founders Ofir Ehrlich and Gonen Stein argue that models and compute are rented commodities — the only asset enterprises can actually keep is their data.
34:30ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026年7月31日ポッドキャスト · 2 人Netic's Agents Answer the Phone When the Heat Breaksホスト Sarah Guo, Elad GilFounder Melisa Tokmak tells Elad Gil how a two-year-old platform became the AI operations layer for HVAC, roofing, pet care, and other essential services.
51:31ENSequoia Capital· 2026年7月21日ポッドキャストThey Refunded Nearly $2 Million. Then Factory’s CEO Explained the Dark FactoryMatan Grinberg on being two years early, why a model-agnostic harness beats lab co-design, and why 90 percent of coding tokens will soon run with the lights off.
1:13:48EN
Unsupervised Learning: With Jacob Effron· 2026年7月16日ポッドキャストCarriers Spend $200 Billion a Year. The Money Went Up the Stackホスト Jacob EffronBenedict Evans tells Jacob Effron why analogizing AI to past platforms is a dead end, and why looking at how those platforms actually made money is not.
41:05ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026年7月9日ポッドキャスト · 2 人There is no moat: Booking’s CEO on a $1 stock, agentic travel, and why AI still doesn’t move the numbersホスト Sarah Guo, Elad GilGlenn Fogel cashed his 1999 bonus, joined Priceline in February 2000, and watched the Nasdaq peak a week later — then spent 25 years turning a near-delisting into a thousand-fold ride he now wants to spend on AI travel agents.
38:45ENSequoia Capital· 2026年6月16日ポッドキャストThe 25-agent town that became a Fortune 500 decision sandboxOn the day before Valentine's Day in a Stanford simulation, cafe owner Isabella decided to throw a party — no human wrote the plot.
1:45:59ENCognitive Revolution "How AI Changes Everything"· 2026年6月10日ポッドキャスト87% of Workers Use AI. Only 13% Say the Company Got Better.ホスト Nathan LabenzGlean’s Work AI Index names the missing hours: botsitting, botshitting, and a hamster wheel of polished nonsense.
42:27ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026年6月4日ポッドキャスト · 2 人Every Company Can Operate at the Frontier — If It Owns the Evalsホスト Sarah Guo, Elad GilAt Microsoft Build, Satya Nadella tells No Priors and Latent Space why AI is an ecosystem game, why private evals beat public benchmarks, and why the Azure networking team now asks for tokens instead of headcount.
41:09ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026年5月28日ポッドキャスト · 2 人After Agents Leak Tokens and Wipe Databases, Onyx Trains Small Models to Watch the Big Onesホスト Sarah Guo, Elad GilTwo years ago enterprise security buyers told Maxim Bar Kogan he was too early. Now Fortune 10 companies are calling a sub-100-person Israeli startup because they cannot stop agent adoption — only reduce the chance the next action is illegitimate.
38:24ENSequoia Capital· 2026年5月19日ポッドキャストServal's Bet: Keep ServiceNow's Primitives, Take Humans Out of the BuildJake Stauch tells Sequoia's Pat Grady how a two-year-old ITSM startup uses codegen agents, boring enterprise controls, and "fewer, better" hiring to rebuild employee support for the AI era.
39:48ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026年4月23日ポッドキャスト · 2 人400,000 Customers, 20,000 APIs: SAP's CTO on the Hard Exam of Enterprise AIホスト Sarah Guo, Elad GilPhilipp Herzig tells No Priors how SAP is rebuilding the company operating system for AI, and why scale, evals, and pricing will decide who wins.
57:28ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026年4月17日ポッドキャスト · 2 人Copying One ServiceNow App with a Language Model Costs Ten Times as Muchホスト Sarah Guo, Elad GilBill McDermott tells Sarah Guo why the SaaS apocalypse fails a cost test, why models still cannot close a case, and how agents are already doing most of ServiceNow’s customer-service work.
40:56ENSequoia Capital· 2026年3月10日ポッドキャストFour of the Top Five Defense Primes Still Run Hardware Tests on PowerPointNominal’s cofounders argue that hardware never got the last twenty years of software infrastructure, and that physical AI will stall until test data lives in one place.
1:57:56ENCognitive Revolution "How AI Changes Everything"· 2026年2月5日ポッドキャストA Hundred Million Lines at Twenty Cents Each: Inside Blitzy's Enterprise Coding Pipelineホスト Nathan LabenzCEO Brian Elliott and CTO Sid Pardeshi tell Nathan Labenz how Blitzy turns a giant codebase into a map, then lets thousands of dynamically generated agents ship most of a multi-month project in days.
51:56ENSequoia Capital· 2026年2月3日ポッドキャストInsurance Spends $70 Billion on BPOs. Pace Wants 80% Gross Margins InsteadJamie Cuffe tells Sequoia's Training Data how Pace is turning insurance back-office work into agentic process outsourcing—and why every one of its pilots has reached production.
1:39:17ENCognitive Revolution "How AI Changes Everything"· 2026年1月29日ポッドキャストAI Already Beats the Median Lawyer. Top Firms Bought the Tools and Left Them Unusedホスト Nathan LabenzKevin Frazier and Alan Rozenshtein walk through how frontier models are changing legal practice, why billable hours stall adoption, and which new rights and government limits they want next.
1:40:51ENCognitive Revolution "How AI Changes Everything"· 2026年1月14日ポッドキャストReasoning Models Just Made the Other 80–90% of Enterprise Data Usableホスト Nathan LabenzSnowflake VP of AI Baris Gultekin on text-to-SQL, RAG, agent design, and why inference has to run next to governed data.
41:38ENNo Priors: AI, Machine Learning, Tech, & Startups· 2025年12月11日ポッドキャスト · 2 人ElevenLabs Hit $300 Million ARR by Building Voice Before Anyone Believed It Was the Interfaceホスト Sarah Guo, Elad GilIn Poland, watching a foreign film is a special kind of pain: one narrator, every character, a flat delivery from start to finish.もっと見る134 件中 24 件を表示