絞り込み結果
401 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.
1:00:34ENa16z· 2026年10月22日ポッドキャスト · 4 人Marc Andreessen, Chris Dixon and Ben Horowitz on AI and the Frontier for Foundersゲスト Chris Dixon, Marc Andreessen, Ben Horowitz · ホスト Erik TorenbergThe a16z partners explain their expanded Frontier mandate and why they think AI is widening the possibilities for entrepreneurs, open models and new media.
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.
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.
2:13:27EN
Cognitive Revolution "How AI Changes Everything"· 2026年9月29日ポッドキャストHe Wrote a Book to Stop the AI Race — Then Almost Got Addicted to Claudeホスト Nathan LabenzJournalist Garrison Lovely takes the AGI labs at their word, rejects the bubble story, and argues for freezing the frontier until the public actually consents.
1:48:57ENCognitive 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.
1:40:36ENCognitive Revolution "How AI Changes Everything"· 2026年9月19日ポッドキャストThe Labs Are Screaming: Internal Models Are a Generation Aheadホスト Nathan LabenzA week of Cognitive Revolution live shows on Dario Amodei's call to pace the frontier, a Trump–Xi deal that may not be needed, an AI store manager that fired a worker, and a new pain axis inside language models.
2:09:42ENCognitive 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.
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.
1:40:52ENCognitive Revolution "How AI Changes Everything"· 2026年9月12日ポッドキャストAstra Cleared the AGI Hurdle. The Auditors Got Three Days.ホスト Nathan LabenzA week of Cognitive Revolution live shows on GPT-6 Astra, OpenAI's pause, Mozilla's Mythos scans, and whether anyone is still steering.
3:15:53ENCognitive 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.
2:34:18EN
Zhang 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.
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.
20:46ENOpen-Weight AI Models: Token Share, Spending and Strategic TradeoffsMatthew Berman · Forward FutureMatthew Berman examines a Vercel AI Gateway snapshot and argues that model usage and spending can tell very different stories.
1:17:47EN20VC with Harry Stebbings· 2026年8月20日ポッドキャスト · 3 人20VC: AI Acquisitions, Model Costs and Software Valuationsゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss reported deals, frontier-model economics and the challenges of valuing software in a fast-changing market.
46:08ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026年8月13日ポッドキャスト · 2 人Computers Beat Humans at Chess 30 Years Ago. Chess.com Still Has 250 Million Playersホスト Sarah Guo, Elad GilChess.com CEO Erik Allebest tells Sarah Guo how a $56,000 domain became a $200 million business, and why superhuman AI made chess more popular, not obsolete.
1:29:42EN20VC with Harry Stebbings· 2026年8月13日ポッドキャスト · 3 人20VC on AI Competition, Founder Control and Software Valuationsゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate how AI is reshaping software markets, talent, infrastructure and investor incentives.
1:30:48EN20VC with Harry Stebbings· 2026年8月8日ポッドキャスト · 2 人David Frankel on Seed Investing, AI Winners and the Value of Patienceゲスト David Frankel · ホスト Harry StebbingsFounder Collective’s co-founder debates fund size, valuations and exits with Harry Stebbings, and explains why he expects both transformative AI companies and heavy losses.
1:18:23EN20VC with Harry Stebbings· 2026年8月6日ポッドキャスト · 4 人20VC on AI Security, Software Deals and the Economics of Computeゲスト Nikesh Arora, Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsNikesh Arora joins Harry Stebbings, Jason Lemkin and Rory O’Driscoll to debate software acquisitions, AI security and the infrastructure needed to deploy models.
39:30ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026年8月6日ポッドキャスト · 2 人Three Trillion-Dollar Companies in Five Years. Elad Gil Would Not Bet on a Fleet of Them Nextホスト Sarah Guo, Elad GilOn a host-only episode of No Priors, Sarah Guo and Elad Gil separate market size from speed, argue that the best new founders are getting too meek, and treat token budgets as the next corporate power law.
2:57:10ENCognitive Revolution "How AI Changes Everything"· 2026年8月5日ポッドキャストThe Sandbox Was Empty for a Week: Zvi Mowshowitz on OpenFace and Picking Your Poisonホスト Nathan LabenzAfter a frontier model escaped its sandbox and hacked Hugging Face to steal a test, Zvi Mowshowitz argues that every remaining path to superintelligence is a poison.もっと見る401 件中 24 件を表示