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スライド 32 枚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.InferenceGPU programming & kernelsKV caching & prefix reuse+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
56:31EN
Unsupervised Learning: With Jacob Effron· 2026年10月6日ポッドキャストPost-Training Wins Inference: Why Owning the Weights Beats Betting on One Labホスト Jacob EffronApplied Compute CEO Yash Patil argues that control, private evals, and post-training on the biggest workloads matter more than fearing that frontier labs will turn malicious.モデルと学習Post-trainingReinforcement Learning+3
2:06:11EN
Cognitive Revolution "How AI Changes Everything"· 2026年8月14日ポッドキャストLindy Runs on DeepSeek. Its CEO Still Wants Chinese Models Bannedホスト Nathan LabenzFlo Crivello tells Nathan Labenz how Lindy Teammate lives in Slack, reaches two billion tokens of memory in two model calls, and why he would still outlaw the cheap Chinese models that currently power the product.エージェントAgent memoryコンテキストエンジニアリング+3
2:16:29EN
Cognitive Revolution "How AI Changes Everything"· 2026年8月2日ポッドキャストFrom Two Papers a Month to Sixty: What Two Weeks in China Revealed About AI Safetyホスト Nathan LabenzNathan Labenz argues that the familiar 'China will never slow down' line does not survive contact with the actual Chinese AI safety ecosystem.セキュリティと安全性安全性とガバナンスAI security+3
51:31EN
Sequoia 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.コーディングエージェントHarness engineeringModel routing & gateways+3
1:47:38EN
Cognitive Revolution "How AI Changes Everything"· 2026年7月4日ポッドキャスト19 Neurons Can Drive a Car. Liquid AI Wants Foundation Models on Every Chipホスト Nathan LabenzRamin Hasani traces liquid neural networks from a worm's 300-cell brain to a 600-megabyte model that will talk from inside a Mercedes, and explains why architecture search now beats architecture avengers.モデルと学習Local inferenceScaling Laws+3
1:06:36EN
Unsupervised Learning: With Jacob Effron· 2026年6月12日ポッドキャストBills Doubled Overnight. Next, the APIs Might Vanish.ホスト Jacob EffronSix months after their last roundup, Ari Morcos and Rob Toews tell Jacob Efron why coding agents finally work, why near-frontier open weights may have peaked, and why a compute famine could pull the plug on public APIs.企業と戦略AI StrategyOpen-source ecosystems+3
42:57EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026年5月1日ポッドキャスト · 2 人Inference Is the Last Market: Baseten’s 30x Yearホスト Sarah Guo, Elad GilCEO Tuhin Srivastava on a billion-dollar inference cloud, why the app layer survives, and a GPU crunch worse than the narrative.インフラとデプロイInferencePost-training+3
54:26EN
Cognitive Revolution "How AI Changes Everything"· 2026年2月22日ポッドキャストTen Billion Active Parameters, and the Unsexy Work of Making Them Agent-Readyホスト Nathan LabenzMiniMax researcher Olive Song explains how M2 was trained with expert developers as reward models, interleaved thinking, and a perturbation pipeline that treats every scaffold change as the real generalization test.コーディングエージェントReinforcement Learningエージェント工学+3
4:25:13EN
Lex Fridman· 2026年1月31日ポッドキャストThe Architecture Barely Changed. Data, Cost, and Open Weights Did.ホスト Lex FridmanNathan Lambert and Sebastian Raschka walk Lex Fridman through a year in which training methods and datasets moved more than model design, and 2026 looks like a fight over inference cost, agents, and who owns truly open models.モデルと学習Scaling LawsOpen-weight models+3
1:54:30EN
Cognitive Revolution "How AI Changes Everything"· 2026年1月9日ポッドキャストFrom One in Ten Cancer Cells to One in a Millionホスト Nathan LabenzNathan Labenz's solo AMA updates his son's lymphoma treatment, calls Claude Opus 4.5 software AGI, and ranks the live players of early 2026.企業と戦略AI Strategyコーディングエージェント+3
1:16:21EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026年1月8日ポッドキャスト · 2 人Jensen Huang’s Year-End Case That Token Costs Can Fall a Billion-Fold Without Killing Jobsホスト Sarah Guo, Elad GilOn No Priors, NVIDIA’s CEO uses radiology, open source, and a $2 trillion R&D budget to argue that 2025’s extremes missed the stack.企業と戦略Reasoning & test-time computeAI cost & performance+3
1:18:40EN
Cognitive Revolution "How AI Changes Everything"· 2026年1月1日ポッドキャストWhen AI Becomes the Oil Well: Luke Drago on the Intelligence Curseホスト Nathan LabenzThe Workshop Labs co-founder tells the FLI Podcast why a world of non-human production could recreate the resource curse — and how private data, open weights, and moonshot careers might still break it.企業と戦略AI Strategy安全性とガバナンス+3
1:32:38EN
Cognitive Revolution "How AI Changes Everything"· 2025年12月6日ポッドキャストPolish Is 1% of Frontier Training Data, So Poland Built Its Own Modelホスト Nathan LabenzMarek Kozlowski of Poland's National Information Processing Institute explains how PLLuM uses language adaptation, organic instructions, and on-prem small models to keep a mid-size country in control of its AI.企業と戦略Open-weight modelsData quality & curation+3
1:09:48EN
Unsupervised Learning: With Jacob Effron· 2025年12月5日ポッドキャストChina's AI Labs Went From 15 to Six. The Compute Gap Is 15-to-1.ホスト Jacob EffronJordan Schneider tells Unsupervised Learning that Chinese models were a private-capital story, that Beijing still thinks in hardware, and that the West's real edge is chips it can serve — not a state master plan.企業と戦略GeopoliticsAI Strategy+3
1:25:54EN
Cognitive Revolution "How AI Changes Everything"· 2025年12月3日ポッドキャストHours after training ends, Z.ai puts the weights on the internetホスト Nathan LabenzZixuan Li of Z.ai tells ChinaTalk how a Chinese lab ships GLM, treats open weights as a ticket into Western ecosystems, and still sees itself as an upstart.企業と戦略Open-source ecosystemsOpen-weight models+3
43:09EN
Sequoia Capital· 2025年9月9日ポッドキャストA $100 Arm and a $300 Robot: Hugging Face Wants an App Store for Physical AIThomas Wolf tells Sequoia's Training Data why LeRobot, cheap hardware, and open datasets are Hugging Face's bet that software developers can become roboticists.オープンソースとコミュニティRoboticsOpen-source ecosystems+2
47:18EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025年8月14日ポッドキャスト · 2 人The Analyst Tracking 200 GPU Clouds Breaks Nvidia Into a Three-Headed Dragonホスト Sarah Guo, Elad GilSemiAnalysis founder Dylan Patel on OpenAI’s open-weight model, a coming neocloud wipeout, and why a chip startup has to beat Nvidia on hardware, networking, and software at once.インフラとデプロイInferenceAI cost & performance+3
36:48EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025年7月31日ポッドキャスト · 2 人The Weekend DeepSeek Dropped, the White House Calledホスト Sarah Guo, Elad GilSriram Krishnan walks No Priors through America’s 28-page AI Action Plan, a token-share definition of winning, and why the lead over China is too small to take for granted.企業と戦略AI Strategyインフラとデプロイ+3
2:14:55EN
Cognitive Revolution "How AI Changes Everything"· 2025年7月26日ポッドキャストFrom Character AI to a 1% Warning Shot: Gabriel Weil's Case for Liability as AI Governanceホスト Nathan LabenzA Touro law professor tells Nathan Labenz how negligence, strict liability, and punitive damages could make frontier labs treat public risk as a hit to their own balance sheet.セキュリティと安全性安全性とガバナンスAI Regulation+3
54:53EN
Unsupervised Learning: With Jacob Effron· 2025年6月17日ポッドキャストA Free Voting Board Burned $2 Million. Then It Raised $100 Million.ホスト Jacob EffronDatabricks co-founder Ion Stoica explains why LMArena exists, why China is winning open-source models, and why reliability—not another scaling law—is still the thing holding AI back.評価とオブザーバビリティ評価(Evals)Benchmarks+3
1:30:57EN
Cognitive Revolution "How AI Changes Everything"· 2025年3月12日ポッドキャストAnt's $320 Billion IPO Was Stopped at the Eleventh Hour: Angela Zhang on China's Tech Tightropeホスト Nathan LabenzA USC law professor walks through the dynamic pyramid that governs Chinese tech, from Didi's listing to DeepSeek's price war, and why she thinks the United States is starting to look more like China.企業と戦略AI Strategy安全性とガバナンス+3
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