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25 件
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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
21:52EN
PragerU· 2026年10月24日Josef Witt-Doerring on Gen Z Mental Health, Isolation, and Psychiatric PrescribingShabbos Kestenbaum, Josef Witt-Doerring, Scott Galloway · PragerUOn The Brief, Shabbos Kestenbaum and psychiatrist Josef Witt-Doerring discuss why young adults are struggling, how prescribing incentives shape care, and the place of relationships and daily habits in treatment.Mental HealthSocial MediaRelationships+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
1:17:09EN
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
56:49EN
Stanford AI Club· 2026年10月15日Alfred Lin on Building in the AI Era: The Diffusion Gap, Founder Conviction, and Fire and IceAlfred Lin, Jason Zhang, Tanvir Bhathal · Sequoia CapitalAt Stanford AI Club, Sequoia’s Alfred Lin explains where he sees opportunity in AI and why learning, human understanding, and operating discipline still shape enduring companies.Company BuildingAI startups & small teamsVenture Capital+2
スライド 3 枚31:00EN
AI Explained· 2026年10月12日Why AI Labs Keep Racing Despite Their Own Warnings of a Major BreachSam Altman, John Schulman · OpenAIAI Explained examines weakening safeguards, the incentives behind the frontier race, and why research breakthroughs make the next 18 months difficult to forecast.AI SafetyAI securityAI Alignment+2
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
1:20:28EN
20VC with Harry Stebbings· 2026年10月1日ポッドキャスト · 4 人AI Valuations, Talent Wars and the Venture Capital Tradeoffs Behind Themゲスト Jack Altman, Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jack Altman, Jason Lemkin and Rory O’Driscoll debate large early-stage bets, open-weight models and the changing market for exits.Venture CapitalAI startups & small teamsInference+2
スライド 5 枚38:10EN
Google DeepMind· 2026年10月1日From deepfakes to DNA: how SynthID watermarks AIHannah Fry, Pushmeet Kohli, Jeremy Ratcliffe · Google DeepMindHannah Fry sits down with Pushmeet Kohli and Jeremy Ratcliffe to explain SynthID: a mathematical watermark now used on text, images and video, and being extended to protein sequences so DNA synthesis companies can tell AI-designed molecules from nature.BiosecurityComputational BiologyGenerative media+2
1:20:43EN
20VC 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.Venture CapitalAI agentsエンタープライズ AI+2
1:19:28EN
20VC with Harry Stebbings· 2026年9月17日ポッドキャスト · 3 人AI Safety, Personal Agents and the Venture Market’s Uneven Exitsゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate oversight of advanced AI, the economics of personal assistants and what a weaker software exit market means for investors.AI SafetyAI agentsVenture Capital+2
1:22:31EN
20VC with Harry Stebbings· 2026年9月10日ポッドキャスト · 3 人AI Assistants, Enterprise Adoption and the Venture Market’s New Risksゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate personal agents, legal AI, autonomous vehicles and the economics of financing AI companies.AI agentsエンタープライズ AIAI Safety+2
1:20:29EN
20VC with Harry Stebbings· 2026年9月3日ポッドキャスト · 3 人AI Compute, Agent Security and the Race to Build More Softwareゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss chip demand, personal agents, software competition and how AI may change enterprise buying.AI agentsInferenceAI security+2
1:26:43EN
20VC 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.Venture CapitalAI StrategyInvesting+2
1:17:47EN
20VC 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.Venture CapitalAI StrategyInvesting+2
1:29:42EN
20VC 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.SaaSAI StrategyVenture Capital+2
1:18:23EN
20VC 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.CybersecurityAI StrategyVenture Capital+2
1:20:22EN
20VC with Harry Stebbings· 2026年7月30日ポッドキャスト · 3 人20VC Roundtable on Open Weights, AI Spending and Software Investingゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI safety, chip investment, enterprise budgets and the future of software.Open-weight modelsAI SafetyInference+2
スライド34:07EN
Zhang Xiaojun Podcast· 2025年4月26日ポッドキャスト · 3 人Ola Källenius on Mercedes-Benz’s Next Transformation: EVs, AI, and Modern Luxuryゲスト Ola Källenius · ホスト 张小珺Mercedes-Benz CEO Ola Källenius describes a century-scale shift driven by zero-emission powertrains, software, and AI. He explains why the company is expanding electric models while protecting the craftsmanship, safety, and desirability that define its luxury position.Autonomous DrivingProduct Strategy企業と戦略+2
1:35:39EN
Lenny's Podcastポッドキャスト · 3 人Make Time: Pick a Daily Highlight and Build Barriers Against Distractionゲスト Jake Knapp, John Zeratsky · ホスト Lenny RachitskyJake Knapp and John Zeratsky walk through their four-step Make Time framework (highlight, laser, energize, reflect) and close with a short look at the design sprint.プロダクトと UXTime ManagementProductivity+3
1:46:33EN
Lenny's Podcastポッドキャスト · 3 人From Chaos to a Failure Map: A Hands-On Primer on AI Evalsゲスト Hamel Husain, Shreya Shankar · ホスト Lenny RachitskyHamel Husain and Shreya Shankar walk Lenny Rachitsky through a real error-analysis workflow, from reading traces to building a trustworthy LLM judge.評価とオブザーバビリティ評価(Evals)AI エンジニアリングのリーダーシップ+3
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