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382 件
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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
1:25:33EN
Latent Space· 2026年10月22日ポッドキャスト · 2 人Why GPU Capacity Comes in Three-Year Rectangles — Erik Bernhardsson, Modalゲスト Erik Bernhardsson · ホスト Vibhu SapraModal’s CEO tells Latent Space why AI demand almost never looks like a three-year GPU contract, how the company pools compute across thousands of customers, and why sandboxes grew from a product they almost killed into a third of revenue.インフラとデプロイSandboxes & isolationAI cost & performance+2
1:56:28EN
The Pragmatic Engineer· 2026年10月21日ポッドキャスト · 2 人Will Larson: The Revised Rules of Engineering Managementゲスト Will Larson · ホスト Gergely OroszThe 2010s taught engineering managers never to make a technical decision again. Will Larson, CTO of Imprint and author of Staff Engineer, argues that era is over: managers who cannot get back into the work are in a career trap.ManagementLeadershipCareer Growth+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
35:39EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026年10月2日ポッドキャスト · 2 人Compute Scaled a Millionfold. Bandwidth Only 40x. Fractile Wants to Fix That Ratioホスト Sarah Guo, Elad GilIn the summer of 2022, Walter Goodwin founded Fractile in London to build very fast inference chips for the world's largest models.インフラとデプロイInferenceAI cost & performance+3
1:48:57EN
Cognitive 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.セキュリティと安全性AI SafetyAI startups & small teams+3
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.企業と戦略エンタープライズ AIAI Strategy+3
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.企業と戦略エンタープライズ AIAI Strategy+3
45:10EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026年9月10日ポッドキャスト · 2 人76% of Agentic Commerce Is Under 30 Cents — So Coinbase Is Banking the AIsホスト Sarah Guo, Elad GilBrian Armstrong tells Elad Gil how Coinbase became an everything exchange, why card networks cannot price agent-to-agent payments, and what his longevity company is taking into the clinic.エージェントAgentic commerce金融 AI+3
37:07EN
No 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.インフラとデプロイCompany BuildingAI Strategy+3
52:27EN
Sequoia 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.セキュリティと安全性Forward-deployed engineeringCompany Building+3
31:39EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026年8月20日ポッドキャスト · 2 人The Skull Is Already the Vat: Max Hodak on Restoring Sightホスト Sarah Guo, Elad GilPatients blinded by macular degeneration put on laser-projector glasses, read books, and fill in Sudoku — because a chip under the retina is sending vision back into the brain.Brain-Computer InterfacesAI in healthcareNeuroscience & AI+3
46:08EN
No 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.企業と戦略Company BuildingProduct Strategy+3
39:30EN
No 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.企業と戦略Company BuildingAI Strategy+3
34:30EN
No 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.企業と戦略音声 AIWorkflow automation+3
1:04:14EN
Unsupervised Learning: With Jacob Effron· 2026年7月31日ポッドキャストThe Man Who Helped Stand Up Colossus in 120 Days Is Betting on an AI That Lives in Your Houseホスト Jacob EffronxAI co-founder Igor Babuschkin left to start River AI, arguing coding agents have crossed a threshold, closed labs are getting squeezed, and the next prize is personal, local intelligence.エージェントAI startups & small teamsCompany Building+3
49:20EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026年7月23日ポッドキャスト · 2 人Half of Ask DoorDash Orders Hit a New Restaurant. In Ten Years There Will Be More Dashers, Not Fewer.ホスト Sarah Guo, Elad GilCo-founders Andy Fang and Stanley Tang tell Sarah Guo how a conversational ordering interface moved DoorDash's hardest metric, why they built a 300-pound delivery robot in-house, and why autonomy means more human riders, not less.企業と戦略RoboticsProduct Strategy+3
41:05EN
No 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.企業と戦略エンタープライズ AIAI Strategy+3
55:19EN
Sequoia Capital· 2026年7月7日ポッドキャストThe drone is 15% of Zipline: 140 million miles, zero incidentsKeller Rinaudo Cliffton and Eric Watson explain why the aircraft is the small part of an automated logistics system now cheaper than a car.インフラとデプロイRoboticsAutonomous Systems+3
1:01:27EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026年7月2日ポッドキャスト · 2 人Two Years and Four Months to a Live Reactor: Valar Atomics Wants Energy Ten Times Cheaperホスト Sarah Guo, Elad GilIsaiah Taylor walks Sarah Guo through Ward 250 in Utah and argues that nuclear is a hardware-iteration problem, not a paper-design one.インフラとデプロイCompany Building安全性とガバナンス+3
45:00EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026年6月18日ポッドキャスト · 2 人Lip-Bu Tan took the hardest job in chips to save Intelホスト Sarah Guo, Elad GilThe Cadence veteran and semiconductor investor tells No Priors how he is rebuilding Intel's culture, balance sheet, and foundry, and why he still wants a 10x from here.企業と戦略インフラとデプロイLeadership+3
41:20EN
Sequoia Capital· 2026年6月10日ポッドキャストA $4 Million Cabinet and a Trillion-Dollar Year: Jensen Huang Turns the AI Factory Into a Manufacturing StoryOn Sequoia's Training Data stage, NVIDIA's CEO walks a sixty-country audience from ChatGPT's parlor tricks to agentic work, a five-layer industrial cake, and why radiology hiring went up.インフラとデプロイAI StrategyAI cost & performance+3
56:10EN
Unsupervised Learning: With Jacob Effron· 2026年6月1日ポッドキャストReid Hoffman Pledged a Billion to Free DeepMind. Hassabis Never Played the Cardホスト Jacob EffronSebastian Mallaby's biography of Demis Hassabis, discussed with Jacob Effron, is a story of a founder who tried to stop the AI race and then became one of its central players.企業と戦略AI Strategy安全性とガバナンス+3
30:34EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026年5月21日ポッドキャスト · 2 人Cerebras Waited Ten Years for a Market That Finally Needed Speedホスト Sarah Guo, Elad GilFounder and CEO Andrew Feldman walks No Priors through wafer-scale chips, a $20 billion OpenAI deal, and why a dinner-plate processor only mattered once AI became an everyday tool.インフラとデプロイCompany BuildingLeadership+3
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