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115 件
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スライド 7 枚19:43EN
AI Engineer· 2026年10月26日Jack Wotherspoon on Building a Team of Managed AgentsJack Wotherspoon · Google DeepMindGoogle DeepMind’s Jack Wotherspoon introduces Gemini Managed Agents: cloud sandboxes that let teams run coding and research agents with a single API call. He explains how persistent environments, reusable skills, proxy-injected credentials, schedules, and specialized agents fit together.エージェント工学Agent orchestrationSandboxes & isolation+2
スライド 8 枚15:27EN
AI Engineer· 2026年10月25日What AI Engineers Do Now: Build the Loop Around AgentsAparna Dhinakaran · Arize AIAparna Dhinakaran argues that AI engineers are moving from shipping individual features to building systems that let agent teams improve them. At Arize, that means tracing agent behavior, evaluating its work against human judgment, and feeding those signals back into an always-on agent.エージェント工学評価(Evals)オブザーバビリティと信頼性+2
スライド 7 枚19:37EN
AI Engineer· 2026年10月25日Jay Sahnan and Arik Bird on Building Financial Agents for the Whole WebJay Sahnan, Arik Bird · BrowserbaseBrowserbase’s Jay Sahnan and Arik Bird show how browser agents reach financial data hidden behind logins and bot defenses. Their Ramp, Bill, and Stripe examples connect reliable cloud browsers with Stagehand’s more adaptive controls.エージェント工学Computer useWorkflow automation+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
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
12:49EN
OpenAI· 2026年10月7日Alex Mashrabov: Higgsfield agents that choose models and launch their own GPUsAlex Mashrabov · HiggsfieldAt OpenAI DevDay 2026, Higgsfield's CEO walks through why a continuous media experience needs an agent that picks models, scores its own output, and provisions GPUs — including a live 10-hour AI stream small teams can now ship.エージェントインフラとデプロイGenerative media+2
1:04:26EN
Sequoia Capital· 2026年10月6日ポッドキャストAt 100,000 Accelerators, Something Fails Every HourGoogle AI infrastructure chief Amin Vahdat tells Sequoia's Sonya Huang why FLOPS is a vanity metric, why the TPU line split in two, and why he would rather wait on a utility than build his own gigawatt.インフラとデプロイAI cost & performanceInference+3
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
1:28:08EN
Cognitive Revolution "How AI Changes Everything"· 2026年10月1日ポッドキャストThe same H100 costs 3x at AWS, and a four-month-old lab is catching genes the top sequencers missedホスト Nathan LabenzA Cognitive Revolution weekly briefing on a possible U.S.–China AI hotline, why hyperscalers charge two to three times as much for identical chips, co-writing a novel with frontier models, and an AI loop that re-diagnosed a child a premier prenatal lab had cleared.企業と戦略安全性とガバナンスAI cost & performance+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
34:51EN
No 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.企業と戦略インフラとデプロイData quality & curation+3
55:19EN
Sequoia Capital· 2026年8月25日ポッドキャストHuman Click Data Is a Bug: Rebuilding Search for a Web of AgentsParag Agrawal, former Twitter CEO and founder of Parallel Web Systems, argues that agents will query the web a thousand times more than people, and that both search infrastructure and the ad-supported internet have to be rebuilt for that customer.エージェントSearch & retrievalエージェント工学+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
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
1:10:15EN
Sequoia Capital· 2026年6月30日ポッドキャストThe 100x lives between the layers: Dylan Patel on co-design and a 60x yearSemiAnalysis’s founder argues that matching models, kernels, and silicon is what turns a 2x here and a 2x there into 100x, while equivalent-quality inference has gotten about 60 times cheaper in a year.インフラとデプロイInferenceBenchmarks+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
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
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
45:33EN
Sequoia Capital· 2026年5月26日ポッドキャストCursor Ships 1TB of Composer Weights Across Oceans in Under a MinuteFederico Cassano and Fireworks' Dima walk through the globally split RL stack that trained Composer 2 on a sparse trillion-parameter MoE.インフラとデプロイDistributed training & inferenceReinforcement Learning+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
38:01EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026年5月14日ポッドキャスト · 2 人The Philippines Gifted America 4,000 Acres. Pax Silica Wants to Make the AI Supply Chain a Businessホスト Sarah Guo, Elad GilUS Under Secretary Jacob Helberg on a 14-country coalition, a diplomatic industrial zone in the Philippines, and why Washington is putting companies—not ministries—in the driver's seat.企業と戦略AI Strategyインフラとデプロイ+3
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