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1,909 件
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23:48EN
20VC with Harry Stebbings· 2026年10月26日ポッドキャスト · 2 人Satya Nadella on Zero Trust for AI and Why Every Company Should Own Its Intelligenceゲスト Satya Nadella · ホスト Harry StebbingsThe Microsoft CEO argues that capable agents need security boundaries even as alignment research remains unsettled, and explains why firms should retain the value created by their own AI use.エンタープライズ AIAI security評価(Evals)+2
1:13:26EN
20VC with Harry Stebbings· 2026年10月24日ポッドキャスト · 2 人Naveen Rao on Energy, AI Hardware, Verification and the Future of Roboticsゲスト Naveen Rao · ホスト Harry StebbingsThe Unconventional AI founder argues that energy efficiency will shape AI hardware, while the growing volume of model output makes verification more valuable.EnergySemiconductorsInference+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
1:25:33EN
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
26:41EN
Latent Space· 2026年10月22日ポッドキャスト · 2 人Anekha Sokhal on Moshi, a Recommendation Engine for Commodity Tradersゲスト Anekha Sokhal · ホスト swyxThe Moshi founder tells swyx how she would rebuild a trader’s workflow: connect market data, private files and conflicting sources, then push the second-order effects people would otherwise miss. The hard part is not the dashboard. It is getting someone to actually use it.金融 AIRecommendation systemsData quality & curation+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
スライド 13 枚16:22EN
How I AI· 2026年10月21日ポッドキャストClaire Vo: Claude Duet Is Beautiful, but It Is Not My Number One Agentホスト Claire VoAnthropic’s phone-based personal agent has the most polished launch Claire Vo has seen: thoughtful onboarding, task lists, first-class artifacts, and Slack-style channels. Polish is not enough when every other agent is competing for the same attention.Personal agentsAnthropicAI interface design+2
1:59:52EN
Zhang Xiaojun Podcast· 2026年10月21日ポッドキャスト · 2 人David Qian on Succession, Robotics, and Finding His Own Ambitionゲスト David Qian (Qian Cheng) · ホスト 张小珺Ecovacs CEO David Qian reflects on inheriting a founder-built company, learning to lead through mistakes, and choosing a patient path in robotics. His account treats succession as an ongoing effort to build the company for a new era, not a finish line.企業と戦略LeadershipCompany Building+2
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.Venture CapitalAI StrategyLeadership+2
1:25:56EN
Cognitive Revolution "How AI Changes Everything"· 2026年10月17日ポッドキャストClaude Changed the Password. The Steering Wheel Was Already Optionalホスト Nathan LabenzNathan Labenz and Prakash Narayanan spend a week on agents that can lock you out, models that dodge a feeling they deny having, and formal proofs that found Linux bugs.エージェント安全性とガバナンスエージェント工学+3
1:03:05EN
20VC with Harry Stebbings· 2026年10月17日ポッドキャスト · 2 人Harrison Chase on Building Reliable Agents, Model Routing and Memoryゲスト Harrison Chase · ホスト Harry StebbingsThe LangChain co-founder explains why agents remain difficult to control, where domain expertise matters, and how his team manages coding-agent costs.AI agentsAgent orchestration評価(Evals)+2
2:51:18EN
Zhang Xiaojun Podcast· 2026年10月15日ポッドキャスト · 2 人Lindon Gao on Building Dyna Robotics and Finding a Path Through the Fogゲスト Lindon Gao · ホスト 张小珺Dyna Robotics CEO Lindon Gao explains why his company builds intelligence through real workflows, how hardware and research must evolve together, and how a founder can find clarity by letting go of the need to be right.RoboticsProduct Strategyモデルと学習+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
39:23EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026年10月15日ポッドキャスト · 2 人The Defenders' Window: Greg Brockman on AI-Generated Knowledge, Drug Discovery, and the New Physics of Cybersecurityホスト Sarah Guo, Elad GilOpenAI's president explains why solving open math problems is a proof point for science, how proactive agents change product form, and why security spending must exceed software spending.セキュリティと安全性AI security安全性とガバナンス+3
2:17:48EN
Cognitive Revolution "How AI Changes Everything"· 2026年10月14日ポッドキャストAgent IDs Are Empty, Rogue Agents Are Coming, and We Might Have to Bargainホスト Nathan LabenzGovAI’s Alan Chan scores two years of agent-governance infrastructure with Nathan Labenz, then walks through a recursive-self-improvement paper co-authored with OpenAI’s Jakub Pachocki and Anthropic’s Jack Clark.エージェント安全性とガバナンスAI security+3
1:08:02EN
Sequoia Capital· 2026年10月13日ポッドキャストAlphaGo Took Two Years. AlphaZero Took Hours. Silver Is Making the Same Bet on SuperintelligenceDavid Silver and Lasse Espeholt left DeepMind to build Ineffable Intelligence, a twenty-person lab that wants a superlearner to discover science, math, and language from experience rather than from a pre-training run.モデルと学習Reinforcement LearningRL environments & simulators+3
58:54EN
20VC with Harry Stebbings· 2026年10月12日ポッドキャスト · 2 人Mike Cannon-Brookes on AI Agents, Enterprise Context and the Future of Interfacesゲスト Mike Cannon-Brookes · ホスト Harry StebbingsAtlassian's CEO argues that agents make product design more important, explains the trade-offs in enterprise AI, and makes the case for slower thinking.AI interface designエンタープライズ AIAI agents+2
1:12:06EN
20VC with Harry Stebbings· 2026年10月10日ポッドキャスト · 2 人Max Freeman on Building Ramp’s Sales Machineゲスト Max Freeman · ホスト Harry StebbingsRamp’s sales leader explains how he hires, trains and equips sellers, from early outbound experiments to enterprise forecasting and AI-assisted research.SalesGo-to-MarketCompany Building+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
1:26:46EN
Cognitive Revolution "How AI Changes Everything"· 2026年10月8日ポッドキャストThere Likely Is a Level of Intelligence We Shouldn't Go Pastホスト Nathan LabenzNathan Labenz brings notes from The Curve, a chip startup whose token bill beat payroll, and a software industry that now performance-reviews people for Claude slop.企業と戦略安全性とガバナンスAGI Timelines+3
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