絞り込み結果
1,909 件並び順
23:48ENSatya 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.
1:13:26ENNaveen 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.
34:35ENSemiAnalysis 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.
1:00:39ENAmazon 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.
1:09:00ENDwarkesh 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.
59:41EN20VC: 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.
1:25:33ENWhy 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.
26:41ENAnekha 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.
1:56:28ENWill 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.
16:22ENClaire 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.
1:59:52ENDavid 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.
1:19:50ENSameer 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.
1:25:56ENClaude 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.
1:03:05ENHarrison 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.
2:51:18ENLindon 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.
1:17:09EN20VC 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.
39:23ENThe 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.
2:17:48ENAgent 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.
1:08:02ENAlphaGo 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.
58:54ENMike 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.
1:12:06ENMax 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.
2:00:51ENResample 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.
1:09:44EN10,000 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.
1:26:46ENThere 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.
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