絞り込み結果
57 件並び順
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.
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.
1:05:01EN20VC with Harry Stebbings· 2026年10月3日ポッドキャスト · 2 人Chase Lochmiller on AI Data Centers, Energy and GPU Economicsゲスト Chase Lochmiller · ホスト Harry StebbingsCrusoe’s CEO discusses the constraints on AI infrastructure, the economics of GPU capacity and his company’s approach to energy and managed inference.
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.
1:08:54EN20VC with Harry Stebbings· 2026年9月26日ポッドキャスト · 2 人Parag Agrawal on Web Search and Business Models for AI Agentsゲスト Parag Agrawal · ホスト Harry StebbingsParallel’s co-founder explains why agent search needs different economics, how content owners might be paid and why agent safety requires more than model capability.
31:59ENClaude Opus 5.5: Benchmarks, Cost and Anthropic’s Approach to PacingMatthew Berman, Thariq · Forward FutureMatthew Berman reviews the release and speaks with Anthropic’s Thariq about daily workflows, evaluation and agent harnesses.
1:19:54EN20VC with Harry Stebbings· 2026年9月19日ポッドキャスト · 2 人Thomas Sohmers on AI Inference, Memory and Data-Center Growthゲスト Thomas Sohmers · ホスト Harry StebbingsPositron’s co-founder discusses the engineering economics of inference, his views on AI infrastructure and regulation, and the risks he sees in financing and concentration.
38:14ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026年9月18日ポッドキャスト · 2 人Diffusion Will Win Inference: Stefano Ermon Bets Parallel Tokens Beat Custom Siliconホスト Sarah Guo, Elad GilThe Stanford diffusion pioneer tells No Priors why a 50-person lab is training language models that generate many tokens at once — and why that maps to GPUs the way transformers once mapped to training.
1:16:00EN20VC with Harry Stebbings· 2026年9月7日ポッドキャスト · 2 人JD Grèze on Building Town and Competing in AI Assistantsゲスト Jean-Denis Greze · ホスト Harry StebbingsTown’s co-founder discusses privacy, model costs, competition and why he prioritizes customer value over token consumption.
1:04:35EN20VC with Harry Stebbings· 2026年9月5日ポッドキャスト · 2 人Cliff Weitzman on Owning GPUs, Voice AI and Building Speechifyゲスト Cliff Weitzman · ホスト Harry StebbingsSpeechify's CEO makes the case for owning part of a compute fleet, reflects on a missed business-software opportunity and discusses AI-assisted teams.
37:07ENNo 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.
1:29:22EN20VC with Harry Stebbings· 2026年8月29日ポッドキャスト · 2 人Eno Reyes on AI Model Economics, Enterprise Control and Factory's Strategyゲスト Eno Reyes · ホスト Harry StebbingsFactory's CTO discusses cost per outcome, model routing, open models, enterprise hiring and his expectations for the AI market.
44:28ENTibo on Coding Agents, Faster AI and OpenAI’s Product DirectionMatthew Berman, Thibault Sottiaux · Forward FutureOpenAI’s Tibo discusses agent interfaces, usage resets, model efficiency and the trade-offs behind faster inference.
1:10:08EN20VC with Harry Stebbings· 2026年8月22日ポッドキャスト · 2 人Jerry Murdock on AI Financing, Open Models and Technology Cyclesゲスト Jerry Murdock · ホスト Harry StebbingsInsight Partners' co-founder discusses credit risk, specialized models, security and how investors might navigate an uncertain AI cycle.
1:08:25EN20VC with Harry Stebbings· 2026年8月10日ポッドキャスト · 2 人Alex Atallah on OpenRouter, Model Competition and AI Marketplacesゲスト Alex Atallah · ホスト Harry StebbingsThe OpenRouter CEO discusses inference providers, open-weight models, enterprise safety and the economics of routing.
1:28:42EN20VC with Harry Stebbings· 2026年7月20日ポッドキャスト · 2 人Lin Qiao on Specialized AI, Open Models and the Economics of Inferenceゲスト Lin Qiao · ホスト Harry StebbingsThe Fireworks AI CEO explains her case for customized models, discusses infrastructure trade-offs and forecasts lower AI costs and higher use.
1:00:08EN20VC with Harry Stebbings· 2026年7月11日ポッドキャスト · 2 人Arvind Jain on Enterprise AI, Open Models and the Future of Workゲスト Arvind Jain · ホスト Harry StebbingsThe Glean founder debates model competition, enterprise AI returns and whether productivity gains will shrink teams or raise the bar for everyone.
41:05ENNo 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.
1:01:27ENNo 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.
1:16:37EN20VC with Harry Stebbings· 2026年6月22日ポッドキャスト · 2 人Nikesh Arora on Enterprise AI, Cybersecurity and Model Economicsゲスト Nikesh Arora · ホスト Harry StebbingsPalo Alto Networks’ CEO discusses model depth, token costs, security and how leaders can adapt large organizations.
1:25:00EN20VC with Harry Stebbings· 2026年6月13日ポッドキャスト · 2 人Matan Grinberg on AI Coding, Token Costs and Building Factoryゲスト Matan Grinberg · ホスト Harry StebbingsFactory’s CEO discusses enterprise AI budgets, model choice, engineering culture and the uncertain effects of automation on work.
1:14:30EN20VC with Harry Stebbings· 2026年6月8日ポッドキャスト · 2 人Roman Chernin on AI Compute Demand, Inference and Infrastructureゲスト Roman Chernin · ホスト Harry StebbingsNebius’s co-founder discusses customer demand, GPU economics, managed inference and the risks of a concentrated market.
57:42EN20VC with Harry Stebbings· 2026年6月6日ポッドキャスト · 2 人Jacob Lauritzen on AI Engineering, Legal Work and Building Legoraゲスト Jacob Lauritzen · ホスト Harry StebbingsLegora’s CTO discusses code review, token budgets, enterprise adoption and how legal workflows might change.
1:14:12EN20VC with Harry Stebbings· 2026年6月1日ポッドキャスト · 2 人Brendan Foody on Mercor, AI Data and the Future of Workゲスト Brendan Foody · ホスト Harry StebbingsThe Mercor CEO discusses a security incident, data-provider economics, enterprise agents and the uncertain effects of AI on employment.もっと見る57 件中 24 件を表示