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スライド 12 枚34:21EN
MBMatthew Berman· 2026年10月27日Matthew Berman Examines Anthropic’s IPO Filing, AI Growth and GovernanceMatthew Berman, Sam Altman · Forward FutureThe presenter reviews the S-1’s financial metrics, compute strategy and voting structure while questioning the tension between rapid AI development and safety.AnthropicAI Safetyエンタープライズ AI+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
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
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
1:12:06EN
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
1:05:01EN
20VC 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.インフラとデプロイEnergyInference+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
1:08:54EN
20VC 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.Search & retrievalAI agentsAI security+2
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
1:21:52EN
20VC with Harry Stebbings· 2026年9月12日ポッドキャスト · 2 人Matteo Franceschetti on Eight Sleep, AI Teams and the Cost of Ambitionゲスト Matteo Franceschetti · ホスト Harry StebbingsEight Sleep's CEO discusses customer acquisition, hardware economics, AI-assisted operations and the personal trade-offs behind building a company.Company BuildingAI AdoptionProduct Strategy+2
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
1:04:35EN
20VC 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.インフラとデプロイ音声 AIAI cost & performance+2
2:34:18EN
Zhang Xiaojun Podcast· 2026年9月3日ポッドキャスト · 2 人Zeng Ming on AI’s New Era: Why Great Companies and New Organizations Emergeゲスト Zeng Ming · ホスト 张小珺Zeng Ming argues that AI is changing the foundations of business: models will become infrastructure, while new Agent-native applications and organizations create the next wave of value. His advice to founders is to embrace uncertainty, rethink strategy continuously, and build around meaningful work rather than inherited structures.AI Strategy企業と戦略エージェント+2
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
2:34:18ZH
Zhang Xiaojun Podcast· 2026年9月3日ポッドキャスト · 2 人曾鸣:AI 产业化的三阶段与公司组织的消亡ゲスト 曾鸣 · ホスト 张小珺战略学者曾鸣以互联网、工业革命和电气化的历史周期为参照,提出 AI 正从基础设施走向 Agent 应用,并最终进入原生应用阶段。他认为,旧公司的科层制难以穿越范式转型,下一代组织将围绕任务、创造力和人机协同重构。AI StrategyStrategyエージェント+2
1:05:56EN
20VC with Harry Stebbings· 2026年8月31日ポッドキャスト · 2 人Aaron Katz on ClickHouse, AI Revenue Durability and Enterprise Dataゲスト Aaron Katz · ホスト Harry StebbingsClickHouse’s CEO discusses agent workloads, open models, fundraising and the metrics he uses to judge durable growth.企業と戦略AI StrategyGo-to-Market+2
1:28:28EN
20VC with Harry Stebbings· 2026年8月24日ポッドキャスト · 2 人Julien Bek on Sequoia’s Investment Process, Founder Judgment and AI Marketsゲスト Julien Bek · ホスト Harry StebbingsThe Sequoia partner explains how he develops conviction, evaluates founders and thinks about a market where AI agents may become customers.Venture CapitalCompany BuildingAI agents+2
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
1:05:02EN
20VC with Harry Stebbings· 2026年8月1日ポッドキャスト · 2 人Joon Sung Park on Simulating Human Behavior and Building Simileゲスト Joon Sung Park · ホスト Harry StebbingsThe Simile co-founder explains his research on generative agents, the challenges of validating simulations, and his ambitions for a business built around modeling people.Multi-agent systemsAI agentsData quality & curation+2
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
2:59:03EN
Zhang Xiaojun Podcast· 2026年7月28日ポッドキャスト · 2 人You Kaichao on How vLLM Grew from Open-Source Project to AI Infrastructure Companyゲスト You Kaichao · ホスト 张小珺Inferact co-founder You Kaichao traces vLLM’s path from Berkeley research to a company, then explains why model, inference, hardware and agent design increasingly have to move together.Company BuildingAI startups & small teamsAI research+2
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