絞り込み結果
27 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.
1:05:01ENChase 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.
1:08:54ENParag 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.
1:19:54ENThomas 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.
1:16:00ENJD 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.
1:04:35ENCliff 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.
1:29:22ENEno 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.
1:10:08ENJerry 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.
1:08:25ENAlex 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.
1:28:42ENLin 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.
1:00:08ENArvind 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.
1:16:37ENNikesh 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.
1:25:00ENMatan 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.
1:14:30ENRoman 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.
57:42ENJacob 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.
1:14:12ENBrendan 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.
1:07:45ENAndrew Feldman on AI Chips, Data Centers and Compute Demandゲスト Andrew Feldman · ホスト Harry StebbingsCerebras’s CEO discusses memory supply, inference speed, community impacts and US chip policy.
1:20:12ENCerebras CEO Andrew Feldman on AI Chips, Demand and Infrastructure Riskゲスト Andrew Feldman · ホスト Harry StebbingsFeldman discusses Cerebras financing, chip design and data centers, while weighing talent, energy and market concentration.
1:31:19ENGroq Founder Jonathan Ross on AI Compute, Chip Competition and Energyゲスト Jonathan Ross · ホスト Harry StebbingsRoss explains his view of inference demand, custom chips and infrastructure economics, and makes predictions about AI’s effects on markets and work.
47:04ENKevin Scott on AI Products, DeepSeek and the Future of Softwareゲスト Kevin Scott · ホスト Harry StebbingsMicrosoft’s CTO discusses model efficiency, agents, coding and why useful products matter in an AI transition.
1:14:36ENAndrew Feldman on AI Chips, Inference and Competing With Nvidiaゲスト Andrew Feldman · ホスト Harry StebbingsThe Cerebras CEO explains wafer-scale computing, argues inference demand will grow and discusses the limits of his industry’s infrastructure.
1:18:09ENSteeve Morin on AI Inference, Chips and the Cost of Switching Hardwareゲスト Steeve Morin · ホスト Harry StebbingsThe ZML founder explains the difference between training and production inference and offers a competitive view of the AI hardware market.
1:25:52ENJonathan Ross on Groq, Inference Economics and the AI Infrastructure Raceゲスト Jonathan Ross · ホスト Harry StebbingsThe Groq CEO explains his bet on inference chips, compares his company’s architecture with GPUs, and discusses the financing and power needed to scale.
1:00:02ENJonathan Ross on DeepSeek, Open Models and AI Infrastructureゲスト Jonathan Ross · ホスト Harry StebbingsThe Groq CEO discusses reported training costs, inference demand, competitive strategy and the security concerns surrounding AI.
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