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1:00:09EN
Sequoia Capital· 2025년 2월 18일팟캐스트DeepSeek's Jailbreaks Don't Matter. Giving the Model Arms and Legs DoesPalo Alto Networks CEO Nikesh Arora tells Sequoia's Training Data why cheap brains scramble the AI order, why attackers already move faster than defenders, and why refusing to experiment is the real risk.보안과 안전AI security안전과 거버넌스+3
1:25:52EN
20VC with Harry Stebbings· 2025년 2월 17일팟캐스트 · 2명Jonathan Ross on Groq, Inference Economics and the AI Infrastructure Race게스트 Jonathan Ross · 진행자 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.인프라와 배포모델과 학습AI cost & performance+2
슬라이드 4장8:04EN
Matthew Berman· 2025년 2월 14일OpenAI’s February 2025 GPT-5 Roadmap and the Case for a Unified InterfaceMatthew Berman · Forward FutureMatthew Berman explains the proposed model-routing experience, GPT-4.5 and GPT-5 plans, and the product choices that prompted them.Model routing & gatewaysOpenAI제품과 UX+1
1:20:53EN
20VC with Harry Stebbings· 2025년 2월 14일팟캐스트 · 2명Solly Solomou on Building LADbible, Social Media and Expanding to the US게스트 Solly Solomou · 진행자 Harry StebbingsThe founder recounts buying a Facebook page, creating a media business and learning to lead through rapid change.Company BuildingLeadershipProduct Strategy+2
55:38EN
20VC with Harry Stebbings· 2025년 2월 10일팟캐스트 · 2명Sridhar Ramaswamy on Snowflake, AI Competition and Leading Through Change게스트 Sridhar Ramaswamy · 진행자 Harry StebbingsThe Snowflake CEO discusses the overlap between models and applications, the importance of distribution, and how leaders can manage difficult transitions.엔터프라이즈 AIAI StrategyLeadership+2
22:32EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025년 2월 7일팟캐스트 · 2명The $5.5 Million Was Only the Last Mile진행자 Sarah Guo, Elad GilOn No Priors' 100th episode, Sarah Guo and Elad Gil separate DeepSeek's paper cost from the compute behind it, then walk through OpenAI's Deep Research, Stargate, and their bets for 2025.모델과 학습AI StrategyAI cost & performance+3
46:53EN
20VC with Harry Stebbings· 2025년 2월 7일팟캐스트 · 2명Brian Tolkin on Hiring Product Teams and Finding the Problem That Matters게스트 Brian Tolkin · 진행자 Harry StebbingsOpendoor’s head of product draws on Uber and Opendoor to discuss user choice, AI prototypes, decision-making and hiring.Product ManagementProduct StrategyLeadership+2
1:15:18EN
20VC with Harry Stebbings· 2025년 2월 3일팟캐스트 · 2명Nabeel Hyatt on Venture Investing and the Uncertainty of AI게스트 Nabeel Hyatt · 진행자 Harry StebbingsThe Spark Capital partner argues for curiosity, founder relationships and product judgment in a fast-changing market.Venture CapitalInvestingAI Strategy+2
57:11EN
Unsupervised Learning: With Jacob Effron· 2025년 1월 30일팟캐스트A Million Tokens Cannot Write a Good Joke진행자 Jacob EffronPrinceton's Arvind Narayanan on why agent evals mislead, inference scaling hits a wall, and AI looks more like the internet than an overnight revolution.평가와 관측 가능성평가(Evals)Benchmarks+3
56:07EN
Cognitive Revolution "How AI Changes Everything"· 2025년 1월 29일팟캐스트Box Holds 100 Billion Files. Its CEO Says Enterprises Only Move for a 10x진행자 Nathan LabenzAaron Levie tells Nathan Labenz why AI excitement in the enterprise already outruns the early cloud — and why 98% reliability, seat-based SaaS, and incremental savings still will not ship.기업과 전략엔터프라이즈 AIAI Strategy+3
3:45:44EN
Lex Fridman· 2025년 1월 26일팟캐스트 · 2명Decline Is a Choice: Marc Andreessen on Power, Censorship, and a Second Roaring Twenties게스트 Marc Andreessen · 진행자 Lex FridmanThe United States is adding a trillion dollars of national debt every 100 days — and Andreessen says the boom is still there if the country wants it.기업과 전략AI StrategyGeopolitics+3
슬라이드 2장7:57EN
Matthew Berman· 2025년 1월 22일Stargate’s 2025 Announcement and the OpenAI–Microsoft PartnershipMatthew Berman · Forward FutureMatthew Berman reviews the planned US AI infrastructure project and a contemporaneous change to compute arrangements.인프라와 배포OpenAIAGI(범용 인공지능)+1
슬라이드 3장16:25EN
Matthew Berman· 2025년 1월 18일Why Test-Time Compute Could Reshape AI InferenceMatthew Berman, Lisa Su, Jensen Huang · Forward FutureMatthew Berman explains how extra computation at inference can improve model outputs, and why hardware executives expect a much larger inference market.AI research모델과 학습AI cost & performance+1
1:13:30EN
20VC with Harry Stebbings· 2025년 1월 15일팟캐스트 · 2명Victor Riparbelli on Synthesia, AI Video and the Future of Content게스트 Victor Riparbelli · 진행자 Harry StebbingsThe Synthesia co-founder discusses fundraising, enterprise renewals, model competition, synthetic media and content provenance.Generative mediaAI StrategyCompany Building+2
1:00:05EN
Sequoia Capital· 2025년 1월 14일팟캐스트If Someone Builds a Better Spark Product, We Deserve to LoseIon Stoica on how Databricks turned academic open source into a data-and-AI company — and which problems he thinks will matter more tomorrow than today.기업과 전략Company BuildingOpen-source ecosystems+3
1:23:45EN
20VC with Harry Stebbings· 2025년 1월 13일팟캐스트 · 2명Shervin Pishevar on Uber, Venture Capital and a Disputed Leadership Crisis게스트 Shervin Pishevar · 진행자 Harry StebbingsThe investor recounts his Uber investment and offers his perspective on the company’s 2017 leadership conflict, alongside views on venture capital and emerging technology.Venture CapitalCompany BuildingLeadership+2
슬라이드 2장11:00EN
Matthew Berman· 2025년 1월 11일Mark Zuckerberg’s 2025 AI Engineer Prediction and the Future of Software JobsMatthew Berman, Mark Zuckerberg, Joe Rogan · Forward FutureMatthew Berman reacts to Zuckerberg’s prediction that AI could perform mid-level engineering work at Meta and weighs an optimistic view of human creativity against a reported Salesforce hiring plan.Future of WorkSoftware engineeringAI Strategy+2
슬라이드 3장27:42EN
Matthew Berman· 2025년 1월 8일Matthew Berman on Capital, Human Ambition, and a Possible Post-AGI EconomyMatthew Berman · Forward FutureA speculative essay asks whether advanced AI could make wealth more powerful while reducing the leverage people gain from work. Berman explores its implications for mobility, institutions, and meaning.AGI(범용 인공지능)AI StrategyFuture of Work
1:27:13ZH
Zhang Xiaojun Podcast· 2024년 12월 29일팟캐스트 · 2명李想:汽车将从交通工具进化为空间机器人게스트 李想 · 진행자 张小珺理想汽车 CEO 李想谈公司为何从造车走向人工智能:基座模型是 AI 时代的操作系统,汽车是进入物理世界的重要载体。对他而言,技术路线最终要落实为更好的用户体验、能力与长期价值。AI StrategyProduct StrategyAutonomous Driving+2
27:07EN
No Priors: AI, Machine Learning, Tech, & Startups· 2024년 12월 26일팟캐스트 · 2명After adding $100 billion a month, Jensen Huang says NVIDIA is selling the data center진행자 Sarah Guo, Elad GilSarah Guo and Elad Gil clip their favorite 2024 No Priors conversations into a year-end reel of NVIDIA, Karpathy, Sierra, Sora, Waymo, Figma, and Scale.기업과 전략AI Strategy인프라와 배포+3
2:10EN
Matthew Berman· 2024년 12월 19일Five Enterprise AI Predictions for 2025Matthew Berman · Forward FutureMatthew Berman summarizes an Informatica executive’s late-2024 outlook on agents, regulation, workforce skills, return on investment and security.엔터프라이즈 AIAI agentsAI Regulation+2
1:07:32EN
Unsupervised Learning: With Jacob Effron· 2024년 12월 18일팟캐스트o1 Is a New Generation — and the Day AGI Arrives Will Feel Boring진행자 Jacob EffronOpenAI’s former chief research officer Bob McGrew on why o1 is a 100x leap, why agents stall on reliability, and why AGI may land as office tedium rather than a single dramatic moment.모델과 학습Reasoning & test-time compute에이전트 엔지니어링+3
1:01:48EN
20VC with Harry Stebbings· 2024년 12월 16일팟캐스트 · 2명Reid Hoffman on Trade, AI, Energy and the Incoming Trump Administration게스트 Reid Hoffman · 진행자 Harry StebbingsThe investor discusses political risks and opportunities, competition in AI, nuclear energy and the role of venture capital in a wide-ranging December 2024 interview.Venture CapitalAI Strategy안전과 거버넌스+2
1:29:00EN
Cognitive Revolution "How AI Changes Everything"· 2024년 12월 11일팟캐스트14,000 people applied. Thirty-three got in. The jobs are at Homeland Security.진행자 Nathan LabenzMichael Boyce, director of the DHS AI Corps, tells Nathan Labenz how the largest civilian AI team in the U.S. government is being built — and what it is already shipping.기업과 전략엔터프라이즈 AIAI Strategy+3
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