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1:33:55EN
20VC with Harry Stebbings· 2025년 3월 10일팟캐스트 · 2명Jake Saper on Zoom, AI and the Hard Decision of When to Sell게스트 Jake Saper · 진행자 Harry StebbingsThe Emergence Capital partner explains collective diligence, fund distributions and the trade-off between liquidity and holding winners.Venture CapitalInvestingAI Strategy+2
45:06EN
Unsupervised Learning: With Jacob Effron· 2025년 3월 5일팟캐스트Mike Schroepfer: AI’s Bottleneck Is Electricity, and One Tanker of Fusion Fuel Could Power the U.S. for a Year진행자 Jacob EffronMeta’s former CTO tells Redpoint why hyperscaler demand is the climate story, why Llama was an access play, and why tomorrow’s CTO still lives or dies on a priority queue.인프라와 배포AI StrategyOpen-weight models+3
36:24EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025년 3월 5일팟캐스트 · 2명The Man Behind Humanity's Last Exam Says Superintelligence Strategy Should Copy Nukes진행자 Sarah Guo, Elad GilDan Hendrycks tells No Priors that labs can only do basic anti-terror refusals, while the real risk-management problem is a geopolitical deterrent he calls mutually assured AI malfunction.보안과 안전안전과 거버넌스AI security+3
1:02:41EN
20VC with Harry Stebbings· 2025년 3월 3일팟캐스트 · 2명Mike Krieger on AI Products, Model Competition and the Future of Coding게스트 Mike Krieger · 진행자 Harry StebbingsAnthropic’s chief product officer explains how he thinks about product design, model differentiation and the limits of current AI tools.AI StrategyProduct Strategy모델과 학습+2
1:08:51EN
Cognitive Revolution "How AI Changes Everything"· 2025년 3월 1일팟캐스트Chip Controls Are Meant to Buy Ten Years, Not Win the AI Race진행자 Nathan LabenzEconomist Noah Smith tells Nathan Labenz that U.S. export controls are a piece of conventional deterrence against China — not a plan to kneecap DeepSeek.보안과 안전GeopoliticsAI Strategy+2
40:33EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025년 2월 27일팟캐스트 · 2명Moderna was only company 18. The real product is the company factory진행자 Sarah Guo, Elad GilNoubar Afeyan tells No Priors how Flagship Pioneering turned starting companies into a profession, underwrites scientific uncertainty, and wants AI to run discovery the way Waymo drives.기업과 전략Company BuildingAI for science+3
1:18:09EN
20VC with Harry Stebbings· 2025년 2월 24일팟캐스트 · 2명Steeve Morin on AI Inference, Chips and the Cost of Switching Hardware게스트 Steeve Morin · 진행자 Harry StebbingsThe ZML founder explains the difference between training and production inference and offers a competitive view of the AI hardware market.인프라와 배포InferenceAI cost & performance+2
54:55EN
Cognitive Revolution "How AI Changes Everything"· 2025년 2월 22일팟캐스트New Jersey Cut Phone Waits from 40 Minutes to 90 Seconds진행자 Nathan LabenzGovernor Phil Murphy on the state AI assistant, a Princeton hub, and why he wants the best catcher's mitt in the country when superhuman systems arrive.기업과 전략AI Strategy엔터프라이즈 AI+3
38:14EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025년 2월 20일팟캐스트 · 2명Kyle Vogt Pitched 120 Investors for Cruise. He Will Not Sell the Home-Robot Company진행자 Sarah Guo, Elad GilThe Twitch and Cruise co-founder tells Sarah Guo and Elad Gil why Tesla won on business model, why chores should be automated, and why a tiny AI-era team is enough.기업과 전략Company BuildingRobotics+3
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
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