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1:37:40EN
Cognitive Revolution "How AI Changes Everything"· 2025년 4월 13일팟캐스트China, Japan, and Korea fought only one war in six centuries진행자 Nathan LabenzFrom 1200 to 1800, East Asia’s great powers stayed at peace while Europe fought almost without pause — and David C. Kang argues that history still shapes how Asia lives with China.GeopoliticsAI StrategyPolitical Philosophy
1:26:17EN
20VC with Harry Stebbings· 2025년 4월 10일팟캐스트 · 3명Tom Hulme and Stan Boland on Talent, Capital and the UK Tech Ecosystem게스트 Tom Hulme, Stan Boland · 진행자 Harry StebbingsThe investor and entrepreneur debate how the UK can retain talent, finance global companies and build a stronger technology economy.Venture CapitalEntrepreneurshipAI Strategy+2
43:51EN
Unsupervised Learning: With Jacob Effron· 2025년 4월 9일팟캐스트The $177 Billion GPU Bet Only Works If AI Becomes a $1.5 Trillion Market진행자 Jacob EffronFour Redpoint partners walk their limited partners through where AI value will accrue—and why revenue is now the easiest metric to misread.기업과 전략AI StrategyCompany Building+3
27:45EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025년 4월 3일팟캐스트 · 2명Nasdaq Down 8% and Ghibli Everywhere: AI Is Already in Inning Three진행자 Sarah Guo, Elad GilSarah Guo and Elad Gil on the latest image-gen wow cycle, why public-market panic is mostly noise for software startups, and where specialized models still have room.기업과 전략AI StrategyGenerative media+3
47:04EN
20VC with Harry Stebbings· 2025년 3월 31일팟캐스트 · 2명Kevin Scott on AI Products, DeepSeek and the Future of Software게스트 Kevin Scott · 진행자 Harry StebbingsMicrosoft’s CTO discusses model efficiency, agents, coding and why useful products matter in an AI transition.AI StrategyAI agentsSoftware engineering+2
1:01:53EN
Unsupervised Learning: With Jacob Effron· 2025년 3월 28일팟캐스트Open-source models are 5% of enterprise use — and GPT wrappers won진행자 Jacob EffronLatent Space's Swyx and Alessio join Redpoint to map what actually has product-market fit in AI, and why the application layer is the fight that matters.기업과 전략Product-Market FitAI Strategy+3
1:24:12EN
20VC with Harry Stebbings· 2025년 3월 26일팟캐스트 · 2명Mitchell Green on Finding Software Companies and Returning Capital to Investors게스트 Mitchell Green · 진행자 Harry StebbingsLead Edge Capital’s founder explains his sourcing framework, exit discipline and skepticism about paying high prices for AI.Venture CapitalInvesting기업과 전략+2
1:14:36EN
20VC with Harry Stebbings· 2025년 3월 24일팟캐스트 · 2명Andrew Feldman on AI Chips, Inference and Competing With Nvidia게스트 Andrew Feldman · 진행자 Harry StebbingsThe Cerebras CEO explains wafer-scale computing, argues inference demand will grow and discusses the limits of his industry’s infrastructure.SemiconductorsAI cost & performanceInference+2
1:12:05EN
20VC with Harry Stebbings· 2025년 3월 19일팟캐스트 · 2명Peter Singlehurst on Growth Investing, Mistakes and Private-Market Liquidity게스트 Peter Singlehurst · 진행자 Harry StebbingsBaillie Gifford’s head of private companies explains how he assesses durable business models, reinvestment decisions and investment risk.InvestingVenture Capital기업과 전략+2
3:01:30EN
Cognitive Revolution "How AI Changes Everything"· 2025년 3월 15일팟캐스트Technology Opens the Door. Competition Pushes Us Through.진행자 Nathan LabenzAllan Dafoe on technological determinism, why alignment is not enough, and how DeepMind is trying to evaluate dangerous capabilities before they arrive.보안과 안전안전과 거버넌스AI Strategy+3
1:30:57EN
Cognitive Revolution "How AI Changes Everything"· 2025년 3월 12일팟캐스트Ant's $320 Billion IPO Was Stopped at the Eleventh Hour: Angela Zhang on China's Tech Tightrope진행자 Nathan LabenzA USC law professor walks through the dynamic pyramid that governs Chinese tech, from Didi's listing to DeepSeek's price war, and why she thinks the United States is starting to look more like China.기업과 전략AI Strategy안전과 거버넌스+3
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
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