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1:26:49EN
20VC with Harry Stebbings· 2025년 10월 30일팟캐스트 · 3명OpenAI’s Restructuring, Mercor’s Valuation and the Math of Venture Returns게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI financing, large venture platforms and what investors really get for a high entry price.Venture CapitalOpenAIAI startups & small teams+2
슬라이드 9장55:03EN
JSJane Street· 2025년 10월 29일Neil Mitchell: How Pyrefly Checks Python at ScaleNeil Mitchell, Roman · MetaA tour of Python's type system and the incremental architecture behind a fast, open-source checker and language server.Software engineeringOpen-source ecosystems
1:39:05EN
Cognitive Revolution "How AI Changes Everything"· 2025년 10월 29일팟캐스트The Summer GPT-5 Disappointed Does Not Mean AI Progress Has Stalled진행자 Nathan LabenzNathan Labenz tells Erik Torenberg why the GPT-5 backlash mixed up product mishaps, naming chaos, and a real jump in capabilities.기업과 전략Scaling LawsReasoning & test-time compute+3
41:32EN
Sequoia Capital· 2025년 10월 28일팟캐스트Moore's Law Is Slowing. Nvidia's CTO Still Wants 10× a YearMichael Kagan on why Nvidia's $7 billion Mellanox deal, not just more transistors, is how you turn a data center into one computer.인프라와 배포Distributed training & inferenceInference+2
1:13:29EN
20VC with Harry Stebbings· 2025년 10월 27일팟캐스트 · 2명David Cahn on AI Infrastructure, Startup Growth and Defense Investing게스트 David Cahn · 진행자 Harry StebbingsThe Sequoia partner explains why he sees an AI bubble, how he evaluates startup growth and where he sees opportunities in defense.Venture CapitalAI Strategy인프라와 배포+2
1:30:17EN
Cognitive Revolution "How AI Changes Everything"· 2025년 10월 25일팟캐스트He Co-Wrote the Transformer Paper. Now He Wants You to Own Your AI.진행자 Nathan LabenzNEAR founder Illia Polosukhin maps a future of personal software, agent-run markets, and AI delegates that vote without a private agenda.에이전트안전과 거버넌스AI Regulation+3
1:16:53EN
Unsupervised Learning: With Jacob Effron· 2025년 10월 24일팟캐스트Karpathy Called Today's Models Slop. His Decade Timeline Still Sounds Bullish진행자 Jacob EffronDatology AI's Ari Morcos and Radical Ventures' Rob Toews walk through Karpathy's cold water, OpenAI's dealmaking, and who actually pays for the data-center boom.기업과 전략AI StrategyCompany Building+3
슬라이드 9장52:05EN
JSJane Street· 2025년 10월 24일Corwin de Zahr: Exploring OCaml Runtime Safety Through a CTF ChallengeCorwin de Zahr · Jane StreetA deliberately restricted OCaml sandbox becomes a way to examine type safety, callbacks, memory representation and binary debugging.Programming LanguagesCybersecuritySoftware engineering
1:34:12EN
20VC with Harry Stebbings· 2025년 10월 23일팟캐스트 · 3명The Venture Capital Cycle: AI Markets, Compute and the Cost of Moving Too Fast게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to debate AI market size, infrastructure spending and how venture investors can survive a boom.Venture CapitalInvestingAI Strategy+2
27:19EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025년 10월 23일팟캐스트 · 2명The Turing Test Passed. Warp's CEO Says Nobody Seemed to Care진행자 Sarah Guo, Elad GilZach Lloyd on distilling intelligence without consciousness, why a 40-year-old terminal is the front door for coding agents, and why senior engineers just got more expensive.코딩 에이전트개발 워크플로와 테스트에이전트 엔지니어링+3
44:10EN
Sequoia Capital· 2025년 10월 21일팟캐스트One Model Talked Another Into Slack Off — Then Uninstalled Windows DefenderIrregular co-founder Dan Lahav tells Sequoia’s Training Data why frontier AI security has to be invented from scratch as models become autonomous economic actors.보안과 안전AI securityAgent red teaming+3
1:17:01EN
20VC with Harry Stebbings· 2025년 10월 20일팟캐스트 · 2명Deel CEO Alex Bouaziz on Fundraising, Acquisitions and Global Payroll게스트 Alex Bouaziz · 진행자 Harry StebbingsBouaziz discusses Deel’s financing, hands-on leadership, acquisition playbook and the company’s ambitions amid a dispute with Rippling.Company BuildingLeadershipAcquisition Strategy+2
2:49:12EN
Cognitive Revolution "How AI Changes Everything"· 2025년 10월 18일팟캐스트Why China's Master Plan for AI Never Mentions AGI진행자 Nathan LabenzBeijing-based Concordia AI CEO Brian Tse on China's safety rules, chip strategy, and why the two ecosystems look more alike than Washington assumes.보안과 안전안전과 거버넌스Geopolitics+3
1:25:13EN
20VC with Harry Stebbings· 2025년 10월 16일팟캐스트 · 4명Thinking Machines, AI Infrastructure and the Venture Portfolio Tradeoff게스트 Roger Ehrenberg, Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings and three investors examine founder commitments, the economics of selling a venture platform and how to allocate capital as AI markets accelerate.Venture CapitalInvestingAI startups & small teams+2
슬라이드 7장32:22EN
MBMatthew Berman· 2025년 10월 16일Qwen Image Edit Plus Compared With Nano Banana, Seedream and GPT Image 1Matthew Berman · Forward FutureMatthew Berman compares four image-editing models across compositing, precise edits, style transfer, object removal and weather effects.모델과 학습평가(Evals)
31:57EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025년 10월 15일팟캐스트 · 2명Peak 700 GW, average 300 GW: Base Power is wiring home batteries into a power plant진행자 Sarah Guo, Elad GilZach Dell tells Elad Gil how a $1.3 billion raise, a Texas-only retail business, and a Tesla-and-SpaceX hiring bench are meant to cut the cost of moving an electron.인프라와 배포Company BuildingAI cost & performance+3
1:29:30EN
Cognitive Revolution "How AI Changes Everything"· 2025년 10월 14일팟캐스트2,500 Compounds and a 51 Percent Hit Rate: How a Small Graph Net Found New Antibiotics진행자 Nathan LabenzMIT's Jim Collins tells Nathan Labenz how a bootlegged 2018 project, a binary growth-inhibition label, and Chemprop graph networks pulled novel antibiotics out of chemical space that labs could never screen by hand.모델과 학습AI for scienceDrug Discovery+3
44:47EN
Sequoia Capital· 2025년 10월 14일팟캐스트The Last Mile Is Where Contact-Center AI Gets RealCresta CEO Ping Wu and Sequoia's Doug Leone on why 17 to 20 million agents, legacy systems, and last-mile integration will decide who wins customer experience.기업과 전략음성 AICustomer support automation+3
2:42:06EN
Lex Fridman· 2025년 10월 14일팟캐스트 · 2명The word 'evil' ends the conversation게스트 Julia Shaw · 진행자 Lex FridmanCriminal psychologist Julia Shaw talks with Lex Fridman about the dark tetrad, serial killers, jealousy, bisexuality, and why generative AI is the ultimate false-memory machine.PhilosophyNeuroscience & AI
1:03:45EN
20VC with Harry Stebbings· 2025년 10월 13일팟캐스트 · 2명Mike Cannon-Brookes on AI Valuations, Software Design and Building Atlassian to Last게스트 Mike Cannon-Brookes · 진행자 Harry StebbingsThe Atlassian CEO explains why he expects more software engineers, how he evaluates AI bets, and why creativity matters across technology cycles.Company BuildingAI StrategyProduct Design+2
36:58EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025년 10월 9일팟캐스트 · 2명STaR's Author Wants Models With EQ, Not Just More IQ진행자 Sarah Guo, Elad GilEric Zelikman, the Stanford and xAI researcher behind STaR and Quiet-STaR, launches humans& on the bet that three years of IQ scaling left models emotionally unintelligent.모델과 학습Post-trainingReinforcement Learning+3
1:32:36EN
20VC with Harry Stebbings· 2025년 10월 9일팟캐스트 · 3명OpenAI’s AMD Deal and the Venture Math Behind AI’s Biggest Rounds게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss conditional chip warrants, AI development tools and what high valuations demand from investors.Venture CapitalOpenAIAI Strategy+2
1:53:50EN
Cognitive Revolution "How AI Changes Everything"· 2025년 10월 8일팟캐스트A curriculum rewrite takes five years. AI does not wait.진행자 Nathan LabenzJohan Falk, a Swedish teacher-turned-analyst, argues that AI literacy and AI friends are more urgent than putting a tutor in every classroom.AI in EducationAI Strategy안전과 거버넌스+3
44:09EN
MBMatthew Berman· 2025년 10월 8일Greg Brockman on Compute, Sora 2 and the Path to AGIMatthew Berman, Greg Brockman · Forward FutureMatthew Berman interviews OpenAI’s Greg Brockman about infrastructure constraints, proactive AI, developer risk and the future of work.AI agents인프라와 배포Generative media+2
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