필터 결과
445개정렬
1:27:29ENAI Chip Deals, Founder Exits and the Future of Work게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss reported Groq and Manus deals, AI compensation, public markets and hiring.
2:26:40ZH张鹏:从清华实验室到智谱上市,如何走向下一代 AI게스트 张鹏 · 진행자 张小珺智谱 CEO 回顾科技成果转化、GLM 的研发与开源,以及公司如何在长期研究和商业化之间寻找路径。
1:55:02ENAn Index Fund on AGI: How MATS Filters the Next 120 AI Safety Researchers진행자 Nathan LabenzRyan Kidd, co-executive director of MATS, tells Nathan Labenz why he will not shout a timeline, why every safety technique is also a capabilities technique, and who actually gets hired.
1:18:40ENWhen AI Becomes the Oil Well: Luke Drago on the Intelligence Curse진행자 Nathan LabenzThe Workshop Labs co-founder tells the FLI Podcast why a world of non-human production could recreate the resource curse — and how private data, open weights, and moonshot careers might still break it.
1:12:54ENInvestors’ 2026 Predictions: AI, Software Valuations and Employment게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll review 2025 and debate software stocks, possible IPOs and AI’s labor-market effects.
40:46ENDoctors Are Rushing to AI. Robotics Will Take a Beating First.진행자 Sarah Guo, Elad GilSarah Guo and Elad Gil’s 2026 forecast for foundation models, IPOs, robotics, consumer agents, and the bets that are not about AI at all.
1:43:19ENA $100 Million Super PAC Named Him Public Enemy Number One. Donations Went Up.진행자 Nathan LabenzIn the second half of Cognitive Revolution’s year-end live show, Assemblymember Alex Bores, former White House adviser Dean Ball, and forecaster Peter Wildeford argue over state AI laws, chip sales to China, and what 2026 will actually feel like.
1:21:57ENCursor, Figma and the Race to Build Across AI Workflows게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss venture scale, software convergence and the risks of growth valuations.
1:18:05ENThe Real Bottleneck in AI Research Is Compute, Not Ideas진행자 Jacob EffronAfter NeurIPS, Ari Morcos and Rob Toews sit down with Jacob Effron to argue about plateauing models, SSI’s secrecy, OpenAI’s cash burn, and a set of spicy 2026 bets.
1:11:52ENDavid George on Venture Fund Scale, AI Economics and Backing Founders게스트 David George · 진행자 Harry StebbingsThe Andreessen Horowitz growth investor discusses private-market returns, AI company valuations and the judgment behind the firm’s investments.
1:35:32ENSpaceX Valuations, Harvey’s Growth and the Risks Behind AI Deals게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll examine private-market prices, a proposed media deal, AI applications and fintech competition.
46:26ZH朱啸虎:三年内看不到泡沫,共识太集中就错开十五度게스트 朱啸虎 · 진행자 张小珺2025 年底,金沙江创投朱啸虎第三次坐到张小珺对面:AGI 不谈了,入口之争开始了。他不投人形机器人,把支票开给洗船和按摩这类「干活」的公司。
1:09:48ENChina's AI Labs Went From 15 to Six. The Compute Gap Is 15-to-1.진행자 Jacob EffronJordan Schneider tells Unsupervised Learning that Chinese models were a private-capital story, that Beijing still thinks in hardware, and that the West's real edge is chips it can serve — not a state master plan.
1:11:42ENEventbrite, Databricks and the Search for Durable Software Growth게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate software-market limits, AI pricing and what makes a venture investment last.
1:25:54ENHours after training ends, Z.ai puts the weights on the internet진행자 Nathan LabenzZixuan Li of Z.ai tells ChinaTalk how a Chinese lab ships GLM, treats open weights as a ticket into Western ecosystems, and still sees itself as an upstart.
1:17:01ENJonathan Siddharth on AI Training Data, Enterprise Agents and the Future of Work게스트 Jonathan Siddharth · 진행자 Harry StebbingsThe Turing CEO discusses reinforcement-learning environments, enterprise deployment and his expectations for AI-driven changes to software and employment.
1:32:23ENAnthropic’s Financing, NVIDIA’s Chip Risks and the Enterprise AI Race게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss infrastructure commitments, customer-support software, AI marketing and IPO valuations.
1:52:38ENOpen Models, AI Infrastructure, and Search: Four PerspectivesMatthew Berman, Nick Wentz, Himanshu Tyagi, Misha Laskin, Bryan Catanzaro, Robby Stein · Forward FutureForward Future speaks with leaders from Sentient, Reflection AI, NVIDIA, and Google about openness, scaling, safety, and AI-powered search.
1:26:40ENAI Coding Valuations, NVIDIA Risk and the Future of Private Markets게스트 Tomasz Tunguz, Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Tomasz Tunguz, Jason Lemkin and Rory O’Driscoll debate coding tools, infrastructure risk, venture financing and secondary liquidity.
1:48:46ZH刘先明:拆掉语言,让物理 AI 回到数据与动作게스트 刘先明 · 진행자 张小珺小鹏自动驾驶中心负责人刘先明解释,为什么 VLA 训练中间的语言监督会成为效率瓶颈,以及他如何推动小鹏从自动驾驶团队转向物理 AI。访谈也谈到规模化数据、组织变革、量产安全与自动驾驶的下一阶段。
1:06:06ENAndrew Ng on AI Infrastructure, Open Models and Building Useful Applications게스트 Andrew Ng · 진행자 Harry StebbingsThe AI Fund general partner discusses computing constraints, geopolitics, adoption and the economics of AI products.
2:08:20ENAI Markets, Agentic Commerce and Consciousness: Forward Future LiveMatthew Berman, Nick Wentz, Henrik Zeberg Jensen, Kuo Zhang, Cameron Berg · Forward FutureMatthew Berman and Nick Wentz discuss AI economics with Henrik Zeberg Jensen, sourcing with Alibaba.com’s Kuo Zhang, and consciousness research with Cameron Berg.
1:17:11ENAI Defensibility, Venture Risk and the Difficulty of Timing a Short게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate fast-moving AI markets, investment risk and how founders approach fundraising.
1:11:18ENHe Got Bored Five Minutes Into a Waymo. Nathan Labenz Says That's the Point진행자 Nathan LabenzOn a crossover with the Existential Hope podcast, the Cognitive Revolution host argues that the scarcest resource in AI is a positive picture of daily life, not another doom scenario.
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