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1:16:21EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026년 1월 8일팟캐스트 · 2명Jensen Huang’s Year-End Case That Token Costs Can Fall a Billion-Fold Without Killing Jobs진행자 Sarah Guo, Elad GilOn No Priors, NVIDIA’s CEO uses radiology, open source, and a $2 trillion R&D budget to argue that 2025’s extremes missed the stack.기업과 전략Reasoning & test-time computeAI cost & performance+3
1:27:29EN
20VC with Harry Stebbings· 2026년 1월 8일팟캐스트 · 3명AI 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.Venture CapitalAI StrategyInvesting+2
1:55:02EN
Cognitive Revolution "How AI Changes Everything"· 2026년 1월 4일팟캐스트An 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.보안과 안전안전과 거버넌스AI research+3
1:18:40EN
Cognitive Revolution "How AI Changes Everything"· 2026년 1월 1일팟캐스트When 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.기업과 전략AI Strategy안전과 거버넌스+3
슬라이드 2장1:38EN
Matthew Berman· 2025년 12월 29일NVIDIA’s Groq Licensing Deal and the Inference MarketMatthew Berman · Forward FutureMatthew Berman discusses why NVIDIA licensed Groq’s inference technology and hired members of its team.SemiconductorsInferenceAI cost & performance+1
1:12:54EN
20VC with Harry Stebbings· 2025년 12월 22일팟캐스트 · 3명Investors’ 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.Venture CapitalInvestingAI Strategy+2
40:46EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025년 12월 19일팟캐스트 · 2명Doctors 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.기업과 전략AI StrategyAI startups & small teams+3
1:43:19EN
Cognitive Revolution "How AI Changes Everything"· 2025년 12월 19일팟캐스트A $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.기업과 전략안전과 거버넌스AI Strategy+3
1:21:57EN
20VC with Harry Stebbings· 2025년 12월 18일팟캐스트 · 3명Cursor, 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.Venture CapitalAI StrategyProduct Strategy+2
1:18:05EN
Unsupervised Learning: With Jacob Effron· 2025년 12월 18일팟캐스트The 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.기업과 전략AI StrategyScaling Laws+3
1:11:52EN
20VC with Harry Stebbings· 2025년 12월 15일팟캐스트 · 2명David 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.Venture CapitalInvesting엔터프라이즈 AI+2
슬라이드 4장15:01EN
Matthew Berman· 2025년 12월 13일AI News in December 2025: Disney, DeepSeek, Runway and MetaMatthew Berman · Forward FutureMatthew Berman reviews an OpenAI licensing deal, reports about AI chips and Meta’s model strategy, video generation, and Rivian’s autonomy plans.AI StrategyOpenAIGenerative media+2
1:35:32EN
20VC with Harry Stebbings· 2025년 12월 11일팟캐스트 · 3명SpaceX 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.Venture CapitalInvestingAI Strategy+2
46:26ZH
Zhang Xiaojun Podcast· 2025년 12월 9일팟캐스트 · 2명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。Venture CapitalAI StrategyOpenAI+2
1:09:48EN
Unsupervised Learning: With Jacob Effron· 2025년 12월 5일팟캐스트China'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.기업과 전략GeopoliticsAI Strategy+3
1:11:42EN
20VC with Harry Stebbings· 2025년 12월 4일팟캐스트 · 3명Eventbrite, 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.Venture CapitalSaaSAI Strategy+2
1:25:54EN
Cognitive Revolution "How AI Changes Everything"· 2025년 12월 3일팟캐스트Hours 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.기업과 전략Open-source ecosystemsOpen-weight models+3
1:17:01EN
20VC with Harry Stebbings· 2025년 12월 1일팟캐스트 · 2명Jonathan 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.Data quality & curation엔터프라이즈 AIAI agents+2
1:32:23EN
20VC with Harry Stebbings· 2025년 11월 27일팟캐스트 · 3명Anthropic’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.AI StrategyVenture Capital엔터프라이즈 AI+2
슬라이드 5장22:48EN
Matthew Berman· 2025년 11월 25일Matthew Berman on Gemini 3 and the AI Competitive LandscapeMatthew Berman · Forward FutureA November 2025 strategy scorecard weighs models, infrastructure, chips, distribution and data across major AI companies.AI StrategyFoundation Models인프라와 배포+2
1:52:38EN
Matthew Berman· 2025년 11월 22일Open 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.Open-weight modelsAI Safety인프라와 배포+2
슬라이드 2장10:36EN
Matthew Berman· 2025년 11월 21일Forward Future Live: An Opera Visit and NVIDIA EarningsMatthew Berman, Nick Wentz · Forward FutureMatthew Berman and Nick Wentz open their November 21, 2025 show with an opera story and a brief look at NVIDIA.AI Strategy인프라와 배포
1:26:40EN
20VC with Harry Stebbings· 2025년 11월 20일팟캐스트 · 4명AI 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.Venture CapitalInvesting코딩 에이전트+2
1:48:46ZH
Zhang Xiaojun Podcast· 2025년 11월 18일팟캐스트 · 2명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。Autonomous DrivingAI StrategyRobotics+2
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