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1:15:19EN
20VC with Harry Stebbings· 2026년 4월 14일팟캐스트 · 2명Anj Midha on Anthropic, Compute Bottlenecks and Building Frontier AI게스트 Anjney Midha · 진행자 Harry StebbingsThe AMP founder recounts Anthropic’s early fundraising and explains his investment thesis around scientific feedback, compute coordination and AI infrastructure.AI Strategy인프라와 배포Venture Capital+2
슬라이드 5장1:08:22EN
Jane Street· 2026년 4월 10일Mark Doss on Production Engineering for High-Stakes TradingMark Doss · Jane StreetWhy every order matters, how event-based monitoring detects unexpected failures, and what a realistic incident reveals about trading operations.관측 가능성과 안정성인프라와 배포Software engineering+2
44:01EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026년 4월 9일팟캐스트 · 2명A millionth of a penny: Jeremy Allaire on the payment rails of the agentic economy진행자 Sarah Guo, Elad GilCircle's CEO tells No Priors why stablecoins and a purpose-built chain, not the legacy banking stack, are the money layer for software that buys and sells on its own.에이전트Agentic commerce금융 AI+3
1:37:43EN
Cognitive Revolution "How AI Changes Everything"· 2026년 3월 25일팟캐스트Cisco wants two extra network layers so agents can share intent진행자 Nathan LabenzVijoy Pandey of Outshift by Cisco argues that superintelligence has to scale out through networks of agents, not just up through bigger models.에이전트Multi-agent systemsAgent orchestration+3
2:25:58EN
Lex Fridman· 2026년 3월 23일팟캐스트 · 2명AGI Is Already Here. Building NVIDIA Is Not.게스트 Jensen Huang · 진행자 Lex FridmanLex Fridman sits down with Jensen Huang for two and a half hours on extreme co-design, CUDA, four scaling laws, and why a $1 billion AI company is easier than a durable one.기업과 전략Company BuildingAI Strategy+3
44:19EN
Sequoia Capital· 2026년 3월 17일팟캐스트The $500-per-Kilogram Line: Why Starcloud Thinks Data Centers Belong in SpaceStarcloud founder Philip Johnston walks through the physics, launch economics, and business model of putting AI compute in orbit.인프라와 배포InferenceAI cost & performance+2
40:56EN
Sequoia Capital· 2026년 3월 10일팟캐스트Four of the Top Five Defense Primes Still Run Hardware Tests on PowerPointNominal’s cofounders argue that hardware never got the last twenty years of software infrastructure, and that physical AI will stall until test data lives in one place.인프라와 배포Data quality & curation관측 가능성과 안정성+3
슬라이드1:29:32EN
Matthew Berman· 2026년 3월 9일Dylan Patel on AI Agents, Military Use, Jobs, and the Race for ComputeMatthew Berman, Dylan Patel · Forward FutureThe SemiAnalysis founder discusses how AI agents are changing his business, the controversy over military use, and the economic and geopolitical stakes of frontier models.AI agentsFuture of WorkGeopolitics+2
44:46EN
Sequoia Capital· 2026년 2월 10일팟캐스트A Single Training Environment Can Cost Millions. Prime Intellect Wants a GitHub for RLWill Brown and Johannes Hagemann argue that the eval suite you already use to test agents is one step away from a training set.오픈소스와 커뮤니티RL environments & simulators평가(Evals)+3
슬라이드 3장1:24:44EN
Matthew Berman· 2026년 2월 7일Forward Future Live: Portable AI Infrastructure, Software and Formal ProofMatthew Berman, Nick Wentz, Tim Davis, Joseph Floyd, Carina Hong · Forward FutureTim Davis, Joseph Floyd and Carina Hong join Matthew Berman and Nick Wentz for a February 2026 discussion.인프라와 배포엔터프라이즈 AIAI research+1
슬라이드 5장1:22:49EN
Jane Street· 2026년 1월 31일Bryan Cantrill: Why Software and Hardware Must Be Designed TogetherBryan Cantrill · Oxide Computer CompanyFrom a stubborn CPU reset to disappearing drives, Oxide’s cofounder makes the case for designing and debugging computing systems across the hardware–software boundary.Software engineering인프라와 배포관측 가능성과 안정성+2
1:23EN
Matthew Berman· 2026년 1월 28일An xAI Engineer's Podcast Remarks and DepartureMatthew Berman · Forward FutureMatthew Berman reviews a former engineer's comments about data centers, AI agents and workplace incentives, while asserting a link to his departure.AI startups & small teamsAI agents인프라와 배포
2:12:31EN
Cognitive Revolution "How AI Changes Everything"· 2026년 1월 25일팟캐스트Most Caffeine users have no idea they are on a blockchain진행자 Nathan LabenzDFINITY's Dominic Williams tells Nathan Labenz why a tamper-proof, unstoppable cloud is the right backend for AI that writes software from a chat box.인프라와 배포코딩 에이전트안전과 거버넌스+3
37:00EN
Sequoia Capital· 2026년 1월 14일팟캐스트The AlphaChip Team That Laid Out Four TPUs Now Wants Every Company to Be DesignlessAnna Goldie and Azalia Mirhoseini tell Sequoia how an RL floorplanner survived TPU-team anger, learned to draw donut-shaped macros, and became a bet that AI will design chips that then feed AI.인프라와 배포Reinforcement LearningAI startups & small teams+3
38:21EN
Sequoia Capital· 2025년 12월 16일팟캐스트How a Weekend Webcam Came to See 90 Billion Miles a YearSamsara CEO Sanjit Biswas on edge inference, messy road data, and why physical AI only counts once it is installed.기업과 전략Company Building인프라와 배포+3
2:06:09EN
Cognitive Revolution "How AI Changes Everything"· 2025년 12월 14일팟캐스트One ChatGPT query is a second in the microwave진행자 Nathan LabenzAndy Masley walks Nathan Labenz through the energy and water math of AI, from a single prompt to an 80-gigawatt buildout.인프라와 배포AI cost & performanceScience Communication+1
1:02:19EN
Sequoia Capital· 2025년 12월 10일팟캐스트A Top Video Model's Half-Life Is 30 Days. fal Runs 600 AnywayThe fal founders tell Sequoia why generative video is a compute-bound problem that language-model shops keep underestimating, and why they will not let any customer marry a single model.인프라와 배포Generative media비전과 영상+3
슬라이드 5장9:41EN
Matthew Berman· 2025년 12월 9일AI News in December 2025: Devstral 2, Agent Standards and Data-Center PowerMatthew Berman · Forward FutureMatthew Berman discusses model-release predictions, open agent infrastructure and ideas for powering terrestrial and space-based computing.코딩 에이전트MCPOpen-weight models+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
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
1:48:46ZH
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
슬라이드 4장2:07:36EN
Matthew Berman· 2025년 11월 8일AI Agents, Video Creation and Chipmaking: Forward Future LiveMatthew Berman, Nick Wentz, Alex Mashrabov, Ben Goodger, João Moura, Jeff Koch · Forward FutureA November 2025 livestream brings together leaders from Higgsfield, OpenAI and CrewAI, plus a semiconductor analyst, to discuss AI products and infrastructure.에이전트Generative media인프라와 배포+2
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