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2:16:29EN
Cognitive Revolution "How AI Changes Everything"· 2026년 8월 2일팟캐스트From Two Papers a Month to Sixty: What Two Weeks in China Revealed About AI Safety진행자 Nathan LabenzNathan Labenz argues that the familiar 'China will never slow down' line does not survive contact with the actual Chinese AI safety ecosystem.보안과 안전안전과 거버넌스AI security+3
1:05:02EN
20VC with Harry Stebbings· 2026년 8월 1일팟캐스트 · 2명Joon Sung Park on Simulating Human Behavior and Building Simile게스트 Joon Sung Park · 진행자 Harry StebbingsThe Simile co-founder explains his research on generative agents, the challenges of validating simulations, and his ambitions for a business built around modeling people.Multi-agent systemsAI agentsData quality & curation+2
34:30EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026년 7월 31일팟캐스트 · 2명Netic's Agents Answer the Phone When the Heat Breaks진행자 Sarah Guo, Elad GilFounder Melisa Tokmak tells Elad Gil how a two-year-old platform became the AI operations layer for HVAC, roofing, pet care, and other essential services.기업과 전략음성 AIWorkflow automation+3
1:04:14EN
Unsupervised Learning: With Jacob Effron· 2026년 7월 31일팟캐스트The Man Who Helped Stand Up Colossus in 120 Days Is Betting on an AI That Lives in Your House진행자 Jacob EffronxAI co-founder Igor Babuschkin left to start River AI, arguing coding agents have crossed a threshold, closed labs are getting squeezed, and the next prize is personal, local intelligence.에이전트AI startups & small teamsCompany Building+3
1:43:45EN
Cognitive Revolution "How AI Changes Everything"· 2026년 7월 30일팟캐스트A $300 Universal Jailbreak: Why FAR.AI Now Thinks Defense Can Win진행자 Nathan LabenzAdam Gleave walks through FAR.AI’s first head-to-head AI security leaderboard, and explains why a decade of offense-dominant thinking is starting to crack.보안과 안전AI security안전과 거버넌스+3
1:20:22EN
20VC with Harry Stebbings· 2026년 7월 30일팟캐스트 · 3명20VC Roundtable on Open Weights, AI Spending and Software Investing게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI safety, chip investment, enterprise budgets and the future of software.Open-weight modelsAI SafetyInference+2
49:12EN
Sequoia Capital· 2026년 7월 29일팟캐스트The People Writing the Transformer’s Eulogy Want a Lab That Can Take Vacation Without Themo1’s reasoning lead and a Gemini pre-training lead argue the architecture, not more scale, is now the bottleneck — and that replacing it starts with automating kernel generation.모델과 학습AI researchPretraining & midtraining+3
2:59:03EN
Zhang Xiaojun Podcast· 2026년 7월 28일팟캐스트 · 2명You Kaichao on How vLLM Grew from Open-Source Project to AI Infrastructure Company게스트 You Kaichao · 진행자 张小珺Inferact co-founder You Kaichao traces vLLM’s path from Berkeley research to a company, then explains why model, inference, hardware and agent design increasingly have to move together.Company BuildingAI startups & small teamsAI research+2
3:46:18EN
Lex Fridman· 2026년 7월 28일팟캐스트 · 2명If You Take Slavery Out of the Picture, There Is No Civil War게스트 Gary Gallagher · 진행자 Lex FridmanIn 1860, enslaved people were worth more than every railroad and factory in the United States combined.Political PhilosophyLeadershipHistory
2:23:43EN
Cognitive Revolution "How AI Changes Everything"· 2026년 7월 27일팟캐스트He Bought an Android, Two SIMs, and Left Claude Watching His Inbox진행자 Nathan LabenzNathan Labenz asked a dozen friends how to visit China and got two irreconcilable answers.제품과 UXAI interface designPersonal agents+3
1:06:45EN
20VC with Harry Stebbings· 2026년 7월 27일팟캐스트 · 2명Matt Murphy on Anthropic, Open Models and the New Venture Playbook게스트 Matt Murphy · 진행자 Harry StebbingsThe Menlo Ventures partner explains his investments in Anthropic, Lovable and Legora, and debates AI margins, model competition and venture fund strategy.Venture CapitalAI StrategyInvesting+2
1:02:42EN
20VC with Harry Stebbings· 2026년 7월 25일팟캐스트 · 2명Mercor’s Osvald Nitski on AI Training Data, Product and Customer Concentration게스트 Osvald Nitski · 진행자 Harry StebbingsMercor’s head of product discusses how the company supplies expert data to AI labs, designs its marketplace and plans to reach more enterprise customers.Data quality & curationProduct Management엔터프라이즈 AI+2
슬라이드 5장52:29EN
MBMatthew Berman· 2026년 7월 24일Claude Opus 5: Benchmarks, Cost per Task, and Early ImpressionsMatthew Berman · Forward FutureMatthew Berman reacts to the model launch, examines reported benchmark and pricing data, and explains why the cost of completing a task matters more than token price alone.AnthropicBenchmarksAI cost & performance+2
49:20EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026년 7월 23일팟캐스트 · 2명Half of Ask DoorDash Orders Hit a New Restaurant. In Ten Years There Will Be More Dashers, Not Fewer.진행자 Sarah Guo, Elad GilCo-founders Andy Fang and Stanley Tang tell Sarah Guo how a conversational ordering interface moved DoorDash's hardest metric, why they built a 300-pound delivery robot in-house, and why autonomy means more human riders, not less.기업과 전략RoboticsProduct Strategy+3
1:27:39EN
20VC with Harry Stebbings· 2026년 7월 23일팟캐스트 · 3명20VC Roundtable on Open Models, AI Economics and Payments Deals게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss model security, inference investment and a reported PayPal proposal.Open-weight models엔터프라이즈 AIInference+2
51:31EN
Sequoia Capital· 2026년 7월 21일팟캐스트They Refunded Nearly $2 Million. Then Factory’s CEO Explained the Dark FactoryMatan Grinberg on being two years early, why a model-agnostic harness beats lab co-design, and why 90 percent of coding tokens will soon run with the lights off.코딩 에이전트Harness engineeringModel routing & gateways+3
슬라이드 4장27:13EN
MBMatthew Berman· 2026년 7월 21일Kimi K3 and the Debate Over Open-Weight AIMatthew Berman · Forward FutureMatthew Berman examines model economics, competition and security arguments after Moonshot AI’s Kimi K3 announcement.Open-weight modelsAI cost & performanceAI Regulation+2
1:28:42EN
20VC with Harry Stebbings· 2026년 7월 20일팟캐스트 · 2명Lin Qiao on Specialized AI, Open Models and the Economics of Inference게스트 Lin Qiao · 진행자 Harry StebbingsThe Fireworks AI CEO explains her case for customized models, discusses infrastructure trade-offs and forecasts lower AI costs and higher use.InferenceAI cost & performanceOpen-weight models+2
1:52EN
MBMatthew Berman· 2026년 7월 19일Anthropic, Compute Capacity and the Competition for AI SubscribersMatthew Berman · Forward FutureMatthew Berman weighs a claimed compute constraint against model quality, subscription limits and the possibility of future self-improvement.AI cost & performance인프라와 배포AI Strategy+1
1:29:35EN
20VC with Harry Stebbings· 2026년 7월 18일팟캐스트 · 2명Fred Turner on Curative’s Pandemic Pivot, Health Insurance and AI Automation게스트 Fred Turner · 진행자 Harry StebbingsCurative’s CEO recounts building a COVID testing operation, moving into health insurance and using AI agents across the company’s workflows.AI in healthcareEntrepreneurshipWorkflow automation+2
1:13:48EN
Unsupervised Learning: With Jacob Effron· 2026년 7월 16일팟캐스트Carriers Spend $200 Billion a Year. The Money Went Up the Stack진행자 Jacob EffronBenedict Evans tells Jacob Effron why analogizing AI to past platforms is a dead end, and why looking at how those platforms actually made money is not.기업과 전략AI Strategy엔터프라이즈 AI+3
3:46:12EN
Zhang Xiaojun Podcast· 2026년 7월 16일팟캐스트 · 2명Kay Ke on Physical Intelligence, Robot Learning, and the Future of Robotics게스트 Kay Ke · 진행자 张小珺Physical Intelligence researcher Kay Ke traces the field's research lineages and explains Pi's progression from π₀ to π*₀.₆. She also reflects on education, fiction, ambition, and what it means to build robots that work beyond a demo.RoboticsReinforcement LearningAI research+2
1:26:12EN
20VC with Harry Stebbings· 2026년 7월 16일팟캐스트 · 3명20VC Roundtable on AI Competition, Enterprise Spending and Venture Capital게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss a reported Apple lawsuit, AI pricing, memory markets and venture financing.엔터프라이즈 AIAI cost & performanceVenture Capital+2
슬라이드 5장1:00:47EN
MBMatthew Berman· 2026년 7월 15일AI News Live: A Codex Keyboard, Open Models and Agent Safety ResearchMatthew Berman, Alex, Brian · Forward FutureMatthew Berman, Alex and Brian discuss new tools, model costs and a research report, separating initial impressions from verified results.코딩 에이전트Open-weight modelsAI cost & performance+2
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