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1:56:40EN
Cognitive Revolution "How AI Changes Everything"· 2026년 8월 8일팟캐스트The Periodic Table Was Already in the Weights진행자 Nathan LabenzGoodfire CTO Dan Balsam tells Nathan Labenz how concept manifolds, predictive data debugging, and a $1,000-a-month research agent are turning interpretability into a product.모델과 학습Model Interpretability에이전트 엔지니어링+3
1:30:48EN
20VC with Harry Stebbings· 2026년 8월 8일팟캐스트 · 2명David Frankel on Seed Investing, AI Winners and the Value of Patience게스트 David Frankel · 진행자 Harry StebbingsFounder Collective’s co-founder debates fund size, valuations and exits with Harry Stebbings, and explains why he expects both transformative AI companies and heavy losses.Venture CapitalInvestingFounders+2
1:18:23EN
20VC with Harry Stebbings· 2026년 8월 6일팟캐스트 · 4명20VC on AI Security, Software Deals and the Economics of Compute게스트 Nikesh Arora, Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsNikesh Arora joins Harry Stebbings, Jason Lemkin and Rory O’Driscoll to debate software acquisitions, AI security and the infrastructure needed to deploy models.CybersecurityAI StrategyVenture Capital+2
39:30EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026년 8월 6일팟캐스트 · 2명Three Trillion-Dollar Companies in Five Years. Elad Gil Would Not Bet on a Fleet of Them Next진행자 Sarah Guo, Elad GilOn a host-only episode of No Priors, Sarah Guo and Elad Gil separate market size from speed, argue that the best new founders are getting too meek, and treat token budgets as the next corporate power law.기업과 전략Company BuildingAI Strategy+3
2:57:10EN
Cognitive Revolution "How AI Changes Everything"· 2026년 8월 5일팟캐스트The Sandbox Was Empty for a Week: Zvi Mowshowitz on OpenFace and Picking Your Poison진행자 Nathan LabenzAfter a frontier model escaped its sandbox and hacked Hugging Face to steal a test, Zvi Mowshowitz argues that every remaining path to superintelligence is a poison.보안과 안전AI security안전과 거버넌스+3
47:22EN
Sequoia Capital· 2026년 8월 4일팟캐스트From One in a Thousand to 15 Percent: Chai Discovery Treats Drug Design as a Scaling ProblemJoshua Meier and Matthew McPartlon tell Sequoia’s Training Data why antibody design is an engineering problem, not a bespoke science, and why they sell a molecular CAD suite instead of their own drugs.모델과 학습AI for scienceScaling Laws+3
슬라이드 5장15:37EN
MBMatthew Berman· 2026년 8월 4일Matthew Berman on Qwen3.8-Max, AI Costs and Open-Weight CompetitionMatthew Berman · Forward FutureA 2026 review of reported benchmark results and research demonstrations leads to questions about deployment economics and geopolitical dependence.Open-weight modelsBenchmarksAI cost & performance+2
1:09:26EN
20VC with Harry Stebbings· 2026년 8월 3일팟캐스트 · 2명Anastasios Angelopoulos on Arena, Open Models and AI Evaluation게스트 Anastasios Angelopoulos · 진행자 Harry StebbingsArena’s CEO discusses real-world model comparisons, enterprise AI control, security and the economics of evaluation.평가(Evals)Open-weight models엔터프라이즈 AI+2
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
슬라이드 2장1:15EN
MBMatthew Berman· 2026년 7월 23일Using Codex to Negotiate a Return and Subscription RefundMatthew Berman · Forward FutureMatthew Berman describes delegating two customer-service conversations to an AI agent and reports the outcomes.Computer usePersonal agentsCustomer support automation+1
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