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2:34:18EN
Zhang Xiaojun Podcast· 2026년 9월 3일팟캐스트 · 2명Zeng Ming on AI’s New Era: Why Great Companies and New Organizations Emerge게스트 Zeng Ming · 진행자 张小珺Zeng Ming argues that AI is changing the foundations of business: models will become infrastructure, while new Agent-native applications and organizations create the next wave of value. His advice to founders is to embrace uncertainty, rethink strategy continuously, and build around meaningful work rather than inherited structures.AI Strategy기업과 전략에이전트+2
1:20:29EN
20VC with Harry Stebbings· 2026년 9월 3일팟캐스트 · 3명AI Compute, Agent Security and the Race to Build More Software게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss chip demand, personal agents, software competition and how AI may change enterprise buying.AI agentsInferenceAI security+2
37:07EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026년 9월 3일팟캐스트 · 2명Arm’s 98.5% margin business just started shipping chips진행자 Sarah Guo, Elad GilCEO Rene Haas tells No Priors why the IP company built a physical CPU for Meta, and why CPUs still sit at the center of AI systems.인프라와 배포Company BuildingAI Strategy+3
2:34:18ZH
Zhang Xiaojun Podcast· 2026년 9월 3일팟캐스트 · 2명曾鸣:AI 产业化的三阶段与公司组织的消亡게스트 曾鸣 · 진행자 张小珺战略学者曾鸣以互联网、工业革命和电气化的历史周期为参照,提出 AI 正从基础设施走向 Agent 应用,并最终进入原生应用阶段。他认为,旧公司的科层制难以穿越范式转型,下一代组织将围绕任务、创造力和人机协同重构。AI StrategyStrategy에이전트+2
슬라이드 5장16:50EN
MBMatthew Berman· 2026년 9월 3일Gemini 3.8 Flash: Benchmarks, Cost and Hands-On Coding TestsMatthew Berman · Forward FutureMatthew Berman compares Google's September 2026 model announcement with several practical visual and web-building examples.GeminiBenchmarksAI cost & performance+2
1:25:00EN
JSJane Street· 2026년 9월 2일Eric Mannes on Turning Messy External Data Into Trading ResearchRon, Eric Mannes · Jane StreetFrom commodity futures and an Excel risk system to point-in-time datasets and AI, Eric Mannes explains the domain knowledge behind data engineering at Jane Street.Data quality & curation개발 워크플로와 테스트Investing+2
슬라이드 3장3:43:42ZH
罗永浩的十字路口· 2026년 9월 1일팟캐스트 · 2명手工耿:村口五金店里的达达主义者게스트 手工耿 · 진행자 罗永浩罗永浩请来手工耿,认真聊他如何从不锈钢拖鞋卖不出去,走到被全世界当成搞笑发明家——而他自己始终觉得那些东西有用。CreativityCreator EconomyComedy+2
52:27EN
Sequoia Capital· 2026년 9월 1일팟캐스트After Two Dozen Police Departments Said No, They Built an Anti-Network-Effect AI CompanyA Wisconsin county had 300 gigabytes sitting on a cold case—and Peregrine's founders still refuse to take the credit.보안과 안전Forward-deployed engineeringCompany Building+3
1:35:29EN
Cognitive Revolution "How AI Changes Everything"· 2026년 9월 1일팟캐스트Uber Burned a Year of Tokens in 13 Weeks. Retrieval Is How Agents Win진행자 Nathan LabenzMongoDB Field CTO of AI Pete Johnson argues that agent performance now hinges on retrieval quality, not on stuffing million-token context windows.RAG와 지식검색 증강 생성(RAG)Agent memory+3
1:05:56EN
20VC with Harry Stebbings· 2026년 8월 31일팟캐스트 · 2명Aaron Katz on ClickHouse, AI Revenue Durability and Enterprise Data게스트 Aaron Katz · 진행자 Harry StebbingsClickHouse’s CEO discusses agent workloads, open models, fundraising and the metrics he uses to judge durable growth.기업과 전략AI StrategyGo-to-Market+2
1:29:22EN
20VC with Harry Stebbings· 2026년 8월 29일팟캐스트 · 2명Eno Reyes on AI Model Economics, Enterprise Control and Factory's Strategy게스트 Eno Reyes · 진행자 Harry StebbingsFactory's CTO discusses cost per outcome, model routing, open models, enterprise hiring and his expectations for the AI market.에이전트 엔지니어링엔터프라이즈 AIAI cost & performance+2
2:10:42EN
Cognitive Revolution "How AI Changes Everything"· 2026년 8월 28일팟캐스트The Exam Papers Nobody Audits진행자 Nathan LabenzFrontier labs buy reinforcement-learning environments from a cottage industry of small vendors, and almost nobody checks whether those tests match the real work.평가와 관측 가능성평가(Evals)Reward hacking+3
슬라이드 3장17:15EN
MBMatthew Berman· 2026년 8월 28일The Hugging Face Incident: AI Evaluation, Sandbox Escape and Reward HackingMatthew Berman · Forward FutureMatthew Berman explains the reported OpenAI evaluation incident and the security and incentive failures it exposed.AI SafetyAI securityCybersecurity+1
1:26:43EN
20VC with Harry Stebbings· 2026년 8월 27일팟캐스트 · 3명20VC: AI Funding, Model Competition and the Economics of Agents게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate capital intensity, AI company economics and where agents may create value.Venture CapitalAI StrategyInvesting+2
34:51EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026년 8월 27일팟캐스트 · 2명Google Paid $10 Million for a Bankrupt Airline’s Data. That’s the Moat.진행자 Sarah Guo, Elad GilEon co-founders Ofir Ehrlich and Gonen Stein argue that models and compute are rented commodities — the only asset enterprises can actually keep is their data.기업과 전략인프라와 배포Data quality & curation+3
슬라이드 7장1:16:29EN
JSJane Street· 2026년 8월 26일Grant Sanderson and Alok Puranik: Positional Encodings Through Group TheoryGrant Sanderson, Alok Puranik · 3Blue1BrownStarting with assumptions about attention, they derive matrix exponentials and connect rotations, decay and Jordan blocks to RoPE and ALiBi.Transformers & attentionMathematics머신러닝 기초+1
5:15:51EN
Lex Fridman· 2026년 8월 26일팟캐스트 · 2명DHH Did Not Write a Line of Omarchy Quattro게스트 DHH · 진행자 Lex FridmanThirteen months after a skeptical conversation with Lex Fridman, the Rails creator describes how Opus 4.5, a swarm of coding agents, and a one-minute Linux installer ended his era of hand-chiseled Ruby.코딩 에이전트Vibe Coding에이전트 엔지니어링+3
2:13:09EN
Cognitive Revolution "How AI Changes Everything"· 2026년 8월 26일팟캐스트One Chain of Thought, 100 Million Tokens: RL Is a Hell of a Drug진행자 Nathan LabenzApollo Research's Bronson Schoen on reward-seeking models, invented slang, and why chain-of-thought monitoring will not save us.보안과 안전안전과 거버넌스Reward hacking+3
슬라이드 5장20:46EN
MBMatthew Berman· 2026년 8월 26일Open-Weight AI Models: Token Share, Spending and Strategic TradeoffsMatthew Berman · Forward FutureMatthew Berman examines a Vercel AI Gateway snapshot and argues that model usage and spending can tell very different stories.Open-weight modelsAI cost & performanceAI Strategy+2
55:19EN
Sequoia Capital· 2026년 8월 25일팟캐스트Human Click Data Is a Bug: Rebuilding Search for a Web of AgentsParag Agrawal, former Twitter CEO and founder of Parallel Web Systems, argues that agents will query the web a thousand times more than people, and that both search infrastructure and the ad-supported internet have to be rebuilt for that customer.에이전트Search & retrieval에이전트 엔지니어링+3
1:28:28EN
20VC with Harry Stebbings· 2026년 8월 24일팟캐스트 · 2명Julien Bek on Sequoia’s Investment Process, Founder Judgment and AI Markets게스트 Julien Bek · 진행자 Harry StebbingsThe Sequoia partner explains how he develops conviction, evaluates founders and thinks about a market where AI agents may become customers.Venture CapitalCompany BuildingAI agents+2
44:28EN
MBMatthew Berman· 2026년 8월 24일Tibo on Coding Agents, Faster AI and OpenAI’s Product DirectionMatthew Berman, Thibault Sottiaux · Forward FutureOpenAI’s Tibo discusses agent interfaces, usage resets, model efficiency and the trade-offs behind faster inference.코딩 에이전트에이전트 엔지니어링AI cost & performance+2
2:32:27EN
Cognitive Revolution "How AI Changes Everything"· 2026년 8월 22일팟캐스트19 Crossings, Zero Warnings: The Summer AI Agents Went Off-Script진행자 Nathan LabenzNathan Labenz compresses four mornings and nine guests into one question: once agents go to work, who is actually watching the frontier, and who pays for the machine underneath?보안과 안전안전과 거버넌스Agent red teaming+3
1:10:08EN
20VC with Harry Stebbings· 2026년 8월 22일팟캐스트 · 2명Jerry Murdock on AI Financing, Open Models and Technology Cycles게스트 Jerry Murdock · 진행자 Harry StebbingsInsight Partners' co-founder discusses credit risk, specialized models, security and how investors might navigate an uncertain AI cycle.Venture CapitalAI cost & performance엔터프라이즈 AI+2
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