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슬라이드 2장1:43:22EN
All-In Podcast· 2026년 10월 23일팟캐스트 · 4명AI Security, Investment and the Debate Over France’s Future게스트 Nikesh Arora · 진행자 Jason Calacanis, Chamath Palihapitiya, David FriedbergThe All-In hosts and Nikesh Arora discuss cybersecurity and AI spending, then debate France’s unrest, public services and US policy.AI security엔터프라이즈 AIInvesting+2
슬라이드 3장34:35EN
SemiAnalysis· 2026년 10월 23일팟캐스트 · 3명SemiAnalysis on ASML's Hybrid-Bonding Patents, HBM Economics and the Next Tool Ecosystem게스트 Sherry Zhang, Howie · 진행자 Jordan NanosJordan Nanos, Sherry Zhang and Howie examine a track-based bonding design that brings the wafer to the die, then explain why adoption depends on precision, cleanliness, economics and a changing supply chain.Semiconductors인프라와 배포Geopolitics
1:00:39EN
a16z· 2026년 10월 23일팟캐스트 · 3명Amazon CEO Andy Jassy on the $220 Billion AI Buildout게스트 Andy Jassy · 진행자 Ben Horowitz, Erik TorenbergEven at roughly $220 billion of 2026 CapEx, Jassy says Amazon is still turning away AI demand. He tells Ben Horowitz and Erik Torenberg why AWS could become a trillion-dollar run-rate business, and why inference cost, custom chips, and smaller teams matter more than squeezing old customers.AI Strategy인프라와 배포Semiconductors+2
슬라이드 19장1:09:00EN
Dwarkesh Patel· 2026년 10월 22일팟캐스트 · 9명Dwarkesh Patel: What will computer chips look like in 2045?게스트 Chris Auth, Kevin Fischer, Jack Kavalieros, Tyler Osborn, Pushkar Ranade, Gary Dickerson, Peter Wennink, Elon Musk · 진행자 Dwarkesh PatelAfter two days inside Intel’s most advanced fab, Dwarkesh Patel walks through gate-all-around, backside power, High-NA EUV, ruthenium, CFET, and hybrid bonding — and asks Intel’s leadership how the industry can possibly meet AI’s 3×-a-year compute demand when the world’s chipmaking tools cannot.SemiconductorsAI cost & performance인프라와 배포+2
슬라이드 6장29:22EN
Theo - t3․gg· 2026년 10월 22일Theo on Security Vulnerabilities, Stolen API Keys and AITheo Browne · Ping LabsA look at the gap between vulnerability disclosure and patching, and a speculative account of why stolen inference keys may be valuable.CybersecurityAI securitySoftware engineering+1
59:41EN
20VC with Harry Stebbings· 2026년 10월 22일팟캐스트 · 3명20VC: Venture Fund Size, AI Valuations and the Changing Software Market게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O'Driscoll debate venture concentration, infrastructure risk, code review and the assumptions behind fast-growing AI companies.Venture CapitalInvestingAI cost & performance+2
1:25:33EN
Latent Space· 2026년 10월 22일팟캐스트 · 2명Why GPU Capacity Comes in Three-Year Rectangles — Erik Bernhardsson, Modal게스트 Erik Bernhardsson · 진행자 Vibhu SapraModal’s CEO tells Latent Space why AI demand almost never looks like a three-year GPU contract, how the company pools compute across thousands of customers, and why sandboxes grew from a product they almost killed into a third of revenue.인프라와 배포Sandboxes & isolationAI cost & performance+2
57:47EN
The Builders· 2026년 10월 22일Peter Thiel on AI Acceleration, Global Power, and the Values of Its Builders게스트 Peter Thiel · 진행자 Walter IsaacsonWalter Isaacson challenges Peter Thiel on AI risk, concentrated power, and the moral responsibilities of visionary founders. Thiel argues that stopping progress carries dangers of its own.AI SafetyPolitical PhilosophyFounders+2
26:41EN
Latent Space· 2026년 10월 22일팟캐스트 · 2명Anekha Sokhal on Moshi, a Recommendation Engine for Commodity Traders게스트 Anekha Sokhal · 진행자 swyxThe Moshi founder tells swyx how she would rebuild a trader’s workflow: connect market data, private files and conflicting sources, then push the second-order effects people would otherwise miss. The hard part is not the dashboard. It is getting someone to actually use it.금융 AIRecommendation systemsData quality & curation+2
0:53EN
Matthew Berman· 2026년 10월 22일Sam Altman on AI and the Discovery of New KnowledgeSam Altman · OpenAIAltman expects progress in mathematical discovery to extend to biology, materials and energy.AI for scienceMathematicsComputational Biology+1
1:00:34EN
a16z· 2026년 10월 22일팟캐스트 · 4명Marc Andreessen, Chris Dixon and Ben Horowitz on AI and the Frontier for Founders게스트 Chris Dixon, Marc Andreessen, Ben Horowitz · 진행자 Erik TorenbergThe a16z partners explain their expanded Frontier mandate and why they think AI is widening the possibilities for entrepreneurs, open models and new media.Venture CapitalAI startups & small teamsAI Strategy+2
40:00EN
All-In Podcast· 2026년 10월 21일팟캐스트 · 3명Arvind Krishna and Nikesh Arora on Quantum Risk, AI Models and Software Consolidation게스트 Arvind Krishna, Nikesh AroraThe executives discuss post-quantum preparation, the economics of open-weight models and the changing shape of enterprise cybersecurity.AI securityOpen-weight models엔터프라이즈 AI+1
슬라이드 3장13:21EN
Adrian Twarog· 2026년 10월 21일Adrian Twarog: Giving Enterprise Vibe Coding a Governed Path to ProductionAdrian TwarogA Superblocks walkthrough shows how shared integrations, isolated databases, policy agents and audit logs can bring business-built AI apps under IT oversight.Vibe Coding엔터프라이즈 AIAI security+2
슬라이드 2장17:42EN
AI Engineer· 2026년 10월 21일Is a Faster Model Actually Faster? Measure the Finished Job, Not the TokensMorgan Suo · MiniMaxMiniMax's Morgan Suo takes the engineering changes inside M3.1 Flash one by one and asks the question that matters to users: does the job an analyst needs actually get done sooner, cheaper and correctly?AI cost & performanceInferenceQuantization+2
0:44EN
Matthew Berman· 2026년 10월 21일Sam Altman and Matthew Berman on AI, Work and BusynessMatthew Berman, Sam Altman · Forward FutureIn a short conversation, they consider why technology has not necessarily given people more free time.Future of WorkProductivityWork-Life Balance
1:56:28EN
The Pragmatic Engineer· 2026년 10월 21일팟캐스트 · 2명Will Larson: The Revised Rules of Engineering Management게스트 Will Larson · 진행자 Gergely OroszThe 2010s taught engineering managers never to make a technical decision again. Will Larson, CTO of Imprint and author of Staff Engineer, argues that era is over: managers who cannot get back into the work are in a career trap.ManagementLeadershipCareer Growth+2
슬라이드 13장16:22EN
How I AI· 2026년 10월 21일팟캐스트Claire Vo: Claude Duet Is Beautiful, but It Is Not My Number One Agent진행자 Claire VoAnthropic’s phone-based personal agent has the most polished launch Claire Vo has seen: thoughtful onboarding, task lists, first-class artifacts, and Slack-style channels. Polish is not enough when every other agent is competing for the same attention.Personal agentsAnthropicAI interface design+2
슬라이드 6장18:42EN
AI Engineer· 2026년 10월 21일Ford Prior: An AI War Room for Modernizing GEICO’s Legacy CodeFord Prior · GEICOHow an insurer combined human decisions, enterprise context and agent fleets to modernize claims technology.코딩 에이전트Agent orchestration엔터프라이즈 AI+2
1:59:52EN
Zhang Xiaojun Podcast· 2026년 10월 21일팟캐스트 · 2명David Qian on Succession, Robotics, and Finding His Own Ambition게스트 David Qian (Qian Cheng) · 진행자 张小珺Ecovacs CEO David Qian reflects on inheriting a founder-built company, learning to lead through mistakes, and choosing a patient path in robotics. His account treats succession as an ongoing effort to build the company for a new era, not a finish line.기업과 전략LeadershipCompany Building+2
슬라이드0:22EN
Matthew Berman· 2026년 10월 21일A Robot Bodyguard Video Shows Dramatic Rescue ScenariosMatthew Berman · Forward FutureMatthew Berman reacts to a short robot demonstration depicting fighting and vehicle-rescue scenarios.Robotics평가(Evals)
45:08EN
Matthew Berman· 2026년 10월 21일Sam Altman on AI Discovery, Consciousness, Compute and a Human-Centered FutureMatthew Berman, Sam Altman · Forward FutureIn a conversation with Matthew Berman, Altman discusses scientific progress, personal assistants, recursive self-improvement and the importance of human agency.AI for sciencePersonal agentsConsciousness+2
0:32EN
Matthew Berman· 2026년 10월 21일Sam Altman on the Continuing Demand for Software WorkSam Altman, Matthew Berman · OpenAIIn a short interview excerpt, Altman says demand for software may be larger than expected even as AI changes how it is made.Future of WorkSoftware engineering코딩 에이전트
슬라이드16:58EN
AI Engineer· 2026년 10월 20일Lincoln Murr on Payments, Trading, and Trust for AI AgentsLincoln Murr · CoinbaseCoinbase’s AI product lead describes x402, potential financial workflows, and a gradual approach to agent autonomy.AI Strategy제품과 UX안전과 거버넌스
슬라이드 6장15:30EN
AI Engineer· 2026년 10월 20일How Monzo Built Agent Chip into a Reusable Banking PlatformFelippe Felisola Caso, Francesco Galletta · MonzoMonzo’s team explains the platform, access controls and workflows behind its in-house agent.코딩 에이전트Agent orchestration엔터프라이즈 AI+2
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