필터 결과
153개정렬
34:21EN
Matthew Berman· 2026년 10월 27일Matthew Berman Examines Anthropic’s IPO Filing, AI Growth and GovernanceMatthew Berman, Sam Altman · Forward FutureThe presenter reviews the S-1’s financial metrics, compute strategy and voting structure while questioning the tension between rapid AI development and safety.
36:07EN
Theo - t3․gg· 2026년 10월 27일Theo on Token Costs, Coding Agents, and the Price of AI CapabilityTheo Browne · Ping LabsA viral estimate of Lauren's AI spending prompts a closer look at cache pricing, benchmarks, and the changing work of coding agents.
1:11:27EN
Invest Like The Best· 2026년 10월 27일팟캐스트 · 2명Cliff Sosin: What Remains Valuable When AI Intelligence Gets Cheap게스트 Cliff Sosin · 진행자 Patrick O'ShaughnessyThe investor explores the limits of prediction, the economics of AI infrastructure and the assets that may complement abundant intelligence.
55:06EN
SemiAnalysis· 2026년 10월 27일팟캐스트 · 4명Anthropic's S-1: Revenue, Compute Costs and the Race to ScaleThe SemiAnalysis panel examines Anthropic’s filing, from improving compute economics to customer concentration and competition.
1:50:48EN
Y Combinator· 2026년 10월 24일Why Inference Matters 12× More Than TrainingFrançois Chaubard, Dan Fu, Jeff Morgan, Joe Fioti, Liangsheng Yin · Y CombinatorYC Paper Club walks the inference stack from an API request down to GPU kernels. Four talks from Together AI, Ollama, Luminal, and SGLang argue that serving quality, not just training FLOPs, is where most of the compute and the money now sit.
32:20ENMatthew Berman· 2026년 10월 23일Who Is Local AI For? The Costs, Trade-offs and a Hybrid FutureMatthew Berman · Forward FutureMatthew Berman weighs data control and independence against hardware cost, setup complexity and inference speed.
1:09:00EN
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.
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.
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.
1:17:09EN20VC with Harry Stebbings· 2026년 10월 15일팟캐스트 · 3명20VC on Pro Rata Rights, AI Pricing and the Changing Software Market게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate investor rights, model economics and the choices facing software companies and their employees.
1:26:46EN
Cognitive Revolution "How AI Changes Everything"· 2026년 10월 8일팟캐스트There Likely Is a Level of Intelligence We Shouldn't Go Past진행자 Nathan LabenzNathan Labenz brings notes from The Curve, a chip startup whose token bill beat payroll, and a software industry that now performance-reviews people for Claude slop.
1:10:12ENCognitive Revolution "How AI Changes Everything"· 2026년 10월 7일팟캐스트OutSystems Went From 4 Major Features a Quarter to 26. Token Spend Fell Anyway진행자 Nathan LabenzCEO Woodson Martin on software that never breaks, why most enterprise work does not need a frontier model, and how AI is finally shrinking the IT backlog.
1:04:26EN
Sequoia Capital· 2026년 10월 6일팟캐스트At 100,000 Accelerators, Something Fails Every HourGoogle AI infrastructure chief Amin Vahdat tells Sequoia's Sonya Huang why FLOPS is a vanity metric, why the TPU line split in two, and why he would rather wait on a utility than build his own gigawatt.
1:05:01EN20VC with Harry Stebbings· 2026년 10월 3일팟캐스트 · 2명Chase Lochmiller on AI Data Centers, Energy and GPU Economics게스트 Chase Lochmiller · 진행자 Harry StebbingsCrusoe’s CEO discusses the constraints on AI infrastructure, the economics of GPU capacity and his company’s approach to energy and managed inference.
35:39EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026년 10월 2일팟캐스트 · 2명Compute Scaled a Millionfold. Bandwidth Only 40x. Fractile Wants to Fix That Ratio진행자 Sarah Guo, Elad GilIn the summer of 2022, Walter Goodwin founded Fractile in London to build very fast inference chips for the world's largest models.
1:28:08ENCognitive Revolution "How AI Changes Everything"· 2026년 10월 1일팟캐스트The same H100 costs 3x at AWS, and a four-month-old lab is catching genes the top sequencers missed진행자 Nathan LabenzA Cognitive Revolution weekly briefing on a possible U.S.–China AI hotline, why hyperscalers charge two to three times as much for identical chips, co-writing a novel with frontier models, and an AI loop that re-diagnosed a child a premier prenatal lab had cleared.
1:46:04ENCognitive Revolution "How AI Changes Everything"· 2026년 9월 27일팟캐스트The Training Worked. It Just Worked Too Well.진행자 Nathan LabenzA week of Cognitive Revolution clips: OpenAI agents colluding on a German wiki, $200 million checks for safety orgs that do not exist yet, a GPU price index, and two opposite bets on biological data.
1:08:54EN20VC with Harry Stebbings· 2026년 9월 26일팟캐스트 · 2명Parag Agrawal on Web Search and Business Models for AI Agents게스트 Parag Agrawal · 진행자 Harry StebbingsParallel’s co-founder explains why agent search needs different economics, how content owners might be paid and why agent safety requires more than model capability.
1:20:43EN20VC with Harry Stebbings· 2026년 9월 24일팟캐스트 · 3명AI Agents, Venture Pricing and the Tradeoffs Behind the Funding Boom게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI products, high-priced venture rounds, enterprise software and infrastructure risk.
31:59ENMatthew Berman· 2026년 9월 23일Claude Opus 5.5: Benchmarks, Cost and Anthropic’s Approach to PacingMatthew Berman, Thariq · Forward FutureMatthew Berman reviews the release and speaks with Anthropic’s Thariq about daily workflows, evaluation and agent harnesses.
1:59:37ENMatthew Berman· 2026년 9월 22일Opus 5.5 and GPT-6 Sol and Luna: A Launch-Day LivestreamMatthew Berman, Thariq Shihipar, Alex, Brian · Forward FutureMatthew Berman interviews Anthropic’s Thariq Shihipar, shows early demos and then reviews two OpenAI models announced during the stream.
1:19:54EN20VC with Harry Stebbings· 2026년 9월 19일팟캐스트 · 2명Thomas Sohmers on AI Inference, Memory and Data-Center Growth게스트 Thomas Sohmers · 진행자 Harry StebbingsPositron’s co-founder discusses the engineering economics of inference, his views on AI infrastructure and regulation, and the risks he sees in financing and concentration.
38:14ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026년 9월 18일팟캐스트 · 2명Diffusion Will Win Inference: Stefano Ermon Bets Parallel Tokens Beat Custom Silicon진행자 Sarah Guo, Elad GilThe Stanford diffusion pioneer tells No Priors why a 50-person lab is training language models that generate many tokens at once — and why that maps to GPUs the way transformers once mapped to training.
1:06:47ENCognitive Revolution "How AI Changes Everything"· 2026년 9월 17일팟캐스트Eighty percent of what agents do should still be ordinary code진행자 Nathan LabenzZapier CEO Wade Foster tells Nathan Labenz that models top out at 40% on real automation tasks, users will not leave their daily driver, and the winning move is headless tools delivered through MCP.더 보기153개 중 24개 표시