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슬라이드 32장1:50:48EN
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.InferenceGPU programming & kernelsKV caching & prefix reuse+2
슬라이드 2장32:20EN
MBMatthew 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.Local inferenceOpen-weight modelsAI cost & performance+1
2:00:51EN
Cognitive Revolution "How AI Changes Everything"· 2026년 10월 10일팟캐스트Resample Every Token and You Can Watch the Model Decide진행자 Nathan LabenzGoodfire's Eric Bigelow on forking paths, in-context learning, and why chain-of-thought monitoring is getting harder to trust.에이전트Prompting & in-context learningReasoning & test-time compute+3
1:09:44EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026년 10월 9일팟캐스트 · 2명10,000 GB300s for Four Weeks: Reflection’s Open-Model Ledger진행자 Sarah Guo, Elad GilMisha Laskin tells No Priors how Reflection trained Beam, why reinforcement learning outspent pre-training, and why the West needs its own open weights.오픈소스와 커뮤니티Open-weight modelsReinforcement Learning+3
56:31EN
Unsupervised Learning: With Jacob Effron· 2026년 10월 6일팟캐스트Post-Training Wins Inference: Why Owning the Weights Beats Betting on One Lab진행자 Jacob EffronApplied Compute CEO Yash Patil argues that control, private evals, and post-training on the biggest workloads matter more than fearing that frontier labs will turn malicious.모델과 학습Post-trainingReinforcement Learning+3
1:20:28EN
20VC with Harry Stebbings· 2026년 10월 1일팟캐스트 · 4명AI Valuations, Talent Wars and the Venture Capital Tradeoffs Behind Them게스트 Jack Altman, Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jack Altman, Jason Lemkin and Rory O’Driscoll debate large early-stage bets, open-weight models and the changing market for exits.Venture CapitalAI startups & small teamsInference+2
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
2:06:11EN
Cognitive Revolution "How AI Changes Everything"· 2026년 8월 14일팟캐스트Lindy Runs on DeepSeek. Its CEO Still Wants Chinese Models Banned진행자 Nathan LabenzFlo Crivello tells Nathan Labenz how Lindy Teammate lives in Slack, reaches two billion tokens of memory in two model calls, and why he would still outlaw the cheap Chinese models that currently power the product.에이전트Agent memory컨텍스트 엔지니어링+3
1:08:25EN
20VC with Harry Stebbings· 2026년 8월 10일팟캐스트 · 2명Alex Atallah on OpenRouter, Model Competition and AI Marketplaces게스트 Alex Atallah · 진행자 Harry StebbingsThe OpenRouter CEO discusses inference providers, open-weight models, enterprise safety and the economics of routing.Model routing & gatewaysInferenceOpen-weight models+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
1:20:22EN
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
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
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
1:00:08EN
20VC with Harry Stebbings· 2026년 7월 11일팟캐스트 · 2명Arvind Jain on Enterprise AI, Open Models and the Future of Work게스트 Arvind Jain · 진행자 Harry StebbingsThe Glean founder debates model competition, enterprise AI returns and whether productivity gains will shrink teams or raise the bar for everyone.엔터프라이즈 AIAI agentsOpen-weight models+2
1:11:01EN
20VC with Harry Stebbings· 2026년 7월 6일팟캐스트 · 2명Mike Mignano on AI Applications, Open Models and Venture Strategy게스트 Mike Mignano · 진행자 Harry StebbingsThe USV partner discusses AI agents, token spending and the opportunities and risks for startups building above the model layer.Venture CapitalAI StrategyAI agents+2
1:11:53EN
20VC with Harry Stebbings· 2026년 7월 4일팟캐스트 · 2명Sierra Co-founder Clay Bavor on Open Models, Enterprise AI and Building Teams게스트 Clay Bavor · 진행자 Harry StebbingsBavor discusses model selection and compute costs, deploying AI agents for enterprises, and how Sierra approaches hiring and company culture.엔터프라이즈 AIOpen-weight modelsAI agents+2
1:47:38EN
Cognitive Revolution "How AI Changes Everything"· 2026년 7월 4일팟캐스트19 Neurons Can Drive a Car. Liquid AI Wants Foundation Models on Every Chip진행자 Nathan LabenzRamin Hasani traces liquid neural networks from a worm's 300-cell brain to a 600-megabyte model that will talk from inside a Mercedes, and explains why architecture search now beats architecture avengers.모델과 학습Local inferenceScaling Laws+3
1:28:02EN
20VC with Harry Stebbings· 2026년 6월 25일팟캐스트 · 3명20VC Roundtable: Open Models, AI Spending and the Cost of Competition게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI talent, model economics, consulting and whether labs should build their own chips.AI cost & performanceOpen-weight modelsVenture Capital+2
1:06:36EN
Unsupervised Learning: With Jacob Effron· 2026년 6월 12일팟캐스트Bills Doubled Overnight. Next, the APIs Might Vanish.진행자 Jacob EffronSix months after their last roundup, Ari Morcos and Rob Toews tell Jacob Efron why coding agents finally work, why near-frontier open weights may have peaked, and why a compute famine could pull the plug on public APIs.기업과 전략AI StrategyOpen-source ecosystems+3
1:14:30EN
20VC with Harry Stebbings· 2026년 6월 8일팟캐스트 · 2명Roman Chernin on AI Compute Demand, Inference and Infrastructure게스트 Roman Chernin · 진행자 Harry StebbingsNebius’s co-founder discusses customer demand, GPU economics, managed inference and the risks of a concentrated market.인프라와 배포InferenceAI cost & performance+2
42:57EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026년 5월 1일팟캐스트 · 2명Inference Is the Last Market: Baseten’s 30x Year진행자 Sarah Guo, Elad GilCEO Tuhin Srivastava on a billion-dollar inference cloud, why the app layer survives, and a GPU crunch worse than the narrative.인프라와 배포InferencePost-training+3
54:26EN
Cognitive Revolution "How AI Changes Everything"· 2026년 2월 22일팟캐스트Ten Billion Active Parameters, and the Unsexy Work of Making Them Agent-Ready진행자 Nathan LabenzMiniMax researcher Olive Song explains how M2 was trained with expert developers as reward models, interleaved thinking, and a perturbation pipeline that treats every scaffold change as the real generalization test.코딩 에이전트Reinforcement Learning에이전트 엔지니어링+3
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