필터 결과
134개정렬
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.
1:10:12EN
Cognitive 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.
42:44EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026년 9월 24일팟캐스트 · 2명They Paid $7.7 Billion for a Broker — and Intend to Do One Deal a Year진행자 Sarah Guo, Elad GilSequence Holdings co-founder Michael Lee tells No Priors why owning a market leader, not selling it software, is how AI actually remakes an incumbent.
1:05:21EN
Sequoia Capital· 2026년 9월 15일팟캐스트The Bridge From Model to Workflow Is a Trillion-Dollar BusinessBox CEO Aaron Levie argues that the money in this cycle sits in the messy gap between frontier models and real enterprise work — and that coding's overnight diffusion will not repeat for everyone else.
52:27ENSequoia 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.
1:35:29ENCognitive 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.
34:51ENNo 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.
34:30ENNo 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.
51:31ENSequoia 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.
1:13:48EN
Unsupervised Learning: With Jacob Effron· 2026년 7월 16일팟캐스트Carriers Spend $200 Billion a Year. The Money Went Up the Stack진행자 Jacob EffronBenedict Evans tells Jacob Effron why analogizing AI to past platforms is a dead end, and why looking at how those platforms actually made money is not.
41:05ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026년 7월 9일팟캐스트 · 2명There is no moat: Booking’s CEO on a $1 stock, agentic travel, and why AI still doesn’t move the numbers진행자 Sarah Guo, Elad GilGlenn Fogel cashed his 1999 bonus, joined Priceline in February 2000, and watched the Nasdaq peak a week later — then spent 25 years turning a near-delisting into a thousand-fold ride he now wants to spend on AI travel agents.
38:45ENSequoia Capital· 2026년 6월 16일팟캐스트The 25-agent town that became a Fortune 500 decision sandboxOn the day before Valentine's Day in a Stanford simulation, cafe owner Isabella decided to throw a party — no human wrote the plot.
1:45:59ENCognitive Revolution "How AI Changes Everything"· 2026년 6월 10일팟캐스트87% of Workers Use AI. Only 13% Say the Company Got Better.진행자 Nathan LabenzGlean’s Work AI Index names the missing hours: botsitting, botshitting, and a hamster wheel of polished nonsense.
42:27ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026년 6월 4일팟캐스트 · 2명Every Company Can Operate at the Frontier — If It Owns the Evals진행자 Sarah Guo, Elad GilAt Microsoft Build, Satya Nadella tells No Priors and Latent Space why AI is an ecosystem game, why private evals beat public benchmarks, and why the Azure networking team now asks for tokens instead of headcount.
41:09ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026년 5월 28일팟캐스트 · 2명After Agents Leak Tokens and Wipe Databases, Onyx Trains Small Models to Watch the Big Ones진행자 Sarah Guo, Elad GilTwo years ago enterprise security buyers told Maxim Bar Kogan he was too early. Now Fortune 10 companies are calling a sub-100-person Israeli startup because they cannot stop agent adoption — only reduce the chance the next action is illegitimate.
38:24ENSequoia Capital· 2026년 5월 19일팟캐스트Serval's Bet: Keep ServiceNow's Primitives, Take Humans Out of the BuildJake Stauch tells Sequoia's Pat Grady how a two-year-old ITSM startup uses codegen agents, boring enterprise controls, and "fewer, better" hiring to rebuild employee support for the AI era.
39:48ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026년 4월 23일팟캐스트 · 2명400,000 Customers, 20,000 APIs: SAP's CTO on the Hard Exam of Enterprise AI진행자 Sarah Guo, Elad GilPhilipp Herzig tells No Priors how SAP is rebuilding the company operating system for AI, and why scale, evals, and pricing will decide who wins.
57:28ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026년 4월 17일팟캐스트 · 2명Copying One ServiceNow App with a Language Model Costs Ten Times as Much진행자 Sarah Guo, Elad GilBill McDermott tells Sarah Guo why the SaaS apocalypse fails a cost test, why models still cannot close a case, and how agents are already doing most of ServiceNow’s customer-service work.
40:56ENSequoia Capital· 2026년 3월 10일팟캐스트Four of the Top Five Defense Primes Still Run Hardware Tests on PowerPointNominal’s cofounders argue that hardware never got the last twenty years of software infrastructure, and that physical AI will stall until test data lives in one place.
1:57:56ENCognitive Revolution "How AI Changes Everything"· 2026년 2월 5일팟캐스트A Hundred Million Lines at Twenty Cents Each: Inside Blitzy's Enterprise Coding Pipeline진행자 Nathan LabenzCEO Brian Elliott and CTO Sid Pardeshi tell Nathan Labenz how Blitzy turns a giant codebase into a map, then lets thousands of dynamically generated agents ship most of a multi-month project in days.
51:56ENSequoia Capital· 2026년 2월 3일팟캐스트Insurance Spends $70 Billion on BPOs. Pace Wants 80% Gross Margins InsteadJamie Cuffe tells Sequoia's Training Data how Pace is turning insurance back-office work into agentic process outsourcing—and why every one of its pilots has reached production.
1:39:17ENCognitive Revolution "How AI Changes Everything"· 2026년 1월 29일팟캐스트AI Already Beats the Median Lawyer. Top Firms Bought the Tools and Left Them Unused진행자 Nathan LabenzKevin Frazier and Alan Rozenshtein walk through how frontier models are changing legal practice, why billable hours stall adoption, and which new rights and government limits they want next.
1:40:51ENCognitive Revolution "How AI Changes Everything"· 2026년 1월 14일팟캐스트Reasoning Models Just Made the Other 80–90% of Enterprise Data Usable진행자 Nathan LabenzSnowflake VP of AI Baris Gultekin on text-to-SQL, RAG, agent design, and why inference has to run next to governed data.
41:38ENNo Priors: AI, Machine Learning, Tech, & Startups· 2025년 12월 11일팟캐스트 · 2명ElevenLabs Hit $300 Million ARR by Building Voice Before Anyone Believed It Was the Interface진행자 Sarah Guo, Elad GilIn Poland, watching a foreign film is a special kind of pain: one narrator, every character, a flat delivery from start to finish.더 보기134개 중 24개 표시