필터 결과
17개정렬
56:49EN
Stanford AI Club· 2026년 10월 15일Alfred Lin on Building in the AI Era: The Diffusion Gap, Founder Conviction, and Fire and IceAlfred Lin, Jason Zhang, Tanvir Bhathal · Sequoia CapitalAt Stanford AI Club, Sequoia’s Alfred Lin explains where he sees opportunity in AI and why learning, human understanding, and operating discipline still shape enduring companies.
39:30EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026년 8월 6일팟캐스트 · 2명Three Trillion-Dollar Companies in Five Years. Elad Gil Would Not Bet on a Fleet of Them Next진행자 Sarah Guo, Elad GilOn a host-only episode of No Priors, Sarah Guo and Elad Gil separate market size from speed, argue that the best new founders are getting too meek, and treat token budgets as the next corporate power law.
38:01ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026년 5월 14일팟캐스트 · 2명The Philippines Gifted America 4,000 Acres. Pax Silica Wants to Make the AI Supply Chain a Business진행자 Sarah Guo, Elad GilUS Under Secretary Jacob Helberg on a 14-country coalition, a diplomatic industrial zone in the Philippines, and why Washington is putting companies—not ministries—in the driver's seat.
46:26ZH
Zhang Xiaojun Podcast· 2025년 12월 9일팟캐스트 · 2명朱啸虎：三年内看不到泡沫，共识太集中就错开十五度게스트 朱啸虎 · 진행자 张小珺2025 年底，金沙江创投朱啸虎第三次坐到张小珺对面：AGI 不谈了，入口之争开始了。他不投人形机器人，把支票开给洗船和按摩这类「干活」的公司。
31:57ENNo Priors: AI, Machine Learning, Tech, & Startups· 2025년 10월 15일팟캐스트 · 2명Peak 700 GW, average 300 GW: Base Power is wiring home batteries into a power plant진행자 Sarah Guo, Elad GilZach Dell tells Elad Gil how a $1.3 billion raise, a Texas-only retail business, and a Tesla-and-SpaceX hiring bench are meant to cut the cost of moving an electron.
1:00:48EN
Cognitive Revolution "How AI Changes Everything"· 2025년 6월 9일팟캐스트The Phrase That Alarms a16z’s AI Policy Chief: “It Only Covers a Handful of Companies”진행자 Nathan LabenzMatt Perault argues that AI rules should target harmful use, not the science of building models, and that “modest” thresholds can lock in an oligopoly.
37:58ENNo Priors: AI, Machine Learning, Tech, & Startups· 2025년 1월 23일팟캐스트 · 2명The Forest Will Burn. The Only Question Is on Whose Terms.진행자 Sarah Guo, Elad GilConvective Capital’s Bill Clerico walks through why California’s wildfires reached a crescendo, and which wounds are still self-inflicted enough to fix.
1:27:02ZHZhang Xiaojun Podcast· 2024년 9월 5일팟캐스트 · 3명广密：Self-play RL 可能开启 AGI 的新 Scaling Law게스트 广密 · 진행자 张小珺广密认为，纯靠语言预训练扩展模型的边际收益可能正在减弱，self-play 强化学习是更值得押注的新路径。它能否泛化到代码、视频、机器人和更广的领域，将决定下一阶段的 AGI 竞赛。
1:33:07ZHZhang Xiaojun Podcast· 2024년 8월 17일팟캐스트 · 2명广密复盘全球大模型这一年：Scaling Law、AGI 豪赌与中美格局게스트 李广密 · 진행자 张小珺拾象创始人李广密从硅谷一线观察出发，回顾 OpenAI、Anthropic、Google 与中国模型公司的竞争。他认为，模型能力与成本共同决定新一轮应用爆发，而巨额投入押注的是智能能否持续扩展以及 AI 对经济和产业的长期重构。
52:45ENCognitive Revolution "How AI Changes Everything"· 2024년 6월 13일팟캐스트A $150 million model, $5 million six months later: Benchmark’s AI investment math진행자 Nathan LabenzEric Vishria and Quilter’s Sergiy Nesterenko explain why PCB layout is not a Copilot problem, why human board data would be the wrong training set, and which AI companies look like sugar highs.
1:03:40ENCognitive Revolution "How AI Changes Everything"· 2023년 6월 13일팟캐스트Who Banks the AI Wave: Startups or the Giants Already in Place?진행자 Nathan LabenzStability AI’s Emad Mostaque and Slow Ventures’ Sam Lessin debate whether generative AI is a reshuffler for new companies or an extender for Meta, Google, and Hollywood.
3:46:18EN
Lex Fridman· 2022년 12월 8일팟캐스트 · 2명A Ten-Billion-Dollar Error Bar on Other People's Money게스트 Coffeezilla · 진행자 Lex FridmanYouTube investigator Coffeezilla walks Lex Fridman through how Sam Bankman-Fried's FTX turned a low-risk story into a customer-asset casino.
2:16:07ENLex Fridman· 2021년 2월 15일팟캐스트 · 2명Ask What Could Go Right: Jason Calacanis on Robinhood, Loyalty, and Two Checks for Tesla게스트 Jason Calacanis · 진행자 Lex FridmanThe angel investor and All-In co-host walks Lex Fridman from a Palo Alto dive bar to GameStop, Silicon Valley’s war on friction, and a friendship that kept a car company alive for twelve extra days.
1:49:13EN
Lenny's Podcast팟캐스트The Unfair Fight: How Breakthrough Startups Escape the Present진행자 Lenny RachitskyMike Maples Jr. explains how breakthrough startups combine inflections, non-consensus insights, and founder-future fit, then act through movements, storytelling, and disagreeableness.
1:24:50ENLenny's Podcast팟캐스트 · 2명Crossing the Chasm, Explained by Its Author: Start Small, Win a Segment, Then Scale게스트 Geoffrey Moore · 진행자 Lenny RachitskyGeoffrey Moore walks through the technology adoption lifecycle, the four go-to-market playbooks that fit each stage, and the mistakes that keep B2B startups stuck.
1:19:24ENLenny's Podcast팟캐스트Loops, Local Maxima and Ambition: Anish Acharya on How AI Rewires Companies and Consumer Products진행자 Lenny Rachitskya16z's Anish Acharya argues that companies will become stacks of AI loops guided by human intuition, and that the biggest consumer prize is a loop that makes people happier.
1:26:35ENLenny's Podcast팟캐스트The Low-Heart-Rate Playbook: Sam Lessin on Etiquette Rules Silicon Valley Founders Skip진행자 Lenny RachitskySlow Ventures partner Sam Lessin walks through introductions, conversation, dress, dining, scheduling, email and meetings, then closes with a contrarian take on seed investing in AI.