필터 결과
170개정렬
19:43EN
AI Engineer· 2026년 10월 26일Jack Wotherspoon on Building a Team of Managed AgentsJack Wotherspoon · Google DeepMindGoogle DeepMind’s Jack Wotherspoon introduces Gemini Managed Agents: cloud sandboxes that let teams run coding and research agents with a single API call. He explains how persistent environments, reusable skills, proxy-injected credentials, schedules, and specialized agents fit together.
15:27ENAI Engineer· 2026년 10월 25일What AI Engineers Do Now: Build the Loop Around AgentsAparna Dhinakaran · Arize AIAparna Dhinakaran argues that AI engineers are moving from shipping individual features to building systems that let agent teams improve them. At Arize, that means tracing agent behavior, evaluating its work against human judgment, and feeding those signals back into an always-on agent.
19:37ENAI Engineer· 2026년 10월 25일Jay Sahnan and Arik Bird on Building Financial Agents for the Whole WebJay Sahnan, Arik Bird · BrowserbaseBrowserbase’s Jay Sahnan and Arik Bird show how browser agents reach financial data hidden behind logins and bot defenses. Their Ramp, Bill, and Stripe examples connect reliable cloud browsers with Stagehand’s more adaptive controls.
32:20ENWho 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.
34:35EN
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.
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.
1:09:00EN
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.
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.
45:08ENSam 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.
12:49EN
OpenAI· 2026년 10월 7일Alex Mashrabov: Higgsfield agents that choose models and launch their own GPUsAlex Mashrabov · HiggsfieldAt OpenAI DevDay 2026, Higgsfield's CEO walks through why a continuous media experience needs an agent that picks models, scores its own output, and provisions GPUs — including a live 10-hour AI stream small teams can now ship.
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.
1:05:01EN
20VC 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.
1:28:08EN
Cognitive 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.
1:04:35EN20VC with Harry Stebbings· 2026년 9월 5일팟캐스트 · 2명Cliff Weitzman on Owning GPUs, Voice AI and Building Speechify게스트 Cliff Weitzman · 진행자 Harry StebbingsSpeechify's CEO makes the case for owning part of a compute fleet, reflects on a missed business-software opportunity and discusses AI-assisted teams.
37:07ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026년 9월 3일팟캐스트 · 2명Arm’s 98.5% margin business just started shipping chips진행자 Sarah Guo, Elad GilCEO Rene Haas tells No Priors why the IP company built a physical CPU for Meta, and why CPUs still sit at the center of AI systems.
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.
55:19ENSequoia Capital· 2026년 8월 25일팟캐스트Human Click Data Is a Bug: Rebuilding Search for a Web of AgentsParag Agrawal, former Twitter CEO and founder of Parallel Web Systems, argues that agents will query the web a thousand times more than people, and that both search infrastructure and the ad-supported internet have to be rebuilt for that customer.
1:04:14EN
Unsupervised Learning: With Jacob Effron· 2026년 7월 31일팟캐스트The Man Who Helped Stand Up Colossus in 120 Days Is Betting on an AI That Lives in Your House진행자 Jacob EffronxAI co-founder Igor Babuschkin left to start River AI, arguing coding agents have crossed a threshold, closed labs are getting squeezed, and the next prize is personal, local intelligence.
1:52ENAnthropic, Compute Capacity and the Competition for AI SubscribersMatthew Berman · Forward FutureMatthew Berman weighs a claimed compute constraint against model quality, subscription limits and the possibility of future self-improvement.
1:27:05EN20VC with Harry Stebbings· 2026년 7월 9일팟캐스트 · 3명20VC on AI Regulation, Compute Economics and Enterprise Adoption게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported AI policy proposals, infrastructure spending, software deployment and startup liquidity.
55:19ENSequoia Capital· 2026년 7월 7일팟캐스트The drone is 15% of Zipline: 140 million miles, zero incidentsKeller Rinaudo Cliffton and Eric Watson explain why the aircraft is the small part of an automated logistics system now cheaper than a car.
1:01:27ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026년 7월 2일팟캐스트 · 2명Two Years and Four Months to a Live Reactor: Valar Atomics Wants Energy Ten Times Cheaper진행자 Sarah Guo, Elad GilIsaiah Taylor walks Sarah Guo through Ward 250 in Utah and argues that nuclear is a hardware-iteration problem, not a paper-design one.
1:10:15ENSequoia Capital· 2026년 6월 30일팟캐스트The 100x lives between the layers: Dylan Patel on co-design and a 60x yearSemiAnalysis’s founder argues that matching models, kernels, and silicon is what turns a 2x here and a 2x there into 100x, while equivalent-quality inference has gotten about 60 times cheaper in a year.더 보기170개 중 24개 표시