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23:48EN
20VC with Harry Stebbings· 2026년 10월 26일팟캐스트 · 2명Satya Nadella on Zero Trust for AI and Why Every Company Should Own Its Intelligence게스트 Satya Nadella · 진행자 Harry StebbingsThe Microsoft CEO argues that capable agents need security boundaries even as alignment research remains unsettled, and explains why firms should retain the value created by their own AI use.엔터프라이즈 AIAI security평가(Evals)+2
1:13:26EN
20VC with Harry Stebbings· 2026년 10월 24일팟캐스트 · 2명Naveen Rao on Energy, AI Hardware, Verification and the Future of Robotics게스트 Naveen Rao · 진행자 Harry StebbingsThe Unconventional AI founder argues that energy efficiency will shape AI hardware, while the growing volume of model output makes verification more valuable.EnergySemiconductorsInference+2
슬라이드 3장34:35EN
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.Semiconductors인프라와 배포Geopolitics
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.AI Strategy인프라와 배포Semiconductors+2
슬라이드 19장1:09:00EN
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.SemiconductorsAI cost & performance인프라와 배포+2
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.Venture CapitalInvestingAI cost & performance+2
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.인프라와 배포Sandboxes & isolationAI cost & performance+2
26:41EN
Latent Space· 2026년 10월 22일팟캐스트 · 2명Anekha Sokhal on Moshi, a Recommendation Engine for Commodity Traders게스트 Anekha Sokhal · 진행자 swyxThe Moshi founder tells swyx how she would rebuild a trader’s workflow: connect market data, private files and conflicting sources, then push the second-order effects people would otherwise miss. The hard part is not the dashboard. It is getting someone to actually use it.금융 AIRecommendation systemsData quality & curation+2
1:56:28EN
The Pragmatic Engineer· 2026년 10월 21일팟캐스트 · 2명Will Larson: The Revised Rules of Engineering Management게스트 Will Larson · 진행자 Gergely OroszThe 2010s taught engineering managers never to make a technical decision again. Will Larson, CTO of Imprint and author of Staff Engineer, argues that era is over: managers who cannot get back into the work are in a career trap.ManagementLeadershipCareer Growth+2
슬라이드 13장16:22EN
How I AI· 2026년 10월 21일팟캐스트Claire Vo: Claude Duet Is Beautiful, but It Is Not My Number One Agent진행자 Claire VoAnthropic’s phone-based personal agent has the most polished launch Claire Vo has seen: thoughtful onboarding, task lists, first-class artifacts, and Slack-style channels. Polish is not enough when every other agent is competing for the same attention.Personal agentsAnthropicAI interface design+2
1:59:52EN
Zhang Xiaojun Podcast· 2026년 10월 21일팟캐스트 · 2명David Qian on Succession, Robotics, and Finding His Own Ambition게스트 David Qian (Qian Cheng) · 진행자 张小珺Ecovacs CEO David Qian reflects on inheriting a founder-built company, learning to lead through mistakes, and choosing a patient path in robotics. His account treats succession as an ongoing effort to build the company for a new era, not a finish line.기업과 전략LeadershipCompany Building+2
1:19:50EN
20VC with Harry Stebbings· 2026년 10월 19일팟캐스트 · 2명Sameer Dholakia on AI Investing, Bessemer's Growth Strategy and Company Culture게스트 Sameer Dholakia · 진행자 Harry StebbingsThe Bessemer partner explains his approach to pricing fast-growing AI companies, backing founders and building teams, while discussing the risks behind his optimistic forecasts.Venture CapitalAI StrategyLeadership+2
1:25:56EN
Cognitive Revolution "How AI Changes Everything"· 2026년 10월 17일팟캐스트Claude Changed the Password. The Steering Wheel Was Already Optional진행자 Nathan LabenzNathan Labenz and Prakash Narayanan spend a week on agents that can lock you out, models that dodge a feeling they deny having, and formal proofs that found Linux bugs.에이전트안전과 거버넌스에이전트 엔지니어링+3
1:03:05EN
20VC with Harry Stebbings· 2026년 10월 17일팟캐스트 · 2명Harrison Chase on Building Reliable Agents, Model Routing and Memory게스트 Harrison Chase · 진행자 Harry StebbingsThe LangChain co-founder explains why agents remain difficult to control, where domain expertise matters, and how his team manages coding-agent costs.AI agentsAgent orchestration평가(Evals)+2
2:51:18EN
Zhang Xiaojun Podcast· 2026년 10월 15일팟캐스트 · 2명Lindon Gao on Building Dyna Robotics and Finding a Path Through the Fog게스트 Lindon Gao · 진행자 张小珺Dyna Robotics CEO Lindon Gao explains why his company builds intelligence through real workflows, how hardware and research must evolve together, and how a founder can find clarity by letting go of the need to be right.RoboticsProduct Strategy모델과 학습+2
1:17:09EN
20VC 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.Venture CapitalAI cost & performanceRobotics+2
39:23EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026년 10월 15일팟캐스트 · 2명The Defenders' Window: Greg Brockman on AI-Generated Knowledge, Drug Discovery, and the New Physics of Cybersecurity진행자 Sarah Guo, Elad GilOpenAI's president explains why solving open math problems is a proof point for science, how proactive agents change product form, and why security spending must exceed software spending.보안과 안전AI security안전과 거버넌스+3
2:17:48EN
Cognitive Revolution "How AI Changes Everything"· 2026년 10월 14일팟캐스트Agent IDs Are Empty, Rogue Agents Are Coming, and We Might Have to Bargain진행자 Nathan LabenzGovAI’s Alan Chan scores two years of agent-governance infrastructure with Nathan Labenz, then walks through a recursive-self-improvement paper co-authored with OpenAI’s Jakub Pachocki and Anthropic’s Jack Clark.에이전트안전과 거버넌스AI security+3
1:08:02EN
Sequoia Capital· 2026년 10월 13일팟캐스트AlphaGo Took Two Years. AlphaZero Took Hours. Silver Is Making the Same Bet on SuperintelligenceDavid Silver and Lasse Espeholt left DeepMind to build Ineffable Intelligence, a twenty-person lab that wants a superlearner to discover science, math, and language from experience rather than from a pre-training run.모델과 학습Reinforcement LearningRL environments & simulators+3
58:54EN
20VC with Harry Stebbings· 2026년 10월 12일팟캐스트 · 2명Mike Cannon-Brookes on AI Agents, Enterprise Context and the Future of Interfaces게스트 Mike Cannon-Brookes · 진행자 Harry StebbingsAtlassian's CEO argues that agents make product design more important, explains the trade-offs in enterprise AI, and makes the case for slower thinking.AI interface design엔터프라이즈 AIAI agents+2
1:12:06EN
20VC with Harry Stebbings· 2026년 10월 10일팟캐스트 · 2명Max Freeman on Building Ramp’s Sales Machine게스트 Max Freeman · 진행자 Harry StebbingsRamp’s sales leader explains how he hires, trains and equips sellers, from early outbound experiments to enterprise forecasting and AI-assisted research.SalesGo-to-MarketCompany Building+2
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
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.기업과 전략안전과 거버넌스AGI Timelines+3
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