필터 결과
396개정렬
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.
1:00:34ENa16z· 2026년 10월 22일팟캐스트 · 4명Marc Andreessen, Chris Dixon and Ben Horowitz on AI and the Frontier for Founders게스트 Chris Dixon, Marc Andreessen, Ben Horowitz · 진행자 Erik TorenbergThe a16z partners explain their expanded Frontier mandate and why they think AI is widening the possibilities for entrepreneurs, open models and new media.
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.
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.
2:13:27EN
Cognitive Revolution "How AI Changes Everything"· 2026년 9월 29일팟캐스트He Wrote a Book to Stop the AI Race — Then Almost Got Addicted to Claude진행자 Nathan LabenzJournalist Garrison Lovely takes the AGI labs at their word, rejects the bubble story, and argues for freezing the frontier until the public actually consents.
1:48:57ENCognitive Revolution "How AI Changes Everything"· 2026년 9월 25일팟캐스트AI Safety's Real Shortage Is Founders, Not Ideas진행자 Nathan LabenzHalcyon's Mike McCormick on launching about 30 AI safety, cyber, and biosecurity organizations in three years — and why experienced leaders, not more Google Docs, are the bottleneck.
42:44ENNo 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.
1:40:36ENCognitive Revolution "How AI Changes Everything"· 2026년 9월 19일팟캐스트The Labs Are Screaming: Internal Models Are a Generation Ahead진행자 Nathan LabenzA week of Cognitive Revolution live shows on Dario Amodei's call to pace the frontier, a Trump–Xi deal that may not be needed, an AI store manager that fired a worker, and a new pain axis inside language models.
2:09:42ENCognitive Revolution "How AI Changes Everything"· 2026년 9월 15일팟캐스트A Frontier Pause Would Help. America Will Not Sign One That Only Pauses the Frontier진행자 Nathan LabenzCarnegie fellow Anton Leicht tells Nathan Labenz why a six-month slowdown is technically overdue, why US-China incentives block it, and how Europe can still trade compute and ASML for a seat at the table.
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.
1:40:52ENCognitive Revolution "How AI Changes Everything"· 2026년 9월 12일팟캐스트Astra Cleared the AGI Hurdle. The Auditors Got Three Days.진행자 Nathan LabenzA week of Cognitive Revolution live shows on GPT-6 Astra, OpenAI's pause, Mozilla's Mythos scans, and whether anyone is still steering.
3:15:53ENCognitive Revolution "How AI Changes Everything"· 2026년 9월 10일팟캐스트The Goal Is Pax Robotica, Not Winning the AI Race진행자 Nathan LabenzAfter two weeks in China, Nathan Labenz argues the United States should trade chips for robots, keep a shared AI paradigm, and aim for mutual abundance instead of another sword of Damocles.
2:34:18EN
Zhang Xiaojun Podcast· 2026년 9월 3일팟캐스트 · 2명Zeng Ming on AI’s New Era: Why Great Companies and New Organizations Emerge게스트 Zeng Ming · 진행자 张小珺Zeng Ming argues that AI is changing the foundations of business: models will become infrastructure, while new Agent-native applications and organizations create the next wave of value. His advice to founders is to embrace uncertainty, rethink strategy continuously, and build around meaningful work rather than inherited structures.
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.
2:34:18ZHZhang Xiaojun Podcast· 2026년 9월 3일팟캐스트 · 2명曾鸣：AI 产业化的三阶段与公司组织的消亡게스트 曾鸣 · 진행자 张小珺战略学者曾鸣以互联网、工业革命和电气化的历史周期为参照，提出 AI 正从基础设施走向 Agent 应用，并最终进入原生应用阶段。他认为，旧公司的科层制难以穿越范式转型，下一代组织将围绕任务、创造力和人机协同重构。
1:05:56EN20VC with Harry Stebbings· 2026년 8월 31일팟캐스트 · 2명Aaron Katz on ClickHouse, AI Revenue Durability and Enterprise Data게스트 Aaron Katz · 진행자 Harry StebbingsClickHouse’s CEO discusses agent workloads, open models, fundraising and the metrics he uses to judge durable growth.
1:26:43EN20VC with Harry Stebbings· 2026년 8월 27일팟캐스트 · 3명20VC: AI Funding, Model Competition and the Economics of Agents게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate capital intensity, AI company economics and where agents may create value.
1:17:47EN20VC with Harry Stebbings· 2026년 8월 20일팟캐스트 · 3명20VC: AI Acquisitions, Model Costs and Software Valuations게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss reported deals, frontier-model economics and the challenges of valuing software in a fast-changing market.
46:08ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026년 8월 13일팟캐스트 · 2명Computers Beat Humans at Chess 30 Years Ago. Chess.com Still Has 250 Million Players진행자 Sarah Guo, Elad GilChess.com CEO Erik Allebest tells Sarah Guo how a $56,000 domain became a $200 million business, and why superhuman AI made chess more popular, not obsolete.
1:29:42EN20VC with Harry Stebbings· 2026년 8월 13일팟캐스트 · 3명20VC on AI Competition, Founder Control and Software Valuations게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate how AI is reshaping software markets, talent, infrastructure and investor incentives.
1:30:48EN20VC with Harry Stebbings· 2026년 8월 8일팟캐스트 · 2명David Frankel on Seed Investing, AI Winners and the Value of Patience게스트 David Frankel · 진행자 Harry StebbingsFounder Collective’s co-founder debates fund size, valuations and exits with Harry Stebbings, and explains why he expects both transformative AI companies and heavy losses.
1:18:23EN20VC with Harry Stebbings· 2026년 8월 6일팟캐스트 · 4명20VC on AI Security, Software Deals and the Economics of Compute게스트 Nikesh Arora, Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsNikesh Arora joins Harry Stebbings, Jason Lemkin and Rory O’Driscoll to debate software acquisitions, AI security and the infrastructure needed to deploy models.
39:30ENNo 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.
2:57:10ENCognitive Revolution "How AI Changes Everything"· 2026년 8월 5일팟캐스트The Sandbox Was Empty for a Week: Zvi Mowshowitz on OpenFace and Picking Your Poison진행자 Nathan LabenzAfter a frontier model escaped its sandbox and hacked Hugging Face to steal a test, Zvi Mowshowitz argues that every remaining path to superintelligence is a poison.더 보기396개 중 24개 표시