필터 결과
16개정렬
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.
1:26:43EN
20VC 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.
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.
1:18:23EN20VC 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.
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.
1:15:56EN20VC with Harry Stebbings· 2026년 6월 11일팟캐스트 · 3명20VC on IPO Expectations, Lean AI Startups and Investor Risk게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported listings, AI company economics and the changing cost of building a startup.
1:39:00EN20VC with Harry Stebbings· 2026년 6월 4일팟캐스트 · 3명20VC on AI Financing, Token Budgets and the Cost of Startup Intensity게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported listings, software valuations, AI spending and demanding work cultures.
1:23:34EN20VC with Harry Stebbings· 2026년 5월 23일팟캐스트 · 3명20VC on Enterprise Sales Hiring, Compensation and AI게스트 Chad Peets, Chris Degnan · 진행자 Harry StebbingsChad Peets and Chris Degnan discuss building sales teams, forecasting revenue and competing for talent while AI changes enterprise markets.
1:12:41EN20VC with Harry Stebbings· 2026년 4월 2일팟캐스트 · 3명AI Security, Revenue Claims and Wearable Economics: A 20VC Investor Roundtable게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI product strategy, security spending, startup valuations and the durability of consumer subscriptions. Their discussion includes reported developments and unverified estimates, as well as O’Driscoll’s disclosure of an indirect Oura investment.
1:17:50EN20VC with Harry Stebbings· 2026년 3월 19일팟캐스트 · 3명Nvidia’s AI Spending Outlook, Anduril’s Army Contract and the Venture Math Behind Big Bets게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate infrastructure spending, AI-driven organizational change and the challenge of investing in huge markets.
1:21:20EN20VC with Harry Stebbings· 2026년 3월 12일팟캐스트 · 3명Anthropic’s Pentagon Dispute, AI Infrastructure and the Venture Investors’ Market Debate게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate an unresolved government dispute, the economics of compute, junior hiring and software valuations.
1:25:26EN20VC with Harry Stebbings· 2026년 3월 5일팟캐스트 · 3명Anthropic, Block and Cursor: A 20VC Roundtable on AI and Software게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate government oversight of AI, software valuations, layoffs and coding tools. Their financial figures and predictions are estimates or reported claims, not independently verified results.
1:24:39EN20VC with Harry Stebbings· 2026년 2월 12일팟캐스트 · 4명Mike Cannon-Brookes and 20VC on AI, Software Markets and Leadership게스트 Mike Cannon-Brookes, Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsThe Atlassian co-founder joins Harry Stebbings, Jason Lemkin and Rory O’Driscoll to debate AI spending, legal and support software, advertising and the demands on founders. Their financial figures and forecasts are claims or estimates, not independently verified results.
1:27:02ZH
Zhang 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。
49:41ZHZhang Xiaojun Podcast· 2024년 8월 17일팟캐스트 · 3명傅盛：大模型是生产力革命，机器人迎来新的窗口게스트 傅盛 · 진행자 张小珺傅盛认为，大模型的核心是逻辑与推理能力，它带来的变化更像蒸汽机，而不是一次普通的互联网迭代。从平民化模型、服务机器人到创业者如何面对低谷，他也回看了自己的判断与心境。