필터 결과
163개정렬
26:41ENAnekha 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.
56:49ENAlfred 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.
1:11:14ENVenky Ganesan on AI Venture Investing, Ownership and the Cost of Missing Out게스트 Venky Ganesan · 진행자 Harry StebbingsMenlo Ventures' partner discusses seed bets, concentrated follow-ons, market cycles, investor liquidity and the discipline needed when AI valuations accelerate.
1:20:28ENAI Valuations, Talent Wars and the Venture Capital Tradeoffs Behind Them게스트 Jack Altman, Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jack Altman, Jason Lemkin and Rory O’Driscoll debate large early-stage bets, open-weight models and the changing market for exits.
1:15:42ENAlex Mashrabov on Higgsfield's AI Video Business, Model Costs and Growth게스트 Alex Mashrabov · 진행자 Harry StebbingsHiggsfield's founder explains the search for product-market fit, how he calculates annualized revenue and why creative workflows matter more than chasing model benchmarks.
1:48:57ENAI 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.
31:39ENThe Skull Is Already the Vat: Max Hodak on Restoring Sight진행자 Sarah Guo, Elad GilPatients blinded by macular degeneration put on laser-projector glasses, read books, and fill in Sudoku — because a chip under the retina is sending vision back into the brain.
39:30ENThree 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.
1:05:02ENJoon Sung Park on Simulating Human Behavior and Building Simile게스트 Joon Sung Park · 진행자 Harry StebbingsThe Simile co-founder explains his research on generative agents, the challenges of validating simulations, and his ambitions for a business built around modeling people.
1:04:14ENThe 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.
2:59:03ENYou Kaichao on How vLLM Grew from Open-Source Project to AI Infrastructure Company게스트 You Kaichao · 진행자 张小珺Inferact co-founder You Kaichao traces vLLM’s path from Berkeley research to a company, then explains why model, inference, hardware and agent design increasingly have to move together.
1:13:48ENCarriers Spend $200 Billion a Year. The Money Went Up the Stack진행자 Jacob EffronBenedict Evans tells Jacob Effron why analogizing AI to past platforms is a dead end, and why looking at how those platforms actually made money is not.
1:15:56EN20VC 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.
42:57ENInference Is the Last Market: Baseten’s 30x Year진행자 Sarah Guo, Elad GilCEO Tuhin Srivastava on a billion-dollar inference cloud, why the app layer survives, and a GPU crunch worse than the narrative.
29:26ENChatGPT Almost Became a Meeting Bot. Its Co-Creator Is Now Rearranging Atoms진행자 Sarah Guo, Elad GilLiam Fedus tells No Priors how Periodic Labs is connecting language models to experiments so materials science can run in a closed loop.
37:00ENThe AlphaChip Team That Laid Out Four TPUs Now Wants Every Company to Be DesignlessAnna Goldie and Azalia Mirhoseini tell Sequoia how an RL floorplanner survived TPU-team anger, learned to draw donut-shaped macros, and became a bet that AI will design chips that then feed AI.
40:46ENDoctors Are Rushing to AI. Robotics Will Take a Beating First.진행자 Sarah Guo, Elad GilSarah Guo and Elad Gil’s 2026 forecast for foundation models, IPOs, robotics, consumer agents, and the bets that are not about AI at all.
41:38ENElevenLabs Hit $300 Million ARR by Building Voice Before Anyone Believed It Was the Interface진행자 Sarah Guo, Elad GilIn Poland, watching a foreign film is a special kind of pain: one narrator, every character, a flat delivery from start to finish.
44:17ENHarvey’s bet: make every law firm AI-first, don’t become one진행자 Sarah Guo, Elad GilOn the day Harvey got GPT-4 access, co-founder Winston locked himself in a room for 14 hours and rebuilt his associate workflow by hand.
39:16EN500 Gloves, 10 Million Trajectories, and a $10,000 Home Robot진행자 Sarah Guo, Elad GilSunday Robotics co-founders Tony Zhao and Cheng Chi map the gap between a scalable imitation-learning recipe and a machine that actually does the dishes.
1:55:12EN28,000 Documents, a 3B Model, 22 People: The Technical Ledger of Catholic AI진행자 Nathan LabenzLongbeard CEO Matthew Harvey Sanders tells The Cognitive Revolution how a mission-driven team is aligning models to the Catholic magisterium — and why fine-tuning was not enough.
1:02:05EN$100 Million Researchers and a $200 Billion xAI: An AI Roundtable Does the Math진행자 Jacob EffronDatology’s Ari Morcos and Radical Ventures’ Rob Toews argue over whether models are plateauing, whether RL-environment startups will last, and why Google is the lab they would pick.
44:49ENCompanies Keep Asking for AI. Then They Send It Back.Agency founder Elias Torres on why businesses freeze at imperfect answers, and why his third startup aims for a billion in revenue with fewer than 100 people.
1:51:39ENA native ad engine for AI—and the questions it cannot dodge진행자 Nathan LabenzRyan Hudson, who sold Honey to PayPal for $4 billion, joins Nathan Labenz to explain ZeroClick’s bet on paid inference-time ads, and the societal incentives he has not yet had to confront.
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