필터 결과
380개정렬
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.
1:25:33EN
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.
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.
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.
1:48:57EN
Cognitive 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.
1:05:21EN
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.
45:10ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026년 9월 10일팟캐스트 · 2명76% of Agentic Commerce Is Under 30 Cents — So Coinbase Is Banking the AIs진행자 Sarah Guo, Elad GilBrian Armstrong tells Elad Gil how Coinbase became an everything exchange, why card networks cannot price agent-to-agent payments, and what his longevity company is taking into the clinic.
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.
52:27ENSequoia Capital· 2026년 9월 1일팟캐스트After Two Dozen Police Departments Said No, They Built an Anti-Network-Effect AI CompanyA Wisconsin county had 300 gigabytes sitting on a cold case—and Peregrine's founders still refuse to take the credit.
31:39ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026년 8월 20일팟캐스트 · 2명The 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.
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.
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.
34:30ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026년 7월 31일팟캐스트 · 2명Netic's Agents Answer the Phone When the Heat Breaks진행자 Sarah Guo, Elad GilFounder Melisa Tokmak tells Elad Gil how a two-year-old platform became the AI operations layer for HVAC, roofing, pet care, and other essential services.
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.
49:20ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026년 7월 23일팟캐스트 · 2명Half of Ask DoorDash Orders Hit a New Restaurant. In Ten Years There Will Be More Dashers, Not Fewer.진행자 Sarah Guo, Elad GilCo-founders Andy Fang and Stanley Tang tell Sarah Guo how a conversational ordering interface moved DoorDash's hardest metric, why they built a 300-pound delivery robot in-house, and why autonomy means more human riders, not less.
41:05ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026년 7월 9일팟캐스트 · 2명There is no moat: Booking’s CEO on a $1 stock, agentic travel, and why AI still doesn’t move the numbers진행자 Sarah Guo, Elad GilGlenn Fogel cashed his 1999 bonus, joined Priceline in February 2000, and watched the Nasdaq peak a week later — then spent 25 years turning a near-delisting into a thousand-fold ride he now wants to spend on AI travel agents.
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.
45:00ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026년 6월 18일팟캐스트 · 2명Lip-Bu Tan took the hardest job in chips to save Intel진행자 Sarah Guo, Elad GilThe Cadence veteran and semiconductor investor tells No Priors how he is rebuilding Intel's culture, balance sheet, and foundry, and why he still wants a 10x from here.
41:20ENSequoia Capital· 2026년 6월 10일팟캐스트A $4 Million Cabinet and a Trillion-Dollar Year: Jensen Huang Turns the AI Factory Into a Manufacturing StoryOn Sequoia's Training Data stage, NVIDIA's CEO walks a sixty-country audience from ChatGPT's parlor tricks to agentic work, a five-layer industrial cake, and why radiology hiring went up.
56:10ENUnsupervised Learning: With Jacob Effron· 2026년 6월 1일팟캐스트Reid Hoffman Pledged a Billion to Free DeepMind. Hassabis Never Played the Card진행자 Jacob EffronSebastian Mallaby's biography of Demis Hassabis, discussed with Jacob Effron, is a story of a founder who tried to stop the AI race and then became one of its central players.
30:34ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026년 5월 21일팟캐스트 · 2명Cerebras Waited Ten Years for a Market That Finally Needed Speed진행자 Sarah Guo, Elad GilFounder and CEO Andrew Feldman walks No Priors through wafer-scale chips, a $20 billion OpenAI deal, and why a dinner-plate processor only mattered once AI became an everyday tool.
38:24ENSequoia Capital· 2026년 5월 19일팟캐스트Serval's Bet: Keep ServiceNow's Primitives, Take Humans Out of the BuildJake Stauch tells Sequoia's Pat Grady how a two-year-old ITSM startup uses codegen agents, boring enterprise controls, and "fewer, better" hiring to rebuild employee support for the AI era.더 보기380개 중 24개 표시