필터 결과
27개정렬
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.
1:05:01EN20VC with Harry Stebbings· 2026년 10월 3일팟캐스트 · 2명Chase Lochmiller on AI Data Centers, Energy and GPU Economics게스트 Chase Lochmiller · 진행자 Harry StebbingsCrusoe’s CEO discusses the constraints on AI infrastructure, the economics of GPU capacity and his company’s approach to energy and managed inference.
1:08:54EN20VC with Harry Stebbings· 2026년 9월 26일팟캐스트 · 2명Parag Agrawal on Web Search and Business Models for AI Agents게스트 Parag Agrawal · 진행자 Harry StebbingsParallel’s co-founder explains why agent search needs different economics, how content owners might be paid and why agent safety requires more than model capability.
1:19:54EN20VC with Harry Stebbings· 2026년 9월 19일팟캐스트 · 2명Thomas Sohmers on AI Inference, Memory and Data-Center Growth게스트 Thomas Sohmers · 진행자 Harry StebbingsPositron’s co-founder discusses the engineering economics of inference, his views on AI infrastructure and regulation, and the risks he sees in financing and concentration.
1:16:00EN20VC with Harry Stebbings· 2026년 9월 7일팟캐스트 · 2명JD Grèze on Building Town and Competing in AI Assistants게스트 Jean-Denis Greze · 진행자 Harry StebbingsTown’s co-founder discusses privacy, model costs, competition and why he prioritizes customer value over token consumption.
1:04:35EN20VC with Harry Stebbings· 2026년 9월 5일팟캐스트 · 2명Cliff Weitzman on Owning GPUs, Voice AI and Building Speechify게스트 Cliff Weitzman · 진행자 Harry StebbingsSpeechify's CEO makes the case for owning part of a compute fleet, reflects on a missed business-software opportunity and discusses AI-assisted teams.
1:29:22EN20VC with Harry Stebbings· 2026년 8월 29일팟캐스트 · 2명Eno Reyes on AI Model Economics, Enterprise Control and Factory's Strategy게스트 Eno Reyes · 진행자 Harry StebbingsFactory's CTO discusses cost per outcome, model routing, open models, enterprise hiring and his expectations for the AI market.
1:10:08EN20VC with Harry Stebbings· 2026년 8월 22일팟캐스트 · 2명Jerry Murdock on AI Financing, Open Models and Technology Cycles게스트 Jerry Murdock · 진행자 Harry StebbingsInsight Partners' co-founder discusses credit risk, specialized models, security and how investors might navigate an uncertain AI cycle.
1:08:25EN20VC with Harry Stebbings· 2026년 8월 10일팟캐스트 · 2명Alex Atallah on OpenRouter, Model Competition and AI Marketplaces게스트 Alex Atallah · 진행자 Harry StebbingsThe OpenRouter CEO discusses inference providers, open-weight models, enterprise safety and the economics of routing.
1:28:42EN20VC with Harry Stebbings· 2026년 7월 20일팟캐스트 · 2명Lin Qiao on Specialized AI, Open Models and the Economics of Inference게스트 Lin Qiao · 진행자 Harry StebbingsThe Fireworks AI CEO explains her case for customized models, discusses infrastructure trade-offs and forecasts lower AI costs and higher use.
1:00:08EN20VC with Harry Stebbings· 2026년 7월 11일팟캐스트 · 2명Arvind Jain on Enterprise AI, Open Models and the Future of Work게스트 Arvind Jain · 진행자 Harry StebbingsThe Glean founder debates model competition, enterprise AI returns and whether productivity gains will shrink teams or raise the bar for everyone.
1:16:37EN20VC with Harry Stebbings· 2026년 6월 22일팟캐스트 · 2명Nikesh Arora on Enterprise AI, Cybersecurity and Model Economics게스트 Nikesh Arora · 진행자 Harry StebbingsPalo Alto Networks’ CEO discusses model depth, token costs, security and how leaders can adapt large organizations.
1:25:00EN20VC with Harry Stebbings· 2026년 6월 13일팟캐스트 · 2명Matan Grinberg on AI Coding, Token Costs and Building Factory게스트 Matan Grinberg · 진행자 Harry StebbingsFactory’s CEO discusses enterprise AI budgets, model choice, engineering culture and the uncertain effects of automation on work.
1:14:30EN20VC with Harry Stebbings· 2026년 6월 8일팟캐스트 · 2명Roman Chernin on AI Compute Demand, Inference and Infrastructure게스트 Roman Chernin · 진행자 Harry StebbingsNebius’s co-founder discusses customer demand, GPU economics, managed inference and the risks of a concentrated market.
57:42EN20VC with Harry Stebbings· 2026년 6월 6일팟캐스트 · 2명Jacob Lauritzen on AI Engineering, Legal Work and Building Legora게스트 Jacob Lauritzen · 진행자 Harry StebbingsLegora’s CTO discusses code review, token budgets, enterprise adoption and how legal workflows might change.
1:14:12EN20VC with Harry Stebbings· 2026년 6월 1일팟캐스트 · 2명Brendan Foody on Mercor, AI Data and the Future of Work게스트 Brendan Foody · 진행자 Harry StebbingsThe Mercor CEO discusses a security incident, data-provider economics, enterprise agents and the uncertain effects of AI on employment.
1:07:45EN20VC with Harry Stebbings· 2026년 5월 26일팟캐스트 · 2명Andrew Feldman on AI Chips, Data Centers and Compute Demand게스트 Andrew Feldman · 진행자 Harry StebbingsCerebras’s CEO discusses memory supply, inference speed, community impacts and US chip policy.
1:20:12EN20VC with Harry Stebbings· 2025년 10월 6일팟캐스트 · 2명Cerebras CEO Andrew Feldman on AI Chips, Demand and Infrastructure Risk게스트 Andrew Feldman · 진행자 Harry StebbingsFeldman discusses Cerebras financing, chip design and data centers, while weighing talent, energy and market concentration.
1:31:19EN20VC with Harry Stebbings· 2025년 9월 29일팟캐스트 · 2명Groq Founder Jonathan Ross on AI Compute, Chip Competition and Energy게스트 Jonathan Ross · 진행자 Harry StebbingsRoss explains his view of inference demand, custom chips and infrastructure economics, and makes predictions about AI’s effects on markets and work.
47:04EN20VC with Harry Stebbings· 2025년 3월 31일팟캐스트 · 2명Kevin Scott on AI Products, DeepSeek and the Future of Software게스트 Kevin Scott · 진행자 Harry StebbingsMicrosoft’s CTO discusses model efficiency, agents, coding and why useful products matter in an AI transition.
1:14:36EN20VC with Harry Stebbings· 2025년 3월 24일팟캐스트 · 2명Andrew Feldman on AI Chips, Inference and Competing With Nvidia게스트 Andrew Feldman · 진행자 Harry StebbingsThe Cerebras CEO explains wafer-scale computing, argues inference demand will grow and discusses the limits of his industry’s infrastructure.
1:18:09EN20VC with Harry Stebbings· 2025년 2월 24일팟캐스트 · 2명Steeve Morin on AI Inference, Chips and the Cost of Switching Hardware게스트 Steeve Morin · 진행자 Harry StebbingsThe ZML founder explains the difference between training and production inference and offers a competitive view of the AI hardware market.
1:25:52EN20VC with Harry Stebbings· 2025년 2월 17일팟캐스트 · 2명Jonathan Ross on Groq, Inference Economics and the AI Infrastructure Race게스트 Jonathan Ross · 진행자 Harry StebbingsThe Groq CEO explains his bet on inference chips, compares his company’s architecture with GPUs, and discusses the financing and power needed to scale.
1:00:02EN20VC with Harry Stebbings· 2025년 1월 29일팟캐스트 · 2명Jonathan Ross on DeepSeek, Open Models and AI Infrastructure게스트 Jonathan Ross · 진행자 Harry StebbingsThe Groq CEO discusses reported training costs, inference demand, competitive strategy and the security concerns surrounding AI.더 보기27개 중 24개 표시