필터 결과
6개정렬
1:09:26ENAnastasios Angelopoulos on Arena, Open Models and AI Evaluation게스트 Anastasios Angelopoulos · 진행자 Harry StebbingsArena’s CEO discusses real-world model comparisons, enterprise AI control, security and the economics of evaluation.
1:07:45ENAndrew 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.
57:04ENMatthew Steckman on Anduril’s Defense Business, Procurement and Product Bets게스트 Matthew Steckman · 진행자 Harry StebbingsAnduril’s president explains a $20 billion procurement ceiling, the company’s approach to building military products and his view of the responsibilities of defense suppliers. His forecasts and company claims reflect his position as an interested executive.
1:06:06ENAndrew Ng on AI Infrastructure, Open Models and Building Useful Applications게스트 Andrew Ng · 진행자 Harry StebbingsThe AI Fund general partner discusses computing constraints, geopolitics, adoption and the economics of AI products.
1:13:29ENDavid Cahn on AI Infrastructure, Startup Growth and Defense Investing게스트 David Cahn · 진행자 Harry StebbingsThe Sequoia partner explains why he sees an AI bubble, how he evaluates startup growth and where he sees opportunities in defense.
1:04:33ENPhilipp Freise on KKR’s European Investing and Private-Market Liquidity게스트 Philipp Freise · 진행자 Harry StebbingsThe KKR investor discusses deployment discipline, AI, European capital markets and broader access to private investments.








