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51:31EN
Sequoia Capital· 2026年7月21日播客They Refunded Nearly $2 Million. Then Factory’s CEO Explained the Dark FactoryMatan Grinberg on being two years early, why a model-agnostic harness beats lab co-design, and why 90 percent of coding tokens will soon run with the lights off.编程智能体Harness engineeringModel routing & gateways+3
51:09EN
Sequoia Capital· 2026年6月11日播客Build like the model will eat your harness in a yearLogan Kilpatrick, who leads Google AI Studio and the Gemini API, tells Sequoia's Sonya Huang why agent scaffolding is a 12-month asset, why coding already feels like narrow superintelligence, and why Google is optimizing for outcomes instead of eyeballs.智能体智能体工程Harness engineering+3
45:33EN
Sequoia Capital· 2026年5月26日播客Cursor Ships 1TB of Composer Weights Across Oceans in Under a MinuteFederico Cassano and Fireworks' Dima walk through the globally split RL stack that trained Composer 2 on a sparse trillion-parameter MoE.基础设施与部署Distributed training & inferenceReinforcement Learning+3
48:03EN
Sequoia Capital· 2026年1月27日播客Coding Will Be Solved. The Bottleneck Is Saying What You WantWarp founder Zach Lloyd tells Sequoia's Sonya Huang why a rebuilt terminal became the lucky form factor for coding agents, and why he stopped subsidizing tokens.编程智能体智能体工程Developer productivity+3
40:13EN
Sequoia Capital· 2025年12月2日播客As long as humans still need to read code, the IDE is not dyingZed founder Nathan Sobo argues that source code is a language for people, that terminal agents still need a visual editor, and that conversations should be anchored to every edit.编程智能体开发流程与测试Product Strategy+3
1:01:00EN
Sequoia Capital· 2025年8月5日播客v0 Hit 3 Million Users. Vercel’s CEO Says Pages Will Be Generated On Demand Within Five YearsFor a company that sells cloud hosting and frontend tools, one of the fastest-growing signup channels is ChatGPT.基础设施与部署编程智能体Product Strategy+3
37:45EN
Sequoia Capital· 2025年6月10日播客Codex Is a Thought Experiment: What If the Agent Worked on Its Own Computer?OpenAI’s Codex team on training o3 to write mergeable PRs, running four copies of a 1 a.m. bug, and why the product only clicks once you stop pairing and start delegating.编程智能体Agent orchestration开发流程与测试+3
1:26:19EN
Sequoia Capital· 2025年4月8日播客He turned down a billion dollars for a world with a billion developersReplit CEO Amjad Masad tells Sequoia’s Training Data why a six-person company walked away from a life-changing offer, and why a billion people writing software is a better end state than AGI as universal basic income.编程智能体智能体工程Developer productivity+3
51:15EN
Sequoia Capital· 2024年9月10日播客AGI Has One Problem Left: Spend a Million Times More on a TokenMagic founder Eric Steinberger tells Sequoia’s Training Data why he trains his own models, why a software engineer is the MVP of AGI, and why 96% still is not a colleague.编程智能体通用人工智能Reasoning & test-time compute+3
1:07:34EN
Sequoia Capital· 2024年8月6日播客GitHub Didn’t Believe Copilot Was Writing 25% of the CodeThomas Dohmke tells Sequoia how an unplanned GPT-3 experiment became Copilot, why GitHub still will not train its own foundation model, and how he wants a billion people writing software by 2030.编程智能体Company BuildingDeveloper productivity+3
59:11EN
Sequoia Capital· 2024年6月25日播客Don't Train a Model. Factory's Founders Say Go Dig for GoldMatan Grinberg and Eno Reyes tell Sequoia's Training Data why they sell a fleet of job-specific droids on top of other people's models — and how that stack just took SWE-bench from 14% to 19%.编程智能体智能体工程评估+3