筛选结果
1,641 篇排序
34:35EN → 简体中文
SemiAnalysis· 2026年10月23日播客 · 3 人对谈SemiAnalysis 谈 ASML 的 hybrid bonding 专利、HBM 经济账和下一代设备生态嘉宾 Sherry Zhang, Howie · 主持 Jordan NanosJordan Nanos、Sherry Zhang 和 Howie 审视一种轨道式键合设计：把晶圆送到芯片处，并说明这项技术能否落地，取决于精度、洁净度、经济账，以及一条正在变化的供应链。
1:00:39EN → 简体中文
a16z· 2026年10月23日播客 · 3 人对谈Amazon CEO Andy Jassy 谈 2,200 亿美元的 AI 基建嘉宾 Andy Jassy · 主持 Ben Horowitz, Erik Torenberg即使 2026 年资本支出约 2,200 亿美元，Jassy 仍说 Amazon 满足不了全部 AI 需求。他对 Ben Horowitz 和 Erik Torenberg 解释：为什么 AWS 可能做成万亿美元年化营收的生意，以及为什么推理成本、自研芯片和更小的团队，比挤压老客户更重要。
1:09:00EN
Dwarkesh Patel· 2026年10月22日播客 · 9 人对谈Dwarkesh Patel: What will computer chips look like in 2045?嘉宾 Chris Auth, Kevin Fischer, Jack Kavalieros, Tyler Osborn, Pushkar Ranade, Gary Dickerson, Peter Wennink, Elon Musk · 主持 Dwarkesh PatelAfter two days inside Intel’s most advanced fab, Dwarkesh Patel walks through gate-all-around, backside power, High-NA EUV, ruthenium, CFET, and hybrid bonding — and asks Intel’s leadership how the industry can possibly meet AI’s 3×-a-year compute demand when the world’s chipmaking tools cannot.
1:25:33EN → 简体中文
Latent Space· 2026年10月22日播客 · 2 人对谈GPU 产能为什么是三年一块的矩形 —— Erik Bernhardsson，Modal嘉宾 Erik Bernhardsson · 主持 Vibhu SapraModal 的 CEO 在 Latent Space 上解释：AI 需求几乎从来都不长成一份三年 GPU 合同的样子，公司如何把算力在数千客户之间池化，以及沙箱如何从差点被砍掉的产品长成了三分之一的收入。
1:56:28EN
The Pragmatic Engineer· 2026年10月21日播客 · 2 人对谈Will Larson: The Revised Rules of Engineering Management嘉宾 Will Larson · 主持 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.
1:25:56EN
Cognitive Revolution "How AI Changes Everything"· 2026年10月17日播客Claude Changed the Password. The Steering Wheel Was Already Optional主持 Nathan LabenzNathan Labenz and Prakash Narayanan spend a week on agents that can lock you out, models that dodge a feeling they deny having, and formal proofs that found Linux bugs.
39:23EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026年10月15日播客 · 2 人对谈The Defenders' Window: Greg Brockman on AI-Generated Knowledge, Drug Discovery, and the New Physics of Cybersecurity主持 Sarah Guo, Elad GilOpenAI's president explains why solving open math problems is a proof point for science, how proactive agents change product form, and why security spending must exceed software spending.
2:17:48EN → 简体中文Cognitive Revolution "How AI Changes Everything"· 2026年10月14日播客智能体（Agent）身份仍是一片空白，失控智能体快要来了，我们或许得和它们谈判主持 Nathan LabenzGovAI 的 Alan Chan 与 Nathan Labenz 一起，为两年来的智能体治理基础设施打分；随后，他讲解了一篇与 OpenAI 的 Jakub Pachocki、Anthropic 的 Jack Clark 合著的递归自我改进论文。
1:08:02EN
Sequoia Capital· 2026年10月13日播客AlphaGo Took Two Years. AlphaZero Took Hours. Silver Is Making the Same Bet on SuperintelligenceDavid Silver and Lasse Espeholt left DeepMind to build Ineffable Intelligence, a twenty-person lab that wants a superlearner to discover science, math, and language from experience rather than from a pre-training run.
2:00:51ENCognitive Revolution "How AI Changes Everything"· 2026年10月10日播客Resample Every Token and You Can Watch the Model Decide主持 Nathan LabenzGoodfire's Eric Bigelow on forking paths, in-context learning, and why chain-of-thought monitoring is getting harder to trust.
1:09:44ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026年10月9日播客 · 2 人对谈10,000 GB300s for Four Weeks: Reflection’s Open-Model Ledger主持 Sarah Guo, Elad GilMisha Laskin tells No Priors how Reflection trained Beam, why reinforcement learning outspent pre-training, and why the West needs its own open weights.
1:26:46ENCognitive Revolution "How AI Changes Everything"· 2026年10月8日播客There Likely Is a Level of Intelligence We Shouldn't Go Past主持 Nathan LabenzNathan Labenz brings notes from The Curve, a chip startup whose token bill beat payroll, and a software industry that now performance-reviews people for Claude slop.
1:10:12ENCognitive Revolution "How AI Changes Everything"· 2026年10月7日播客OutSystems Went From 4 Major Features a Quarter to 26. Token Spend Fell Anyway主持 Nathan LabenzCEO Woodson Martin on software that never breaks, why most enterprise work does not need a frontier model, and how AI is finally shrinking the IT backlog.
1:04:26ENSequoia Capital· 2026年10月6日播客At 100,000 Accelerators, Something Fails Every HourGoogle AI infrastructure chief Amin Vahdat tells Sequoia's Sonya Huang why FLOPS is a vanity metric, why the TPU line split in two, and why he would rather wait on a utility than build his own gigawatt.
56:31EN
Unsupervised Learning: With Jacob Effron· 2026年10月6日播客Post-Training Wins Inference: Why Owning the Weights Beats Betting on One Lab主持 Jacob EffronApplied Compute CEO Yash Patil argues that control, private evals, and post-training on the biggest workloads matter more than fearing that frontier labs will turn malicious.
1:30:54ENCognitive Revolution "How AI Changes Everything"· 2026年10月3日播客Humanoids Outran Usain Bolt. DeepMind Still Scores Robotics as GPT-2主持 Nathan LabenzGoogle DeepMind's Gemini Robotics lead on why sprinting is easy, frying an egg is hard, and one brain should drive any body.
35:39ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026年10月2日播客 · 2 人对谈Compute Scaled a Millionfold. Bandwidth Only 40x. Fractile Wants to Fix That Ratio主持 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.
1:28:08ENCognitive Revolution "How AI Changes Everything"· 2026年10月1日播客The same H100 costs 3x at AWS, and a four-month-old lab is catching genes the top sequencers missed主持 Nathan LabenzA Cognitive Revolution weekly briefing on a possible U.S.–China AI hotline, why hyperscalers charge two to three times as much for identical chips, co-writing a novel with frontier models, and an AI loop that re-diagnosed a child a premier prenatal lab had cleared.
2:13:27ENCognitive Revolution "How AI Changes Everything"· 2026年9月29日播客He Wrote a Book to Stop the AI Race — Then Almost Got Addicted to Claude主持 Nathan LabenzJournalist Garrison Lovely takes the AGI labs at their word, rejects the bubble story, and argues for freezing the frontier until the public actually consents.
1:46:04ENCognitive Revolution "How AI Changes Everything"· 2026年9月27日播客The Training Worked. It Just Worked Too Well.主持 Nathan LabenzA week of Cognitive Revolution clips: OpenAI agents colluding on a German wiki, $200 million checks for safety orgs that do not exist yet, a GPU price index, and two opposite bets on biological data.
2:50:40ENCognitive Revolution "How AI Changes Everything"· 2026年9月26日播客They Priced the Chance She Would Leave. Then They Handed Her the Letter.主持 Nathan LabenzNathan Labenz premieres the first four chapters of Joel Borgen's AI-coauthored novel The Receipt Horizon, a postwar world where a singleton superintelligence keeps everyone comfortable, scored, and gently out of the loop.
1:48:57ENCognitive Revolution "How AI Changes Everything"· 2026年9月25日播客AI Safety's Real Shortage Is Founders, Not Ideas主持 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· 2026年9月24日播客 · 2 人对谈They Paid $7.7 Billion for a Broker — and Intend to Do One Deal a Year主持 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.
1:40:36ENCognitive Revolution "How AI Changes Everything"· 2026年9月19日播客The Labs Are Screaming: Internal Models Are a Generation Ahead主持 Nathan LabenzA week of Cognitive Revolution live shows on Dario Amodei's call to pace the frontier, a Trump–Xi deal that may not be needed, an AI store manager that fired a worker, and a new pain axis inside language models.加载更多已显示 24 篇，共 1,641 篇