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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。AI Strategy基础设施与部署Semiconductors+2
1:10:12EN
Cognitive 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.企业与战略企业 AI编程智能体+3
42:44EN
No 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.企业与战略企业 AIAI Strategy+3
1:05:21EN → 简体中文
Sequoia Capital· 2026年9月15日播客从模型到工作流的桥,是一门万亿美元的生意Box 首席执行官 Aaron Levie 认为,这一轮的钱就在前沿模型与真实企业工作之间那片混乱的空档里;编程领域一夜之间的扩散,不会在其他行业重演。企业与战略企业 AIAI Strategy+3
52:27EN
Sequoia Capital· 2026年9月1日播客After 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.安全Forward-deployed engineeringCompany Building+3
1:35:29EN
Cognitive Revolution "How AI Changes Everything"· 2026年9月1日播客Uber Burned a Year of Tokens in 13 Weeks. Retrieval Is How Agents Win主持 Nathan LabenzMongoDB Field CTO of AI Pete Johnson argues that agent performance now hinges on retrieval quality, not on stuffing million-token context windows.RAG 与知识库检索增强生成Agent memory+3
34:51EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026年8月27日播客 · 2 人对谈Google Paid $10 Million for a Bankrupt Airline’s Data. That’s the Moat.主持 Sarah Guo, Elad GilEon co-founders Ofir Ehrlich and Gonen Stein argue that models and compute are rented commodities — the only asset enterprises can actually keep is their data.企业与战略基础设施与部署Data quality & curation+3
34:30EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026年7月31日播客 · 2 人对谈Netic's Agents Answer the Phone When the Heat Breaks主持 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.企业与战略语音 AIWorkflow automation+3
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
1:13:48EN
Unsupervised Learning: With Jacob Effron· 2026年7月16日播客Carriers Spend $200 Billion a Year. The Money Went Up the Stack主持 Jacob EffronBenedict Evans tells Jacob Effron why analogizing AI to past platforms is a dead end, and why looking at how those platforms actually made money is not.企业与战略AI Strategy企业 AI+3
41:05EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026年7月9日播客 · 2 人对谈There is no moat: Booking’s CEO on a $1 stock, agentic travel, and why AI still doesn’t move the numbers主持 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.企业与战略企业 AIAI Strategy+3
38:45EN
Sequoia Capital· 2026年6月16日播客The 25-agent town that became a Fortune 500 decision sandboxOn the day before Valentine's Day in a Stanford simulation, cafe owner Isabella decided to throw a party — no human wrote the plot.智能体Multi-agent systems智能体工程+3
1:45:59EN
Cognitive Revolution "How AI Changes Everything"· 2026年6月10日播客87% of Workers Use AI. Only 13% Say the Company Got Better.主持 Nathan LabenzGlean’s Work AI Index names the missing hours: botsitting, botshitting, and a hamster wheel of polished nonsense.企业与战略企业 AIHuman-AI Collaboration+3
42:27EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026年6月4日播客 · 2 人对谈Every Company Can Operate at the Frontier — If It Owns the Evals主持 Sarah Guo, Elad GilAt Microsoft Build, Satya Nadella tells No Priors and Latent Space why AI is an ecosystem game, why private evals beat public benchmarks, and why the Azure networking team now asks for tokens instead of headcount.企业与战略企业 AIAI Strategy+3
41:09EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026年5月28日播客 · 2 人对谈After Agents Leak Tokens and Wipe Databases, Onyx Trains Small Models to Watch the Big Ones主持 Sarah Guo, Elad GilTwo years ago enterprise security buyers told Maxim Bar Kogan he was too early. Now Fortune 10 companies are calling a sub-100-person Israeli startup because they cannot stop agent adoption — only reduce the chance the next action is illegitimate.安全AI security智能体工程+3
38:24EN
Sequoia Capital· 2026年5月19日播客Serval'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.企业与战略企业 AIWorkflow automation+3
39:48EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026年4月23日播客 · 2 人对谈400,000 Customers, 20,000 APIs: SAP's CTO on the Hard Exam of Enterprise AI主持 Sarah Guo, Elad GilPhilipp Herzig tells No Priors how SAP is rebuilding the company operating system for AI, and why scale, evals, and pricing will decide who wins.企业与战略企业 AIAI Strategy+3
57:28EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026年4月17日播客 · 2 人对谈Copying One ServiceNow App with a Language Model Costs Ten Times as Much主持 Sarah Guo, Elad GilBill McDermott tells Sarah Guo why the SaaS apocalypse fails a cost test, why models still cannot close a case, and how agents are already doing most of ServiceNow’s customer-service work.企业与战略企业 AIWorkflow automation+3
40:56EN
Sequoia Capital· 2026年3月10日播客Four of the Top Five Defense Primes Still Run Hardware Tests on PowerPointNominal’s cofounders argue that hardware never got the last twenty years of software infrastructure, and that physical AI will stall until test data lives in one place.基础设施与部署Data quality & curation可观测性与可靠性+3
1:57:56EN
Cognitive Revolution "How AI Changes Everything"· 2026年2月5日播客A Hundred Million Lines at Twenty Cents Each: Inside Blitzy's Enterprise Coding Pipeline主持 Nathan LabenzCEO Brian Elliott and CTO Sid Pardeshi tell Nathan Labenz how Blitzy turns a giant codebase into a map, then lets thousands of dynamically generated agents ship most of a multi-month project in days.编程智能体Agent orchestration上下文工程+3
51:56EN
Sequoia Capital· 2026年2月3日播客Insurance Spends $70 Billion on BPOs. Pace Wants 80% Gross Margins InsteadJamie Cuffe tells Sequoia's Training Data how Pace is turning insurance back-office work into agentic process outsourcing—and why every one of its pilots has reached production.企业与战略企业 AI智能体工程+3
1:39:17EN
Cognitive Revolution "How AI Changes Everything"· 2026年1月29日播客AI Already Beats the Median Lawyer. Top Firms Bought the Tools and Left Them Unused主持 Nathan LabenzKevin Frazier and Alan Rozenshtein walk through how frontier models are changing legal practice, why billable hours stall adoption, and which new rights and government limits they want next.企业与战略AI Regulation安全与治理+3
1:40:51EN
Cognitive Revolution "How AI Changes Everything"· 2026年1月14日播客Reasoning Models Just Made the Other 80–90% of Enterprise Data Usable主持 Nathan LabenzSnowflake VP of AI Baris Gultekin on text-to-SQL, RAG, agent design, and why inference has to run next to governed data.企业与战略检索增强生成企业 AI+3
41:38EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025年12月11日播客 · 2 人对谈ElevenLabs Hit $300 Million ARR by Building Voice Before Anyone Believed It Was the Interface主持 Sarah Guo, Elad GilIn Poland, watching a foreign film is a special kind of pain: one narrator, every character, a flat delivery from start to finish.多模态与媒体语音 AIGenerative media+3
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