筛选结果
37 篇排序
1:04:26EN → 简体中文100,000 个加速器,每小时都有东西出故障Google AI 基础设施负责人 Amin Vahdat 向红杉资本的 Sonya Huang 解释,为什么 FLOPS 是虚荣指标,为什么 TPU 产品线一分为二,以及为什么他宁愿等电网接入,也不自己建一座吉瓦级的数据中心。
45:10EN76% of Agentic Commerce Is Under 30 Cents — So Coinbase Is Banking the AIs主持 Sarah Guo, Elad GilBrian Armstrong tells Elad Gil how Coinbase became an everything exchange, why card networks cannot price agent-to-agent payments, and what his longevity company is taking into the clinic.
34:30ENNetic'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.
48:55EN → 简体中文Anthropic 的开发者平台一年长出三层,token 也有了分工Katelyn Lesse 和 Angela Jiang 在红杉资本(Sequoia Capital)的《Training Data》播客中讲述,Anthropic 如何从无状态的 Messages API,走到知识、执行和协调三层,同时并不打算自己拥有服务器。
1:29:02ENFrom 50 Designs a Day to 1,500: How AI Changed What Jaguar Land Rover Can Explore主持 Nathan LabenzNeural Concept’s Thomas von Tschammer on specialist physics models, engineering copilots, and why Formula 1 already runs thousands of designs overnight.
41:20ENA $4 Million Cabinet and a Trillion-Dollar Year: Jensen Huang Turns the AI Factory Into a Manufacturing StoryOn Sequoia's Training Data stage, NVIDIA's CEO walks a sixty-country audience from ChatGPT's parlor tricks to agentic work, a five-layer industrial cake, and why radiology hiring went up.
44:01ENA millionth of a penny: Jeremy Allaire on the payment rails of the agentic economy主持 Sarah Guo, Elad GilCircle's CEO tells No Priors why stablecoins and a purpose-built chain, not the legacy banking stack, are the money layer for software that buys and sells on its own.
1:37:43EN → 简体中文思科想给网络再加两层,好让智能体共享意图主持 Nathan LabenzOutshift by Cisco 的 Vijoy Pandey 认为,超级智能必须靠智能体(Agent)网络横向扩展,光把模型做大、往上堆,走不远。
1:06:31ENAndrej Karpathy Hasn't Typed a Line of Code Since December主持 Sarah Guo, Elad GilOn No Priors, the OpenAI cofounder and former Tesla AI director describes the loopy era of coding agents, AutoResearch, and why the bottleneck is now the human.
2:06:23EN → 简体中文五台 Mac Mini 上住着五名 AI 员工主持 Nathan Labenz卖掉 YC 包装公司之后,Jesse Genet 第一次打开终端,搭起了一支 OpenClaw 团队。如今它负责备课、记录孩子的学习过程,也让家里的夜晚不至于被低质内容占满。
1:57:56EN → 简体中文一亿行代码,每行 20 美分:走进 Blitzy 的企业级编码流水线主持 Nathan Labenz首席执行官 Brian Elliott 与首席技术官 Sid Pardeshi 向 Nathan Labenz 讲述,Blitzy 如何把庞大的代码库画成一张地图,再让成千上万个动态生成的智能体,在几天内完成一个要做好几个月的项目的大部分工作。
48:03ENCoding 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.
40:13ENAs 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.
44:47ENThe Last Mile Is Where Contact-Center AI Gets RealCresta CEO Ping Wu and Sequoia's Doug Leone on why 17 to 20 million agents, legacy systems, and last-mile integration will decide who wins customer experience.
1:32:47EN → 简体中文Transformer 论文共同作者想做一个无人持有的 1.6 亿美元模型主持 Nathan LabenzIllia Polosukhin 在节目中向 Nathan Labenz 讲述,NEAR 如何把一个支付难题,变成了一整套用于隐私推理、收益共享式训练和 AI 智能体的技术栈,而这些智能体仍然要向法院负责。
35:45ENSix Years of Revenue, Then Four Times That in Eight Monthsn8n CEO Jan Oberhauser tells Sequoia how two bets — becoming an AI-agent builder, then deleting the leads metric — turned a workflow tool into a default orchestration layer.
37:45ENCodex 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.
47:49ENWorkday Is Onboarding AI Agents the Way It Onboards PeopleWorkday CEO Carl Eschenbach on turning a 70-million-person system of record into the ledger for a mixed workforce of humans and digital workers.
55:40ENTo Solve All Diseases, Isomorphic Labs Needs a Half-Dozen AlphaFoldsMax Jaderberg on turning DeepMind's game-playing research into a general AI engine for drug design—and why prediction alone cannot search a 10^60 molecular universe.
1:29:02ENShe Never Sees a Row of Your Data. The Answers Still Clear 95%.主持 Nathan LabenzIllumex CEO Inna Tokarev Sela tells Nathan Labenz how a Platonic industry ontology, trained only on metadata, collapses enterprise software into one conversation.
30:09ENBilt Saved 65 Support Seats. Decagon's Founder Says Most Agent Ideas Still Won't Sell主持 Sarah Guo, Elad GilJesse Zhang on why customer support is the golden agent use case, why instruction following beats o1-style reasoning, and the two filters that kill most agent startups.
1:01:53ENHumans Wrote 1.3 Percent of the Tokens. The AI Lab Still Designed Working Nanobodies.主持 Nathan LabenzStanford's James Zou describes a GPT-4o research group that invented a protein-design pipeline for under $100 — and a sparse autoencoder that pulled an undocumented motif out of ESM-2.
55:50ENThere will not be one model. Fireworks is betting on hundreds of small experts主持 Jacob EffronPyTorch veteran Lin Qiao argues that inference is a compound system hyperscalers cannot buy their way through, and that the products with real traction still keep a human in the loop.
51:38ENClay Wants to Be a Guitar, Not a Microwave, for Go-to-Market TeamsKareem Amin tells Sequoia’s Alfred Lin why Clay is building a system of action for growth rather than an AI that replaces SDRs.
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