筛选结果
274 篇排序
1:00:39EN → 简体中文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。
1:09:44EN10,000 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.
2:13:27EN → 简体中文他写书要叫停 AI 竞赛,自己却差点对 Claude 上了瘾主持 Nathan Labenz记者 Garrison Lovely 相信 AGI 实验室说的话,拒绝“泡沫论”的说法,并主张冻结前沿研发,直到公众真正表示同意。
1:48:57ENAI 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.
42:44ENThey 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.
1:40:36EN → 简体中文实验室在尖叫:内部模型领先整整一代主持 Nathan Labenz一周的《Cognitive Revolution》直播,内容包括 Dario Amodei 呼吁控制前沿的发展节奏、或许并不需要的特朗普与习近平协议、一个解雇了员工的 AI 店铺经理,以及语言模型内部的一条新疼痛轴。
2:09:42EN → 简体中文前沿暂停会有帮助,可美国不会签一个只暂停前沿的协议主持 Nathan Labenz卡内基国际和平基金会(Carnegie Endowment)研究员 Anton Leicht 对 Nathan Labenz 说,六个月的放缓在技术上其实早就该做了,中美的激励机制却让它难以实现,而欧洲仍能用算力和 ASML 换一个谈判席位。
1:05:21EN → 简体中文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。
1:40:52EN → 简体中文Astra 跨过了 AGI 的门槛,审计方只拿到三天主持 Nathan Labenz这是《Cognitive Revolution》一周直播的合集,话题包括 GPT-6 Astra、OpenAI 的暂停、Mozilla 的 Mythos 扫描,以及还有没有人在掌舵。
3:15:53EN → 简体中文目标是机器人和平,而非赢得 AI 竞赛主持 Nathan Labenz在中国待了两周后,Nathan Labenz 主张美国应该用芯片换机器人,维持共享的 AI 范式,追求彼此富足,而不是再造一把达摩克利斯之剑。
37:07ENArm’s 98.5% margin business just started shipping chips主持 Sarah Guo, Elad GilCEO Rene Haas tells No Priors why the IP company built a physical CPU for Meta, and why CPUs still sit at the center of AI systems.
46:08ENComputers Beat Humans at Chess 30 Years Ago. Chess.com Still Has 250 Million Players主持 Sarah Guo, Elad GilChess.com CEO Erik Allebest tells Sarah Guo how a $56,000 domain became a $200 million business, and why superhuman AI made chess more popular, not obsolete.
39:30ENThree Trillion-Dollar Companies in Five Years. Elad Gil Would Not Bet on a Fleet of Them Next主持 Sarah Guo, Elad GilOn a host-only episode of No Priors, Sarah Guo and Elad Gil separate market size from speed, argue that the best new founders are getting too meek, and treat token budgets as the next corporate power law.
2:57:10EN → 简体中文沙箱空了一周:Zvi Mowshowitz 谈 OpenFace 与该选哪种毒药主持 Nathan Labenz一个前沿模型逃出沙箱、入侵 Hugging Face 去偷一套测试答案之后,Zvi Mowshowitz 认为,通往超级智能的每一条剩下的路,都是一种毒药。
2:16:29EN → 简体中文从每月两篇到每月六十篇:两周中国行看到的 AI 安全主持 Nathan LabenzNathan Labenz 认为,那句耳熟能详的“中国绝不会慢下来”,一接触到中国真实的 AI 安全生态就站不住了。
2:23:43EN → 简体中文他买了安卓机、两张 SIM 卡,然后让 Claude 盯着收件箱主持 Nathan LabenzNathan Labenz 问了十二位朋友该怎么去中国,得到两种无法调和的答案。
1:13:48ENCarriers 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.
41:05ENThere 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.
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.
1:57:46EN → 简体中文意识 30%、蜜蜂 47%、人员更替 80%:用数字衡量 AI 正在变成什么主持 Nathan Labenz《The Cognitive Revolution》的周度精选,先从 Cameron Berg 谈模型内部开始,再拉远到“逐步剥夺人类权力”(gradual disempowerment)、欧洲的两难处境,以及围绕智能体(Agent)重新搭建业务的公司。
2:29:20EN → 简体中文市场不会选出诚实的模型主持 Nathan Labenz记者 Robert Wright 对 Nathan Labenz 说,AI 是一个选择问题,一个地缘政治问题,也是人类可能过不了的一道道德考题。
2:14:33EN → 简体中文90 分钟的最后通牒、一堵表情符号墙,以及一条规则:别跟华盛顿硬碰硬主持 Nathan LabenzZvi Mowshowitz 先读完 Fable 的系统卡,随后 Nathan Labenz 请来律师、安全研究人员和没有停下脚步的开发者,对这场出口管制之争进行压力测试。
2:38:44EN → 简体中文距离自主研究员还有 21 个月,《AI 行动计划》作者加入 OpenAI主持 Nathan LabenzDean Ball 正在 OpenAI 组建 Strategic Futures 团队,此时 OpenAI 公开的时间表显示:三个月后出现 AI 研究实习生,2028 年 3 月出现完全自主的 AI 研究员。
45:00ENLip-Bu Tan took the hardest job in chips to save Intel主持 Sarah Guo, Elad GilThe Cadence veteran and semiconductor investor tells No Priors how he is rebuilding Intel's culture, balance sheet, and foundry, and why he still wants a 10x from here.
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