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115 篇
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7 张幻灯片19:43EN → 简体中文
AI Engineer· 2026年10月26日Jack Wotherspoon 谈如何打造一支托管智能体团队Jack Wotherspoon · Google DeepMindGoogle DeepMind 的 Jack Wotherspoon 介绍 Gemini Managed Agents:团队只需一次 API 调用,就能让编程和研究智能体在云端沙箱中运行。他还讲解了持久化环境、可复用技能、由代理注入的凭据、定时触发器,以及多个专用智能体如何协同工作。智能体工程Agent orchestrationSandboxes & isolation+2
8 张幻灯片15:27EN → 简体中文
AI Engineer· 2026年10月25日如今的 AI 工程师做什么:为智能体构建完整闭环Aparna Dhinakaran · Arize AIAparna Dhinakaran 认为,AI 工程师的工作正从交付单个功能,转向构建能让智能体团队持续改进功能的系统。在 Arize,这意味着追踪智能体的行为、依据人类判断评估它的工作,并把这些信号反馈给持续运行的智能体。智能体工程评估可观测性与可靠性+2
7 张幻灯片19:37EN → 简体中文
AI Engineer· 2026年10月25日Jay Sahnan 与 Arik Bird:为整个 Web 构建金融智能体Jay Sahnan, Arik Bird · BrowserbaseBrowserbase 的 Jay Sahnan 和 Arik Bird 展示浏览器智能体如何访问藏在登录页和反机器人防护之后的金融数据。他们以 Ramp、Bill 和 Stripe 为例,说明可靠的云端浏览器如何与适应性更强的 Stagehand 控制能力协同工作。智能体工程Computer useWorkflow automation+2
3 张幻灯片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。Semiconductors基础设施与部署Geopolitics
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
19 张幻灯片1:09:00EN → 简体中文
Dwarkesh Patel· 2026年10月22日播客 · 9 人对谈Dwarkesh Patel:2045 年的芯片会长什么样?嘉宾 Chris Auth, Kevin Fischer, Jack Kavalieros, Tyler Osborn, Pushkar Ranade, Gary Dickerson, Peter Wennink, Elon Musk · 主持 Dwarkesh Patel在 Intel 最先进的晶圆厂待了两天后,Dwarkesh Patel 讲清了 gate-all-around、背面供电、High-NA EUV、钌、CFET 和 hybrid bonding——并问 Intel 管理层:全球造芯设备跟不上的时候,行业怎么可能满足 AI 每年 3 倍的算力需求。SemiconductorsAI cost & performance基础设施与部署+2
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。基础设施与部署Sandboxes & isolationAI cost & performance+2
12:49EN → 简体中文
OpenAI· 2026年10月7日Alex Mashrabov:Higgsfield 智能体自己选模型、自己拉起 GPUAlex Mashrabov · Higgsfield在 OpenAI DevDay 2026,Higgsfield 的 CEO 讲清楚:连续的媒体体验为什么需要一个会选模型、会给自己的产出打分、还会自己拉起 GPU 的智能体——还包括一场小团队现在就能做出来的 10 小时 AI 直播。智能体基础设施与部署Generative media+2
1:04:26EN
Sequoia 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.基础设施与部署AI cost & performanceInference+3
35:39EN
No 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.基础设施与部署InferenceAI cost & performance+3
1:28:08EN → 简体中文
Cognitive Revolution "How AI Changes Everything"· 2026年10月1日播客同一块 H100 在 AWS 上贵三倍,成立四个月的实验室却查出了顶级测序漏掉的基因主持 Nathan Labenz《Cognitive Revolution》的一期周报:中美可能设立的 AI 热线,超大规模云厂商为何对同样的芯片收取两到三倍的价格,与前沿模型合写小说,以及一个 AI 循环重新诊断出了一个被顶尖产前检测实验室判定为阴性的孩子。企业与战略安全与治理AI cost & performance+3
37:07EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026年9月3日播客 · 2 人对谈Arm’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.基础设施与部署Company BuildingAI Strategy+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
55:19EN
Sequoia Capital· 2026年8月25日播客Human Click Data Is a Bug: Rebuilding Search for a Web of AgentsParag Agrawal, former Twitter CEO and founder of Parallel Web Systems, argues that agents will query the web a thousand times more than people, and that both search infrastructure and the ad-supported internet have to be rebuilt for that customer.智能体Search & retrieval智能体工程+3
1:04:14EN
Unsupervised Learning: With Jacob Effron· 2026年7月31日播客The Man Who Helped Stand Up Colossus in 120 Days Is Betting on an AI That Lives in Your House主持 Jacob EffronxAI co-founder Igor Babuschkin left to start River AI, arguing coding agents have crossed a threshold, closed labs are getting squeezed, and the next prize is personal, local intelligence.智能体AI startups & small teamsCompany Building+3
55:19EN
Sequoia Capital· 2026年7月7日播客The drone is 15% of Zipline: 140 million miles, zero incidentsKeller Rinaudo Cliffton and Eric Watson explain why the aircraft is the small part of an automated logistics system now cheaper than a car.基础设施与部署RoboticsAutonomous Systems+3
1:01:27EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026年7月2日播客 · 2 人对谈Two Years and Four Months to a Live Reactor: Valar Atomics Wants Energy Ten Times Cheaper主持 Sarah Guo, Elad GilIsaiah Taylor walks Sarah Guo through Ward 250 in Utah and argues that nuclear is a hardware-iteration problem, not a paper-design one.基础设施与部署Company Building安全与治理+3
1:10:15EN
Sequoia Capital· 2026年6月30日播客The 100x lives between the layers: Dylan Patel on co-design and a 60x yearSemiAnalysis’s founder argues that matching models, kernels, and silicon is what turns a 2x here and a 2x there into 100x, while equivalent-quality inference has gotten about 60 times cheaper in a year.基础设施与部署InferenceBenchmarks+3
45:00EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026年6月18日播客 · 2 人对谈Lip-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.企业与战略基础设施与部署Leadership+3
1:06:36EN
Unsupervised Learning: With Jacob Effron· 2026年6月12日播客Bills Doubled Overnight. Next, the APIs Might Vanish.主持 Jacob EffronSix months after their last roundup, Ari Morcos and Rob Toews tell Jacob Efron why coding agents finally work, why near-frontier open weights may have peaked, and why a compute famine could pull the plug on public APIs.企业与战略AI StrategyOpen-source ecosystems+3
41:20EN
Sequoia Capital· 2026年6月10日播客A $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.基础设施与部署AI StrategyAI cost & performance+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
30:34EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026年5月21日播客 · 2 人对谈Cerebras Waited Ten Years for a Market That Finally Needed Speed主持 Sarah Guo, Elad GilFounder and CEO Andrew Feldman walks No Priors through wafer-scale chips, a $20 billion OpenAI deal, and why a dinner-plate processor only mattered once AI became an everyday tool.基础设施与部署Company BuildingLeadership+3
38:01EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026年5月14日播客 · 2 人对谈The Philippines Gifted America 4,000 Acres. Pax Silica Wants to Make the AI Supply Chain a Business主持 Sarah Guo, Elad GilUS Under Secretary Jacob Helberg on a 14-country coalition, a diplomatic industrial zone in the Philippines, and why Washington is putting companies—not ministries—in the driver's seat.企业与战略AI Strategy基础设施与部署+3
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