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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
1:25:33EN → 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
1:56:28EN → 简体中文
The Pragmatic Engineer· 2026年10月21日播客 · 2 人对谈Will Larson:工程管理的修订规则嘉宾 Will Larson · 主持 Gergely Orosz2010 年代教给工程经理的第一课,是从此再也不要做技术决策。Imprint CTO、《Staff Engineer》作者 Will Larson 认为那个时代已经结束:回不到工作细节里的经理,正在掉进职业陷阱。ManagementLeadershipCareer Growth+2
56:49EN → 简体中文
Stanford AI Club· 2026年10月15日Alfred Lin 谈 AI 时代如何创业:扩散鸿沟、创始人信念,以及火与冰Alfred Lin, Jason Zhang, Tanvir Bhathal · Sequoia Capital在 Stanford AI Club,Sequoia Capital 的 Alfred Lin 讲述他眼中 AI 的机会,以及为什么学习、对人的理解和经营纪律,仍然决定一家公司能否走得长远。Company BuildingAI startups & small teamsVenture Capital+2
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
1:48:57EN
Cognitive 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.安全AI SafetyAI startups & small teams+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
Sequoia Capital· 2026年9月15日播客The Bridge From Model to Workflow Is a Trillion-Dollar BusinessBox CEO Aaron Levie argues that the money in this cycle sits in the messy gap between frontier models and real enterprise work — and that coding's overnight diffusion will not repeat for everyone else.企业与战略企业 AIAI Strategy+3
45:10EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026年9月10日播客 · 2 人对谈76% 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.智能体Agentic commerce金融 AI+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
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
31:39EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026年8月20日播客 · 2 人对谈The Skull Is Already the Vat: Max Hodak on Restoring Sight主持 Sarah Guo, Elad GilPatients blinded by macular degeneration put on laser-projector glasses, read books, and fill in Sudoku — because a chip under the retina is sending vision back into the brain.Brain-Computer InterfacesAI in healthcareNeuroscience & AI+3
46:08EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026年8月13日播客 · 2 人对谈Computers 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.企业与战略Company BuildingProduct Strategy+3
39:30EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026年8月6日播客 · 2 人对谈Three 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.企业与战略Company BuildingAI Strategy+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
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
49:20EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026年7月23日播客 · 2 人对谈Half of Ask DoorDash Orders Hit a New Restaurant. In Ten Years There Will Be More Dashers, Not Fewer.主持 Sarah Guo, Elad GilCo-founders Andy Fang and Stanley Tang tell Sarah Guo how a conversational ordering interface moved DoorDash's hardest metric, why they built a 300-pound delivery robot in-house, and why autonomy means more human riders, not less.企业与战略RoboticsProduct Strategy+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
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
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
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
56:10EN
Unsupervised Learning: With Jacob Effron· 2026年6月1日播客Reid Hoffman Pledged a Billion to Free DeepMind. Hassabis Never Played the Card主持 Jacob EffronSebastian Mallaby's biography of Demis Hassabis, discussed with Jacob Effron, is a story of a founder who tried to stop the AI race and then became one of its central players.企业与战略AI Strategy安全与治理+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
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