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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
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
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
48:55EN
Sequoia Capital· 2026年7月14日播客Anthropic's Platform Grew Three Layers in a Year — and Tokens Now Have JobsKatelyn Lesse and Angela Jiang tell Sequoia's Training Data how Anthropic went from a stateless Messages API to knowledge, execution, and coordination — without trying to own the servers.智能体智能体工程Agent orchestration+3
1:29:02EN
Cognitive Revolution "How AI Changes Everything"· 2026年7月1日播客From 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.企业与战略微调Agent orchestration+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
44:01EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026年4月9日播客 · 2 人对谈A 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.智能体Agentic commerce金融 AI+3
1:37:43EN
Cognitive Revolution "How AI Changes Everything"· 2026年3月25日播客Cisco wants two extra network layers so agents can share intent主持 Nathan LabenzVijoy Pandey of Outshift by Cisco argues that superintelligence has to scale out through networks of agents, not just up through bigger models.智能体Multi-agent systemsAgent orchestration+3
1:06:31EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026年3月20日播客 · 2 人对谈Andrej 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.编程智能体AutoresearchAgent orchestration+3
2:06:23EN
Cognitive Revolution "How AI Changes Everything"· 2026年3月8日播客Five AI Employees Live on Five Mac Minis主持 Nathan LabenzAfter selling her YC packaging company, Jesse Genet opened a terminal for the first time and built an OpenClaw staff that now plans lessons, logs learning, and keeps family evenings from sliding into slop.智能体Personal agentsMulti-agent systems+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
48:03EN
Sequoia Capital· 2026年1月27日播客Coding 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.编程智能体智能体工程Developer productivity+3
40:13EN
Sequoia Capital· 2025年12月2日播客As 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.编程智能体开发流程与测试Product Strategy+3
44:47EN
Sequoia Capital· 2025年10月14日播客The 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.企业与战略语音 AICustomer support automation+3
1:32:47EN
Cognitive Revolution "How AI Changes Everything"· 2025年9月13日播客A transformer co-author wants a $160 million model no company owns主持 Nathan LabenzIllia Polosukhin tells Nathan Labenz how NEAR turned a payments headache into a stack for private inference, shared-revenue training, and AI agents that still answer to a court.基础设施与部署InferenceAI security+3
35:45EN
Sequoia Capital· 2025年8月26日播客Six 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.智能体Company BuildingWorkflow automation+3
37:45EN
Sequoia Capital· 2025年6月10日播客Codex 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.编程智能体Agent orchestration开发流程与测试+3
47:49EN
Sequoia Capital· 2025年5月6日播客Workday 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.企业与战略企业 AIAgent orchestration+3
55:40EN
Sequoia Capital· 2025年4月29日播客To 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.企业与战略AI for scienceSynthetic data+3
1:29:02EN
Cognitive Revolution "How AI Changes Everything"· 2025年2月15日播客She 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.RAG 与知识库上下文工程Knowledge graphs+3
30:09EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025年1月16日播客 · 2 人对谈Bilt 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.智能体Customer support automationAgent orchestration+3
1:01:53EN
Cognitive Revolution "How AI Changes Everything"· 2024年12月18日播客Humans 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.智能体Agent orchestrationMulti-agent systems+3
55:50EN
Unsupervised Learning: With Jacob Effron· 2024年12月16日播客There 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.基础设施与部署InferenceModel routing & gateways+3
51:38EN
Sequoia Capital· 2024年11月19日播客Clay 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.企业与战略AI in sales & marketingGo-to-Market+3
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