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Uncapped | Benchmark Breakfast

Benchmark Breakfast #2 | November 12, 2026

AI 摘要 The AI industry faces a critical inflection point as Anthropic’s impending IPO highlights the tension between narrative-driven valuation and actual infrastructure expenditure. While hyperscaler capital investment in data centers remains robust, the lack of immediate, widespread…

  • Anthropic
  • IPO (Initial Public Offering)
  • Run rate revenue

01:02:30English摘要 · 转录

Core Memory

He Spent $100 Million On A Sky Computer - EP 96 Mikkel Vestergaard Frandsen

AI 摘要 Sceye develops high-altitude platform systems (HAPS) designed to hover in the stratosphere, providing a persistent, cost-effective alternative to satellites and ground-based infrastructure for high-speed internet, environmental monitoring, and disaster response. Unlike…

  • Sceye
  • HAPS (High-Altitude Platform Systems)
  • LifeStraw

1 h 5 minEnglish摘要 · 转录

TBPN

"Jensen Huang's Exit Could Change the AI Industry Forever" - Dylan Patel

AI 摘要 The recent controversy surrounding Jensen Huang and NVIDIA’s business dealings with China signals a potential shift in the AI industry’s leadership and strategic direction. With NVIDIA’s credibility under scrutiny, the company faces significant risks regarding its ability to…

  • NVIDIA
  • Blackwell
  • Founder mode

31 minEnglish摘要 · 转录

The Peel with Turner Novak

The COO Playbook | Emilie Choi, Coinbase

AI 摘要 Scaling startups requires implementing structured decision-making frameworks like RAPID—Recommend, Agree, Perform, Input, Decide—from the outset to avoid bottlenecks during rapid growth. Coinbase maintains operational efficiency by prioritizing "talent density," requiring clear,…

  • RAPID
  • DRI
  • Agentic Finance

01:30:01English摘要 · 转录

更多新节目

全部 英文 中文
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  2. 24h Inside the YC Startup Going After Farming’s 60% Labor Bill

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    Business English from All Ears English

    摘要17 min
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    跨国串门儿计划

    摘要2 h 12 min
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    跨国串门儿计划

    摘要51 min
  6. Trump calls for Zelensky to be replaced

    Global News Podcast

    摘要30 min
  7. The Private Equity Playbook Most Small Business Owners Never Get Access To

    Motley Fool Hidden Gems Investing

    摘要20 min
  8. Making Canada an Energy Superpower: Pipelines, Politics, and Capital with Adam Waterous

    The HC Commodities Podcast

    摘要01:03:27
  9. Episode 246: Carlos Galli

    The Global Lithium Podcast

    摘要01:05:33
  10. Brazilian Stock Breakout; Diving Into More Small Caps; Uber's Latest Acquisition $NU $MELI $UBER

    Chit Chat Stocks

    摘要1 h 5 min
  11. Exterminating the Premium: Is Rollins (NYSE: ROL) Finally a Buy? - Full Analysis

    Chit Chat Stocks

    摘要1 h 4 min
  12. Catching Up On Climate 2026 Episode 3 | Peter Zaman, Partner, HFW Singapore

    SmarterMarkets™

    摘要46 min
  13. EP07 真大人×李成东：非洲，最后的淘金大陆还是最大的坑？

    全球增长局

    摘要45 min
  14. Why RL Won — Kyle Corbitt, OpenPipe (acq. CoreWeave)

    Latent Space: The AI Engineer Podcast

    摘要1 h 8 min
  15. ⚡️ Ship AI recap: Agents, Workflows, and Python — w/ Vercel CTO Malte Ubl

    Latent Space: The AI Engineer Podcast

    摘要42 min
  16. Anthropic, Glean & OpenRouter: How AI Moats Are Built with Deedy Das of Menlo Ventures

    Latent Space: The AI Engineer Podcast

    摘要1 h 25 min
  17. ⚡ [AIE CODE Preview] Inside Google Labs: Building The Gemini Coding Agent — Jed Borovik, Jules

    Latent Space: The AI Engineer Podcast

    摘要44 min
  18. ⚡ Inside GitHub’s AI Revolution: Jared Palmer Reveals Agent HQ & The Future of Coding Agents

    Latent Space: The AI Engineer Podcast

    摘要36 min
  19. ⚡️ 10x AI Engineers with $1m Salaries — Alex Lieberman & Arman Hezarkhani, Tenex

    Latent Space: The AI Engineer Podcast

    摘要27 min
  20. After LLMs: Spatial Intelligence and World Models — Fei-Fei Li & Justin Johnson, World Labs

    Latent Space: The AI Engineer Podcast

    摘要1 h 1 min
  21. World Models & General Intuition: Khosla's largest bet since LLMs & OpenAI

    Latent Space: The AI Engineer Podcast

    摘要1 h 4 min
  22. The Future of Email: Superhuman CTO on Your Inbox As the Real AI Agent (Not ChatGPT) — Loïc Houssier

    Latent Space: The AI Engineer Podcast

    摘要1 h 11 min
  23. AI to AE's: Grit, Glean, and Kleiner Perkins' next Enterprise AI hit — Joubin Mirzadegan, Roadrunner

    Latent Space: The AI Engineer Podcast

    摘要1 h 10 min
  24. ⚡️Jailbreaking AGI: Pliny the Liberator & John V on Red Teaming, BT6, and the Future of AI Security

    Latent Space: The AI Engineer Podcast

    摘要41 min
  25. One Year of MCP — with David Soria Parra and AAIF leads from OpenAI, Goose, Linux Foundation

    Latent Space: The AI Engineer Podcast

    摘要1 h 39 min
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