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Training Data

Training Data

By: Sequoia Capital
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 Join us as we train our neural nets on the theme of the century: AI. Sonya Huang, Pat Grady and more Sequoia Capital partners host conversations with leading AI builders and researchers to ask critical questions and develop a deeper understanding of the evolving technologies—and their implications for technology, business and society. The content of this podcast does not constitute investment advice, an offer to provide investment advisory services, or an offer to sell or solicitation of an offer to buy an interest in any investment fund. Economics
Episodes
  • The Rise of Generative Media: fal's Bet on Video, Infrastructure, and Speed

    The Rise of Generative Media: fal's Bet on Video, Infrastructure, and Speed
    Dec 10 2025
    fal is building the infrastructure layer for the generative media boom. In this episode, founders Gorkem Yurtseven, Burkay Gur, and Head of Engineering Batuhan Taskaya explain why video models present a completely different optimization problem than LLMs, one that is compute-bound, architecturally volatile, and changing every 30 days. They discuss how fal's tracing compiler, custom kernels, and globally distributed GPU fleet enable them to run more than 600 image and video models simultaneously, often faster than the labs that trained them. The team also shares what they’re seeing from the demand side: AI-native studios, personalized education, programmatic advertising, and early engagement from Hollywood. They argue that generative video is following a trajectory similar to early CGI—initial skepticism giving way to a new medium with its own workflows, aesthetics, and economic models.Hosted by Sonya Huang, Sequoia Capital
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    1 hr and 2 mins
  • Why IDEs Won't Die in the Age of AI Coding: Zed Founder Nathan Sobo

    Why IDEs Won't Die in the Age of AI Coding: Zed Founder Nathan Sobo
    Dec 2 2025
    Nathan Sobo has spent nearly two decades pursuing one goal: building an IDE that combines the power of full-featured tools like JetBrains with the responsiveness of lightweight editors like Vim. After hitting the performance ceiling with web-based Atom, he founded Zed and rebuilt from scratch in Rust with GPU-accelerated rendering. Now with 170,000 active developers, Zed is positioned at the intersection of human and AI collaboration. Nathan discusses the Agent Client Protocol that makes Zed "Switzerland" for different AI coding agents, and his vision for fine-grained edit tracking that enables permanent, contextual conversations anchored directly to code—a collaborative layer that asynchronous git-based workflows can't provide. Nathan argues that despite terminal-based AI coding tools visual interfaces for code aren't going anywhere, and that source code is a language designed for humans to read, not just machines to execute. Hosted by Sonya Huang and Pat Grady, Sequoia Capital
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    40 mins
  • Securing the AI Frontier: Irregular Co-founder Dan Lahav

    Securing the AI Frontier: Irregular Co-founder Dan Lahav
    Oct 21 2025
    Irregular co-founder Dan Lahav is redefining what cybersecurity means in the age of autonomous AI. Working closely with OpenAI, Anthropic, and Google DeepMind, Dan, co-founder Omer Nevo and team are pioneering “frontier AI security”—a proactive approach to safeguarding systems where AI models act as independent agents. Dan shares how emergent behaviors, from models socially engineering each other to outmaneuvering real-world defenses like Windows Defender, signal a coming paradigm shift. Dan explains why tomorrow’s threats will come from AI-on-AI interactions, why anomaly detection will soon break down, and how governments and enterprises alike must rethink defenses from first principles as AI becomes a national security layer. Hosted by: Sonya Huang and Dean Meyer, Sequoia Capital 00:00 Introduction 03:07 The Future of AI Security 03:55 Thought Experiment: Security in the Age of GPT-10 05:23 Economic Shifts and AI Interaction 07:13 Security in the Autonomous Age 08:50 AI Model Capabilities and Cybersecurity 11:08 Real-World AI Security Simulations 12:31 Working with AI Labs 32:34 Enterprise AI Security Strategies 40:03 Governmental AI Security Considerations 43:41 Final Thoughts
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    44 mins
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