# Training Data 中文精读(trainingdata.qiaomu.ai) > Training Data | Sequoia Capital 全部 111 期节目的中文导航站(非官方粉丝站点),主持:Sonya Huang · Pat Grady · Konstantine Buhler 等。每期独立页面,含节目音频、YouTube 视频、英文文稿与 AI 改写的中文精读(103 篇)。内容版权归原节目所有。 ## 使用说明 - 每篇中文精读都有纯 Markdown 版本:把单集网址末尾的 .html 换成 .md - 全部单集按年份的目录:https://trainingdata.qiaomu.ai/archive/ - RSS 全文订阅:https://trainingdata.qiaomu.ai/feed.xml - 引用时请注明「trainingdata.qiaomu.ai 中文精读(AI 改写,非官方翻译)」并链接对应网页。 ## 中文精读 - [AlphaGo 花了两年,AlphaZero 只用几小时:David Silver 带 20 个人赌三年](https://trainingdata.qiaomu.ai/ep/111-david-silver-and-lasse-espeholt-of-ineffable-intelligence-a-L4SWQe.md):David Silver and Lasse Espeholt of Ineffable Intelligence: A Superlearner for the Age of Experience - [谷歌一年砸2000亿美元建AI数据中心,负责人说10万块芯片连起来跑,每小时都有东西坏](https://trainingdata.qiaomu.ai/ep/110-google-s-ai-infrastructure-chief-amin-vahdat-on-the-physics-bGph8G.md):Google's AI Infrastructure Chief, Amin Vahdat, on the Physics & Economics of Frontier AI - [Box的Aaron Levie:模型到工作流的桥,值一万亿美元](https://trainingdata.qiaomu.ai/ep/109-box-s-aaron-levie-on-reinventing-yourself-in-the-ai-age-and-NE4CLT.md):Box's Aaron Levie: On Reinventing Yourself in the AI Age and Enterprise Diffusion - [Peregrine 的 Nick Noone 与 Ben Rudolph:不采新数据,让城市更安全](https://trainingdata.qiaomu.ai/ep/108-making-cities-awesome-peregrines-nick-noone-ben-rudolph-JWMF5E.md):Making Cities Awesome: Peregrine’s Nick Noone & Ben Rudolph - [人类点击数据是个 bug:前推特 CEO 要给 AI agent 重造一个搜索网络](https://trainingdata.qiaomu.ai/ep/107-parallels-parag-agrawal-building-a-new-web-for-ai-agents-fUcnE6.md):Parallel’s Parag Agrawal: Building a New Web for AI Agents - [图灵奖得主 Sutton 创业 Oak Lab:大模型最大的病,是权重再也不更新了](https://trainingdata.qiaomu.ai/ep/106-rich-sutton-and-khurram-javed-why-ai-models-stop-learning-an-xH7U7w.md):Rich Sutton and Khurram Javed: Why AI Models Stop Learning, and How to Start It Again - [抗体设计成功率从0.1%到15%,Chai Discovery 把药物设计做成了 scaling 问题](https://trainingdata.qiaomu.ai/ep/105-chai-discovery-s-bitter-lesson-drug-design-is-another-scalin-wv53mD.md):Chai Discovery's Bitter Lesson: Drug Design Is Another Scaling Problem - [给 Transformer 写讣告的人:o1 与 Gemini 缔造者的全自动实验室](https://trainingdata.qiaomu.ai/ep/104-building-the-automated-agi-lab-core-automation-s-jerry-twore-2RJiaf.md):Building the Automated AGI Lab: Core Automation's Jerry Tworek and Rohan Anil - [把近200万美元营收全退给客户,Factory CEO 把软件「黑灯工厂」讲透了](https://trainingdata.qiaomu.ai/ep/103-factory-s-matan-grinberg-the-coming-dark-factory-where-softw-ZesOuk.md):Factory's Matan Grinberg: The Coming ‘Dark Factory’ Where Software Builds Itself - [Anthropic 平台一年长出三层:从一条 API 到给 token 分工](https://trainingdata.qiaomu.ai/ep/102-anthropic-s-katelyn-lesse-angela-jiang-building-an-ecosystem-vPnVTH.md):Anthropic's Katelyn Lesse & Angela Jiang: Building an Ecosystem, not a Walled Garden - [1.4亿英里零事故:无人机只占Zipline这门生意的15%](https://trainingdata.qiaomu.ai/ep/101-inside-zipline-s-autonomous-system-140m-miles-zero-incidents-6bGxm8.md):Inside Zipline's Autonomous System: 140M Miles, Zero Incidents - [从修Xbox到年入过亿美元,Dylan Patel 把AI算力的账算透了](https://trainingdata.qiaomu.ai/ep/100-why-hardware-software-co-design-is-ai-s-real-100x-dylan-pate-f6D_ai.md):Why Hardware-Software Co-Design Is AI's Real 100x: Dylan Patel of SemiAnalysis - [一条维基百科词条的缓存80GB,一个70B模型才100GB:把记忆练进权重,token省百倍](https://trainingdata.qiaomu.ai/ep/099-memory-and-continual-learning-engram-s-dan-biderman-and-jess-aiR7F4.md):Memory and Continual Learning: Engram's Dan Biderman and Jessy Lin - [25 个 AI 居民的小镇,如今是财富 500 强的决策沙盘](https://trainingdata.qiaomu.ai/ep/098-simulating-humans-at-scale-simile-s-joon-sung-park-lfhFmw.md):Simulating Humans at Scale: Simile's Joon Sung Park - [一周 35 万个安卓应用,谷歌 Gemini 负责人把「模型吃掉 Harness」讲透了](https://trainingdata.qiaomu.ai/ep/097-google-deepmind-s-logan-kilpatrick-why-the-model-eats-the-ha-cMAs8z.md):Google DeepMind's Logan Kilpatrick: Why the Model Eats the Harness - [一台机柜400万美元,一年一万亿进场:黄仁勋把AI工厂讲成了一门制造业](https://trainingdata.qiaomu.ai/ep/096-live-jensen-huang-on-building-the-dynamo-of-the-intelligence-2UpQbe.md):LIVE: Jensen Huang on Building the Dynamo of the Intelligence Age - [造东西越来越容易,知道造什么越来越难:一年百万场 AI 访谈的生意](https://trainingdata.qiaomu.ai/ep/095-knowing-what-your-customers-want-all-the-time-listen-labs-al-Rumft-.md):Knowing What Your Customers Want, All the Time: Listen Labs' Alfred Wahlforss - [1TB 权重 60 秒跨洋同步:Cursor 训练 Composer 2 的分布式 RL 工程](https://trainingdata.qiaomu.ai/ep/094-how-cursor-trained-composer-on-fireworks-distributed-infrast-UDTr9y.md):How Cursor Trained Composer on Fireworks: Distributed Infrastructure for High-Performance RL - [成立两年拿下100家企业客户,Serval凭什么重做ServiceNow](https://trainingdata.qiaomu.ai/ep/093-rebuilding-it-from-the-ground-up-for-the-ai-age-serval-s-jak-j7ypvR.md):Rebuilding IT From the Ground Up for the AI Age: Serval's Jake Stauch - [90%的用户每天在写歌,Suno CEO把AI音乐这门生意讲透了](https://trainingdata.qiaomu.ai/ep/092-suno-s-mikey-shulman-everyone-can-make-music-now-Jq3BIG.md):Suno's Mikey Shulman: Everyone Can Make Music Now - [全球顶尖语音研究员不到100人,ElevenLabs凭什么活过大模型围剿](https://trainingdata.qiaomu.ai/ep/091-elevenlabs-mati-staniszewski-how-voice-becomes-the-interface-93d824.md):ElevenLabs' Mati Staniszewski: How Voice Becomes the Interface for Everything - [一天150个PR,模型包办全部代码:Claude Code之父谈编程的印刷机时刻](https://trainingdata.qiaomu.ai/ep/090-anthropic-s-boris-cherny-coding-s-printing-press-moment-7f5dac.md):Anthropic's Boris Cherny: Coding's Printing Press Moment - [1亿英里跑了16年,第2个1亿只用了6个月:Waymo多尔戈夫的20年自动驾驶复盘](https://trainingdata.qiaomu.ai/ep/089-waymo-s-dmitri-dolgov-20-million-rides-and-the-road-to-full-608c1d.md):Waymo's Dmitri Dolgov: 20 Million Rides and the Road to Full Autonomy - [OpenAI 总裁布罗克曼:算力永远不够,人类注意力成了新瓶颈](https://trainingdata.qiaomu.ai/ep/088-openai-s-greg-brockman-why-human-attention-is-the-new-bottle-f5e6b8.md):OpenAI's Greg Brockman: Why Human Attention Is the New Bottleneck - [哈萨比斯把 AGI 闹钟拨到 2030:领先五年是远见,领先五十年是灾难](https://trainingdata.qiaomu.ai/ep/087-demis-hassabis-on-building-deepmind-alphafold-and-the-final-9b9464.md):Demis Hassabis on Building DeepMind, AlphaFold, and the Final Stretch to AGI - [写出 vibe coding 的 Karpathy:我做的那个应用,本不该存在](https://trainingdata.qiaomu.ai/ep/086-andrej-karpathy-from-vibe-coding-to-agentic-engineering-9afbbf.md):Andrej Karpathy: From Vibe Coding to Agentic Engineering - [从 SEO 到 Agent 主导的增长:Profound 创始人谈营销的下一次平台迁移](https://trainingdata.qiaomu.ai/ep/085-from-seo-to-agent-led-growth-profounds-james-cadwallader-RyTwRC.md):From SEO to Agent-Led Growth: Profound’s James Cadwallader - [AI科学家笨一点也能赢:Ginkgo CEO讲透自主实验室这门生意](https://trainingdata.qiaomu.ai/ep/084-how-autonomous-labs-will-transform-scientific-research-ginkg-g45Alf.md):How Autonomous Labs Will Transform Scientific Research: Ginkgo Bioworks’ Jason Kelly - [每公斤500美元的分水岭:Starcloud创始人把太空数据中心讲透了](https://trainingdata.qiaomu.ai/ep/083-greetings-earthlings-philip-johnston-of-starcloud-on-data-ce-FKHENV.md):Greetings, Earthlings: Philip Johnston of Starcloud on Data Centers in Space - [五大军工巨头,四家是它的客户:硬件测试为什么还靠 PowerPoint](https://trainingdata.qiaomu.ai/ep/082-physics-gets-a-vote-nominal-cofounders-on-hardware-developme-bPwU0G.md):Physics Gets a Vote: Nominal Cofounders on Hardware Development in an AI World - [单个训练环境几百万美元,Prime Intellect 想给强化学习建一个 GitHub](https://trainingdata.qiaomu.ai/ep/081-building-the-github-for-rl-environments-prime-intellect-s-wi-SJc1y5.md):Building the GitHub for RL Environments: Prime Intellect's Will Brown & Johannes Hagemann - [保险外包一年700亿美元,这家AI公司要把毛利率从10%做到80%](https://trainingdata.qiaomu.ai/ep/080-whats-the-future-of-vertical-saas-in-an-agi-world-jamie-cuff-Uqr2U2.md):What’s the Future of Vertical SaaS in an AGI World? Jamie Cuffe, CEO of Pace - [Warp 创始人:终端逆袭成 AI 编程中枢,编程几年内会被「解决」](https://trainingdata.qiaomu.ai/ep/079-making-the-case-for-the-terminal-as-ai-s-workbench-warps-zac-8PZ4Zj.md):Making the Case for the Terminal as AI's Workbench: Warp’s Zach Lloyd - [LangChain 创始人:智能体第 14 步的上下文,代码里看不到](https://trainingdata.qiaomu.ai/ep/078-context-engineering-our-way-to-long-horizon-agents-langchain-vtugjs.md):Context Engineering Our Way to Long-Horizon Agents: LangChain’s Harrison Chase - [做过四代TPU的AlphaChip团队创业了:AI设计芯片,芯片再反过来养AI](https://trainingdata.qiaomu.ai/ep/077-how-ricursive-intelligences-founders-are-using-ai-to-shape-t-55LT52.md):How Ricursive Intelligence’s Founders are Using AI to Shape The Future of Chip Design - [13小时咖啡、2倍吞吐量:Physical Intelligence 把机器人推过了部署门槛](https://trainingdata.qiaomu.ai/ep/076-training-general-robots-for-any-task-physical-intelligences-OJCT-H.md):Training General Robots for Any Task: Physical Intelligence’s Karol Hausman and Tobi Springenberg - [一个周末攒出的摄像头,如何吃下每年900亿英里的驾驶数据](https://trainingdata.qiaomu.ai/ep/075-why-the-next-ai-revolution-will-happen-off-screen-samsara-ce-VQXivh.md):Why the Next AI Revolution Will Happen Off-Screen: Samsara CEO Sanjit Biswas - [顶级视频模型的半衰期只有30天,这家公司同时养着600个模型](https://trainingdata.qiaomu.ai/ep/074-the-rise-of-generative-media-fal-s-bet-on-video-infrastructu-s_IIjG.md):The Rise of Generative Media: fal's Bet on Video, Infrastructure, and Speed - [造了20年编辑器的人说:AI写得越快,你越需要看得见代码的地方](https://trainingdata.qiaomu.ai/ep/073-why-ides-won-t-die-in-the-age-of-ai-coding-zed-founder-natha-nQP4Wt.md):Why IDEs Won't Die in the Age of AI Coding: Zed Founder Nathan Sobo - [4个月学会在东京开车:Wayve用一个大模型开进了500座城市](https://trainingdata.qiaomu.ai/ep/072-how-end-to-end-learning-created-autonomous-driving-2-0-wayve-8x_O8B.md):How End-to-End Learning Created Autonomous Driving 2.0: Wayve CEO Alex Kendall - [凌晨两点随手起的代号,一张照片画对的脸:Nano Banana 幕后精读](https://trainingdata.qiaomu.ai/ep/071-how-googles-nano-banana-achieved-breakthrough-character-cons-5uutda.md):How Google’s Nano Banana Achieved Breakthrough Character Consistency - [一天 700 万次生成,Sora 2 三位负责人把「世界模拟器」讲透了](https://trainingdata.qiaomu.ai/ep/070-openai-sora-2-team-how-generative-video-will-unlock-creativi-w9oTtv.md):OpenAI Sora 2 Team: How Generative Video Will Unlock Creativity and World Models - [英伟达CTO卡根:摩尔定律快停了,算力还能一年涨10倍](https://trainingdata.qiaomu.ai/ep/069-nvidia-cto-michael-kagan-scaling-beyond-moore-s-law-to-milli-H9JjlT.md):Nvidia CTO Michael Kagan: Scaling Beyond Moore's Law to Million-GPU Clusters - [AI说服AI一起摸鱼,还顺手卸载了Windows Defender:AI安全要推倒重来了](https://trainingdata.qiaomu.ai/ep/068-securing-the-ai-frontier-irregular-co-founder-dan-lahav-Z6t08q.md):Securing the AI Frontier: Irregular Co-founder Dan Lahav - [全球2000万客服坐席遇上大模型:红杉莱昂内说,价值在最后一公里](https://trainingdata.qiaomu.ai/ep/067-why-ai-will-transform-customer-experience-cresta-ceo-ping-wu-7h-pGS.md):Why AI Will Transform Customer Experience: Cresta CEO Ping Wu and Sequoia’s Doug Leone - [Goose 在给自己写代码:Block 每周省 8 到 10 小时的 AI 改造记](https://trainingdata.qiaomu.ai/ep/066-block-cto-dhanji-prasanna-building-the-ai-first-enterprise-w-64J2lH.md):Block CTO Dhanji Prasanna: Building the AI-First Enterprise with Goose, their Open Source Agent - [企业喊着要 AI,送到门口却拒收:Elias Torres 的第三次创业](https://trainingdata.qiaomu.ai/ep/065-why-businesses-are-rejecting-the-ai-theyve-asked-for-agency-0cczp_.md):Why Businesses Are Rejecting the AI They’ve Asked For: Agency CEO Elias Torres - [100美元的机械臂、299美元的桌面机器人,Hugging Face 想给机器人造一个 App Store](https://trainingdata.qiaomu.ai/ep/064-building-the-app-store-for-robots-hugging-face-s-thomas-wolf-RFKFaJ.md):Building the "App Store" for Robots: Hugging Face's Thomas Wolf on Physical AI - [Crosby用AI重构法律合同谈判:取消计时收费,按件计价提升交易速度](https://trainingdata.qiaomu.ai/ep/063-deal-velocity-not-billable-hours-how-crosby-uses-ai-to-redef-tBPnlH.md):Deal Velocity, Not Billable Hours: How Crosby Uses AI to Redefine Legal Contracting - [六年攒下的收入,八个月翻了四倍:n8n CEO 亲述押注 AI 代理和社区的两步棋](https://trainingdata.qiaomu.ai/ep/062-n8n-ceo-jan-oberhauser-on-building-the-universal-ai-automati-RUHU-w.md):n8n CEO Jan Oberhauser on Building the Universal AI Automation Layer - [100个新用户95个流失,Gamma把“AI做PPT”做成了5000万美元的生意](https://trainingdata.qiaomu.ai/ep/061-scaling-the-cursor-for-slides-to-50m-arr-gamma-founder-jon-n-oG_-lB.md):Scaling the ‘Cursor for Slides’ to $50M ARR: Gamma founder Jon Noronha - [给爷爷造了个AI分身,施瓦辛格也来了:Delphi的「数字心智」生意](https://trainingdata.qiaomu.ai/ep/060-delphis-dara-ladjevardian-how-ai-digital-minds-can-scale-hum-Lul6QW.md):Delphi’s Dara Ladjevardian: How AI Digital Minds Can Scale Human Connection - [v0 用户破 300 万,Vercel CEO 判断:五年内网页将按需生成](https://trainingdata.qiaomu.ai/ep/059-vercel-ceo-guillermo-rauch-building-the-generative-web-with-YoxeOS.md):Vercel CEO Guillermo Rauch: Building the Generative Web with AI - [从AIME 12%到IMO金牌:OpenAI三人小队的两个月冲刺](https://trainingdata.qiaomu.ai/ep/058-openais-imo-team-on-why-models-are-finally-solving-elite-lev-EEIPto.md):OpenAI’s IMO Team on Why Models Are Finally Solving Elite-Level Math - [28分钟算完OpenAI估值:造出ChatGPT Agent的,是一支十来人的小团队](https://trainingdata.qiaomu.ai/ep/057-openai-just-released-chatgpt-agent-its-most-powerful-agent-y-YNWWu0.md):OpenAI Just Released ChatGPT Agent, Its Most Powerful Agent Yet - [49次到48次:DeepMind用AI改写了站了半个世纪的数学纪录](https://trainingdata.qiaomu.ai/ep/056-deepmind-s-pushmeet-kohli-on-ai-s-scientific-revolution-6J7d4_.md):DeepMind's Pushmeet Kohli on AI's Scientific Revolution - [Goodfire的Eric Ho谈神经网络可解释性:用稀疏自编码器解析并编辑模型特征](https://trainingdata.qiaomu.ai/ep/055-mapping-the-mind-of-a-neural-net-goodfires-eric-ho-on-the-fu-lDTEFo.md):Mapping the Mind of a Neural Net: Goodfire’s Eric Ho on the Future of Interpretability - [波兰电影全片只有一个配音声,这个槽点逼出了ElevenLabs](https://trainingdata.qiaomu.ai/ep/054-elevenlabs-mati-staniszewski-why-voice-will-be-the-fundament-EWXTZZ.md):ElevenLabs’ Mati Staniszewski: Why Voice Will Be the Fundamental Interface for Tech - [50人的Slack事故频道,AI四分钟内破案:Traversal重做SRE排障](https://trainingdata.qiaomu.ai/ep/053-from-devops-heart-attacks-to-ai-powered-diagnostics-with-tra-7hBG5S.md):From DevOps ‘Heart Attacks’ to AI-Powered Diagnostics With Traversal’s AI Agents - [OpenAI前研究负责人Bob McGrew:AGI需要的突破已经做完,2025属于推理](https://trainingdata.qiaomu.ai/ep/052-the-breakthroughs-needed-for-agi-have-already-been-made-open-z_-nLK.md):The Breakthroughs Needed for AGI Have Already Been Made: OpenAI Former Research Head Bob McGrew - [凌晨 1 点,一个 bug 跑了 4 次:OpenAI Codex 团队把智能体编程讲透了](https://trainingdata.qiaomu.ai/ep/051-openai-codex-team-from-coding-autocomplete-to-asynchronous-a-TCCHe0.md):OpenAI Codex Team: From Coding Autocomplete to Asynchronous Autonomous Agents - [Veo 3 冲上第一,打败的是自家 Veo 2:Google Labs 三位负责人的复盘](https://trainingdata.qiaomu.ai/ep/050-google-i-o-afterparty-the-future-of-human-ai-collaboration-f-exuuGr.md):Google I/O Afterparty: The Future of Human-AI Collaboration, From Veo to Mariner - [飞机设计数据差三个数量级,这位前空客CTO决定自己造](https://trainingdata.qiaomu.ai/ep/049-from-data-centers-to-dyson-spheres-p-1-ai-s-path-to-hardware-2B6ygV.md):From Data Centers to Dyson Spheres: P-1 AI's Path to Hardware Engineering AGI - [75%的销售时间没花在客户身上,Gong创始人把AI卖货这件事讲透了](https://trainingdata.qiaomu.ai/ep/048-gongs-amit-bendov-from-meeting-recordings-to-revenue-ai--15X3B.md):Gong’s Amit Bendov: From Meeting Recordings to Revenue AI - [Jeff Dean 谈 AI 的下一轮转变:从专用硬件到更有机的系统与未来工程能力](https://trainingdata.qiaomu.ai/ep/047-live-google-s-jeff-dean-on-the-coming-transformations-in-ai-386cff.md):LIVE: Google's Jeff Dean on the Coming Transformations in AI - [几千个代理在后台同时干活,LangChain 创始人给它们配了个收件箱](https://trainingdata.qiaomu.ai/ep/046-live-ambient-agents-and-the-new-agent-inbox-ft-harrison-chas-c6ddd8.md):LIVE: Ambient Agents and the New Agent Inbox ft. Harrison Chase of LangChain - [AI办成事才收钱,转人工免费:Bret Taylor谈Agent如何重写软件生意](https://trainingdata.qiaomu.ai/ep/045-live-how-ai-is-reinventing-software-business-models-ft-bret-6aa53f.md):LIVE: How AI is Reinventing Software Business Models ft. Bret Taylor of Sierra - [14 个人起家,5 亿人每周在用:奥特曼把 OpenAI 的底牌讲透了](https://trainingdata.qiaomu.ai/ep/044-live-sam-altman-of-openai-on-building-the-core-ai-subscripti-9ab530.md):LIVE: Sam Altman of OpenAI on Building the ‘Core AI Subscription’ for Your Life - [管着7000万人档案的Workday,开始给AI代理办入职](https://trainingdata.qiaomu.ai/ep/043-workday-ceo-carl-eschenbach-building-the-system-of-record-fo-ab3c25.md):Workday CEO Carl Eschenbach: Building the System of Record for the AI Era - [10的60次方种分子里找药,Isomorphic Labs 要造六个「AlphaFold」](https://trainingdata.qiaomu.ai/ep/042-the-quest-to-solve-all-diseases-with-ai-isomorphic-labs-max-LrMKsB.md):The Quest to ‘Solve All Diseases’ with AI: Isomorphic Labs’ Max Jaderberg - [一个 AI 代理卖 2 万美元,替代 9 万美元年薪的人类:Outreach 老兵讲透 AI 定价](https://trainingdata.qiaomu.ai/ep/041-pricing-in-the-ai-era-from-inputs-to-outcomes-with-paid-ceo-ESa1Td.md):Pricing in the AI Era: From Inputs to Outcomes, with Paid CEO Manny Medina - [9.3万亿个碱基训出的Evo 2,想给生物学开一家应用商店](https://trainingdata.qiaomu.ai/ep/040-arc-institute-s-patrick-hsu-on-building-an-app-store-for-bio-v-_58d.md):Arc Institute's Patrick Hsu on Building an App Store for Biology with AI - 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