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23:48ENSatya Nadella on Zero Trust for AI and Why Every Company Should Own Its IntelligenceGast: Satya Nadella · Moderation: Harry StebbingsThe Microsoft CEO argues that capable agents need security boundaries even as alignment research remains unsettled, and explains why firms should retain the value created by their own AI use.
1:20:28ENAI Valuations, Talent Wars and the Venture Capital Tradeoffs Behind ThemGast: Jack Altman, Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jack Altman, Jason Lemkin and Rory O’Driscoll debate large early-stage bets, open-weight models and the changing market for exits.
1:10:08ENJerry Murdock on AI Financing, Open Models and Technology CyclesGast: Jerry Murdock · Moderation: Harry StebbingsInsight Partners' co-founder discusses credit risk, specialized models, security and how investors might navigate an uncertain AI cycle.
1:08:25ENAlex Atallah on OpenRouter, Model Competition and AI MarketplacesGast: Alex Atallah · Moderation: Harry StebbingsThe OpenRouter CEO discusses inference providers, open-weight models, enterprise safety and the economics of routing.
1:09:26ENAnastasios Angelopoulos on Arena, Open Models and AI EvaluationGast: Anastasios Angelopoulos · Moderation: Harry StebbingsArena’s CEO discusses real-world model comparisons, enterprise AI control, security and the economics of evaluation.
1:20:22EN20VC Roundtable on Open Weights, AI Spending and Software InvestingGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI safety, chip investment, enterprise budgets and the future of software.
1:27:39EN20VC Roundtable on Open Models, AI Economics and Payments DealsGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss model security, inference investment and a reported PayPal proposal.
1:28:42ENLin Qiao on Specialized AI, Open Models and the Economics of InferenceGast: Lin Qiao · Moderation: Harry StebbingsThe Fireworks AI CEO explains her case for customized models, discusses infrastructure trade-offs and forecasts lower AI costs and higher use.
1:00:08ENArvind Jain on Enterprise AI, Open Models and the Future of WorkGast: Arvind Jain · Moderation: Harry StebbingsThe Glean founder debates model competition, enterprise AI returns and whether productivity gains will shrink teams or raise the bar for everyone.
1:11:01ENMike Mignano on AI Applications, Open Models and Venture StrategyGast: Mike Mignano · Moderation: Harry StebbingsThe USV partner discusses AI agents, token spending and the opportunities and risks for startups building above the model layer.
1:11:53ENSierra Co-founder Clay Bavor on Open Models, Enterprise AI and Building TeamsGast: Clay Bavor · Moderation: Harry StebbingsBavor discusses model selection and compute costs, deploying AI agents for enterprises, and how Sierra approaches hiring and company culture.
1:28:02EN20VC Roundtable: Open Models, AI Spending and the Cost of CompetitionGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI talent, model economics, consulting and whether labs should build their own chips.
1:14:30ENRoman Chernin on AI Compute Demand, Inference and InfrastructureGast: Roman Chernin · Moderation: Harry StebbingsNebius’s co-founder discusses customer demand, GPU economics, managed inference and the risks of a concentrated market.
1:16:25ENMartin Casado on AI Models, Open Technology and Venture CompetitionGast: Martin Casado · Moderation: Harry StebbingsThe Andreessen Horowitz partner discusses coding tools, open-model policy, labor disruption and how his firm evaluates investments.
1:00:02ENJonathan Ross on DeepSeek, Open Models and AI InfrastructureGast: Jonathan Ross · Moderation: Harry StebbingsThe Groq CEO discusses reported training costs, inference demand, competitive strategy and the security concerns surrounding AI.
1:03:46ENZico Kolter on AI Safety, Scaling and the Limits of Open ModelsGast: Zico Kolter · Moderation: Harry StebbingsThe Carnegie Mellon researcher and OpenAI board member explains why prompt injection worries him, how he thinks about open weights, and why AI progress remains uncertain.
51:00ENArthur Mensch on Mistral’s Open Models, Compute and Developer StrategyGast: Arthur Mensch · Moderation: Harry StebbingsThe Mistral AI co-founder explains the company’s mix of open and commercial models, its compute constraints and its bet on efficient developer tools.
33:23ENAI Leaders Debate Open Models, Pricing and the Future of SearchGast: Emad Mostaque, Des Traynor, Jeff Seibert, Yann Lecun, Richard Socher, Cris Valenzuela, Douwe Kiela, Tomasz Tunguz, Miles Grimshaw, Christian Lanng · Moderation: Harry StebbingsA compilation of separate interviews brings together competing 2023 predictions about model economics, assistants and the largest technology companies.
1:11:11ENEmad Mostaque on Open AI Models, National Data and the Race to DeployGast: Emad Mostaque · Moderation: Harry StebbingsThe Stability AI co-founder describes his 2023 vision for open models, healthcare applications and AI businesses, alongside concerns about a speculative boom.
1:06:02ENYann LeCun on Open AI Models, Safety and the Future of ResearchGast: Yann Lecun · Moderation: Harry StebbingsMeta’s chief AI scientist discusses language models, research priorities and his contested views on AI risk and employment.









