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1:06:45ENMatt Murphy on Anthropic, Open Models and the New Venture PlaybookGast: Matt Murphy · Moderation: Harry StebbingsThe Menlo Ventures partner explains his investments in Anthropic, Lovable and Legora, and debates AI margins, model competition and venture fund strategy.
1:14:39ENNick Frosst on Cohere’s Enterprise AI Strategy and the Limits of HypeGast: Nick Frosst · Moderation: Harry StebbingsThe Cohere co-founder discusses data, benchmarks, workplace automation and why he challenges popular claims about AGI.
1:03:27ENBucky Moore on Venture Platforms, AI and Early-Stage InvestingGast: Bucky Moore · Moderation: Harry StebbingsThe new Lightspeed partner discusses capital-intensive model companies, seed valuations, founder selection and the role of large venture firms.
39:21ENSam Altman on Model Improvements, Agents and Startup OpportunitiesGast: Sam Altman · Moderation: Harry StebbingsThe OpenAI CEO discusses where startups may build as models improve, and reflects on reasoning, infrastructure and leadership.
1:16:09ENBret Taylor on AI Applications, Model Costs and Building SierraGast: Bret Taylor · Moderation: Harry StebbingsThe Sierra co-founder discusses why most companies may buy AI solutions, how agents need guardrails and what founders can learn from technology leaders.
1:03:26ENAidan Gomez on Model Scaling, Data and Enterprise AIGast: Aidan Gomez · Moderation: Harry StebbingsThe Cohere CEO discusses the economics of foundation models, enterprise adoption, AI agents and the future he hopes the technology will enable.
1:25:42ENReid Hoffman on AI Models, Inflection, Governance and Technology’s Social ImpactGast: Reid Hoffman · Moderation: Harry StebbingsHoffman discusses the Microsoft–Inflection arrangement, AI competition and regulation, and his political views in a time-specific 2024 interview.
1:05:50ENSarah Tavel on AI Applications, Model Economics and Venture InvestingGast: Sarah Tavel · Moderation: Harry StebbingsThe Benchmark partner explains her thesis on selling AI-driven work, the economics of frontier models and what she looks for in founders.
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.







