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1:33:55EN
20VC with Harry Stebbings· 10. März 2025Podcast · 2 StimmenJake Saper on Zoom, AI and the Hard Decision of When to SellGast: Jake Saper · Moderation: Harry StebbingsThe Emergence Capital partner explains collective diligence, fund distributions and the trade-off between liquidity and holding winners.Venture CapitalInvestingAI Strategy+2
45:06EN
Unsupervised Learning: With Jacob Effron· 5. März 2025PodcastMike Schroepfer: AI’s Bottleneck Is Electricity, and One Tanker of Fusion Fuel Could Power the U.S. for a YearModeration: Jacob EffronMeta’s former CTO tells Redpoint why hyperscaler demand is the climate story, why Llama was an access play, and why tomorrow’s CTO still lives or dies on a priority queue.Infrastruktur & DeploymentAI StrategyOpen-weight models+3
36:24EN
No Priors: AI, Machine Learning, Tech, & Startups· 5. März 2025Podcast · 2 StimmenThe Man Behind Humanity's Last Exam Says Superintelligence Strategy Should Copy NukesModeration: Sarah Guo, Elad GilDan Hendrycks tells No Priors that labs can only do basic anti-terror refusals, while the real risk-management problem is a geopolitical deterrent he calls mutually assured AI malfunction.SicherheitSicherheit & GovernanceAI security+3
1:02:41EN
20VC with Harry Stebbings· 3. März 2025Podcast · 2 StimmenMike Krieger on AI Products, Model Competition and the Future of CodingGast: Mike Krieger · Moderation: Harry StebbingsAnthropic’s chief product officer explains how he thinks about product design, model differentiation and the limits of current AI tools.AI StrategyProduct StrategyModelle & Training+2
1:08:51EN
Cognitive Revolution "How AI Changes Everything"· 1. März 2025PodcastChip Controls Are Meant to Buy Ten Years, Not Win the AI RaceModeration: Nathan LabenzEconomist Noah Smith tells Nathan Labenz that U.S. export controls are a piece of conventional deterrence against China — not a plan to kneecap DeepSeek.SicherheitGeopoliticsAI Strategy+2
40:33EN
No Priors: AI, Machine Learning, Tech, & Startups· 27. Feb. 2025Podcast · 2 StimmenModerna was only company 18. The real product is the company factoryModeration: Sarah Guo, Elad GilNoubar Afeyan tells No Priors how Flagship Pioneering turned starting companies into a profession, underwrites scientific uncertainty, and wants AI to run discovery the way Waymo drives.Unternehmen & StrategieCompany BuildingAI for science+3
1:18:09EN
20VC with Harry Stebbings· 24. Feb. 2025Podcast · 2 StimmenSteeve Morin on AI Inference, Chips and the Cost of Switching HardwareGast: Steeve Morin · Moderation: Harry StebbingsThe ZML founder explains the difference between training and production inference and offers a competitive view of the AI hardware market.Infrastruktur & DeploymentInferenceAI cost & performance+2
54:55EN
Cognitive Revolution "How AI Changes Everything"· 22. Feb. 2025PodcastNew Jersey Cut Phone Waits from 40 Minutes to 90 SecondsModeration: Nathan LabenzGovernor Phil Murphy on the state AI assistant, a Princeton hub, and why he wants the best catcher's mitt in the country when superhuman systems arrive.Unternehmen & StrategieAI StrategyEnterprise-KI+3
38:14EN
No Priors: AI, Machine Learning, Tech, & Startups· 20. Feb. 2025Podcast · 2 StimmenKyle Vogt Pitched 120 Investors for Cruise. He Will Not Sell the Home-Robot CompanyModeration: Sarah Guo, Elad GilThe Twitch and Cruise co-founder tells Sarah Guo and Elad Gil why Tesla won on business model, why chores should be automated, and why a tiny AI-era team is enough.Unternehmen & StrategieCompany BuildingRobotics+3
1:00:09EN
Sequoia Capital· 18. Feb. 2025PodcastDeepSeek's Jailbreaks Don't Matter. Giving the Model Arms and Legs DoesPalo Alto Networks CEO Nikesh Arora tells Sequoia's Training Data why cheap brains scramble the AI order, why attackers already move faster than defenders, and why refusing to experiment is the real risk.SicherheitAI securitySicherheit & Governance+3
1:25:52EN
20VC with Harry Stebbings· 17. Feb. 2025Podcast · 2 StimmenJonathan Ross on Groq, Inference Economics and the AI Infrastructure RaceGast: Jonathan Ross · Moderation: Harry StebbingsThe Groq CEO explains his bet on inference chips, compares his company’s architecture with GPUs, and discusses the financing and power needed to scale.Infrastruktur & DeploymentModelle & TrainingAI cost & performance+2
4 Folien8:04EN
Matthew Berman· 14. Feb. 2025OpenAI’s February 2025 GPT-5 Roadmap and the Case for a Unified InterfaceMatthew Berman · Forward FutureMatthew Berman explains the proposed model-routing experience, GPT-4.5 and GPT-5 plans, and the product choices that prompted them.Model routing & gatewaysOpenAIProdukt & UX+1
1:20:53EN
20VC with Harry Stebbings· 14. Feb. 2025Podcast · 2 StimmenSolly Solomou on Building LADbible, Social Media and Expanding to the USGast: Solly Solomou · Moderation: Harry StebbingsThe founder recounts buying a Facebook page, creating a media business and learning to lead through rapid change.Company BuildingLeadershipProduct Strategy+2
55:38EN
20VC with Harry Stebbings· 10. Feb. 2025Podcast · 2 StimmenSridhar Ramaswamy on Snowflake, AI Competition and Leading Through ChangeGast: Sridhar Ramaswamy · Moderation: Harry StebbingsThe Snowflake CEO discusses the overlap between models and applications, the importance of distribution, and how leaders can manage difficult transitions.Enterprise-KIAI StrategyLeadership+2
22:32EN
No Priors: AI, Machine Learning, Tech, & Startups· 7. Feb. 2025Podcast · 2 StimmenThe $5.5 Million Was Only the Last MileModeration: Sarah Guo, Elad GilOn No Priors' 100th episode, Sarah Guo and Elad Gil separate DeepSeek's paper cost from the compute behind it, then walk through OpenAI's Deep Research, Stargate, and their bets for 2025.Modelle & TrainingAI StrategyAI cost & performance+3
46:53EN
20VC with Harry Stebbings· 7. Feb. 2025Podcast · 2 StimmenBrian Tolkin on Hiring Product Teams and Finding the Problem That MattersGast: Brian Tolkin · Moderation: Harry StebbingsOpendoor’s head of product draws on Uber and Opendoor to discuss user choice, AI prototypes, decision-making and hiring.Product ManagementProduct StrategyLeadership+2
1:15:18EN
20VC with Harry Stebbings· 3. Feb. 2025Podcast · 2 StimmenNabeel Hyatt on Venture Investing and the Uncertainty of AIGast: Nabeel Hyatt · Moderation: Harry StebbingsThe Spark Capital partner argues for curiosity, founder relationships and product judgment in a fast-changing market.Venture CapitalInvestingAI Strategy+2
57:11EN
Unsupervised Learning: With Jacob Effron· 30. Jan. 2025PodcastA Million Tokens Cannot Write a Good JokeModeration: Jacob EffronPrinceton's Arvind Narayanan on why agent evals mislead, inference scaling hits a wall, and AI looks more like the internet than an overnight revolution.Evals & ObservabilityEvalsBenchmarks+3
56:07EN
Cognitive Revolution "How AI Changes Everything"· 29. Jan. 2025PodcastBox Holds 100 Billion Files. Its CEO Says Enterprises Only Move for a 10xModeration: Nathan LabenzAaron Levie tells Nathan Labenz why AI excitement in the enterprise already outruns the early cloud — and why 98% reliability, seat-based SaaS, and incremental savings still will not ship.Unternehmen & StrategieEnterprise-KIAI Strategy+3
3:45:44EN
Lex Fridman· 26. Jan. 2025Podcast · 2 StimmenDecline Is a Choice: Marc Andreessen on Power, Censorship, and a Second Roaring TwentiesGast: Marc Andreessen · Moderation: Lex FridmanThe United States is adding a trillion dollars of national debt every 100 days — and Andreessen says the boom is still there if the country wants it.Unternehmen & StrategieAI StrategyGeopolitics+3
2 Folien7:57EN
Matthew Berman· 22. Jan. 2025Stargate’s 2025 Announcement and the OpenAI–Microsoft PartnershipMatthew Berman · Forward FutureMatthew Berman reviews the planned US AI infrastructure project and a contemporaneous change to compute arrangements.Infrastruktur & DeploymentOpenAIAGI+1
3 Folien16:25EN
Matthew Berman· 18. Jan. 2025Why Test-Time Compute Could Reshape AI InferenceMatthew Berman, Lisa Su, Jensen Huang · Forward FutureMatthew Berman explains how extra computation at inference can improve model outputs, and why hardware executives expect a much larger inference market.AI researchModelle & TrainingAI cost & performance+1
1:13:30EN
20VC with Harry Stebbings· 15. Jan. 2025Podcast · 2 StimmenVictor Riparbelli on Synthesia, AI Video and the Future of ContentGast: Victor Riparbelli · Moderation: Harry StebbingsThe Synthesia co-founder discusses fundraising, enterprise renewals, model competition, synthetic media and content provenance.Generative mediaAI StrategyCompany Building+2
1:00:05EN
Sequoia Capital· 14. Jan. 2025PodcastIf Someone Builds a Better Spark Product, We Deserve to LoseIon Stoica on how Databricks turned academic open source into a data-and-AI company — and which problems he thinks will matter more tomorrow than today.Unternehmen & StrategieCompany BuildingOpen-source ecosystems+3
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