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Matthew Berman· 2. Mai 2025How Much Electricity Will AI Data Centers Use?Matthew Berman, Eric Schmidt · Forward FutureMatthew Berman highlights Eric Schmidt's congressional testimony and asks about AI's power demand. The dramatic 99% figure lacks a specified time frame and geographic scope in the quoted testimony.
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20VC with Harry Stebbings· 1. Mai 2025Podcast · 4 StimmenSeries A and B Investing in an AI Market: Risk, Liquidity and TimingGast: Rory O’Driscoll, Jason Lemkin, Fabrice Grinda · Moderation: Harry StebbingsHarry Stebbings, Rory O’Driscoll, Jason Lemkin and Fabrice Grinda debate returns, fund strategy and competition in a fast-changing market.
33:18ENMatthew Berman· 1. Mai 2025Zuckerberg and Nadella on AI Coding, Agents and the Next Software StackMatthew Berman, Mark Zuckerberg, Satya Nadella · Forward FutureMatthew Berman examines their 2025 LlamaCon conversation about AI-assisted development, open models and changing workflows.
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Cognitive Revolution "How AI Changes Everything"· 26. Apr. 2025PodcastFiverr’s CEO Sent a Wake-Up Memo: AI Won’t Take Your Job. A Peer Who Uses It Will.Moderation: Nathan LabenzMicha Kaufman tells Nathan Labenz how a 15-year freelance marketplace is trying to give creators their own models instead of letting public AI eat their work for free.
1:26:55EN20VC with Harry Stebbings· 24. Apr. 2025Podcast · 3 StimmenVenture Liquidity, Endowments and AI Investing in 2025Gast: Rory O’Driscoll, Jason Lemkin · Moderation: Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin discuss private-market liquidity, fund construction and the economics of AI businesses.
1:35:02EN20VC with Harry Stebbings· 17. Apr. 2025Podcast · 3 Stimmena16z, Founders Fund and the Risks Behind Venture’s Biggest FundsGast: Rory O’Driscoll, Jason Lemkin · Moderation: Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin debate fund size, late-stage returns, AI uncertainty and delayed liquidity.
1:28:01ENCognitive Revolution "How AI Changes Everything"· 16. Apr. 2025PodcastThe Q* Letter Never Happened: Helen Toner on OpenAI, Adaptation Buffers, and AI at WarModeration: Nathan LabenzThe former OpenAI director explains why a famous Reuters story was false, why locking down AI will not work, and how military “battle buddy” demos skip the hard questions.
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Unsupervised Learning: With Jacob Effron· 15. Apr. 2025PodcastThe Transformer Co-Author Who Says Scaling Hit a WallModeration: Jacob EffronCohere CEO Aidan Gomez tells Redpoint that a $100 million model is still an amnesiac genius, and that enterprise AI money is concentrating in support, research, and the back office.
1:12:26EN20VC with Harry Stebbings· 14. Apr. 2025Podcast · 2 StimmenVictor Lazarte on Founders, AI and Investing Through a Technology ShiftGast: Victor Lazarte · Moderation: Harry StebbingsThe Benchmark partner discusses founder selection, AI revenue quality, the future of work and the role of a venture investor.
1:37:40ENCognitive Revolution "How AI Changes Everything"· 13. Apr. 2025PodcastChina, Japan, and Korea fought only one war in six centuriesModeration: Nathan LabenzFrom 1200 to 1800, East Asia’s great powers stayed at peace while Europe fought almost without pause — and David C. Kang argues that history still shapes how Asia lives with China.
1:26:17EN20VC with Harry Stebbings· 10. Apr. 2025Podcast · 3 StimmenTom Hulme and Stan Boland on Talent, Capital and the UK Tech EcosystemGast: Tom Hulme, Stan Boland · Moderation: Harry StebbingsThe investor and entrepreneur debate how the UK can retain talent, finance global companies and build a stronger technology economy.
43:51ENUnsupervised Learning: With Jacob Effron· 9. Apr. 2025PodcastThe $177 Billion GPU Bet Only Works If AI Becomes a $1.5 Trillion MarketModeration: Jacob EffronFour Redpoint partners walk their limited partners through where AI value will accrue—and why revenue is now the easiest metric to misread.
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No Priors: AI, Machine Learning, Tech, & Startups· 3. Apr. 2025Podcast · 2 StimmenNasdaq Down 8% and Ghibli Everywhere: AI Is Already in Inning ThreeModeration: Sarah Guo, Elad GilSarah Guo and Elad Gil on the latest image-gen wow cycle, why public-market panic is mostly noise for software startups, and where specialized models still have room.
47:04EN20VC with Harry Stebbings· 31. März 2025Podcast · 2 StimmenKevin Scott on AI Products, DeepSeek and the Future of SoftwareGast: Kevin Scott · Moderation: Harry StebbingsMicrosoft’s CTO discusses model efficiency, agents, coding and why useful products matter in an AI transition.
1:01:53ENUnsupervised Learning: With Jacob Effron· 28. März 2025PodcastOpen-source models are 5% of enterprise use — and GPT wrappers wonModeration: Jacob EffronLatent Space's Swyx and Alessio join Redpoint to map what actually has product-market fit in AI, and why the application layer is the fight that matters.
1:24:12EN20VC with Harry Stebbings· 26. März 2025Podcast · 2 StimmenMitchell Green on Finding Software Companies and Returning Capital to InvestorsGast: Mitchell Green · Moderation: Harry StebbingsLead Edge Capital’s founder explains his sourcing framework, exit discipline and skepticism about paying high prices for AI.
1:14:36EN20VC with Harry Stebbings· 24. März 2025Podcast · 2 StimmenAndrew Feldman on AI Chips, Inference and Competing With NvidiaGast: Andrew Feldman · Moderation: Harry StebbingsThe Cerebras CEO explains wafer-scale computing, argues inference demand will grow and discusses the limits of his industry’s infrastructure.
1:12:05EN20VC with Harry Stebbings· 19. März 2025Podcast · 2 StimmenPeter Singlehurst on Growth Investing, Mistakes and Private-Market LiquidityGast: Peter Singlehurst · Moderation: Harry StebbingsBaillie Gifford’s head of private companies explains how he assesses durable business models, reinvestment decisions and investment risk.
3:01:30ENCognitive Revolution "How AI Changes Everything"· 15. März 2025PodcastTechnology Opens the Door. Competition Pushes Us Through.Moderation: Nathan LabenzAllan Dafoe on technological determinism, why alignment is not enough, and how DeepMind is trying to evaluate dangerous capabilities before they arrive.
1:30:57ENCognitive Revolution "How AI Changes Everything"· 12. März 2025PodcastAnt's $320 Billion IPO Was Stopped at the Eleventh Hour: Angela Zhang on China's Tech TightropeModeration: Nathan LabenzA USC law professor walks through the dynamic pyramid that governs Chinese tech, from Didi's listing to DeepSeek's price war, and why she thinks the United States is starting to look more like China.
1:33:55EN20VC 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.
45:06ENUnsupervised 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.
36:24ENNo 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.
1:02:41EN20VC 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.Mehr laden24 von 531 angezeigt