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No Priors: AI, Machine Learning, Tech, & Startups· 7. Aug. 2025Podcast · 2 StimmenA Click From OpenAI Is 750 Times Harder Than From Google a Decade AgoModeration: Sarah Guo, Elad GilCloudflare CEO Matthew Prince on Content Independence Day, why traffic is a broken proxy for value, and how to price the holes in the models.
1:45:00EN
Cognitive Revolution "How AI Changes Everything"· 6. Aug. 2025PodcastAmerica Holds 45% of the World's Data Centers. Everyone Else Must Build, Buy, or AllyModeration: Nathan LabenzAnjney Midha of a16z maps what “sovereign AI” actually means for companies and for countries that will never own the talent, data, and compute frontier.
1:27:01ENCognitive Revolution "How AI Changes Everything"· 2. Aug. 2025PodcastThe $16 Trillion Services Market Is Being Bought, Not Sold ToModeration: Nathan LabenzMarc Bhargava of General Catalyst explains how AI-enabled rollups turn low-margin service firms into compounding, software-like businesses.
1:35:35EN
Matthew Berman· 1. Aug. 2025Forward Future Live: Hiten Shah and Nico Christie on AI Strategy, Work and AgentsMatthew Berman, Hiten Shah, Nico Christie · Forward FutureA 2025 livestream covers Meta’s AI strategy, the future of work, a spreadsheet agent, and a week of model and infrastructure news.
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20VC with Harry Stebbings· 31. Juli 2025Podcast · 3 StimmenApple, Google and the Race to Fund AI GrowthGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate venture-fund scale, AI infrastructure and how large technology companies can respond to new competition.
36:48ENNo Priors: AI, Machine Learning, Tech, & Startups· 31. Juli 2025Podcast · 2 StimmenThe Weekend DeepSeek Dropped, the White House CalledModeration: Sarah Guo, Elad GilSriram Krishnan walks No Priors through America’s 28-page AI Action Plan, a token-share definition of winning, and why the lead over China is too small to take for granted.
1:16:25EN20VC with Harry Stebbings· 28. Juli 2025Podcast · 2 StimmenMartin 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.
1:26:43EN20VC with Harry Stebbings· 24. Juli 2025Podcast · 3 StimmenAnthropic Dependency, Figma’s IPO and the Changing Seed MarketGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to discuss AI platform risk, public listings and competition for early-stage deals.
1:56:16ENCognitive Revolution "How AI Changes Everything"· 22. Juli 2025PodcastSB 813 Would Hand AI Safety Checks to Licensed Private Firms — If Government Can Watch the WatchersModeration: Nathan LabenzGillian Hadfield and Andrew Freedman want California to set AI safety outcomes, license competing certifiers, and give companies a rebuttable presumption in court if they pass.
1:22:54EN20VC with Harry Stebbings· 17. Juli 2025Podcast · 3 StimmenWindsurf, Google and Cognition: A Deal Breakdown and the AI Coding MarketGast: Rory O’Driscoll, Jason Lemkin · Moderation: Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin discuss a complex set of transactions, AI coding tools, retention and model competition.
49:55ENMatthew Berman· 17. Juli 2025Aravind Srinivas on Comet, AI Browsers and the Future of WorkMatthew Berman, Aravind Srinivas · Forward FuturePerplexity’s CEO explains why the company built a browser, how it evaluates models and why he expects AI to disrupt jobs.
15:23ENMatthew Berman· 13. Juli 2025Grok 4’s Early Reception: Impressive Demos, Safety Questions and Mixed User FeedbackMatthew Berman · Forward FutureMatthew Berman surveys early reactions to xAI’s 2025 model release, from physics simulations and benchmark results to concerns about bias, safety and speed.
1:12:57EN20VC with Harry Stebbings· 10. Juli 2025Podcast · 3 StimmenMeta’s AI Talent Drive, Microsoft Layoffs and the Economics of Startup GrowthGast: Rory O’Driscoll, Jason Lemkin · Moderation: Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin examine talent competition, stock compensation, acquisitions and the changing market for venture-backed companies.
44:44ENNo Priors: AI, Machine Learning, Tech, & Startups· 10. Juli 2025Podcast · 2 Stimmen$1 of R&D, 35x the return: why Parker Conrad says platforms beat point solutionsModeration: Sarah Guo, Elad GilThe Rippling CEO on Zenefits, founder psychology, and why shared underlying capabilities—not narrow focus—win in enterprise software.
0:26ENMatthew Berman· 4. Juli 2025xAI’s Memphis Expansion and an Overseas Power Plant, According to Dylan PatelMatthew Berman, Dylan Patel · Forward FutureMatthew Berman highlights Elon Musk’s response to Dylan Patel’s description of xAI’s computing and power plans in July 2025.
1:15:40EN20VC with Harry Stebbings· 3. Juli 2025Podcast · 3 StimmenFigma’s IPO Filing, Melio’s Sale and the Pressure on Software InvestorsGast: Rory O’Driscoll, Jason Lemkin · Moderation: Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin examine software valuations, venture returns and the AI market’s changing economics.
1:04ENMatthew Berman· 2. Juli 2025Why AI Companies Might Offer Researchers Enormous Pay PackagesMatthew Berman · Forward FutureMatthew Berman and a guest discuss the economics of competing for AI talent, comparing reported compensation offers with a hypothetical acquisition.
59:27ENMatthew Berman· 2. Juli 2025Aaron Levie on AI Agents, Jobs and the Future of Enterprise SoftwareMatthew Berman, Aaron Levie · Forward FutureBox’s CEO explains his AI-first strategy, why he expects demand to grow and how humans may direct and review agents.
10:20ENMatthew Berman· 1. Juli 2025Meta’s Superintelligence Labs and the Fight for AI ResearchersMatthew Berman, Sam Altman · Forward FutureMatthew Berman traces Meta’s 2025 investment in Scale AI, its recruitment from rival labs, and OpenAI’s response. The video’s claims about customer data and signing bonuses need important qualifications.
1:02:17ENMatthew Berman· 30. Juni 2025Dylan Patel on AI Labs, Chip Competition and the Race for SuperintelligenceMatthew Berman, Dylan Patel · Forward FutureThe SemiAnalysis founder discusses Meta’s AI talent drive, OpenAI’s Microsoft relationship, Apple’s strategy, accelerator economics and the future of work.
1:04:33EN20VC with Harry Stebbings· 30. Juni 2025Podcast · 2 StimmenPhilipp Freise on KKR’s European Investing and Private-Market LiquidityGast: Philipp Freise · Moderation: Harry StebbingsThe KKR investor discusses deployment discipline, AI, European capital markets and broader access to private investments.
20:44ENMatthew Berman· 27. Juni 2025AI News: DeepSeek Reports, OpenAI Disputes and Google’s New ToolsMatthew Berman · Forward FutureMatthew Berman reviews June 2025 reporting on model development, talent moves, trademark and copyright disputes, and new AI products and research.
1:16:16EN20VC with Harry Stebbings· 26. Juni 2025Podcast · 3 StimmenNavan, Canva and the AI Investment BoomGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to debate AI talent, legal software, public listings and enterprise platforms.
1:39ENMatthew Berman· 23. Juni 2025Reddit v. Anthropic: Scraping Allegations and the Lawsuit’s ProgressMatthew Berman · Forward FutureMatthew Berman reads from Reddit’s complaint about alleged unauthorized data use; the claims remain disputed as the case proceeds.Mehr laden24 von 524 angezeigt