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3:17:35EN
Cognitive Revolution "How AI Changes Everything"· 13. Aug. 2025PodcastTen Thousand Comments and 76 Spare Gigawatts: Four Months Writing America's AI Action PlanModeration: Nathan LabenzDean W. Ball spent four months as the White House's senior AI adviser, then left as the Action Plan landed — and explains how a to-do list got written inside a building that cannot run ChatGPT.
1:22:51EN
20VC with Harry Stebbings· 11. Aug. 2025Podcast · 2 StimmenMartin Mignot on Index Ventures, Revolut and Investing in FoundersGast: Martin Mignot · Moderation: Harry StebbingsThe Index Ventures partner explains how he evaluates early-stage companies, manages concentrated returns and learns from missed opportunities.
1:14:05ENCognitive Revolution "How AI Changes Everything"· 9. Aug. 2025PodcastSullivan boils US-China AI competition down to four buckets, four examples, and a path he calls boringModeration: Nathan LabenzThe former national security advisor treats transformative AI as a planning assumption, not a prophecy, and wants Washington to compete hard with Beijing without pretending a grand bargain will cure the rivalry.
1:28:36EN20VC with Harry Stebbings· 7. Aug. 2025Podcast · 4 StimmenFigma’s IPO, Executive Pay and the Price of AI GrowthGast: Brian Halligan, Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHubSpot co-founder Brian Halligan joins Harry Stebbings, Jason Lemkin and Rory O’Driscoll to unpack IPO pricing, public ownership and venture strategy.
45:17EN
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.
1:45:00ENCognitive 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.
1:28:12EN20VC 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.
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.
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.
1:04:33EN20VC 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.
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.
1:09:30EN20VC with Harry Stebbings· 19. Juni 2025Podcast · 4 StimmenChime’s IPO, Scale AI’s Deal and the Return of Public-Market LiquidityGast: Rory O’Driscoll, Jason Lemkin, Garrett · Moderation: Harry StebbingsHarry Stebbings, Rory O’Driscoll, Jason Lemkin and Garrett from Handshake discuss AI suppliers, venture exits and the IPO market in June 2025.
45:21ENNo Priors: AI, Machine Learning, Tech, & Startups· 17. Juni 2025Podcast · 2 StimmenApplied Intuition Is Worth $15 Billion, Hasn't Spent Its Capital, and Wants to Be the OS for Cars and TanksModeration: Sarah Guo, Elad GilOn No Priors, Qasar Younis and Peter Ludwig explain the Microsoft playbook for vehicles, why they waited for autonomy techniques to converge, and why Waymo's business model is the question that follows the demo.
1:47:28EN20VC with Harry Stebbings· 16. Juni 2025Podcast · 2 StimmenLarry Aschebrook on Spotify, Uber and the Hard Lessons of Venture SecondariesGast: Larry Aschebrook · Moderation: Harry StebbingsThe G Squared founder recounts concentrated wins, expensive mistakes and the challenge of turning private-market marks into cash for investors.
1:22:59EN20VC with Harry Stebbings· 12. Juni 2025Podcast · 3 StimmenCircle’s IPO, Anduril’s Funding and the AI Budget DebateGast: Rory O’Driscoll, Jason Lemkin · Moderation: Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin discuss public listings, venture concentration and the outlook for software and Musk’s companies.
1:24:27ENCognitive Revolution "How AI Changes Everything"· 12. Juni 2025Podcast500 Trillion Tokens a Month: How Google Grew 50x in a YearModeration: Nathan LabenzLogan Kilpatrick returns to Cognitive Revolution to unpack Google's mid-2023 merger, why he expects frontier labs to diverge, and why startups still hold the speed advantage.
1:00:48ENCognitive Revolution "How AI Changes Everything"· 9. Juni 2025PodcastThe Phrase That Alarms a16z’s AI Policy Chief: “It Only Covers a Handful of Companies”Moderation: Nathan LabenzMatt Perault argues that AI rules should target harmful use, not the science of building models, and that “modest” thresholds can lock in an oligopoly.Mehr laden24 von 424 angezeigt