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1:17:11EN
20VC with Harry Stebbings· 13. Nov. 2025Podcast · 3 StimmenAI Defensibility, Venture Risk and the Difficulty of Timing a ShortGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate fast-moving AI markets, investment risk and how founders approach fundraising.Venture CapitalInvestingAI Strategy+2
2 Folien10:45EN
MBMatthew Berman· 13. Nov. 2025World Labs Marble: Generate and Edit Navigable 3D WorldsMatthew Berman · Forward FutureMatthew Berman demos Marble’s multimodal inputs, scene editing and 3D navigation, including an attempt to recreate his office from one image.World modelsGenerative mediaMultimodal AI
1:11:18EN
Cognitive Revolution "How AI Changes Everything"· 12. Nov. 2025PodcastHe Got Bored Five Minutes Into a Waymo. Nathan Labenz Says That's the PointModeration: Nathan LabenzOn a crossover with the Existential Hope podcast, the Cognitive Revolution host argues that the scarcest resource in AI is a positive picture of daily life, not another doom scenario.Unternehmen & StrategieSicherheit & GovernanceAI Strategy+3
5 Folien47:43EN
JSJane Street· 11. Nov. 2025Making GPU Training Faster: Pipelines, Fusion and Custom KernelsCorwin de Zahr · Jane StreetTwo Jane Street speakers explain how to diagnose idle GPUs, reduce memory traffic and build a parallel reduction kernel.GPU programming & kernelsModelle & TrainingSoftware engineering
43:38EN
Sequoia Capital· 11. Nov. 2025PodcastA 2 A.M. Codename and a Face That Finally Looked Like YouGoogle's product and model leads walk Sequoia through how Nano Banana made single-photo character consistency feel real — and why fun, craft, and human evals did as much work as scale.Multimodal & MedienGenerative mediaMultimodal AI+3
1:26:42EN
20VC with Harry Stebbings· 10. Nov. 2025Podcast · 2 StimmenEverett Randle on Venture Fund Size, AI Margins and Founder PartnershipsGast: Everett Randle · Moderation: Harry StebbingsThe new Benchmark partner discusses lessons from former colleagues, investment trade-offs and the challenge of measuring AI businesses.Venture CapitalInvestingAI Strategy+2
1:55:12EN
Cognitive Revolution "How AI Changes Everything"· 8. Nov. 2025Podcast28,000 Documents, a 3B Model, 22 People: The Technical Ledger of Catholic AIModeration: Nathan LabenzLongbeard CEO Matthew Harvey Sanders tells The Cognitive Revolution how a mission-driven team is aligning models to the Catholic magisterium — and why fine-tuning was not enough.Modelle & TrainingRetrieval-Augmented GenerationFine-Tuning+3
1:00:26EN
Sequoia Capital· 6. Nov. 2025PodcastSeven Million Videos a Day, and Most Return Visits Are Spent CreatingOpenAI's Sora 2 leads walk through diffusion transformers, physics that rebounds off the backboard, and a feed designed against mindless scrolling.Multimodal & MedienGenerative mediaVision & Video+3
42:11EN
No Priors: AI, Machine Learning, Tech, & Startups· 6. Nov. 2025Podcast · 2 StimmenSnowflake's CEO Tells Customers to Spend AI a Thousand Dollars at a TimeModeration: Sarah Guo, Elad GilSridhar Ramaswamy talks with Sarah Guo about Snowflake Intelligence, shutting down a homegrown model, and why defensibility is built every day, not planned.Unternehmen & StrategieEnterprise-KIProduct Strategy+3
1:18:47EN
20VC with Harry Stebbings· 6. Nov. 2025Podcast · 3 StimmenNavan’s IPO, Harvey’s Valuation and the New Economics of VentureGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss liquidity, AI software growth, public-market competition and board oversight.Venture CapitalInvestingEnterprise-KI+2
2:27:18EN
Cognitive Revolution "How AI Changes Everything"· 5. Nov. 2025PodcastTurn Down AI's Deception Knob, and It Starts Reporting ExperienceModeration: Nathan LabenzCameron Berg of AE Studio tells Nathan Labenz how suppressing deception features in Llama 3.3 70B pushed self-reports of subjective experience toward 100 percent.SicherheitModel InterpretabilitySicherheit & Governance+3
59:03EN
20VC with Harry Stebbings· 3. Nov. 2025Podcast · 2 StimmenJoelle Pineau on Scaling, Reinforcement Learning and Enterprise AIGast: Joelle Pineau · Moderation: Harry StebbingsCohere’s chief AI officer discusses research uncertainty, agent security, synthetic data and the difference between benchmarks and useful work.Reinforcement LearningAI researchSynthetic data+2
1:50:53EN
Cognitive Revolution "How AI Changes Everything"· 2. Nov. 2025PodcastShe asked to stop being Mimi, so he started shopping for a workstationModeration: Nathan LabenzThe star and director of Smiles and Kisses You on Replika, identity, and a life Christopher Stokes refuses to recommend.Produkt & UXPersonal agentsHuman-AI Collaboration+3
2:45:26EN
Lex Fridman· 31. Okt. 2025Podcast · 2 StimmenDan Houser on Fake Worlds You Want to Live InGast: Dan Houser · Moderation: Lex FridmanThe Rockstar co-founder talks with Lex Fridman about GTA, Red Dead Redemption, character craft, leaving the company, and why language models will not write the last five percent.Produkt & UXStorytellingCreativity+3
18:59EN
No Priors: AI, Machine Learning, Tech, & Startups· 31. Okt. 2025Podcast · 2 Stimmen86 Out of 100: The Clips No Priors Could Not Leave on the Cutting-Room FloorModeration: Sarah Guo, Elad GilSarah Guo and Elad Gil stitch nine 2025 conversations into one short tour of legal AI, spatial intelligence, jobs, deterrence, and a doctor who made it home for dinner.Unternehmen & StrategieAI StrategyCompany Building+3
1:26:49EN
20VC with Harry Stebbings· 30. Okt. 2025Podcast · 3 StimmenOpenAI’s Restructuring, Mercor’s Valuation and the Math of Venture ReturnsGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI financing, large venture platforms and what investors really get for a high entry price.Venture CapitalOpenAIAI startups & small teams+2
9 Folien55:03EN
JSJane Street· 29. Okt. 2025Neil Mitchell: How Pyrefly Checks Python at ScaleNeil Mitchell, Roman · MetaA tour of Python's type system and the incremental architecture behind a fast, open-source checker and language server.Software engineeringOpen-source ecosystems
1:39:05EN
Cognitive Revolution "How AI Changes Everything"· 29. Okt. 2025PodcastThe Summer GPT-5 Disappointed Does Not Mean AI Progress Has StalledModeration: Nathan LabenzNathan Labenz tells Erik Torenberg why the GPT-5 backlash mixed up product mishaps, naming chaos, and a real jump in capabilities.Unternehmen & StrategieScaling LawsReasoning & test-time compute+3
41:32EN
Sequoia Capital· 28. Okt. 2025PodcastMoore's Law Is Slowing. Nvidia's CTO Still Wants 10× a YearMichael Kagan on why Nvidia's $7 billion Mellanox deal, not just more transistors, is how you turn a data center into one computer.Infrastruktur & DeploymentDistributed training & inferenceInference+2
1:13:29EN
20VC with Harry Stebbings· 27. Okt. 2025Podcast · 2 StimmenDavid Cahn on AI Infrastructure, Startup Growth and Defense InvestingGast: David Cahn · Moderation: Harry StebbingsThe Sequoia partner explains why he sees an AI bubble, how he evaluates startup growth and where he sees opportunities in defense.Venture CapitalAI StrategyInfrastruktur & Deployment+2
1:30:17EN
Cognitive Revolution "How AI Changes Everything"· 25. Okt. 2025PodcastHe Co-Wrote the Transformer Paper. Now He Wants You to Own Your AI.Moderation: Nathan LabenzNEAR founder Illia Polosukhin maps a future of personal software, agent-run markets, and AI delegates that vote without a private agenda.AgentenSicherheit & GovernanceAI Regulation+3
1:16:53EN
Unsupervised Learning: With Jacob Effron· 24. Okt. 2025PodcastKarpathy Called Today's Models Slop. His Decade Timeline Still Sounds BullishModeration: Jacob EffronDatology AI's Ari Morcos and Radical Ventures' Rob Toews walk through Karpathy's cold water, OpenAI's dealmaking, and who actually pays for the data-center boom.Unternehmen & StrategieAI StrategyCompany Building+3
9 Folien52:05EN
JSJane Street· 24. Okt. 2025Corwin de Zahr: Exploring OCaml Runtime Safety Through a CTF ChallengeCorwin de Zahr · Jane StreetA deliberately restricted OCaml sandbox becomes a way to examine type safety, callbacks, memory representation and binary debugging.Programming LanguagesCybersecuritySoftware engineering
1:34:12EN
20VC with Harry Stebbings· 23. Okt. 2025Podcast · 3 StimmenThe Venture Capital Cycle: AI Markets, Compute and the Cost of Moving Too FastGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to debate AI market size, infrastructure spending and how venture investors can survive a boom.Venture CapitalInvestingAI Strategy+2
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