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1:06:06EN
20VC with Harry Stebbings· 17. Nov. 2025Podcast · 2 StimmenAndrew Ng on AI Infrastructure, Open Models and Building Useful ApplicationsGast: Andrew Ng · Moderation: Harry StebbingsThe AI Fund general partner discusses computing constraints, geopolitics, adoption and the economics of AI products.
2:08:20EN
Matthew Berman· 15. Nov. 2025AI Markets, Agentic Commerce and Consciousness: Forward Future LiveMatthew Berman, Nick Wentz, Henrik Zeberg Jensen, Kuo Zhang, Cameron Berg · Forward FutureMatthew Berman and Nick Wentz discuss AI economics with Henrik Zeberg Jensen, sourcing with Alibaba.com’s Kuo Zhang, and consciousness research with Cameron Berg.
1:17:11EN20VC 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.
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.
1:26:42EN20VC 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.
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.
1:18:47EN20VC 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.
1:58:53ENMatthew Berman· 1. Nov. 2025Forward Future Live: AI Inference, Personalized Audio and Building Software with LovableMatthew Berman, Nick Wentz, Lin Qiao, Raiza Martin, Anton Osika · Forward FutureLin Qiao, Raiza Martin and Anton Osika join Matthew Berman and Nick Wentz to discuss AI infrastructure and products, followed by a review of late-October 2025 AI news and earnings.
18:59ENNo 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.
1:26:49EN20VC 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.
1:39:05ENCognitive 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.
1:13:29EN20VC 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.
2:14:35ENMatthew Berman· 25. Okt. 2025Optical AI, Search Visibility and the Economics of the AI BoomMatthew Berman, Nick, Francesca Parmigiani, Alex Sherman, Matt Wolfe, Siqi Chen · Forward FutureA 2025 livestream examines Microsoft’s optical computing research, how AI changes marketing and shopping, and debates over superintelligence and AI investment.
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.
1:34:12EN20VC 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.
2:49:12ENCognitive Revolution "How AI Changes Everything"· 18. Okt. 2025PodcastWhy China's Master Plan for AI Never Mentions AGIModeration: Nathan LabenzBeijing-based Concordia AI CEO Brian Tse on China's safety rules, chip strategy, and why the two ecosystems look more alike than Washington assumes.
1:25:13EN20VC with Harry Stebbings· 16. Okt. 2025Podcast · 4 StimmenThinking Machines, AI Infrastructure and the Venture Portfolio TradeoffGast: Roger Ehrenberg, Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings and three investors examine founder commitments, the economics of selling a venture platform and how to allocate capital as AI markets accelerate.
1:03:45EN20VC with Harry Stebbings· 13. Okt. 2025Podcast · 2 StimmenMike Cannon-Brookes on AI Valuations, Software Design and Building Atlassian to LastGast: Mike Cannon-Brookes · Moderation: Harry StebbingsThe Atlassian CEO explains why he expects more software engineers, how he evaluates AI bets, and why creativity matters across technology cycles.
1:32:36EN20VC with Harry Stebbings· 9. Okt. 2025Podcast · 3 StimmenOpenAI’s AMD Deal and the Venture Math Behind AI’s Biggest RoundsGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss conditional chip warrants, AI development tools and what high valuations demand from investors.
1:53:50ENCognitive Revolution "How AI Changes Everything"· 8. Okt. 2025PodcastA curriculum rewrite takes five years. AI does not wait.Moderation: Nathan LabenzJohan Falk, a Swedish teacher-turned-analyst, argues that AI literacy and AI friends are more urgent than putting a tutor in every classroom.
58:21ENNo Priors: AI, Machine Learning, Tech, & Startups· 4. Okt. 2025Podcast · 2 StimmenAttacks Take 23 Minutes. Response Still Takes Days.Moderation: Sarah Guo, Elad GilPalo Alto Networks CEO Nikesh Arora on how AI is remaking search, enterprise software, and the timeline of a cyberattack.
1:24:58EN20VC with Harry Stebbings· 2. Okt. 2025Podcast · 3 StimmenAI Burn Multiples, Infrastructure Financing and the Venture MarketGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to debate funding, energy demand and the risks behind rapid AI growth.
1:31:19EN20VC with Harry Stebbings· 29. Sept. 2025Podcast · 2 StimmenGroq Founder Jonathan Ross on AI Compute, Chip Competition and EnergyGast: Jonathan Ross · Moderation: Harry StebbingsRoss explains his view of inference demand, custom chips and infrastructure economics, and makes predictions about AI’s effects on markets and work.
2:20:35ENCognitive Revolution "How AI Changes Everything"· 28. Sept. 2025PodcastChatGPT Is a Thousand Days Old. Emad Mostaque Says We Have About a Thousand Left.Moderation: Nathan LabenzThe Stability AI founder’s new economics argues that when intelligence is abundant, scarcity-based money and GDP stop making sense.Mehr laden24 von 519 angezeigt