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1:16:21EN
No Priors: AI, Machine Learning, Tech, & Startups· 8. Jan. 2026Podcast · 2 StimmenJensen Huang’s Year-End Case That Token Costs Can Fall a Billion-Fold Without Killing JobsModeration: Sarah Guo, Elad GilOn No Priors, NVIDIA’s CEO uses radiology, open source, and a $2 trillion R&D budget to argue that 2025’s extremes missed the stack.Unternehmen & StrategieReasoning & test-time computeAI cost & performance+3
1:27:29EN
20VC with Harry Stebbings· 8. Jan. 2026Podcast · 3 StimmenAI Chip Deals, Founder Exits and the Future of WorkGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss reported Groq and Manus deals, AI compensation, public markets and hiring.Venture CapitalAI StrategyInvesting+2
1:55:02EN
Cognitive Revolution "How AI Changes Everything"· 4. Jan. 2026PodcastAn Index Fund on AGI: How MATS Filters the Next 120 AI Safety ResearchersModeration: Nathan LabenzRyan Kidd, co-executive director of MATS, tells Nathan Labenz why he will not shout a timeline, why every safety technique is also a capabilities technique, and who actually gets hired.SicherheitSicherheit & GovernanceAI research+3
1:18:40EN
Cognitive Revolution "How AI Changes Everything"· 1. Jan. 2026PodcastWhen AI Becomes the Oil Well: Luke Drago on the Intelligence CurseModeration: Nathan LabenzThe Workshop Labs co-founder tells the FLI Podcast why a world of non-human production could recreate the resource curse — and how private data, open weights, and moonshot careers might still break it.Unternehmen & StrategieAI StrategySicherheit & Governance+3
2 Folien1:38EN
MBMatthew Berman· 29. Dez. 2025NVIDIA’s Groq Licensing Deal and the Inference MarketMatthew Berman · Forward FutureMatthew Berman discusses why NVIDIA licensed Groq’s inference technology and hired members of its team.SemiconductorsInferenceAI cost & performance+1
1:12:54EN
20VC with Harry Stebbings· 22. Dez. 2025Podcast · 3 StimmenInvestors’ 2026 Predictions: AI, Software Valuations and EmploymentGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll review 2025 and debate software stocks, possible IPOs and AI’s labor-market effects.Venture CapitalInvestingAI Strategy+2
40:46EN
No Priors: AI, Machine Learning, Tech, & Startups· 19. Dez. 2025Podcast · 2 StimmenDoctors Are Rushing to AI. Robotics Will Take a Beating First.Moderation: Sarah Guo, Elad GilSarah Guo and Elad Gil’s 2026 forecast for foundation models, IPOs, robotics, consumer agents, and the bets that are not about AI at all.Unternehmen & StrategieAI StrategyAI startups & small teams+3
1:43:19EN
Cognitive Revolution "How AI Changes Everything"· 19. Dez. 2025PodcastA $100 Million Super PAC Named Him Public Enemy Number One. Donations Went Up.Moderation: Nathan LabenzIn the second half of Cognitive Revolution’s year-end live show, Assemblymember Alex Bores, former White House adviser Dean Ball, and forecaster Peter Wildeford argue over state AI laws, chip sales to China, and what 2026 will actually feel like.Unternehmen & StrategieSicherheit & GovernanceAI Strategy+3
1:21:57EN
20VC with Harry Stebbings· 18. Dez. 2025Podcast · 3 StimmenCursor, Figma and the Race to Build Across AI WorkflowsGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss venture scale, software convergence and the risks of growth valuations.Venture CapitalAI StrategyProduct Strategy+2
1:18:05EN
Unsupervised Learning: With Jacob Effron· 18. Dez. 2025PodcastThe Real Bottleneck in AI Research Is Compute, Not IdeasModeration: Jacob EffronAfter NeurIPS, Ari Morcos and Rob Toews sit down with Jacob Effron to argue about plateauing models, SSI’s secrecy, OpenAI’s cash burn, and a set of spicy 2026 bets.Unternehmen & StrategieAI StrategyScaling Laws+3
1:11:52EN
20VC with Harry Stebbings· 15. Dez. 2025Podcast · 2 StimmenDavid George on Venture Fund Scale, AI Economics and Backing FoundersGast: David George · Moderation: Harry StebbingsThe Andreessen Horowitz growth investor discusses private-market returns, AI company valuations and the judgment behind the firm’s investments.Venture CapitalInvestingEnterprise-KI+2
1:35:32EN
20VC with Harry Stebbings· 11. Dez. 2025Podcast · 3 StimmenSpaceX Valuations, Harvey’s Growth and the Risks Behind AI DealsGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll examine private-market prices, a proposed media deal, AI applications and fintech competition.Venture CapitalInvestingAI Strategy+2
46:26ZH
Zhang Xiaojun Podcast· 9. Dez. 2025Podcast · 2 Stimmen朱啸虎:三年内看不到泡沫,共识太集中就错开十五度Gast: 朱啸虎 · Moderation: 张小珺2025 年底,金沙江创投朱啸虎第三次坐到张小珺对面:AGI 不谈了,入口之争开始了。他不投人形机器人,把支票开给洗船和按摩这类「干活」的公司。Venture CapitalAI StrategyOpenAI+2
1:09:48EN
Unsupervised Learning: With Jacob Effron· 5. Dez. 2025PodcastChina's AI Labs Went From 15 to Six. The Compute Gap Is 15-to-1.Moderation: Jacob EffronJordan Schneider tells Unsupervised Learning that Chinese models were a private-capital story, that Beijing still thinks in hardware, and that the West's real edge is chips it can serve — not a state master plan.Unternehmen & StrategieGeopoliticsAI Strategy+3
1:11:42EN
20VC with Harry Stebbings· 4. Dez. 2025Podcast · 3 StimmenEventbrite, Databricks and the Search for Durable Software GrowthGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate software-market limits, AI pricing and what makes a venture investment last.Venture CapitalSaaSAI Strategy+2
1:25:54EN
Cognitive Revolution "How AI Changes Everything"· 3. Dez. 2025PodcastHours after training ends, Z.ai puts the weights on the internetModeration: Nathan LabenzZixuan Li of Z.ai tells ChinaTalk how a Chinese lab ships GLM, treats open weights as a ticket into Western ecosystems, and still sees itself as an upstart.Unternehmen & StrategieOpen-source ecosystemsOpen-weight models+3
1:17:01EN
20VC with Harry Stebbings· 1. Dez. 2025Podcast · 2 StimmenJonathan Siddharth on AI Training Data, Enterprise Agents and the Future of WorkGast: Jonathan Siddharth · Moderation: Harry StebbingsThe Turing CEO discusses reinforcement-learning environments, enterprise deployment and his expectations for AI-driven changes to software and employment.Data quality & curationEnterprise-KIAI agents+2
1:32:23EN
20VC with Harry Stebbings· 27. Nov. 2025Podcast · 3 StimmenAnthropic’s Financing, NVIDIA’s Chip Risks and the Enterprise AI RaceGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss infrastructure commitments, customer-support software, AI marketing and IPO valuations.AI StrategyVenture CapitalEnterprise-KI+2
5 Folien22:48EN
MBMatthew Berman· 25. Nov. 2025Matthew Berman on Gemini 3 and the AI Competitive LandscapeMatthew Berman · Forward FutureA November 2025 strategy scorecard weighs models, infrastructure, chips, distribution and data across major AI companies.AI StrategyFoundation ModelsInfrastruktur & Deployment+2
1:52:38EN
MBMatthew Berman· 22. Nov. 2025Open Models, AI Infrastructure, and Search: Four PerspectivesMatthew Berman, Nick Wentz, Himanshu Tyagi, Misha Laskin, Bryan Catanzaro, Robby Stein · Forward FutureForward Future speaks with leaders from Sentient, Reflection AI, NVIDIA, and Google about openness, scaling, safety, and AI-powered search.Open-weight modelsAI SafetyInfrastruktur & Deployment+2
2 Folien10:36EN
MBMatthew Berman· 21. Nov. 2025Forward Future Live: An Opera Visit and NVIDIA EarningsMatthew Berman, Nick Wentz · Forward FutureMatthew Berman and Nick Wentz open their November 21, 2025 show with an opera story and a brief look at NVIDIA.AI StrategyInfrastruktur & Deployment
1:26:40EN
20VC with Harry Stebbings· 20. Nov. 2025Podcast · 4 StimmenAI Coding Valuations, NVIDIA Risk and the Future of Private MarketsGast: Tomasz Tunguz, Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Tomasz Tunguz, Jason Lemkin and Rory O’Driscoll debate coding tools, infrastructure risk, venture financing and secondary liquidity.Venture CapitalInvestingCoding-Agenten+2
1:48:46ZH
Zhang Xiaojun Podcast· 18. Nov. 2025Podcast · 2 Stimmen刘先明:拆掉语言,让物理 AI 回到数据与动作Gast: 刘先明 · Moderation: 张小珺小鹏自动驾驶中心负责人刘先明解释,为什么 VLA 训练中间的语言监督会成为效率瓶颈,以及他如何推动小鹏从自动驾驶团队转向物理 AI。访谈也谈到规模化数据、组织变革、量产安全与自动驾驶的下一阶段。Autonomous DrivingAI StrategyRobotics+2
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.AI StrategyEnterprise-KIGeopolitics+2
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