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20VC with Harry Stebbings· 19. März 2026Podcast · 3 StimmenNvidia’s AI Spending Outlook, Anduril’s Army Contract and the Venture Math Behind Big BetsGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate infrastructure spending, AI-driven organizational change and the challenge of investing in huge markets.
3:27:22EN
Cognitive Revolution "How AI Changes Everything"· 19. März 2026PodcastThe AI Table Has Three Seats Left: Zvi on the Middle Game, Jobs, and Anthropic's PromisesModeration: Nathan LabenzOn his 12th Cognitive Revolution appearance, Zvi Mowshowitz argues early 2026 is the start of the middle — with only three labs still playing, a real job shock underway, and Anthropic's safety commitments reduced to trust us.
44:19EN
Sequoia Capital· 17. März 2026PodcastThe $500-per-Kilogram Line: Why Starcloud Thinks Data Centers Belong in SpaceStarcloud founder Philip Johnston walks through the physics, launch economics, and business model of putting AI compute in orbit.
1:18:46ENCognitive Revolution "How AI Changes Everything"· 16. März 2026Podcast90 Slides in 45 Minutes: A Full-Time AI Scout Admits He Can No Longer Keep UpModeration: Nathan LabenzNathan Labenz’s LexLab briefing for lawyers runs through the good, the bad, and the weird of frontier models — from triplicate second opinions on his son’s cancer care to AIs that know they are being tested.
1:18:06EN20VC with Harry Stebbings· 16. März 2026Podcast · 2 StimmenGokul Rajaram on Software Moats, AI Products and Venture ReturnsGast: Gokul Rajaram · Moderation: Harry StebbingsThe operator and investor explains his eight-part framework for software defensibility and debates how AI changes product strategy, growth and venture investing. His company assessments and forecasts are opinions, and he has investments or board roles in several businesses discussed.
1:10:56EN20VC with Harry Stebbings· 14. März 2026Podcast · 2 StimmenElena Verna on Lovable’s Growth, Trust and Product-Led MarketingGast: Elena Verna · Moderation: Harry StebbingsLovable’s head of growth discusses employee-led social channels, meaningful engagement, pricing and the limits of paid acquisition.
1:21:20EN20VC with Harry Stebbings· 12. März 2026Podcast · 3 StimmenAnthropic’s Pentagon Dispute, AI Infrastructure and the Venture Investors’ Market DebateGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate an unresolved government dispute, the economics of compute, junior hiring and software valuations.
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Uncapped with Jack Altman· 12. März 2026Podcast · 3 StimmenHow Legora Built an AI-Native Legal Software CompanyGast: Max Junestrand, Chetan Puttagunta · Moderation: Jack AltmanCEO Max Junestrand and investor Chetan Puttagunta discuss product focus, legal workflows, model evaluation and global expansion.
1:43:39ENCognitive Revolution "How AI Changes Everything"· 11. März 2026PodcastFive Mutations Could Make a 60% Fatal Bird Flu Spread Between PeopleModeration: Nathan LabenzJohns Hopkins assistant professor Jassi Pannu argues for locking down only the sliver of functional data that teaches models how to make pandemic viruses — and keeping the rest of biology open.
5:10:12EN
Lex Fridman· 11. März 2026Podcast · 2 StimmenYou Don't Need a CFO to Make World of WarcraftGast: Jeff Kaplan · Moderation: Lex FridmanJeff Kaplan traces the line from 6,000 hours of EverQuest to Overwatch's six-week origin, Titan's collapse, and a 34-person studio that refuses to hand the golden goose over.
40:56ENSequoia Capital· 10. März 2026PodcastFour of the Top Five Defense Primes Still Run Hardware Tests on PowerPointNominal’s cofounders argue that hardware never got the last twenty years of software infrastructure, and that physical AI will stall until test data lives in one place.
1:03:53EN20VC with Harry Stebbings· 9. März 2026Podcast · 2 StimmenMiles Clements on Cursor, AI Investing and Venture Fund DecisionsGast: Miles Clements · Moderation: Harry StebbingsThe Accel partner discusses AI product durability, pricing fast-growing companies and the choices investors face around ownership and liquidity. Accel has invested in Cursor, Anthropic and other companies he discusses.
2:06:23ENCognitive Revolution "How AI Changes Everything"· 8. März 2026PodcastFive AI Employees Live on Five Mac MinisModeration: Nathan LabenzAfter selling her YC packaging company, Jesse Genet opened a terminal for the first time and built an OpenClaw staff that now plans lessons, logs learning, and keeps family evenings from sliding into slop.
1:04:15EN20VC with Harry Stebbings· 7. März 2026Podcast · 2 StimmenMitchell Green on Software Stocks, Venture Liquidity and Investing Through AI ChangeGast: Mitchell Green · Moderation: Harry StebbingsThe Lead Edge founder explains his approach to buying, selling and assessing retention while debating AI disruption and venture-fund economics.
1:49:53ENCognitive Revolution "How AI Changes Everything"· 5. März 2026PodcastDon't Fight Backprop: Goodfire's Bet on Designing What Models LearnModeration: Nathan LabenzDan Balsam and Tom McGrath return to The Cognitive Revolution with a $150 million Series B, a new research pillar called intentional design, and a rule for anyone who wants to steer training: stop trying to out-muscle gradient descent.
1:25:26EN20VC with Harry Stebbings· 5. März 2026Podcast · 3 StimmenAnthropic, Block and Cursor: A 20VC Roundtable on AI and SoftwareGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate government oversight of AI, software valuations, layoffs and coding tools. Their financial figures and predictions are estimates or reported claims, not independently verified results.
1:14:16EN20VC with Harry Stebbings· 2. März 2026Podcast · 2 StimmenEran Zinman on Monday.com’s AI Pivot, Pricing and Software MarketsGast: Eran Zinman · Moderation: Harry StebbingsThe Monday.com CEO discusses AI-built software, agent workflows, sales automation and leading a public company through a difficult market.
2:17:36ENCognitive Revolution "How AI Changes Everything"· 1. März 2026PodcastCurrent Safety Techniques Will Not Give You Many Nines—and They May Fail TogetherModeration: Nathan LabenzUK AISI chief scientist Geoffrey Irving on jailbreaks that never fail, correlated alignment failures, and why a government lab is funding theory.
1:00:33EN20VC with Harry Stebbings· 28. Feb. 2026Podcast · 2 StimmenJerry Murdock on Autonomous Agents, Software Investing and Adapting to ChangeGast: Jerry Murdock · Moderation: Harry StebbingsThe Insight Partners co-founder discusses agent infrastructure, investment judgment, employment and lessons from previous technology cycles.
2:33:48ENLex Fridman· 28. Feb. 2026Podcast · 2 StimmenThe First Guitar Solo Rick Beato Learned Was "Hey Joe"Gast: Rick Beato · Moderation: Lex FridmanLex Fridman talks with music educator Rick Beato about the guitarists who shaped him, how ears are trained, and whether AI can make a song worth hearing.
1:21:53EN20VC with Harry Stebbings· 26. Feb. 2026Podcast · 3 StimmenCitrini’s Hypothetical 2028 Scenario, AI Agents and Figma: A 20VC RoundtableGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI adoption, employment, security and software valuations, separating a hypothetical crisis scenario from their investment views.
2:03:56ENCognitive Revolution "How AI Changes Everything"· 25. Feb. 2026Podcast260 Doctors and 49,000 Criteria: How OpenAI Built Attending-Level Health AIModeration: Nathan LabenzKaran Singhal tells Nathan Labenz how ChatGPT Health was evaluated with physicians, walled off from model training, and aimed at raising both the floor and the ceiling of human health.
1:06:37EN20VC with Harry Stebbings· 23. Feb. 2026Podcast · 2 StimmenLucas Swisher on AI Growth Investing, Fund Size and the Price of ScaleGast: Lucas Swisher · Moderation: Harry StebbingsThe Coatue growth investor discusses software valuations, concentrated funds, AI economics and the judgment behind follow-on investments.
54:26ENCognitive Revolution "How AI Changes Everything"· 22. Feb. 2026PodcastTen Billion Active Parameters, and the Unsexy Work of Making Them Agent-ReadyModeration: Nathan LabenzMiniMax researcher Olive Song explains how M2 was trained with expert developers as reward models, interleaved thinking, and a perturbation pipeline that treats every scaffold change as the real generalization test.Mehr laden24 von 2.425 angezeigt