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20VC with Harry Stebbings· 25. Juni 2026Podcast · 3 Stimmen20VC Roundtable: Open Models, AI Spending and the Cost of CompetitionGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI talent, model economics, consulting and whether labs should build their own chips.
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Sequoia Capital· 24. Juni 2026PodcastAn 80GB Wikipedia Cache Versus a 100GB Model That Holds the InternetEngram’s founders argue that stuffing a company into the context window is the expensive kind of memory—and that baking it into the weights can cut token use by two orders of magnitude.
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Jane Street· 24. Juni 2026Jacob Baskin on Building Superstore and Scheduling the HiveYaron Minsky, Jacob Baskin · Jane StreetThe Jane Street engineer traces the design choices behind a distributed analytical database and the challenge of allocating a growing research cluster.
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Matthew Berman· 24. Juni 2026Twelve Open-Source AI Projects for Agents, Video, Coding and VoiceMatthew Berman · Forward FutureMatthew Berman surveys tools ranging from long-running agent frameworks to document OCR, skill security and local speech generation.
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Cognitive Revolution "How AI Changes Everything"· 23. Juni 2026PodcastThe Market Will Not Choose an Honest ModelModeration: Nathan LabenzJournalist Robert Wright tells Nathan Labenz that AI is a selection problem, a geopolitical problem, and a moral test humanity may not pass.
1:16:37EN20VC with Harry Stebbings· 22. Juni 2026Podcast · 2 StimmenNikesh Arora on Enterprise AI, Cybersecurity and Model EconomicsGast: Nikesh Arora · Moderation: Harry StebbingsPalo Alto Networks’ CEO discusses model depth, token costs, security and how leaders can adapt large organizations.
2:14:33ENCognitive Revolution "How AI Changes Everything"· 21. Juni 2026PodcastA 90-Minute Ultimatum, an Emoji Wall, and a Rule: Don't Fight WashingtonModeration: Nathan LabenzZvi Mowshowitz reads Fable's system card, then Nathan Labenz stress-tests the export-control fight against lawyers, safety researchers, and builders who did not pause.
1:20:59EN20VC with Harry Stebbings· 20. Juni 2026Podcast · 2 StimmenFlexport CEO Ryan Petersen on Logistics, AI and FundraisingGast: Ryan Petersen · Moderation: Harry StebbingsPetersen discusses the economics of global freight, automating operational work, venture financing and the lessons he has taken from building Flexport.
2:38:44ENCognitive Revolution "How AI Changes Everything"· 20. Juni 2026PodcastTwenty-one months from an autonomous researcher, the Action Plan's author joins OpenAIModeration: Nathan LabenzDean Ball is building Strategic Futures as OpenAI's public timeline counts down to an AI research intern in three months and a full autonomous researcher in March 2028.
1:28:10EN20VC with Harry Stebbings· 18. Juni 2026Podcast · 3 Stimmen20VC Roundtable: AI Policy, Software Valuations and RoboticsGast: Rory O’Driscoll, Everett Randle · Moderation: Harry StebbingsHarry Stebbings, Rory O’Driscoll and Everett Randle debate reported AI restrictions, enterprise software competition and the practical challenges of robotics.
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No Priors: AI, Machine Learning, Tech, & Startups· 18. Juni 2026Podcast · 2 StimmenLip-Bu Tan took the hardest job in chips to save IntelModeration: Sarah Guo, Elad GilThe Cadence veteran and semiconductor investor tells No Priors how he is rebuilding Intel's culture, balance sheet, and foundry, and why he still wants a 10x from here.
38:45ENSequoia Capital· 16. Juni 2026PodcastThe 25-agent town that became a Fortune 500 decision sandboxOn the day before Valentine's Day in a Stanford simulation, cafe owner Isabella decided to throw a party — no human wrote the plot.
1:35:16EN20VC with Harry Stebbings· 15. Juni 2026Podcast · 2 StimmenPerplexity CEO Aravind Srinivas on AI Agents, Compute and CompetitionGast: Aravind Srinivas · Moderation: Harry StebbingsSrinivas discusses the future of AI products, infrastructure constraints, export controls and the challenge of building a business around model advances.
1:25:00EN20VC with Harry Stebbings· 13. Juni 2026Podcast · 2 StimmenMatan Grinberg on AI Coding, Token Costs and Building FactoryGast: Matan Grinberg · Moderation: Harry StebbingsFactory’s CEO discusses enterprise AI budgets, model choice, engineering culture and the uncertain effects of automation on work.
1:44:28ENCognitive Revolution "How AI Changes Everything"· 13. Juni 2026PodcastFable launch week: a model that refuses, a two-year alignment clock, and a Twitter account handed overModeration: Nathan LabenzNathan Labenz’s AI in the AM highlights reel from June 2026 covers Anthropic’s new frontier model, the founding of Sequent, and a week that settled one argument: AI is not slowing down.
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Unsupervised Learning: With Jacob Effron· 12. Juni 2026PodcastBills Doubled Overnight. Next, the APIs Might Vanish.Moderation: Jacob EffronSix months after their last roundup, Ari Morcos and Rob Toews tell Jacob Efron why coding agents finally work, why near-frontier open weights may have peaked, and why a compute famine could pull the plug on public APIs.
1:15:56EN20VC with Harry Stebbings· 11. Juni 2026Podcast · 3 Stimmen20VC on IPO Expectations, Lean AI Startups and Investor RiskGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported listings, AI company economics and the changing cost of building a startup.
51:09ENSequoia Capital· 11. Juni 2026PodcastBuild like the model will eat your harness in a yearLogan Kilpatrick, who leads Google AI Studio and the Gemini API, tells Sequoia's Sonya Huang why agent scaffolding is a 12-month asset, why coding already feels like narrow superintelligence, and why Google is optimizing for outcomes instead of eyeballs.
1:45:59ENCognitive Revolution "How AI Changes Everything"· 10. Juni 2026Podcast87% of Workers Use AI. Only 13% Say the Company Got Better.Moderation: Nathan LabenzGlean’s Work AI Index names the missing hours: botsitting, botshitting, and a hamster wheel of polished nonsense.
41:20ENSequoia Capital· 10. Juni 2026PodcastA $4 Million Cabinet and a Trillion-Dollar Year: Jensen Huang Turns the AI Factory Into a Manufacturing StoryOn Sequoia's Training Data stage, NVIDIA's CEO walks a sixty-country audience from ChatGPT's parlor tricks to agentic work, a five-layer industrial cake, and why radiology hiring went up.
1:14:30EN20VC with Harry Stebbings· 8. Juni 2026Podcast · 2 StimmenRoman Chernin on AI Compute Demand, Inference and InfrastructureGast: Roman Chernin · Moderation: Harry StebbingsNebius’s co-founder discusses customer demand, GPU economics, managed inference and the risks of a concentrated market.
57:42EN20VC with Harry Stebbings· 6. Juni 2026Podcast · 2 StimmenJacob Lauritzen on AI Engineering, Legal Work and Building LegoraGast: Jacob Lauritzen · Moderation: Harry StebbingsLegora’s CTO discusses code review, token budgets, enterprise adoption and how legal workflows might change.
1:22:36ENCognitive Revolution "How AI Changes Everything"· 6. Juni 2026PodcastA Thousand Researchers, a Million AIs: Frontier Labs Start Talking About the BrakesModeration: Nathan LabenzThe first week of AI in the AM follows OpenAI's timeline for an ML-intern model this year and a human-level AI researcher by early 2028 — and the closed-door meeting where labs admitted they might one day need to slow down together.
1:39:00EN20VC with Harry Stebbings· 4. Juni 2026Podcast · 3 Stimmen20VC on AI Financing, Token Budgets and the Cost of Startup IntensityGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported listings, software valuations, AI spending and demanding work cultures.Mehr laden24 von 2.744 angezeigt