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Cognitive Revolution "How AI Changes Everything"· 2. Aug. 2026PodcastFrom Two Papers a Month to Sixty: What Two Weeks in China Revealed About AI SafetyModeration: Nathan LabenzNathan Labenz argues that the familiar 'China will never slow down' line does not survive contact with the actual Chinese AI safety ecosystem.
1:05:02EN
20VC with Harry Stebbings· 1. Aug. 2026Podcast · 2 StimmenJoon Sung Park on Simulating Human Behavior and Building SimileGast: Joon Sung Park · Moderation: Harry StebbingsThe Simile co-founder explains his research on generative agents, the challenges of validating simulations, and his ambitions for a business built around modeling people.
34:30EN
No Priors: AI, Machine Learning, Tech, & Startups· 31. Juli 2026Podcast · 2 StimmenNetic's Agents Answer the Phone When the Heat BreaksModeration: Sarah Guo, Elad GilFounder Melisa Tokmak tells Elad Gil how a two-year-old platform became the AI operations layer for HVAC, roofing, pet care, and other essential services.
1:04:14EN
Unsupervised Learning: With Jacob Effron· 31. Juli 2026PodcastThe Man Who Helped Stand Up Colossus in 120 Days Is Betting on an AI That Lives in Your HouseModeration: Jacob EffronxAI co-founder Igor Babuschkin left to start River AI, arguing coding agents have crossed a threshold, closed labs are getting squeezed, and the next prize is personal, local intelligence.
1:43:45ENCognitive Revolution "How AI Changes Everything"· 30. Juli 2026PodcastA $300 Universal Jailbreak: Why FAR.AI Now Thinks Defense Can WinModeration: Nathan LabenzAdam Gleave walks through FAR.AI’s first head-to-head AI security leaderboard, and explains why a decade of offense-dominant thinking is starting to crack.
1:20:22EN20VC with Harry Stebbings· 30. Juli 2026Podcast · 3 Stimmen20VC Roundtable on Open Weights, AI Spending and Software InvestingGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI safety, chip investment, enterprise budgets and the future of software.
49:12EN
Sequoia Capital· 29. Juli 2026PodcastThe People Writing the Transformer’s Eulogy Want a Lab That Can Take Vacation Without Themo1’s reasoning lead and a Gemini pre-training lead argue the architecture, not more scale, is now the bottleneck — and that replacing it starts with automating kernel generation.
2:59:03EN
Zhang Xiaojun Podcast· 28. Juli 2026Podcast · 2 StimmenYou Kaichao on How vLLM Grew from Open-Source Project to AI Infrastructure CompanyGast: You Kaichao · Moderation: 张小珺Inferact co-founder You Kaichao traces vLLM’s path from Berkeley research to a company, then explains why model, inference, hardware and agent design increasingly have to move together.
3:46:18EN
Lex Fridman· 28. Juli 2026Podcast · 2 StimmenIf You Take Slavery Out of the Picture, There Is No Civil WarGast: Gary Gallagher · Moderation: Lex FridmanIn 1860, enslaved people were worth more than every railroad and factory in the United States combined.
2:23:43ENCognitive Revolution "How AI Changes Everything"· 27. Juli 2026PodcastHe Bought an Android, Two SIMs, and Left Claude Watching His InboxModeration: Nathan LabenzNathan Labenz asked a dozen friends how to visit China and got two irreconcilable answers.
1:06:45EN20VC with Harry Stebbings· 27. Juli 2026Podcast · 2 StimmenMatt Murphy on Anthropic, Open Models and the New Venture PlaybookGast: Matt Murphy · Moderation: Harry StebbingsThe Menlo Ventures partner explains his investments in Anthropic, Lovable and Legora, and debates AI margins, model competition and venture fund strategy.
1:02:42EN20VC with Harry Stebbings· 25. Juli 2026Podcast · 2 StimmenMercor’s Osvald Nitski on AI Training Data, Product and Customer ConcentrationGast: Osvald Nitski · Moderation: Harry StebbingsMercor’s head of product discusses how the company supplies expert data to AI labs, designs its marketplace and plans to reach more enterprise customers.
52:29ENClaude Opus 5: Benchmarks, Cost per Task, and Early ImpressionsMatthew Berman · Forward FutureMatthew Berman reacts to the model launch, examines reported benchmark and pricing data, and explains why the cost of completing a task matters more than token price alone.
49:20ENNo Priors: AI, Machine Learning, Tech, & Startups· 23. Juli 2026Podcast · 2 StimmenHalf of Ask DoorDash Orders Hit a New Restaurant. In Ten Years There Will Be More Dashers, Not Fewer.Moderation: Sarah Guo, Elad GilCo-founders Andy Fang and Stanley Tang tell Sarah Guo how a conversational ordering interface moved DoorDash's hardest metric, why they built a 300-pound delivery robot in-house, and why autonomy means more human riders, not less.
1:27:39EN20VC with Harry Stebbings· 23. Juli 2026Podcast · 3 Stimmen20VC Roundtable on Open Models, AI Economics and Payments DealsGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss model security, inference investment and a reported PayPal proposal.
51:31ENSequoia Capital· 21. Juli 2026PodcastThey Refunded Nearly $2 Million. Then Factory’s CEO Explained the Dark FactoryMatan Grinberg on being two years early, why a model-agnostic harness beats lab co-design, and why 90 percent of coding tokens will soon run with the lights off.
27:13ENKimi K3 and the Debate Over Open-Weight AIMatthew Berman · Forward FutureMatthew Berman examines model economics, competition and security arguments after Moonshot AI’s Kimi K3 announcement.
1:28:42EN20VC with Harry Stebbings· 20. Juli 2026Podcast · 2 StimmenLin Qiao on Specialized AI, Open Models and the Economics of InferenceGast: Lin Qiao · Moderation: Harry StebbingsThe Fireworks AI CEO explains her case for customized models, discusses infrastructure trade-offs and forecasts lower AI costs and higher use.
1:52ENAnthropic, Compute Capacity and the Competition for AI SubscribersMatthew Berman · Forward FutureMatthew Berman weighs a claimed compute constraint against model quality, subscription limits and the possibility of future self-improvement.
1:29:35EN20VC with Harry Stebbings· 18. Juli 2026Podcast · 2 StimmenFred Turner on Curative’s Pandemic Pivot, Health Insurance and AI AutomationGast: Fred Turner · Moderation: Harry StebbingsCurative’s CEO recounts building a COVID testing operation, moving into health insurance and using AI agents across the company’s workflows.
1:13:48ENUnsupervised Learning: With Jacob Effron· 16. Juli 2026PodcastCarriers Spend $200 Billion a Year. The Money Went Up the StackModeration: Jacob EffronBenedict Evans tells Jacob Effron why analogizing AI to past platforms is a dead end, and why looking at how those platforms actually made money is not.
3:46:12ENZhang Xiaojun Podcast· 16. Juli 2026Podcast · 2 StimmenKay Ke on Physical Intelligence, Robot Learning, and the Future of RoboticsGast: Kay Ke · Moderation: 张小珺Physical Intelligence researcher Kay Ke traces the field's research lineages and explains Pi's progression from π₀ to π*₀.₆. She also reflects on education, fiction, ambition, and what it means to build robots that work beyond a demo.
1:26:12EN20VC with Harry Stebbings· 16. Juli 2026Podcast · 3 Stimmen20VC Roundtable on AI Competition, Enterprise Spending and Venture CapitalGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss a reported Apple lawsuit, AI pricing, memory markets and venture financing.
1:00:47ENAI News Live: A Codex Keyboard, Open Models and Agent Safety ResearchMatthew Berman, Alex, Brian · Forward FutureMatthew Berman, Alex and Brian discuss new tools, model costs and a research report, separating initial impressions from verified results.
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