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20VC with Harry Stebbings· 3. Sept. 2026Podcast · 3 StimmenAI Compute, Agent Security and the Race to Build More SoftwareGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss chip demand, personal agents, software competition and how AI may change enterprise buying.
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No Priors: AI, Machine Learning, Tech, & Startups· 3. Sept. 2026Podcast · 2 StimmenArm’s 98.5% margin business just started shipping chipsModeration: Sarah Guo, Elad GilCEO Rene Haas tells No Priors why the IP company built a physical CPU for Meta, and why CPUs still sit at the center of AI systems.
2:34:18ZH
Zhang Xiaojun Podcast· 3. Sept. 2026Podcast · 2 Stimmen曾鸣：AI 产业化的三阶段与公司组织的消亡Gast: 曾鸣 · Moderation: 张小珺战略学者曾鸣以互联网、工业革命和电气化的历史周期为参照，提出 AI 正从基础设施走向 Agent 应用，并最终进入原生应用阶段。他认为，旧公司的科层制难以穿越范式转型，下一代组织将围绕任务、创造力和人机协同重构。
16:50ENGemini 3.8 Flash: Benchmarks, Cost and Hands-On Coding TestsMatthew Berman · Forward FutureMatthew Berman compares Google's September 2026 model announcement with several practical visual and web-building examples.
1:25:00ENEric Mannes on Turning Messy External Data Into Trading ResearchRon, Eric Mannes · Jane StreetFrom commodity futures and an Excel risk system to point-in-time datasets and AI, Eric Mannes explains the domain knowledge behind data engineering at Jane Street.
3:43:42ZH
罗永浩的十字路口· 1. Sept. 2026Podcast · 2 Stimmen手工耿：村口五金店里的达达主义者Gast: 手工耿 · Moderation: 罗永浩罗永浩请来手工耿，认真聊他如何从不锈钢拖鞋卖不出去，走到被全世界当成搞笑发明家——而他自己始终觉得那些东西有用。
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Sequoia Capital· 1. Sept. 2026PodcastAfter Two Dozen Police Departments Said No, They Built an Anti-Network-Effect AI CompanyA Wisconsin county had 300 gigabytes sitting on a cold case—and Peregrine's founders still refuse to take the credit.
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Cognitive Revolution "How AI Changes Everything"· 1. Sept. 2026PodcastUber Burned a Year of Tokens in 13 Weeks. Retrieval Is How Agents WinModeration: Nathan LabenzMongoDB Field CTO of AI Pete Johnson argues that agent performance now hinges on retrieval quality, not on stuffing million-token context windows.
1:05:56EN20VC with Harry Stebbings· 31. Aug. 2026Podcast · 2 StimmenAaron Katz on ClickHouse, AI Revenue Durability and Enterprise DataGast: Aaron Katz · Moderation: Harry StebbingsClickHouse’s CEO discusses agent workloads, open models, fundraising and the metrics he uses to judge durable growth.
1:29:22EN20VC with Harry Stebbings· 29. Aug. 2026Podcast · 2 StimmenEno Reyes on AI Model Economics, Enterprise Control and Factory's StrategyGast: Eno Reyes · Moderation: Harry StebbingsFactory's CTO discusses cost per outcome, model routing, open models, enterprise hiring and his expectations for the AI market.
2:10:42ENCognitive Revolution "How AI Changes Everything"· 28. Aug. 2026PodcastThe Exam Papers Nobody AuditsModeration: Nathan LabenzFrontier labs buy reinforcement-learning environments from a cottage industry of small vendors, and almost nobody checks whether those tests match the real work.
17:15ENThe Hugging Face Incident: AI Evaluation, Sandbox Escape and Reward HackingMatthew Berman · Forward FutureMatthew Berman explains the reported OpenAI evaluation incident and the security and incentive failures it exposed.
1:26:43EN20VC with Harry Stebbings· 27. Aug. 2026Podcast · 3 Stimmen20VC: AI Funding, Model Competition and the Economics of AgentsGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate capital intensity, AI company economics and where agents may create value.
34:51ENNo Priors: AI, Machine Learning, Tech, & Startups· 27. Aug. 2026Podcast · 2 StimmenGoogle Paid $10 Million for a Bankrupt Airline’s Data. That’s the Moat.Moderation: Sarah Guo, Elad GilEon co-founders Ofir Ehrlich and Gonen Stein argue that models and compute are rented commodities — the only asset enterprises can actually keep is their data.
1:16:29ENGrant Sanderson and Alok Puranik: Positional Encodings Through Group TheoryGrant Sanderson, Alok Puranik · 3Blue1BrownStarting with assumptions about attention, they derive matrix exponentials and connect rotations, decay and Jordan blocks to RoPE and ALiBi.
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Lex Fridman· 26. Aug. 2026Podcast · 2 StimmenDHH Did Not Write a Line of Omarchy QuattroGast: DHH · Moderation: Lex FridmanThirteen months after a skeptical conversation with Lex Fridman, the Rails creator describes how Opus 4.5, a swarm of coding agents, and a one-minute Linux installer ended his era of hand-chiseled Ruby.
2:13:09ENCognitive Revolution "How AI Changes Everything"· 26. Aug. 2026PodcastOne Chain of Thought, 100 Million Tokens: RL Is a Hell of a DrugModeration: Nathan LabenzApollo Research's Bronson Schoen on reward-seeking models, invented slang, and why chain-of-thought monitoring will not save us.
20:46ENOpen-Weight AI Models: Token Share, Spending and Strategic TradeoffsMatthew Berman · Forward FutureMatthew Berman examines a Vercel AI Gateway snapshot and argues that model usage and spending can tell very different stories.
55:19ENSequoia Capital· 25. Aug. 2026PodcastHuman Click Data Is a Bug: Rebuilding Search for a Web of AgentsParag Agrawal, former Twitter CEO and founder of Parallel Web Systems, argues that agents will query the web a thousand times more than people, and that both search infrastructure and the ad-supported internet have to be rebuilt for that customer.
1:28:28EN20VC with Harry Stebbings· 24. Aug. 2026Podcast · 2 StimmenJulien Bek on Sequoia’s Investment Process, Founder Judgment and AI MarketsGast: Julien Bek · Moderation: Harry StebbingsThe Sequoia partner explains how he develops conviction, evaluates founders and thinks about a market where AI agents may become customers.
44:28ENTibo on Coding Agents, Faster AI and OpenAI’s Product DirectionMatthew Berman, Thibault Sottiaux · Forward FutureOpenAI’s Tibo discusses agent interfaces, usage resets, model efficiency and the trade-offs behind faster inference.
2:32:27ENCognitive Revolution "How AI Changes Everything"· 22. Aug. 2026Podcast19 Crossings, Zero Warnings: The Summer AI Agents Went Off-ScriptModeration: Nathan LabenzNathan Labenz compresses four mornings and nine guests into one question: once agents go to work, who is actually watching the frontier, and who pays for the machine underneath?
1:10:08EN20VC with Harry Stebbings· 22. Aug. 2026Podcast · 2 StimmenJerry Murdock on AI Financing, Open Models and Technology CyclesGast: Jerry Murdock · Moderation: Harry StebbingsInsight Partners' co-founder discusses credit risk, specialized models, security and how investors might navigate an uncertain AI cycle.
27:39EN3Blue1Brown and Jane Street on Trading, Machine Learning and CultureGrant Sanderson, Nitya, In Young, Craig, Alok · 3Blue1BrownGrant Sanderson talks with Jane Street colleagues about market making, shared compute, research and the paths that brought them to the firm.
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