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1:25:33EN
Latent Space· 22. Okt. 2026Podcast · 2 StimmenWhy GPU Capacity Comes in Three-Year Rectangles — Erik Bernhardsson, ModalGast: Erik Bernhardsson · Moderation: Vibhu SapraModal’s CEO tells Latent Space why AI demand almost never looks like a three-year GPU contract, how the company pools compute across thousands of customers, and why sandboxes grew from a product they almost killed into a third of revenue.
1:05:01EN
20VC with Harry Stebbings· 3. Okt. 2026Podcast · 2 StimmenChase Lochmiller on AI Data Centers, Energy and GPU EconomicsGast: Chase Lochmiller · Moderation: Harry StebbingsCrusoe’s CEO discusses the constraints on AI infrastructure, the economics of GPU capacity and his company’s approach to energy and managed inference.
35:39EN
No Priors: AI, Machine Learning, Tech, & Startups· 2. Okt. 2026Podcast · 2 StimmenCompute Scaled a Millionfold. Bandwidth Only 40x. Fractile Wants to Fix That RatioModeration: Sarah Guo, Elad GilIn the summer of 2022, Walter Goodwin founded Fractile in London to build very fast inference chips for the world's largest models.
1:08:54EN20VC with Harry Stebbings· 26. Sept. 2026Podcast · 2 StimmenParag Agrawal on Web Search and Business Models for AI AgentsGast: Parag Agrawal · Moderation: Harry StebbingsParallel’s co-founder explains why agent search needs different economics, how content owners might be paid and why agent safety requires more than model capability.
31:59ENClaude Opus 5.5: Benchmarks, Cost and Anthropic’s Approach to PacingMatthew Berman, Thariq · Forward FutureMatthew Berman reviews the release and speaks with Anthropic’s Thariq about daily workflows, evaluation and agent harnesses.
1:19:54EN20VC with Harry Stebbings· 19. Sept. 2026Podcast · 2 StimmenThomas Sohmers on AI Inference, Memory and Data-Center GrowthGast: Thomas Sohmers · Moderation: Harry StebbingsPositron’s co-founder discusses the engineering economics of inference, his views on AI infrastructure and regulation, and the risks he sees in financing and concentration.
38:14ENNo Priors: AI, Machine Learning, Tech, & Startups· 18. Sept. 2026Podcast · 2 StimmenDiffusion Will Win Inference: Stefano Ermon Bets Parallel Tokens Beat Custom SiliconModeration: Sarah Guo, Elad GilThe Stanford diffusion pioneer tells No Priors why a 50-person lab is training language models that generate many tokens at once — and why that maps to GPUs the way transformers once mapped to training.
1:16:00EN20VC with Harry Stebbings· 7. Sept. 2026Podcast · 2 StimmenJD Grèze on Building Town and Competing in AI AssistantsGast: Jean-Denis Greze · Moderation: Harry StebbingsTown’s co-founder discusses privacy, model costs, competition and why he prioritizes customer value over token consumption.
1:04:35EN20VC with Harry Stebbings· 5. Sept. 2026Podcast · 2 StimmenCliff Weitzman on Owning GPUs, Voice AI and Building SpeechifyGast: Cliff Weitzman · Moderation: Harry StebbingsSpeechify's CEO makes the case for owning part of a compute fleet, reflects on a missed business-software opportunity and discusses AI-assisted teams.
37:07ENNo 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.
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.
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.
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.
1:08:25EN20VC with Harry Stebbings· 10. Aug. 2026Podcast · 2 StimmenAlex Atallah on OpenRouter, Model Competition and AI MarketplacesGast: Alex Atallah · Moderation: Harry StebbingsThe OpenRouter CEO discusses inference providers, open-weight models, enterprise safety and the economics of routing.
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.
1:00:08EN20VC with Harry Stebbings· 11. Juli 2026Podcast · 2 StimmenArvind Jain on Enterprise AI, Open Models and the Future of WorkGast: Arvind Jain · Moderation: Harry StebbingsThe Glean founder debates model competition, enterprise AI returns and whether productivity gains will shrink teams or raise the bar for everyone.
41:05ENNo Priors: AI, Machine Learning, Tech, & Startups· 9. Juli 2026Podcast · 2 StimmenThere is no moat: Booking’s CEO on a $1 stock, agentic travel, and why AI still doesn’t move the numbersModeration: Sarah Guo, Elad GilGlenn Fogel cashed his 1999 bonus, joined Priceline in February 2000, and watched the Nasdaq peak a week later — then spent 25 years turning a near-delisting into a thousand-fold ride he now wants to spend on AI travel agents.
1:01:27ENNo Priors: AI, Machine Learning, Tech, & Startups· 2. Juli 2026Podcast · 2 StimmenTwo Years and Four Months to a Live Reactor: Valar Atomics Wants Energy Ten Times CheaperModeration: Sarah Guo, Elad GilIsaiah Taylor walks Sarah Guo through Ward 250 in Utah and argues that nuclear is a hardware-iteration problem, not a paper-design one.
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.
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.
1:14:30EN20VC 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.
1:14:12EN20VC with Harry Stebbings· 1. Juni 2026Podcast · 2 StimmenBrendan Foody on Mercor, AI Data and the Future of WorkGast: Brendan Foody · Moderation: Harry StebbingsThe Mercor CEO discusses a security incident, data-provider economics, enterprise agents and the uncertain effects of AI on employment.
1:07:45EN20VC with Harry Stebbings· 26. Mai 2026Podcast · 2 StimmenAndrew Feldman on AI Chips, Data Centers and Compute DemandGast: Andrew Feldman · Moderation: Harry StebbingsCerebras’s CEO discusses memory supply, inference speed, community impacts and US chip policy.Mehr laden24 von 51 angezeigt