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1:00:34ENMarc Andreessen, Chris Dixon and Ben Horowitz on AI and the Frontier for FoundersGast: Chris Dixon, Marc Andreessen, Ben Horowitz · Moderation: Erik TorenbergThe a16z partners explain their expanded Frontier mandate and why they think AI is widening the possibilities for entrepreneurs, open models and new media.
56:49ENAlfred Lin on Building in the AI Era: The Diffusion Gap, Founder Conviction, and Fire and IceAlfred Lin, Jason Zhang, Tanvir Bhathal · Sequoia CapitalAt Stanford AI Club, Sequoia’s Alfred Lin explains where he sees opportunity in AI and why learning, human understanding, and operating discipline still shape enduring companies.
1:20:28ENAI Valuations, Talent Wars and the Venture Capital Tradeoffs Behind ThemGast: Jack Altman, Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jack Altman, Jason Lemkin and Rory O’Driscoll debate large early-stage bets, open-weight models and the changing market for exits.
1:15:56EN20VC 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.
49:59ENHow 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.
1:26:49ENOpenAI’s Restructuring, Mercor’s Valuation and the Math of Venture ReturnsGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI financing, large venture platforms and what investors really get for a high entry price.
1:25:13ENThinking Machines, AI Infrastructure and the Venture Portfolio TradeoffGast: Roger Ehrenberg, Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings and three investors examine founder commitments, the economics of selling a venture platform and how to allocate capital as AI markets accelerate.
1:32:36ENOpenAI’s AMD Deal and the Venture Math Behind AI’s Biggest RoundsGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss conditional chip warrants, AI development tools and what high valuations demand from investors.
53:06ENSam Altman and Brad Lightcap on OpenAI, Compute and AI StartupsGast: Sam Altman, Brad Lightcap · Moderation: Harry StebbingsOpenAI’s CEO and COO discuss their partnership, model progress, enterprise adoption and how startups might build alongside improving AI.
41:30ENRebecca Kaden, Nicole Quinn and Eurie Kim Debate Venture Pricing and AIGast: Rebecca Kaden, Nicole Quinn, Eurie Kim · Moderation: Harry StebbingsThe investors discuss seed competition, a tighter Series B market, AI opportunities and how to finance companies after high valuations.
54:54ENJason Lemkin, Woody Marshall and Deven Parekh Debate Growth Investing and IPOsGast: Jason Lemkin, Woody Marshall, Deven Parekh · Moderation: Harry StebbingsThe investors examine valuation resets, structured rounds, profitability and the uncertain reopening of public markets in 2023.









