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42:06ENDario and Daniela Amodei on Building Anthropic, AI Safety, and Human MeaningGast: Dario Amodei, Daniela Amodei · Moderation: Walter IsaacsonThe Anthropic co-founders discuss the roots of their partnership, the challenge of keeping AI systems honest, and the choices facing a world of more capable models.
0:32ENSam Altman on the Continuing Demand for Software WorkSam Altman, Matthew Berman · OpenAIIn a short interview excerpt, Altman says demand for software may be larger than expected even as AI changes how it is made.
1:19:04ENDaniel Dines on AI Agents, Enterprise Work and the Limits of AutomationGast: Daniel Dines · Moderation: Harry StebbingsThe UiPath co-founder argues that companies need a map of work and reliable automation alongside AI, while Harry Stebbings challenges his assumptions about how fast jobs will change.
1:00:08ENArvind 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.
1:25:00ENMatan 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.
1:15:56EN20VC 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.
1:39:00EN20VC 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.
1:14:12ENBrendan 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.
1:27:44ENAI Spending, Layoffs and IPO Speculation: Jason Lemkin and Rory O’Driscoll on the Economics of AgentsGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsA 20VC roundtable examines how businesses weigh AI tokens against human work, and how investors assess infrastructure startups amid uncertain valuations and reported IPO plans.
1:27:17ENAI Funding, IPO Expectations and the Politics of Layoffs: Jason Lemkin and Rory O’DriscollGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsA 20VC roundtable examines reported Anthropic financing, AI spending, software valuations, chip infrastructure and speculative IPOs, then considers the politics of job losses.
1:20:30ENTobi Lütke on Building Shopify, AI and the Future of WorkGast: Tobi Lütke · Moderation: Harry StebbingsShopify’s CEO discusses long-term leadership, AI-assisted engineering and his views on employment and public policy.
1:20:29ENAdam Foroughi on AppLovin, AI and Building a Lean CompanyGast: Adam Foroughi · Moderation: Harry StebbingsAppLovin’s CEO discusses staff cuts, AI-assisted engineering, compensation and public-market decisions, offering his account of a volatile company turnaround.
48:49ENAmjad Masad on Replit, Coding Agents and the Future of SoftwareGast: Amjad Masad · Moderation: Harry StebbingsReplit’s CEO discusses model routing, software economics, maintenance and the changing roles of builders and engineers.
54:54ENAaron Levie on Enterprise AI, Software Value and the Future of WorkGast: Aaron Levie · Moderation: Harry StebbingsThe Box CEO discusses how agents could reshape enterprise workflows, token budgets and software markets while humans remain involved.
1:16:32ENMarc Andreessen on Venture Investing, AI and the Work of BuildingGast: Marc Andreessen · Moderation: Harry StebbingsThe a16z co-founder discusses founder selection, venture economics, AI and why his firm has no current need to go public.
1:17:50ENNvidia’s AI Spending Outlook, Anduril’s Army Contract and the Venture Math Behind Big BetsGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate infrastructure spending, AI-driven organizational change and the challenge of investing in huge markets.
1:21:20ENAnthropic’s Pentagon Dispute, AI Infrastructure and the Venture Investors’ Market DebateGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate an unresolved government dispute, the economics of compute, junior hiring and software valuations.
1:29:32ENDylan Patel on AI Agents, Military Use, Jobs, and the Race for ComputeMatthew Berman, Dylan Patel · Forward FutureThe SemiAnalysis founder discusses how AI agents are changing his business, the controversy over military use, and the economic and geopolitical stakes of frontier models.
1:25:26ENAnthropic, Block and Cursor: A 20VC Roundtable on AI and SoftwareGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate government oversight of AI, software valuations, layoffs and coding tools. Their financial figures and predictions are estimates or reported claims, not independently verified results.
1:14:16ENEran Zinman on Monday.com’s AI Pivot, Pricing and Software MarketsGast: Eran Zinman · Moderation: Harry StebbingsThe Monday.com CEO discusses AI-built software, agent workflows, sales automation and leading a public company through a difficult market.
1:00:33ENJerry Murdock on Autonomous Agents, Software Investing and Adapting to ChangeGast: Jerry Murdock · Moderation: Harry StebbingsThe Insight Partners co-founder discusses agent infrastructure, investment judgment, employment and lessons from previous technology cycles.
1:21:53ENCitrini’s Hypothetical 2028 Scenario, AI Agents and Figma: A 20VC RoundtableGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI adoption, employment, security and software valuations, separating a hypothetical crisis scenario from their investment views.
0:58ENA Satirical Gym Ad Imagines Humans Powering MachinesMatthew Berman · Forward FutureMatthew Berman reads a fictional Energym commercial as a commentary on automation, power and a permanent underclass.
1:29:46ENKlarna CEO Sebastian Siemiatkowski on AI, Software and the Future of BankingGast: Sebastian Siemiatkowski · Moderation: Harry StebbingsThe Klarna cofounder explains his predictions about software switching costs, customer service and a digital financial assistant, while discussing the pressures of building a public company.
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