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1:04:35ENCliff 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.
1:16:25ENMartin Casado on AI Models, Open Technology and Venture CompetitionGast: Martin Casado · Moderation: Harry StebbingsThe Andreessen Horowitz partner discusses coding tools, open-model policy, labor disruption and how his firm evaluates investments.








