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34:35EN
SemiAnalysis· 23. Okt. 2026Podcast · 3 StimmenSemiAnalysis on ASML's Hybrid-Bonding Patents, HBM Economics and the Next Tool EcosystemGast: Sherry Zhang, Howie · Moderation: Jordan NanosJordan Nanos, Sherry Zhang and Howie examine a track-based bonding design that brings the wafer to the die, then explain why adoption depends on precision, cleanliness, economics and a changing supply chain.
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a16z· 23. Okt. 2026Podcast · 3 StimmenAmazon CEO Andy Jassy on the $220 Billion AI BuildoutGast: Andy Jassy · Moderation: Ben Horowitz, Erik TorenbergEven at roughly $220 billion of 2026 CapEx, Jassy says Amazon is still turning away AI demand. He tells Ben Horowitz and Erik Torenberg why AWS could become a trillion-dollar run-rate business, and why inference cost, custom chips, and smaller teams matter more than squeezing old customers.
1:09:00EN
Dwarkesh Patel· 22. Okt. 2026Podcast · 9 StimmenDwarkesh Patel: What will computer chips look like in 2045?Gast: Chris Auth, Kevin Fischer, Jack Kavalieros, Tyler Osborn, Pushkar Ranade, Gary Dickerson, Peter Wennink, Elon Musk · Moderation: Dwarkesh PatelAfter two days inside Intel’s most advanced fab, Dwarkesh Patel walks through gate-all-around, backside power, High-NA EUV, ruthenium, CFET, and hybrid bonding — and asks Intel’s leadership how the industry can possibly meet AI’s 3×-a-year compute demand when the world’s chipmaking tools cannot.
59:41EN
20VC with Harry Stebbings· 22. Okt. 2026Podcast · 3 Stimmen20VC: Venture Fund Size, AI Valuations and the Changing Software MarketGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O'Driscoll debate venture concentration, infrastructure risk, code review and the assumptions behind fast-growing AI companies.
1:17:09EN20VC with Harry Stebbings· 15. Okt. 2026Podcast · 3 Stimmen20VC on Pro Rata Rights, AI Pricing and the Changing Software MarketGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate investor rights, model economics and the choices facing software companies and their employees.
1:15:51EN20VC with Harry Stebbings· 8. Okt. 2026Podcast · 4 StimmenThe AI Race, Founder Loyalty and the New Rules of Enterprise SoftwareGast: Dev Ittycheria, Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Dev Ittycheria, Jason Lemkin and Rory O’Driscoll debate model competition, startup exits and what happens when AI agents choose vendors.
1:20:28EN20VC with Harry Stebbings· 1. Okt. 2026Podcast · 4 StimmenAI 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.
1:20:43EN20VC with Harry Stebbings· 24. Sept. 2026Podcast · 3 StimmenAI Agents, Venture Pricing and the Tradeoffs Behind the Funding BoomGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI products, high-priced venture rounds, enterprise software and infrastructure risk.
1:19:28EN20VC with Harry Stebbings· 17. Sept. 2026Podcast · 3 StimmenAI Safety, Personal Agents and the Venture Market’s Uneven ExitsGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate oversight of advanced AI, the economics of personal assistants and what a weaker software exit market means for investors.
1:22:31EN20VC with Harry Stebbings· 10. Sept. 2026Podcast · 3 StimmenAI Assistants, Enterprise Adoption and the Venture Market’s New RisksGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate personal agents, legal AI, autonomous vehicles and the economics of financing AI companies.
1:20:29EN20VC 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.
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.
1:17:47EN20VC with Harry Stebbings· 20. Aug. 2026Podcast · 3 Stimmen20VC: AI Acquisitions, Model Costs and Software ValuationsGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss reported deals, frontier-model economics and the challenges of valuing software in a fast-changing market.
1:29:42EN20VC with Harry Stebbings· 13. Aug. 2026Podcast · 3 Stimmen20VC on AI Competition, Founder Control and Software ValuationsGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate how AI is reshaping software markets, talent, infrastructure and investor incentives.
1:18:23EN20VC with Harry Stebbings· 6. Aug. 2026Podcast · 4 Stimmen20VC on AI Security, Software Deals and the Economics of ComputeGast: Nikesh Arora, Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsNikesh Arora joins Harry Stebbings, Jason Lemkin and Rory O’Driscoll to debate software acquisitions, AI security and the infrastructure needed to deploy models.
1:20:22EN20VC with Harry Stebbings· 30. Juli 2026Podcast · 3 Stimmen20VC Roundtable on Open Weights, AI Spending and Software InvestingGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI safety, chip investment, enterprise budgets and the future of software.
1:27:39EN20VC with Harry Stebbings· 23. Juli 2026Podcast · 3 Stimmen20VC Roundtable on Open Models, AI Economics and Payments DealsGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss model security, inference investment and a reported PayPal proposal.
1:26:12EN20VC with Harry Stebbings· 16. Juli 2026Podcast · 3 Stimmen20VC Roundtable on AI Competition, Enterprise Spending and Venture CapitalGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss a reported Apple lawsuit, AI pricing, memory markets and venture financing.
1:27:05EN20VC with Harry Stebbings· 9. Juli 2026Podcast · 3 Stimmen20VC on AI Regulation, Compute Economics and Enterprise AdoptionGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported AI policy proposals, infrastructure spending, software deployment and startup liquidity.
1:18:07EN20VC with Harry Stebbings· 2. Juli 2026Podcast · 3 Stimmen20VC Roundtable: AI Spending, Model Competition and Software AcquisitionsGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate enterprise AI returns, prediction markets, SaaS roll-ups and the cost of raising capital.
1:28:02EN20VC with Harry Stebbings· 25. Juni 2026Podcast · 3 Stimmen20VC Roundtable: Open Models, AI Spending and the Cost of CompetitionGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI talent, model economics, consulting and whether labs should build their own chips.
1:28:10EN20VC with Harry Stebbings· 18. Juni 2026Podcast · 3 Stimmen20VC Roundtable: AI Policy, Software Valuations and RoboticsGast: Rory O’Driscoll, Everett Randle · Moderation: Harry StebbingsHarry Stebbings, Rory O’Driscoll and Everett Randle debate reported AI restrictions, enterprise software competition and the practical challenges of robotics.
1:15:56EN20VC with Harry Stebbings· 11. Juni 2026Podcast · 3 Stimmen20VC 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 with Harry Stebbings· 4. Juni 2026Podcast · 3 Stimmen20VC 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.Mehr laden24 von 45 angezeigt