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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.
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.
1:06:10EN20VC with Harry Stebbings· 29. Juni 2026Podcast · 2 StimmenK. R. Sridhar on Distributed Power, AI Demand and Energy AccessGast: K. R. Sridhar · Moderation: Harry StebbingsBloom Energy’s CEO discusses data-center power, manufacturing, natural gas and his vision for broader electricity access.
1:35:16EN20VC with Harry Stebbings· 15. Juni 2026Podcast · 2 StimmenPerplexity CEO Aravind Srinivas on AI Agents, Compute and CompetitionGast: Aravind Srinivas · Moderation: Harry StebbingsSrinivas discusses the future of AI products, infrastructure constraints, export controls and the challenge of building a business around model advances.
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.
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.
1:15:19EN20VC with Harry Stebbings· 14. Apr. 2026Podcast · 2 StimmenAnj Midha on Anthropic, Compute Bottlenecks and Building Frontier AIGast: Anjney Midha · Moderation: Harry StebbingsThe AMP founder recounts Anthropic’s early fundraising and explains his investment thesis around scientific feedback, compute coordination and AI infrastructure.
1:13:29EN20VC with Harry Stebbings· 27. Okt. 2025Podcast · 2 StimmenDavid Cahn on AI Infrastructure, Startup Growth and Defense InvestingGast: David Cahn · Moderation: Harry StebbingsThe Sequoia partner explains why he sees an AI bubble, how he evaluates startup growth and where he sees opportunities in defense.
1:20:12EN20VC with Harry Stebbings· 6. Okt. 2025Podcast · 2 StimmenCerebras CEO Andrew Feldman on AI Chips, Demand and Infrastructure RiskGast: Andrew Feldman · Moderation: Harry StebbingsFeldman discusses Cerebras financing, chip design and data centers, while weighing talent, energy and market concentration.
1:31:19EN20VC with Harry Stebbings· 29. Sept. 2025Podcast · 2 StimmenGroq Founder Jonathan Ross on AI Compute, Chip Competition and EnergyGast: Jonathan Ross · Moderation: Harry StebbingsRoss explains his view of inference demand, custom chips and infrastructure economics, and makes predictions about AI’s effects on markets and work.