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20VC with Harry Stebbings· 24. Okt. 2026Podcast · 2 StimmenNaveen Rao on Energy, AI Hardware, Verification and the Future of RoboticsGast: Naveen Rao · Moderation: Harry StebbingsThe Unconventional AI founder argues that energy efficiency will shape AI hardware, while the growing volume of model output makes verification more valuable.
1:19:50EN20VC with Harry Stebbings· 19. Okt. 2026Podcast · 2 StimmenSameer Dholakia on AI Investing, Bessemer's Growth Strategy and Company CultureGast: Sameer Dholakia · Moderation: Harry StebbingsThe Bessemer partner explains his approach to pricing fast-growing AI companies, backing founders and building teams, while discussing the risks behind his optimistic forecasts.
1:05:01EN20VC 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.
1:20:28EN20VC 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.
1:15:42EN20VC with Harry Stebbings· 28. Sept. 2026Podcast · 2 StimmenAlex Mashrabov on Higgsfield's AI Video Business, Model Costs and GrowthGast: Alex Mashrabov · Moderation: Harry StebbingsHiggsfield's founder explains the search for product-market fit, how he calculates annualized revenue and why creative workflows matter more than chasing model benchmarks.
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.
1:19:54EN20VC with Harry Stebbings· 19. Sept. 2026Podcast · 2 StimmenThomas Sohmers on AI Inference, Memory and Data-Center GrowthGast: Thomas Sohmers · Moderation: Harry StebbingsPositron’s co-founder discusses the engineering economics of inference, his views on AI infrastructure and regulation, and the risks he sees in financing and concentration.
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.
1:08:25EN20VC with Harry Stebbings· 10. Aug. 2026Podcast · 2 StimmenAlex Atallah on OpenRouter, Model Competition and AI MarketplacesGast: Alex Atallah · Moderation: Harry StebbingsThe OpenRouter CEO discusses inference providers, open-weight models, enterprise safety and the economics of routing.
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.
1:28:42EN20VC with Harry Stebbings· 20. Juli 2026Podcast · 2 StimmenLin Qiao on Specialized AI, Open Models and the Economics of InferenceGast: Lin Qiao · Moderation: Harry StebbingsThe Fireworks AI CEO explains her case for customized models, discusses infrastructure trade-offs and forecasts lower AI costs and higher use.
1:11:53EN20VC with Harry Stebbings· 4. Juli 2026Podcast · 2 StimmenSierra Co-founder Clay Bavor on Open Models, Enterprise AI and Building TeamsGast: Clay Bavor · Moderation: Harry StebbingsBavor discusses model selection and compute costs, deploying AI agents for enterprises, and how Sierra approaches hiring and company culture.
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.
1:20:12EN20VC 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.
1:14:36EN20VC with Harry Stebbings· 24. März 2025Podcast · 2 StimmenAndrew Feldman on AI Chips, Inference and Competing With NvidiaGast: Andrew Feldman · Moderation: Harry StebbingsThe Cerebras CEO explains wafer-scale computing, argues inference demand will grow and discusses the limits of his industry’s infrastructure.
1:18:09EN20VC with Harry Stebbings· 24. Feb. 2025Podcast · 2 StimmenSteeve Morin on AI Inference, Chips and the Cost of Switching HardwareGast: Steeve Morin · Moderation: Harry StebbingsThe ZML founder explains the difference between training and production inference and offers a competitive view of the AI hardware market.
1:00:02EN20VC with Harry Stebbings· 29. Jan. 2025Podcast · 2 StimmenJonathan Ross on DeepSeek, Open Models and AI InfrastructureGast: Jonathan Ross · Moderation: Harry StebbingsThe Groq CEO discusses reported training costs, inference demand, competitive strategy and the security concerns surrounding AI.
1:08:12EN20VC with Harry Stebbings· 22. Jan. 2025Podcast · 2 StimmenGeorge Sivulka on Hebbia, Enterprise AI and the Future of WorkGast: George Sivulka · Moderation: Harry StebbingsThe Hebbia founder discusses document analysis, inference scaling, enterprise adoption and his forecasts for models and employment.