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1:04:35ENCliff Weitzman on Owning GPUs, Voice AI and Building SpeechifyGuest Cliff Weitzman · Host 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 CompetitionGuest Martin Casado · Host Harry StebbingsThe Andreessen Horowitz partner discusses coding tools, open-model policy, labor disruption and how his firm evaluates investments.
1:04:56ENVarun Mohan on Windsurf, Coding Agents and Startup FocusGuest Varun Mohan · Host Harry StebbingsThe Windsurf co-founder discusses pivots, rapid product experimentation, coding agents and competition among AI model providers.







