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15:42EN
Matthew Berman· Aug 28, 2024Strawberry and Orion: What Was Reported About OpenAI’s Next Models in 2024Matthew Berman · Forward FutureMatthew Berman examines reports about a reasoning project, synthetic data and a future flagship model. Later releases clarify some of the story, while many original claims remain attributed to unnamed sources.
1:11:17EN
20VC with Harry Stebbings· Aug 26, 2024Podcast · 2 speakersImran Khan on IPO Pricing, Public Markets and AI InvestmentGuest Imran Khan · Host Harry StebbingsThe investor and former banker explains IPO demand, valuation and the lessons he draws from Alibaba and Snap.
1:40:13EN
Cognitive Revolution "How AI Changes Everything"· Aug 24, 2024PodcastIf I Were Governor, I Would Sign: California's Last Debate Over SB 1047Host Nathan LabenzThree guests return to unpack the rewritten frontier-AI bill as OpenAI opposes it, Anthropic calls it workable, and a final vote looms in Sacramento.
0:54ENMatthew Berman· Aug 20, 2024Eric Schmidt on AI Agents and Google's Competitive PositionMatthew Berman, Eric Schmidt · Forward FutureA short 2024 Stanford interview excerpt pairs a forecast about AI agents with a disputed explanation for Google's AI position.
49:41ZH → English
Zhang Xiaojun Podcast· Aug 17, 2024Podcast · 3 speakersFu Sheng: Large Models Are a Productivity Revolution, and Robots Have a New Window of OpportunityGuest 傅盛 · Host 张小珺Fu Sheng sees the heart of large models in their capacity for logic and reasoning. Their impact, he says, is closer to the steam engine than to another round of ordinary internet evolution. He also reflects on open models, service robots, and how entrepreneurs can face difficult periods.
2:04:15ENCognitive Revolution "How AI Changes Everything"· Aug 14, 2024PodcastA parrot cannot paraphrase — and Claude cannot be talked into harmHost Nathan LabenzRobert Wright of the Nonzero podcast interviews Nathan Labenz on whether large language models understand anything, what Anthropic’s 10 million features actually show, and why open weights collide with U.S.–China policy.
1:09:06EN20VC with Harry Stebbings· Jul 31, 2024Podcast · 2 speakersEthan Mollick on AI Adoption, Education and the Uncertain Path to AGIGuest Ethan Mollick · Host Harry StebbingsThe Wharton professor argues that model progress is only part of the story: organizations, product design and human choices determine how AI changes work and education.
42:08EN
Sequoia Capital· Jul 30, 2024PodcastMeta Trained a 405B Teacher on 16,000 GPUs — Then Told the World to Distill ItTwo days after Llama 3.1 405B shipped, Meta's generative-AI product lead walks Sequoia through why the most expensive model in the family is free, and why he thinks the frontier itself is heading toward commodity.
1:32:45ENCognitive Revolution "How AI Changes Everything"· Jul 27, 2024PodcastHe doubled a company with AI — then asked the labs to pause hyperscalingHost Nathan LabenzOn the Nick Halaris Show, Cognitive Revolution host Nathan Labenz argues for adopting today's models fast and slowing the race to systems more powerful than we are.
44:08ENMatthew Berman· Jul 25, 2024Mark Zuckerberg on Llama 3.1, Open Models and Meta’s AI StrategyMatthew Berman, Mark Zuckerberg · Forward FutureMatthew Berman reacts to Zuckerberg’s 2024 interview on open-weight AI, safety, platform control and a future of personalized agents.
50:15EN20VC with Harry Stebbings· Jul 24, 2024Podcast · 2 speakersJason Lemkin on Wiz, CrowdStrike and the SaaS Liquidity CrunchGuest Jason Lemkin · Host Harry StebbingsThe SaaStr founder discusses a reported acquisition approach, a major outage and the economics of legal-tech and venture exits.
51:36ENSequoia Capital· Jul 23, 2024PodcastKlarna's AI Took 700 Customer-Service Jobs. The Secret Was the ManualCEO Sebastian Siemiatkowski tells Sequoia how an OpenAI guinea-pig bet, a dispute-queue Slack message, and documentation written for an amnesiac employee produced $40 million of profit.
0:58ENMatthew Berman· Jul 23, 2024Meta Releases Llama 3.1 and Its 405B ModelMatthew Berman · Forward FutureMatthew Berman argues that Meta's open-weight Llama 3.1 puts pressure on proprietary AI providers, while its license and deployment costs add important qualifications.
29:12EN
No Priors: AI, Machine Learning, Tech, & Startups· Jul 18, 2024Podcast · 2 speakersGoldman says AI will touch 5% of tasks. Two investors take the report apartHost Sarah Guo, Elad GilSarah Guo and Elad Gil use a host-only No Priors episode to dismantle a June 2024 Goldman Sachs note, then map where they would buy, incubate, and hold.
25:56ENNo Priors: AI, Machine Learning, Tech, & Startups· Jul 11, 2024Podcast · 2 speakersA Prompt Cannot Hold a Good Design: Six AI Practitioners at Midyear 2024Host Sarah Guo, Elad GilSarah Guo and Elad Gil stitch together clips from Stripe, Figma, Figure, OpenAI's Sora team, Cognition, and Scale into a half-year snapshot of what people actually shipping AI were willing to claim.
1:06:53EN20VC with Harry Stebbings· Jul 1, 2024Podcast · 2 speakersMatt Clifford on AI Scaling, China, Defense and Finding FoundersGuest Matt Clifford · Host Harry StebbingsThe Entrepreneur First co-founder weighs new AI ideas against compute constraints, examines competing scenarios for China, and explains how he evaluates entrepreneurial talent.
1:48:41ENCognitive Revolution "How AI Changes Everything"· Jun 28, 2024PodcastAGI Has Been a Moving Goalpost for Seventy YearsHost Nathan Labenza16z’s Martin Casado and host Nathan Labenz spend two hours arguing whether today’s models will become general knowledge workers, and whether that debate should drive AI regulation.
1:09:08EN20VC with Harry Stebbings· Jun 26, 2024Podcast · 2 speakersAndrew Bialecki on Klaviyo’s Bootstrapping, Shopify Partnership and IPOGuest Andrew Bialecki · Host Harry StebbingsThe Klaviyo CEO discusses early product iteration, customer economics, public markets and his hopes for AI.
1:02:17EN20VC with Harry Stebbings· Jun 19, 2024Podcast · 2 speakersMichael Eisenberg on AI Investing, Liquidity and Venture DisciplineGuest Michael Eisenberg · Host Harry StebbingsThe Aleph investor discusses AI business models, national security, venture exits and the risks of mistaking a technology boom for durable returns.
1:45:11ENCognitive Revolution "How AI Changes Everything"· Jun 19, 2024PodcastAI already beats doctors at empathy. Catastrophe is still not the defaultHost Nathan LabenzNathan Labenz tells Sarah Hastings Woodhouse why he is an adoption accelerationist and a hyperscaling pauser, and lists eight reasons he will not join the hardcore doomers.
52:45ENCognitive Revolution "How AI Changes Everything"· Jun 13, 2024PodcastA $150 million model, $5 million six months later: Benchmark’s AI investment mathHost Nathan LabenzEric Vishria and Quilter’s Sergiy Nesterenko explain why PCB layout is not a Copilot problem, why human board data would be the wrong training set, and which AI companies look like sugar highs.
1:06:04EN20VC with Harry Stebbings· Jun 12, 2024Podcast · 2 speakersAlexandr Wang on AI Data, Model Development and Building ScaleGuest Alexandr Wang · Host Harry StebbingsScale’s founder discusses his data-bottleneck thesis, enterprise adoption, AI security and the challenges of growing a team.
1:25:42EN20VC with Harry Stebbings· Jun 10, 2024Podcast · 2 speakersReid Hoffman on AI Models, Inflection, Governance and Technology’s Social ImpactGuest Reid Hoffman · Host Harry StebbingsHoffman discusses the Microsoft–Inflection arrangement, AI competition and regulation, and his political views in a time-specific 2024 interview.
1:03:12EN20VC with Harry Stebbings· Jun 5, 2024Podcast · 2 speakersAravind Srinivas on Reasoning, Model Economics and Building PerplexityGuest Aravind Srinivas · Host Harry StebbingsThe Perplexity co-founder discusses AI scaling, foundation-model competition, advertising and the challenges of building a search product.Load moreShowing 24 of 527