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1:33:55EN
20VC with Harry Stebbings· Mar 10, 2025Podcast · 2 speakersJake Saper on Zoom, AI and the Hard Decision of When to SellGuest Jake Saper · Host Harry StebbingsThe Emergence Capital partner explains collective diligence, fund distributions and the trade-off between liquidity and holding winners.Venture CapitalInvestingAI Strategy+2
45:06EN
Unsupervised Learning: With Jacob Effron· Mar 5, 2025PodcastMike Schroepfer: AI’s Bottleneck Is Electricity, and One Tanker of Fusion Fuel Could Power the U.S. for a YearHost Jacob EffronMeta’s former CTO tells Redpoint why hyperscaler demand is the climate story, why Llama was an access play, and why tomorrow’s CTO still lives or dies on a priority queue.Infrastructure & deploymentAI StrategyOpen-weight models+3
36:24EN
No Priors: AI, Machine Learning, Tech, & Startups· Mar 5, 2025Podcast · 2 speakersThe Man Behind Humanity's Last Exam Says Superintelligence Strategy Should Copy NukesHost Sarah Guo, Elad GilDan Hendrycks tells No Priors that labs can only do basic anti-terror refusals, while the real risk-management problem is a geopolitical deterrent he calls mutually assured AI malfunction.Security & safetySafety & governanceAI security+3
1:02:41EN
20VC with Harry Stebbings· Mar 3, 2025Podcast · 2 speakersMike Krieger on AI Products, Model Competition and the Future of CodingGuest Mike Krieger · Host Harry StebbingsAnthropic’s chief product officer explains how he thinks about product design, model differentiation and the limits of current AI tools.AI StrategyProduct StrategyModels & training+2
1:08:51EN
Cognitive Revolution "How AI Changes Everything"· Mar 1, 2025PodcastChip Controls Are Meant to Buy Ten Years, Not Win the AI RaceHost Nathan LabenzEconomist Noah Smith tells Nathan Labenz that U.S. export controls are a piece of conventional deterrence against China — not a plan to kneecap DeepSeek.Security & safetyGeopoliticsAI Strategy+2
40:33EN
No Priors: AI, Machine Learning, Tech, & Startups· Feb 27, 2025Podcast · 2 speakersModerna was only company 18. The real product is the company factoryHost Sarah Guo, Elad GilNoubar Afeyan tells No Priors how Flagship Pioneering turned starting companies into a profession, underwrites scientific uncertainty, and wants AI to run discovery the way Waymo drives.Enterprise & strategyCompany BuildingAI for science+3
1:18:09EN
20VC with Harry Stebbings· Feb 24, 2025Podcast · 2 speakersSteeve Morin on AI Inference, Chips and the Cost of Switching HardwareGuest Steeve Morin · Host Harry StebbingsThe ZML founder explains the difference between training and production inference and offers a competitive view of the AI hardware market.Infrastructure & deploymentInferenceAI cost & performance+2
54:55EN
Cognitive Revolution "How AI Changes Everything"· Feb 22, 2025PodcastNew Jersey Cut Phone Waits from 40 Minutes to 90 SecondsHost Nathan LabenzGovernor Phil Murphy on the state AI assistant, a Princeton hub, and why he wants the best catcher's mitt in the country when superhuman systems arrive.Enterprise & strategyAI StrategyEnterprise AI+3
38:14EN
No Priors: AI, Machine Learning, Tech, & Startups· Feb 20, 2025Podcast · 2 speakersKyle Vogt Pitched 120 Investors for Cruise. He Will Not Sell the Home-Robot CompanyHost Sarah Guo, Elad GilThe Twitch and Cruise co-founder tells Sarah Guo and Elad Gil why Tesla won on business model, why chores should be automated, and why a tiny AI-era team is enough.Enterprise & strategyCompany BuildingRobotics+3
1:00:09EN
Sequoia Capital· Feb 18, 2025PodcastDeepSeek's Jailbreaks Don't Matter. Giving the Model Arms and Legs DoesPalo Alto Networks CEO Nikesh Arora tells Sequoia's Training Data why cheap brains scramble the AI order, why attackers already move faster than defenders, and why refusing to experiment is the real risk.Security & safetyAI securitySafety & governance+3
1:25:52EN
20VC with Harry Stebbings· Feb 17, 2025Podcast · 2 speakersJonathan Ross on Groq, Inference Economics and the AI Infrastructure RaceGuest Jonathan Ross · Host Harry StebbingsThe Groq CEO explains his bet on inference chips, compares his company’s architecture with GPUs, and discusses the financing and power needed to scale.Infrastructure & deploymentModels & trainingAI cost & performance+2
1:20:53EN
20VC with Harry Stebbings· Feb 14, 2025Podcast · 2 speakersSolly Solomou on Building LADbible, Social Media and Expanding to the USGuest Solly Solomou · Host Harry StebbingsThe founder recounts buying a Facebook page, creating a media business and learning to lead through rapid change.Company BuildingLeadershipProduct Strategy+2
55:38EN
20VC with Harry Stebbings· Feb 10, 2025Podcast · 2 speakersSridhar Ramaswamy on Snowflake, AI Competition and Leading Through ChangeGuest Sridhar Ramaswamy · Host Harry StebbingsThe Snowflake CEO discusses the overlap between models and applications, the importance of distribution, and how leaders can manage difficult transitions.Enterprise AIAI StrategyLeadership+2
22:32EN
No Priors: AI, Machine Learning, Tech, & Startups· Feb 7, 2025Podcast · 2 speakersThe $5.5 Million Was Only the Last MileHost Sarah Guo, Elad GilOn No Priors' 100th episode, Sarah Guo and Elad Gil separate DeepSeek's paper cost from the compute behind it, then walk through OpenAI's Deep Research, Stargate, and their bets for 2025.Models & trainingAI StrategyAI cost & performance+3
46:53EN
20VC with Harry Stebbings· Feb 7, 2025Podcast · 2 speakersBrian Tolkin on Hiring Product Teams and Finding the Problem That MattersGuest Brian Tolkin · Host Harry StebbingsOpendoor’s head of product draws on Uber and Opendoor to discuss user choice, AI prototypes, decision-making and hiring.Product ManagementProduct StrategyLeadership+2
1:15:18EN
20VC with Harry Stebbings· Feb 3, 2025Podcast · 2 speakersNabeel Hyatt on Venture Investing and the Uncertainty of AIGuest Nabeel Hyatt · Host Harry StebbingsThe Spark Capital partner argues for curiosity, founder relationships and product judgment in a fast-changing market.Venture CapitalInvestingAI Strategy+2
57:11EN
Unsupervised Learning: With Jacob Effron· Jan 30, 2025PodcastA Million Tokens Cannot Write a Good JokeHost Jacob EffronPrinceton's Arvind Narayanan on why agent evals mislead, inference scaling hits a wall, and AI looks more like the internet than an overnight revolution.Evals & observabilityEvalsBenchmarks+3
56:07EN
Cognitive Revolution "How AI Changes Everything"· Jan 29, 2025PodcastBox Holds 100 Billion Files. Its CEO Says Enterprises Only Move for a 10xHost Nathan LabenzAaron Levie tells Nathan Labenz why AI excitement in the enterprise already outruns the early cloud — and why 98% reliability, seat-based SaaS, and incremental savings still will not ship.Enterprise & strategyEnterprise AIAI Strategy+3
3:45:44EN
Lex Fridman· Jan 26, 2025Podcast · 2 speakersDecline Is a Choice: Marc Andreessen on Power, Censorship, and a Second Roaring TwentiesGuest Marc Andreessen · Host Lex FridmanThe United States is adding a trillion dollars of national debt every 100 days — and Andreessen says the boom is still there if the country wants it.Enterprise & strategyAI StrategyGeopolitics+3
2 slides7:57EN
Matthew Berman· Jan 22, 2025Stargate’s 2025 Announcement and the OpenAI–Microsoft PartnershipMatthew Berman · Forward FutureMatthew Berman reviews the planned US AI infrastructure project and a contemporaneous change to compute arrangements.Infrastructure & deploymentOpenAIAGI+1
1:13:30EN
20VC with Harry Stebbings· Jan 15, 2025Podcast · 2 speakersVictor Riparbelli on Synthesia, AI Video and the Future of ContentGuest Victor Riparbelli · Host Harry StebbingsThe Synthesia co-founder discusses fundraising, enterprise renewals, model competition, synthetic media and content provenance.Generative mediaAI StrategyCompany Building+2
1:00:05EN
Sequoia Capital· Jan 14, 2025PodcastIf Someone Builds a Better Spark Product, We Deserve to LoseIon Stoica on how Databricks turned academic open source into a data-and-AI company — and which problems he thinks will matter more tomorrow than today.Enterprise & strategyCompany BuildingOpen-source ecosystems+3
1:23:45EN
20VC with Harry Stebbings· Jan 13, 2025Podcast · 2 speakersShervin Pishevar on Uber, Venture Capital and a Disputed Leadership CrisisGuest Shervin Pishevar · Host Harry StebbingsThe investor recounts his Uber investment and offers his perspective on the company’s 2017 leadership conflict, alongside views on venture capital and emerging technology.Venture CapitalCompany BuildingLeadership+2
3 slides27:42EN
Matthew Berman· Jan 8, 2025Matthew Berman on Capital, Human Ambition, and a Possible Post-AGI EconomyMatthew Berman · Forward FutureA speculative essay asks whether advanced AI could make wealth more powerful while reducing the leverage people gain from work. Berman explores its implications for mobility, institutions, and meaning.AGIAI StrategyFuture of Work
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