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Matthew Berman· May 2, 2025How Much Electricity Will AI Data Centers Use?Matthew Berman, Eric Schmidt · Forward FutureMatthew Berman highlights Eric Schmidt's congressional testimony and asks about AI's power demand. The dramatic 99% figure lacks a specified time frame and geographic scope in the quoted testimony.
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20VC with Harry Stebbings· May 1, 2025Podcast · 4 speakersSeries A and B Investing in an AI Market: Risk, Liquidity and TimingGuest Rory O’Driscoll, Jason Lemkin, Fabrice Grinda · Host Harry StebbingsHarry Stebbings, Rory O’Driscoll, Jason Lemkin and Fabrice Grinda debate returns, fund strategy and competition in a fast-changing market.
33:18ENMatthew Berman· May 1, 2025Zuckerberg and Nadella on AI Coding, Agents and the Next Software StackMatthew Berman, Mark Zuckerberg, Satya Nadella · Forward FutureMatthew Berman examines their 2025 LlamaCon conversation about AI-assisted development, open models and changing workflows.
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Cognitive Revolution "How AI Changes Everything"· Apr 26, 2025PodcastFiverr’s CEO Sent a Wake-Up Memo: AI Won’t Take Your Job. A Peer Who Uses It Will.Host Nathan LabenzMicha Kaufman tells Nathan Labenz how a 15-year freelance marketplace is trying to give creators their own models instead of letting public AI eat their work for free.
1:26:55EN20VC with Harry Stebbings· Apr 24, 2025Podcast · 3 speakersVenture Liquidity, Endowments and AI Investing in 2025Guest Rory O’Driscoll, Jason Lemkin · Host Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin discuss private-market liquidity, fund construction and the economics of AI businesses.
1:35:02EN20VC with Harry Stebbings· Apr 17, 2025Podcast · 3 speakersa16z, Founders Fund and the Risks Behind Venture’s Biggest FundsGuest Rory O’Driscoll, Jason Lemkin · Host Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin debate fund size, late-stage returns, AI uncertainty and delayed liquidity.
1:28:01ENCognitive Revolution "How AI Changes Everything"· Apr 16, 2025PodcastThe Q* Letter Never Happened: Helen Toner on OpenAI, Adaptation Buffers, and AI at WarHost Nathan LabenzThe former OpenAI director explains why a famous Reuters story was false, why locking down AI will not work, and how military “battle buddy” demos skip the hard questions.
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Unsupervised Learning: With Jacob Effron· Apr 15, 2025PodcastThe Transformer Co-Author Who Says Scaling Hit a WallHost Jacob EffronCohere CEO Aidan Gomez tells Redpoint that a $100 million model is still an amnesiac genius, and that enterprise AI money is concentrating in support, research, and the back office.
1:12:26EN20VC with Harry Stebbings· Apr 14, 2025Podcast · 2 speakersVictor Lazarte on Founders, AI and Investing Through a Technology ShiftGuest Victor Lazarte · Host Harry StebbingsThe Benchmark partner discusses founder selection, AI revenue quality, the future of work and the role of a venture investor.
1:37:40ENCognitive Revolution "How AI Changes Everything"· Apr 13, 2025PodcastChina, Japan, and Korea fought only one war in six centuriesHost Nathan LabenzFrom 1200 to 1800, East Asia’s great powers stayed at peace while Europe fought almost without pause — and David C. Kang argues that history still shapes how Asia lives with China.
1:26:17EN20VC with Harry Stebbings· Apr 10, 2025Podcast · 3 speakersTom Hulme and Stan Boland on Talent, Capital and the UK Tech EcosystemGuest Tom Hulme, Stan Boland · Host Harry StebbingsThe investor and entrepreneur debate how the UK can retain talent, finance global companies and build a stronger technology economy.
43:51ENUnsupervised Learning: With Jacob Effron· Apr 9, 2025PodcastThe $177 Billion GPU Bet Only Works If AI Becomes a $1.5 Trillion MarketHost Jacob EffronFour Redpoint partners walk their limited partners through where AI value will accrue—and why revenue is now the easiest metric to misread.
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No Priors: AI, Machine Learning, Tech, & Startups· Apr 3, 2025Podcast · 2 speakersNasdaq Down 8% and Ghibli Everywhere: AI Is Already in Inning ThreeHost Sarah Guo, Elad GilSarah Guo and Elad Gil on the latest image-gen wow cycle, why public-market panic is mostly noise for software startups, and where specialized models still have room.
47:04EN20VC with Harry Stebbings· Mar 31, 2025Podcast · 2 speakersKevin Scott on AI Products, DeepSeek and the Future of SoftwareGuest Kevin Scott · Host Harry StebbingsMicrosoft’s CTO discusses model efficiency, agents, coding and why useful products matter in an AI transition.
1:01:53ENUnsupervised Learning: With Jacob Effron· Mar 28, 2025PodcastOpen-source models are 5% of enterprise use — and GPT wrappers wonHost Jacob EffronLatent Space's Swyx and Alessio join Redpoint to map what actually has product-market fit in AI, and why the application layer is the fight that matters.
1:24:12EN20VC with Harry Stebbings· Mar 26, 2025Podcast · 2 speakersMitchell Green on Finding Software Companies and Returning Capital to InvestorsGuest Mitchell Green · Host Harry StebbingsLead Edge Capital’s founder explains his sourcing framework, exit discipline and skepticism about paying high prices for AI.
1:14:36EN20VC with Harry Stebbings· Mar 24, 2025Podcast · 2 speakersAndrew Feldman on AI Chips, Inference and Competing With NvidiaGuest Andrew Feldman · Host Harry StebbingsThe Cerebras CEO explains wafer-scale computing, argues inference demand will grow and discusses the limits of his industry’s infrastructure.
1:12:05EN20VC with Harry Stebbings· Mar 19, 2025Podcast · 2 speakersPeter Singlehurst on Growth Investing, Mistakes and Private-Market LiquidityGuest Peter Singlehurst · Host Harry StebbingsBaillie Gifford’s head of private companies explains how he assesses durable business models, reinvestment decisions and investment risk.
3:01:30ENCognitive Revolution "How AI Changes Everything"· Mar 15, 2025PodcastTechnology Opens the Door. Competition Pushes Us Through.Host Nathan LabenzAllan Dafoe on technological determinism, why alignment is not enough, and how DeepMind is trying to evaluate dangerous capabilities before they arrive.
1:30:57ENCognitive Revolution "How AI Changes Everything"· Mar 12, 2025PodcastAnt's $320 Billion IPO Was Stopped at the Eleventh Hour: Angela Zhang on China's Tech TightropeHost Nathan LabenzA USC law professor walks through the dynamic pyramid that governs Chinese tech, from Didi's listing to DeepSeek's price war, and why she thinks the United States is starting to look more like China.
1:33:55EN20VC 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.
45:06ENUnsupervised 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.
36:24ENNo 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.
1:02:41EN20VC 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.Load moreShowing 24 of 533