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45:21EN
No Priors: AI, Machine Learning, Tech, & Startups· Jun 17, 2025Podcast · 2 speakersApplied Intuition Is Worth $15 Billion, Hasn't Spent Its Capital, and Wants to Be the OS for Cars and TanksHost Sarah Guo, Elad GilOn No Priors, Qasar Younis and Peter Ludwig explain the Microsoft playbook for vehicles, why they waited for autonomy techniques to converge, and why Waymo's business model is the question that follows the demo.
1:47:28EN
20VC with Harry Stebbings· Jun 16, 2025Podcast · 2 speakersLarry Aschebrook on Spotify, Uber and the Hard Lessons of Venture SecondariesGuest Larry Aschebrook · Host Harry StebbingsThe G Squared founder recounts concentrated wins, expensive mistakes and the challenge of turning private-market marks into cash for investors.
1:22:59EN20VC with Harry Stebbings· Jun 12, 2025Podcast · 3 speakersCircle’s IPO, Anduril’s Funding and the AI Budget DebateGuest Rory O’Driscoll, Jason Lemkin · Host Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin discuss public listings, venture concentration and the outlook for software and Musk’s companies.
1:24:27EN
Cognitive Revolution "How AI Changes Everything"· Jun 12, 2025Podcast500 Trillion Tokens a Month: How Google Grew 50x in a YearHost Nathan LabenzLogan Kilpatrick returns to Cognitive Revolution to unpack Google's mid-2023 merger, why he expects frontier labs to diverge, and why startups still hold the speed advantage.
0:59EN
Matthew Berman· Jun 10, 2025Satya Nadella on AI's Energy Use and Social PermissionMatthew Berman, Satya Nadella · Forward FutureIn a short interview excerpt, Microsoft's CEO argues that the technology industry must deliver broad benefits as its energy demand grows.
1:00:48ENCognitive Revolution "How AI Changes Everything"· Jun 9, 2025PodcastThe Phrase That Alarms a16z’s AI Policy Chief: “It Only Covers a Handful of Companies”Host Nathan LabenzMatt Perault argues that AI rules should target harmful use, not the science of building models, and that “modest” thresholds can lock in an oligopoly.
1:27:13EN20VC with Harry Stebbings· Jun 5, 2025Podcast · 4 speakersSam Lessin, Jason Lemkin and Rory O’Driscoll Debate DPI and the Future of VentureGuest Sam Lessin, Rory O’Driscoll, Jason Lemkin · Host Harry StebbingsThe investors examine cash distributions versus paper marks, fund size, AI spending and the changing economics of startup investing.
2:12:04EN
Lex Fridman· Jun 5, 2025Podcast · 2 speakersFrom a Five-Year Phone Queue to 480 Trillion Tokens a MonthGuest Sundar Pichai · Host Lex FridmanSundar Pichai talks with Lex Fridman about Chennai, the AI package, Search, Chrome, Waymo, and why he stayed calm when the headlines said Google was finished.
1:19:24EN20VC with Harry Stebbings· May 29, 2025Podcast · 3 speakersOpenAI’s Jony Ive Deal, YC’s Scale and the Math Behind Venture ReturnsGuest Rory O’Driscoll, Jason Lemkin · Host Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin debate hardware, IPO terms, dilution and the changing economics of venture investing.
25:13ENNo Priors: AI, Machine Learning, Tech, & Startups· May 29, 2025Podcast · 2 speakersThe AI Table Is Being Cleared: Two or Three Coding Winners, and Forty Years Without a Biotech GiantHost Sarah Guo, Elad GilSarah Guo and Elad Gil walk through which AI markets have already consolidated, why rival startups still refuse to merge, and the biotech science sitting unused.
1:19:29EN20VC with Harry Stebbings· May 22, 2025Podcast · 3 speakersChime’s Planned IPO, Venture Liquidity and the Rippling–Deel DisputeGuest Rory O’Driscoll, Jason Lemkin · Host Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin discuss late-stage financing, contested litigation and AI software competition.
1:56:42EN20VC with Harry Stebbings· May 19, 2025Podcast · 2 speakersDuolingo’s Severin Hacker on AI Tutors, Learning and Building a CompanyGuest Severin Hacker · Host Harry StebbingsThe co-founder explains how Duolingo uses AI, where he sees limits in current tools and why his forecasts about education and work remain uncertain.
1:20:13EN20VC with Harry Stebbings· May 15, 2025Podcast · 3 speakersStartup Funding, OpenAI and AI Competition: A Venture Investor RoundtableGuest Rory O’Driscoll, Jason Lemkin · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss financing, FTX-related investments, AI business models and the future of work.
1:04:29EN20VC with Harry Stebbings· May 12, 2025Podcast · 2 speakersImmad Akhund on Mercury, Angel Investing and His New FundGuest Immad Akhund · Host Harry StebbingsThe Mercury CEO discusses a $26 million institutional fund, early-stage investing, AI valuations and the demands of running both.
2:02:51ENCognitive Revolution "How AI Changes Everything"· May 8, 2025PodcastAt a 60-Person Safety Offsite, Only Four Had Seen Nonprofit OpenAIHost Nathan LabenzFormer OpenAI scientist Steven Adler on the Anthropic split, GPT-4, safety evaluations, and why he filed a brief to keep the company under nonprofit control.
1:19:32EN20VC with Harry Stebbings· May 8, 2025Podcast · 3 speakersBenchmark, a16z and the Math of Venture Capital in the AI EraGuest Rory O’Driscoll, Jason Lemkin · Host Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin debate stage focus, large funds and how AI could reshape software and employment.
47:49EN
Sequoia Capital· May 6, 2025PodcastWorkday Is Onboarding AI Agents the Way It Onboards PeopleWorkday CEO Carl Eschenbach on turning a 70-million-person system of record into the ledger for a mixed workforce of humans and digital workers.
1:03:27EN20VC with Harry Stebbings· May 5, 2025Podcast · 2 speakersBucky Moore on Venture Platforms, AI and Early-Stage InvestingGuest Bucky Moore · Host Harry StebbingsThe new Lightspeed partner discusses capital-intensive model companies, seed valuations, founder selection and the role of large venture firms.
0:36ENMatthew 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.
1:28:17EN20VC 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.
1:41:29ENCognitive 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.Load moreShowing 24 of 512