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1:22:51EN
20VC with Harry Stebbings· Aug 11, 2025Podcast · 2 speakersMartin Mignot on Index Ventures, Revolut and Investing in FoundersGuest Martin Mignot · Host Harry StebbingsThe Index Ventures partner explains how he evaluates early-stage companies, manages concentrated returns and learns from missed opportunities.
1:14:05EN
Cognitive Revolution "How AI Changes Everything"· Aug 9, 2025PodcastSullivan boils US-China AI competition down to four buckets, four examples, and a path he calls boringHost Nathan LabenzThe former national security advisor treats transformative AI as a planning assumption, not a prophecy, and wants Washington to compete hard with Beijing without pretending a grand bargain will cure the rivalry.
1:28:36EN20VC with Harry Stebbings· Aug 7, 2025Podcast · 4 speakersFigma’s IPO, Executive Pay and the Price of AI GrowthGuest Brian Halligan, Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHubSpot co-founder Brian Halligan joins Harry Stebbings, Jason Lemkin and Rory O’Driscoll to unpack IPO pricing, public ownership and venture strategy.
45:17EN
No Priors: AI, Machine Learning, Tech, & Startups· Aug 7, 2025Podcast · 2 speakersA Click From OpenAI Is 750 Times Harder Than From Google a Decade AgoHost Sarah Guo, Elad GilCloudflare CEO Matthew Prince on Content Independence Day, why traffic is a broken proxy for value, and how to price the holes in the models.
1:45:00ENCognitive Revolution "How AI Changes Everything"· Aug 6, 2025PodcastAmerica Holds 45% of the World's Data Centers. Everyone Else Must Build, Buy, or AllyHost Nathan LabenzAnjney Midha of a16z maps what “sovereign AI” actually means for companies and for countries that will never own the talent, data, and compute frontier.
1:27:01ENCognitive Revolution "How AI Changes Everything"· Aug 2, 2025PodcastThe $16 Trillion Services Market Is Being Bought, Not Sold ToHost Nathan LabenzMarc Bhargava of General Catalyst explains how AI-enabled rollups turn low-margin service firms into compounding, software-like businesses.
1:35:35EN
Matthew Berman· Aug 1, 2025Forward Future Live: Hiten Shah and Nico Christie on AI Strategy, Work and AgentsMatthew Berman, Hiten Shah, Nico Christie · Forward FutureA 2025 livestream covers Meta’s AI strategy, the future of work, a spreadsheet agent, and a week of model and infrastructure news.
1:28:12EN20VC with Harry Stebbings· Jul 31, 2025Podcast · 3 speakersApple, Google and the Race to Fund AI GrowthGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate venture-fund scale, AI infrastructure and how large technology companies can respond to new competition.
36:48ENNo Priors: AI, Machine Learning, Tech, & Startups· Jul 31, 2025Podcast · 2 speakersThe Weekend DeepSeek Dropped, the White House CalledHost Sarah Guo, Elad GilSriram Krishnan walks No Priors through America’s 28-page AI Action Plan, a token-share definition of winning, and why the lead over China is too small to take for granted.
1:16:25EN20VC with Harry Stebbings· Jul 28, 2025Podcast · 2 speakersMartin 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.
1:26:43EN20VC with Harry Stebbings· Jul 24, 2025Podcast · 3 speakersAnthropic Dependency, Figma’s IPO and the Changing Seed MarketGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to discuss AI platform risk, public listings and competition for early-stage deals.
1:56:16ENCognitive Revolution "How AI Changes Everything"· Jul 22, 2025PodcastSB 813 Would Hand AI Safety Checks to Licensed Private Firms — If Government Can Watch the WatchersHost Nathan LabenzGillian Hadfield and Andrew Freedman want California to set AI safety outcomes, license competing certifiers, and give companies a rebuttable presumption in court if they pass.
1:22:54EN20VC with Harry Stebbings· Jul 17, 2025Podcast · 3 speakersWindsurf, Google and Cognition: A Deal Breakdown and the AI Coding MarketGuest Rory O’Driscoll, Jason Lemkin · Host Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin discuss a complex set of transactions, AI coding tools, retention and model competition.
49:55ENMatthew Berman· Jul 17, 2025Aravind Srinivas on Comet, AI Browsers and the Future of WorkMatthew Berman, Aravind Srinivas · Forward FuturePerplexity’s CEO explains why the company built a browser, how it evaluates models and why he expects AI to disrupt jobs.
15:23ENMatthew Berman· Jul 13, 2025Grok 4’s Early Reception: Impressive Demos, Safety Questions and Mixed User FeedbackMatthew Berman · Forward FutureMatthew Berman surveys early reactions to xAI’s 2025 model release, from physics simulations and benchmark results to concerns about bias, safety and speed.
1:12:57EN20VC with Harry Stebbings· Jul 10, 2025Podcast · 3 speakersMeta’s AI Talent Drive, Microsoft Layoffs and the Economics of Startup GrowthGuest Rory O’Driscoll, Jason Lemkin · Host Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin examine talent competition, stock compensation, acquisitions and the changing market for venture-backed companies.
44:44ENNo Priors: AI, Machine Learning, Tech, & Startups· Jul 10, 2025Podcast · 2 speakers$1 of R&D, 35x the return: why Parker Conrad says platforms beat point solutionsHost Sarah Guo, Elad GilThe Rippling CEO on Zenefits, founder psychology, and why shared underlying capabilities—not narrow focus—win in enterprise software.
0:26ENMatthew Berman· Jul 4, 2025xAI’s Memphis Expansion and an Overseas Power Plant, According to Dylan PatelMatthew Berman, Dylan Patel · Forward FutureMatthew Berman highlights Elon Musk’s response to Dylan Patel’s description of xAI’s computing and power plans in July 2025.
1:15:40EN20VC with Harry Stebbings· Jul 3, 2025Podcast · 3 speakersFigma’s IPO Filing, Melio’s Sale and the Pressure on Software InvestorsGuest Rory O’Driscoll, Jason Lemkin · Host Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin examine software valuations, venture returns and the AI market’s changing economics.
1:04ENMatthew Berman· Jul 2, 2025Why AI Companies Might Offer Researchers Enormous Pay PackagesMatthew Berman · Forward FutureMatthew Berman and a guest discuss the economics of competing for AI talent, comparing reported compensation offers with a hypothetical acquisition.
59:27ENMatthew Berman· Jul 2, 2025Aaron Levie on AI Agents, Jobs and the Future of Enterprise SoftwareMatthew Berman, Aaron Levie · Forward FutureBox’s CEO explains his AI-first strategy, why he expects demand to grow and how humans may direct and review agents.
10:20ENMatthew Berman· Jul 1, 2025Meta’s Superintelligence Labs and the Fight for AI ResearchersMatthew Berman, Sam Altman · Forward FutureMatthew Berman traces Meta’s 2025 investment in Scale AI, its recruitment from rival labs, and OpenAI’s response. The video’s claims about customer data and signing bonuses need important qualifications.
1:02:17ENMatthew Berman· Jun 30, 2025Dylan Patel on AI Labs, Chip Competition and the Race for SuperintelligenceMatthew Berman, Dylan Patel · Forward FutureThe SemiAnalysis founder discusses Meta’s AI talent drive, OpenAI’s Microsoft relationship, Apple’s strategy, accelerator economics and the future of work.
1:04:33EN20VC with Harry Stebbings· Jun 30, 2025Podcast · 2 speakersPhilipp Freise on KKR’s European Investing and Private-Market LiquidityGuest Philipp Freise · Host Harry StebbingsThe KKR investor discusses deployment discipline, AI, European capital markets and broader access to private investments.Load moreShowing 24 of 527