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Matthew Berman· Sep 26, 2025Microsoft’s Nebius GPU Infrastructure AgreementMatthew Berman · Forward FutureIn a sponsored video, Matthew Berman discusses a 2025 infrastructure agreement and Nebius’s AI services.
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Cognitive Revolution "How AI Changes Everything"· Sep 25, 2025PodcastEvery payment is a frame in a movie. Stripe’s foundation model took card-testing detection from 59% to 97%Host Nathan LabenzEmily Sands, Stripe’s head of data and AI, explains how a domain-specific payments model, shared embeddings, and mixed rules turn a $1.4 trillion network into compounding advantage.
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No Priors: AI, Machine Learning, Tech, & Startups· Sep 25, 2025Podcast · 2 speakersTwo Academic Hours a Day, and 96 Percent of Kids Say They Love SchoolHost Sarah Guo, Elad GilTrilogy founder Joe Liemandt, now principal of Alpha School, tells No Priors how an AI tutor, a two-hour bargain with fifth graders, and a sports-coach ethos are meant to scale to a billion children.
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20VC with Harry Stebbings· Sep 25, 2025Podcast · 3 speakersNvidia’s OpenAI Commitment, H-1B Policy and the Venture Investor’s RiskGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss AI infrastructure financing, IPO liquidity and how startup investors weigh concentrated bets.
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Unsupervised Learning: With Jacob Effron· Sep 24, 2025Podcast$100 Million Researchers and a $200 Billion xAI: An AI Roundtable Does the MathHost Jacob EffronDatology’s Ari Morcos and Radical Ventures’ Rob Toews argue over whether models are plateauing, whether RL-environment startups will last, and why Google is the lab they would pick.
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Sequoia Capital· Sep 23, 2025PodcastCompanies Keep Asking for AI. Then They Send It Back.Agency founder Elias Torres on why businesses freeze at imperfect answers, and why his third startup aims for a billion in revenue with fewer than 100 people.
1:38:05EN20VC with Harry Stebbings· Sep 22, 2025Podcast · 2 speakersHemant Taneja on Scaling General Catalyst, AI and the Future of VentureGuest Hemant Taneja · Host Harry StebbingsThe General Catalyst CEO discusses early-stage returns, AI’s effect on work and the difficulty of investing through rapid technological change.
1:28:17ENCognitive Revolution "How AI Changes Everything"· Sep 20, 2025PodcastAdam Gleave's Three Capability Tiers: Attack Agents in 5–7 Years, Fully AI Companies Around Year 14Host Nathan LabenzFAR.AI and the UK AI Security Institute stacked adversarial attacks on frontier safeguard pipelines and found many breakthroughs were engineering failures, not a verdict against defense in depth.
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Lex Fridman· Sep 19, 2025Podcast · 2 speakersThe Wehrmacht's Secret Ingredient Was MethamphetamineGuest Norman Ohler · Host Lex FridmanHistorian Norman Ohler tells Lex Fridman how Pervitin, Hitler's doctor, and LSD change the story of World War II without turning drugs into a single cause.
1:32:50EN20VC with Harry Stebbings· Sep 18, 2025Podcast · 4 speakersKaz Nejatian on Opendoor, AI Financing and the Cost of GrowthGuest Kaz Nejatian, Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsOpendoor’s new CEO explains his housing strategy; Harry Stebbings and investors examine AI infrastructure commitments, software margins and the return of IPOs.
31:22ENNo Priors: AI, Machine Learning, Tech, & Startups· Sep 18, 2025Podcast · 2 speakersDecagon Prices AI Support by the Conversation. The Market Is Wages.Host Sarah Guo, Elad GilJesse Zhang on six-figure contracts at zero ARR, 60–70% contact-center cuts, and a world where your agent calls the airline’s agent.
42:20ENUnsupervised Learning: With Jacob Effron· Sep 17, 2025PodcastA Name Invented at 2:30 a.m. Put Gemini on Top of the App StoreHost Jacob EffronGoogle's Nicole Brichtova and Oliver Wang on Nano Banana, why image models got smart when language models did, and why a prompt still is not a finished product.
8:47ENMatthew Berman· Sep 16, 2025Why Identical LLM Prompts Can Produce Different Answers at Temperature ZeroMatthew Berman · Forward FutureMatthew Berman explains Thinking Machines Lab’s work on batch-invariant inference and what its reproducibility experiment actually showed.
1:00:35EN20VC with Harry Stebbings· Sep 15, 2025Podcast · 2 speakersMercor CEO Brendan Foody on Expert Data, AI Evaluations and GrowthGuest Brendan Foody · Host Harry StebbingsFoody explains Mercor’s marketplace, reported revenue run rate and views on model development, margins and company culture.
58:25ENNo Priors: AI, Machine Learning, Tech, & Startups· Sep 15, 2025Podcast · 2 speakersA construction permit that took four months now takes three minutesHost Sarah Guo, Elad GilJared Kushner talks with Sarah Guo and Elad Gil about Affinity Partners, the AI firm BrainCo, and how capital, energy, and Middle East diplomacy now run through AI.
1:32:47ENCognitive Revolution "How AI Changes Everything"· Sep 13, 2025PodcastA transformer co-author wants a $160 million model no company ownsHost Nathan LabenzIllia Polosukhin tells Nathan Labenz how NEAR turned a payments headache into a stack for private inference, shared-revenue training, and AI agents that still answer to a court.
1:44:35ENCognitive Revolution "How AI Changes Everything"· Sep 11, 2025PodcastJoe Hudson: $500 Billion Went Into AI, and Nobody Defined 'Good for Humanity'Host Nathan LabenzSam Altman says the OpenAI coach's superpower is emotional clarity — and that it will be one of the most critical skills in a post-AGI world.
1:34:12EN20VC with Harry Stebbings· Sep 11, 2025Podcast · 4 speakersOpenAI Secondaries, Ramp and the Price of AI GrowthGuest Jason Lemkin, Rory O’Driscoll, Jeff Lawson · Host Harry StebbingsJason Lemkin, Rory O’Driscoll and Jeff Lawson join Harry Stebbings to debate AI funding, founder incentives and the risks of moving too fast.
59:06ENUnsupervised Learning: With Jacob Effron· Sep 10, 2025PodcastInference Costs Fell 100x. Tri Dao Says There's Another 10x — and NVIDIA's 90% Won't HoldHost Jacob EffronThe FlashAttention author and Together AI chief scientist on why hardware portability is a myth, how Claude Code made him 1.5x faster, and why workloads will split the chip market.
43:09ENSequoia Capital· Sep 9, 2025PodcastA $100 Arm and a $300 Robot: Hugging Face Wants an App Store for Physical AIThomas Wolf tells Sequoia's Training Data why LeRobot, cheap hardware, and open datasets are Hugging Face's bet that software developers can become roboticists.
1:22:04EN20VC with Harry Stebbings· Sep 8, 2025Podcast · 2 speakersElevenLabs CEO Mati Staniszewski on Voice AI, Growth and Building from EuropeGuest Mati Staniszewski · Host Harry StebbingsStaniszewski discusses the company’s origins in dubbing, its financing and reported ARR, and the challenges of scaling voice products.
3:14:49ENCognitive Revolution "How AI Changes Everything"· Sep 6, 2025PodcastNothing This Summer Jumped the Curve: Why Zvi Lengthened His AGI TimelinesHost Nathan LabenzOn his tenth visit to The Cognitive Revolution, Zvi Mowshowitz argues that GPT-5 and IMO gold stayed on trend, while chip policy, energy, and reinforcement learning nudged his p(doom) slightly up.
44:49ENNo Priors: AI, Machine Learning, Tech, & Startups· Sep 5, 2025Podcast · 2 speakersHow OpenEvidence Became the Clinical OS for 40% of U.S. DoctorsHost Sarah Guo, Elad GilFounder Daniel Nadler tells No Priors how a free search tool for physicians, not an answer engine for patients, took high-stakes clinical knowledge in 18 months.
1:14:45EN20VC with Harry Stebbings· Sep 4, 2025Podcast · 4 speakersAnthropic, Statsig and the Economics of AI Growth: Cliff Obrecht and 20VCGuest Cliff Obrecht, Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsCanva’s Cliff Obrecht joins Harry Stebbings and investors to discuss AI financing, employee liquidity and the real cost of putting models into software.Load moreShowing 24 of 2,935