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1:25:48EN
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.
1:02:05EN
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.
13:02EN
Matthew Berman· Sep 23, 2025Could AGI Freeze Economic Mobility? A Debate About Work and OwnershipMatthew Berman, Aaron Levie, Reid Hoffman · Forward FutureMatthew Berman weighs fears of a permanent underclass against arguments for AI-augmented work, new demand and income support.
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.
1:32:50EN20VC 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.
18:05ENMatthew Berman· Sep 15, 2025AI News: Qwen3-Max, OpenAI’s Restructuring and New Research ModelsMatthew Berman · Forward FutureMatthew Berman surveys September 2025 releases and reports, from silent speech and image generation to infrastructure and AI business deals.
58:25EN
No 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.
1:44:35EN
Cognitive 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.
1:51:39ENCognitive Revolution "How AI Changes Everything"· Sep 3, 2025PodcastA native ad engine for AI—and the questions it cannot dodgeHost Nathan LabenzRyan Hudson, who sold Honey to PayPal for $4 billion, joins Nathan Labenz to explain ZeroClick’s bet on paid inference-time ads, and the societal incentives he has not yet had to confront.
1:14:39EN20VC with Harry Stebbings· Sep 1, 2025Podcast · 2 speakersNick Frosst on Cohere’s Enterprise AI Strategy and the Limits of HypeGuest Nick Frosst · Host Harry StebbingsThe Cohere co-founder discusses data, benchmarks, workplace automation and why he challenges popular claims about AGI.
40:54ENNo Priors: AI, Machine Learning, Tech, & Startups· Aug 28, 2025Podcast · 2 speakersSeventeen Years of Flat Power, and a Plan to Bring the Factories HomeHost Sarah Guo, Elad GilJacob Helberg, the under secretary of state designate for economic growth, energy, and the environment, argues that nuclear power and AI productivity—not cheap labor—are how America reshore its supply chain.
20:05ENMatthew Berman· Aug 26, 2025AI News: Macrohard, Comet Plus and the Debate Over AI WelfareMatthew Berman, Dara Khosrowshahi · Forward FutureMatthew Berman reviews August 2025 AI news, from generative worlds and publisher payments to robotics, Intel and enterprise AI results.
1:23:11EN20VC with Harry Stebbings· Aug 25, 2025Podcast · 2 speakersBessemer’s Byron Deeter on AI Growth, Venture Scale and LiquidityGuest Byron Deeter · Host Harry StebbingsDeeter discusses AI software economics, follow-on investments and the trade-offs facing venture firms and their limited partners.
18:40ENMatthew Berman· Aug 21, 2025AI News in August 2025: Model Memory, Image Editing, Coding Agents and RobotsMatthew Berman · Forward FutureMatthew Berman reviews early reports on GPT-6, DeepSeek V3.1, Qwen image editing, developer tools and humanoid demonstrations. Several claims were previews, company statements or unconfirmed reports.
1:09:11ZH → English
Zhang Xiaojun Podcast· Aug 18, 2025Podcast · 2 speakersGuang Mi on the Diverging Paths of Large Models, AI Products, and the Startup WindowGuest 广密 · Host 张小珺Guang Mi reviews how model companies are splitting into different strategies, the brand moat around ChatGPT, and new opportunities opened by products such as Claude Code. He believes the window for AI startups is shrinking, but great product experiences, sound team judgment, and non-consensus innovation can still create room to win.
47:18ENNo Priors: AI, Machine Learning, Tech, & Startups· Aug 14, 2025Podcast · 2 speakersThe Analyst Tracking 200 GPU Clouds Breaks Nvidia Into a Three-Headed DragonHost Sarah Guo, Elad GilSemiAnalysis founder Dylan Patel on OpenAI’s open-weight model, a coming neocloud wipeout, and why a chip startup has to beat Nvidia on hardware, networking, and software at once.
1:34:20EN20VC with Harry Stebbings· Aug 14, 2025Podcast · 3 speakersGPT-5, Palantir and the Economics of AI GrowthGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI competition, the price of growth and what leaner companies could mean for workers.
1:49:29EN
Lex Fridman· Aug 13, 2025Podcast · 2 speakersChina Is Not Run by One Person. It Is a Mayor EconomyGuest Keyu Jin · Host Lex FridmanEconomist Keyu Jin on local GDP races, DeepSeek, tariffs, Jack Ma, and why Western collapse forecasts keep missing the country they describe.
3:17:35ENCognitive Revolution "How AI Changes Everything"· Aug 13, 2025PodcastTen Thousand Comments and 76 Spare Gigawatts: Four Months Writing America's AI Action PlanHost Nathan LabenzDean W. Ball spent four months as the White House's senior AI adviser, then left as the Action Plan landed — and explains how a to-do list got written inside a building that cannot run ChatGPT.
11:38ENMatthew Berman· Aug 13, 2025AI News in August 2025: App Store Dispute, Claude’s Long Context and New ModelsMatthew Berman · Forward FutureMatthew Berman reviews the Musk–Altman exchange, Claude Sonnet 4’s million-token beta, Skywork’s interactive world model and other AI announcements.
1:22:51EN20VC 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.
1:14:05ENCognitive 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.Load moreShowing 24 of 521