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1:20:12EN
20VC with Harry Stebbings· Oct 6, 2025Podcast · 2 speakersCerebras CEO Andrew Feldman on AI Chips, Demand and Infrastructure RiskGuest Andrew Feldman · Host Harry StebbingsFeldman discusses Cerebras financing, chip design and data centers, while weighing talent, energy and market concentration.
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Cognitive Revolution "How AI Changes Everything"· Oct 5, 2025PodcastFin Climbed From 35% to 65% Resolution. Intercom Says the Models Only Did a Few PointsHost Nathan LabenzEoghan McCabe and Fergal Reid on production A/B tests, 99-cent outcome pricing, and why GPT-4 was already smart enough for most customer service.
58:21EN
No Priors: AI, Machine Learning, Tech, & Startups· Oct 4, 2025Podcast · 2 speakersAttacks Take 23 Minutes. Response Still Takes Days.Host Sarah Guo, Elad GilPalo Alto Networks CEO Nikesh Arora on how AI is remaking search, enterprise software, and the timeline of a cyberattack.
1:24:58EN20VC with Harry Stebbings· Oct 2, 2025Podcast · 3 speakersAI Burn Multiples, Infrastructure Financing and the Venture MarketGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to debate funding, energy demand and the risks behind rapid AI growth.
1:01:49ENCognitive Revolution "How AI Changes Everything"· Oct 2, 2025PodcastChatGPT's Co-Creator Left to Put Nature in the Reward LoopHost Nathan LabenzLiam Fedus and Ekin Dogus Cubuk on why language models still fail at physics, why literature data is too noisy to train on, and why Periodic Labs is aiming at a 200K superconductor.
4:34:10EN
Lex Fridman· Sep 30, 2025Podcast · 2 speakersPavel Durov Built Telegram for a Billion People. He Still Won't Carry a Phone.Guest Pavel Durov · Host Lex FridmanIn a four-and-a-half-hour conversation with Lex Fridman, the Telegram founder traces freedom from a childhood move out of the Soviet Union to a French jail cell, a poisoning, and a 40-person engineering team.
59:43EN
Sequoia Capital· Sep 30, 2025PodcastGoose is writing its own pull requests: how Block is trying to save a quarter of the weekCTO Dhanji Prasanna tells Sequoia how an open-source agent, a functional reorg, and a weekly hours-saved metric are turning Block into an AI-first company.
1:31:19EN20VC with Harry Stebbings· Sep 29, 2025Podcast · 2 speakersGroq Founder Jonathan Ross on AI Compute, Chip Competition and EnergyGuest Jonathan Ross · Host Harry StebbingsRoss explains his view of inference demand, custom chips and infrastructure economics, and makes predictions about AI’s effects on markets and work.
2:20:35ENCognitive Revolution "How AI Changes Everything"· Sep 28, 2025PodcastChatGPT Is a Thousand Days Old. Emad Mostaque Says We Have About a Thousand Left.Host Nathan LabenzThe Stability AI founder’s new economics argues that when intelligence is abundant, scarcity-based money and GDP stop making sense.
2:01:29ENAI Investing, Coding Competitions and the Future Economy: Forward Future LiveMatthew Berman, Nick Wentz, Mike Maples, Ahmed El-Kishky, Emad Mostaque · Forward FutureMike Maples, Ahmed El-Kishky and Emad Mostaque join Matthew Berman and Nick Wentz for a September 2025 discussion of AI startups, reasoning research and economic change.
1:22:07ENCognitive 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.
1:01:49ENNo 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.
1:25:48EN20VC 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.
44:49ENSequoia 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.
4:25:44ENLex 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.
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.Load moreShowing 24 of 2,427