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20VC with Harry Stebbings· Dec 18, 2025Podcast · 3 speakersCursor, Figma and the Race to Build Across AI WorkflowsGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss venture scale, software convergence and the risks of growth valuations.
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Unsupervised Learning: With Jacob Effron· Dec 18, 2025PodcastThe Real Bottleneck in AI Research Is Compute, Not IdeasHost Jacob EffronAfter NeurIPS, Ari Morcos and Rob Toews sit down with Jacob Effron to argue about plateauing models, SSI’s secrecy, OpenAI’s cash burn, and a set of spicy 2026 bets.
1:00:15ENArjun Guha on How Language Models Represent Code and How People Prompt ThemArjun Guha · Northeastern UniversityExperiments with activation steering and student-written prompts reveal how programming models behave—and why evaluating them requires more than a single benchmark score.
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Sequoia Capital· Dec 16, 2025PodcastHow a Weekend Webcam Came to See 90 Billion Miles a YearSamsara CEO Sanjit Biswas on edge inference, messy road data, and why physical AI only counts once it is installed.
1:11:52EN20VC with Harry Stebbings· Dec 15, 2025Podcast · 2 speakersDavid George on Venture Fund Scale, AI Economics and Backing FoundersGuest David George · Host Harry StebbingsThe Andreessen Horowitz growth investor discusses private-market returns, AI company valuations and the judgment behind the firm’s investments.
48:00ENUnsupervised Learning: With Jacob Effron· Dec 15, 2025PodcastA Two-Second Vote Is Training Models to Be ClickbaitHost Jacob EffronSurge AI CEO Edwin Chen tells Redpoint why LMArena rewards length and emojis, how one lab's models got worse for a year, and why frontier labs are no longer on the same path.
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Cognitive Revolution "How AI Changes Everything"· Dec 14, 2025PodcastOne ChatGPT query is a second in the microwaveHost Nathan LabenzAndy Masley walks Nathan Labenz through the energy and water math of AI, from a single prompt to an 80-gigawatt buildout.
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Lex Fridman· Dec 12, 2025Podcast · 2 speakersThe Ark Was Round: Irving Finkel on Cuneiform, Floods, and a Seal From 9000 BCGuest Irving Finkel · Host Lex FridmanA British Museum curator argues that writing is older than the textbooks say, that Noah inherited a Mesopotamian story, and that the oldest ark was a giant coracle.
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No Priors: AI, Machine Learning, Tech, & Startups· Dec 11, 2025Podcast · 2 speakersElevenLabs Hit $300 Million ARR by Building Voice Before Anyone Believed It Was the InterfaceHost Sarah Guo, Elad GilIn Poland, watching a foreign film is a special kind of pain: one narrator, every character, a flat delivery from start to finish.
1:35:32EN20VC with Harry Stebbings· Dec 11, 2025Podcast · 3 speakersSpaceX Valuations, Harvey’s Growth and the Risks Behind AI DealsGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll examine private-market prices, a proposed media deal, AI applications and fintech competition.
1:02:19ENSequoia Capital· Dec 10, 2025PodcastA Top Video Model's Half-Life Is 30 Days. fal Runs 600 AnywayThe fal founders tell Sequoia why generative video is a compute-bound problem that language-model shops keep underestimating, and why they will not let any customer marry a single model.
57:37ENUnsupervised Learning: With Jacob Effron· Dec 10, 2025PodcastThe hot-swap era for models is over, OpenAI's enterprise product chief saysHost Jacob EffronOlivier Godement on GPT-5.1, Codex, enterprise harnesses, and the three practices that actually make AI land inside large companies.
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Zhang Xiaojun Podcast· Dec 9, 2025Podcast · 2 speakersXiaohu Zhu: No Bubble in Sight for Three Years — When Consensus Is Too Concentrated, Offset by Fifteen DegreesGuest 朱啸虎 · Host 张小珺At the end of 2025, Xiaohu Zhu of GSR Ventures sat down with Zhang Xiaojun for the third time: AGI is off the table, and the fight for the entry point has begun. He skips humanoid robots and writes checks to companies that actually do the work — ship cleaning, massage.
47:45EN20VC with Harry Stebbings· Dec 8, 2025Podcast · 2 speakersTarek Mansour on Kalshi’s Funding, Prediction Markets and CompetitionGuest Tarek Mansour · Host Harry StebbingsThe Kalshi CEO discusses its $1 billion raise, media partnerships, regulatory history and rivalry with Polymarket.
1:32:38ENCognitive Revolution "How AI Changes Everything"· Dec 6, 2025PodcastPolish Is 1% of Frontier Training Data, So Poland Built Its Own ModelHost Nathan LabenzMarek Kozlowski of Poland's National Information Processing Institute explains how PLLuM uses language adaptation, organic instructions, and on-prem small models to keep a mid-size country in control of its AI.
1:09:48ENUnsupervised Learning: With Jacob Effron· Dec 5, 2025PodcastChina's AI Labs Went From 15 to Six. The Compute Gap Is 15-to-1.Host Jacob EffronJordan Schneider tells Unsupervised Learning that Chinese models were a private-capital story, that Beijing still thinks in hardware, and that the West's real edge is chips it can serve — not a state master plan.
44:17ENNo Priors: AI, Machine Learning, Tech, & Startups· Dec 5, 2025Podcast · 2 speakersHarvey’s bet: make every law firm AI-first, don’t become oneHost Sarah Guo, Elad GilOn the day Harvey got GPT-4 access, co-founder Winston locked himself in a room for 14 hours and rebuilt his associate workflow by hand.
1:11:42EN20VC with Harry Stebbings· Dec 4, 2025Podcast · 3 speakersEventbrite, Databricks and the Search for Durable Software GrowthGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate software-market limits, AI pricing and what makes a venture investment last.
1:25:54ENCognitive Revolution "How AI Changes Everything"· Dec 3, 2025PodcastHours after training ends, Z.ai puts the weights on the internetHost Nathan LabenzZixuan Li of Z.ai tells ChinaTalk how a Chinese lab ships GLM, treats open weights as a ticket into Western ecosystems, and still sees itself as an upstart.
40:13ENSequoia Capital· Dec 2, 2025PodcastAs long as humans still need to read code, the IDE is not dyingZed founder Nathan Sobo argues that source code is a language for people, that terminal agents still need a visual editor, and that conversations should be anchored to every edit.
42:06ENUnsupervised Learning: With Jacob Effron· Dec 2, 2025PodcastAfter SWE-bench Hits 80.9%, Dianne Na Penn Reckons with Opus 4.5Host Jacob EffronAnthropic’s head of product for research on computer use, deceptive token prices, thin harnesses, and why alignment makes a model a better thinker.
1:17:01EN20VC with Harry Stebbings· Dec 1, 2025Podcast · 2 speakersJonathan Siddharth on AI Training Data, Enterprise Agents and the Future of WorkGuest Jonathan Siddharth · Host Harry StebbingsThe Turing CEO discusses reinforcement-learning environments, enterprise deployment and his expectations for AI-driven changes to software and employment.
3:18:09ENLex Fridman· Nov 30, 2025Podcast · 2 speakersA Thing Is Alive When Its Goals Outrun Its PartsGuest Michael Levin · Host Lex FridmanTufts biologist Michael Levin tells Lex Fridman that intelligence is a spectrum of persuadability, that even a bubble sort hosts unexpected goals, and that the brain is a thin client to a space physics does not own.
1:13:24ENCognitive Revolution "How AI Changes Everything"· Nov 30, 2025PodcastRed Teams Still Land 25% of Attacks. Insurance Is the Brake.Host Nathan LabenzAI Underwriting Company co-founders Rune Kvist and Rajiv Dattani tell Nathan Labenz how standards, audits, and insurance could unlock enterprise agents without waiting for a nuclear-style freeze.Load moreShowing 24 of 2,427