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1:18:06EN
20VC with Harry Stebbings· Mar 16, 2026Podcast · 2 speakersGokul Rajaram on Software Moats, AI Products and Venture ReturnsGuest Gokul Rajaram · Host Harry StebbingsThe operator and investor explains his eight-part framework for software defensibility and debates how AI changes product strategy, growth and venture investing. His company assessments and forecasts are opinions, and he has investments or board roles in several businesses discussed.
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Matthew Berman· Mar 14, 2026The Future Live: Agents at Work, Persistent Memory and AI for HealthMatthew Berman, Nick Wentz, Rob Seaman, Varun Vummadi, Charles Packer, Dominic King · Forward FutureMatthew Berman and Nick Wentz speak with leaders from Slack, Giga, Letta and Microsoft AI about practical uses and unresolved risks.
1:10:56EN20VC with Harry Stebbings· Mar 14, 2026Podcast · 2 speakersElena Verna on Lovable’s Growth, Trust and Product-Led MarketingGuest Elena Verna · Host Harry StebbingsLovable’s head of growth discusses employee-led social channels, meaningful engagement, pricing and the limits of paid acquisition.
1:21:20EN20VC with Harry Stebbings· Mar 12, 2026Podcast · 3 speakersAnthropic’s Pentagon Dispute, AI Infrastructure and the Venture Investors’ Market DebateGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate an unresolved government dispute, the economics of compute, junior hiring and software valuations.
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Uncapped with Jack Altman· Mar 12, 2026Podcast · 3 speakersHow Legora Built an AI-Native Legal Software CompanyGuest Max Junestrand, Chetan Puttagunta · Host Jack AltmanCEO Max Junestrand and investor Chetan Puttagunta discuss product focus, legal workflows, model evaluation and global expansion.
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Cognitive Revolution "How AI Changes Everything"· Mar 11, 2026PodcastFive Mutations Could Make a 60% Fatal Bird Flu Spread Between PeopleHost Nathan LabenzJohns Hopkins assistant professor Jassi Pannu argues for locking down only the sliver of functional data that teaches models how to make pandemic viruses — and keeping the rest of biology open.
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Lex Fridman· Mar 11, 2026Podcast · 2 speakersYou Don't Need a CFO to Make World of WarcraftGuest Jeff Kaplan · Host Lex FridmanJeff Kaplan traces the line from 6,000 hours of EverQuest to Overwatch's six-week origin, Titan's collapse, and a 34-person studio that refuses to hand the golden goose over.
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Sequoia Capital· Mar 10, 2026PodcastFour of the Top Five Defense Primes Still Run Hardware Tests on PowerPointNominal’s cofounders argue that hardware never got the last twenty years of software infrastructure, and that physical AI will stall until test data lives in one place.
1:29:32ENMatthew Berman· Mar 9, 2026Dylan Patel on AI Agents, Military Use, Jobs, and the Race for ComputeMatthew Berman, Dylan Patel · Forward FutureThe SemiAnalysis founder discusses how AI agents are changing his business, the controversy over military use, and the economic and geopolitical stakes of frontier models.
1:03:53EN20VC with Harry Stebbings· Mar 9, 2026Podcast · 2 speakersMiles Clements on Cursor, AI Investing and Venture Fund DecisionsGuest Miles Clements · Host Harry StebbingsThe Accel partner discusses AI product durability, pricing fast-growing companies and the choices investors face around ownership and liquidity. Accel has invested in Cursor, Anthropic and other companies he discusses.
2:06:23ENCognitive Revolution "How AI Changes Everything"· Mar 8, 2026PodcastFive AI Employees Live on Five Mac MinisHost Nathan LabenzAfter selling her YC packaging company, Jesse Genet opened a terminal for the first time and built an OpenClaw staff that now plans lessons, logs learning, and keeps family evenings from sliding into slop.
1:04:15EN20VC with Harry Stebbings· Mar 7, 2026Podcast · 2 speakersMitchell Green on Software Stocks, Venture Liquidity and Investing Through AI ChangeGuest Mitchell Green · Host Harry StebbingsThe Lead Edge founder explains his approach to buying, selling and assessing retention while debating AI disruption and venture-fund economics.
1:38:03ENMatthew Berman· Mar 7, 2026AI Agents, Engineering Jobs and the Future of Software: Augment, NEAR and ModularMatthew Berman, Nick Wentz, Vinay Perneti, Illia Polosukhin, Chris Lattner · Forward FutureMatthew Berman and Nick Wentz discuss coding agents, personal AI and hardware infrastructure with Vinay Perneti, Illia Polosukhin and Chris Lattner.
1:49:53ENCognitive Revolution "How AI Changes Everything"· Mar 5, 2026PodcastDon't Fight Backprop: Goodfire's Bet on Designing What Models LearnHost Nathan LabenzDan Balsam and Tom McGrath return to The Cognitive Revolution with a $150 million Series B, a new research pillar called intentional design, and a rule for anyone who wants to steer training: stop trying to out-muscle gradient descent.
1:25:26EN20VC with Harry Stebbings· Mar 5, 2026Podcast · 3 speakersAnthropic, Block and Cursor: A 20VC Roundtable on AI and SoftwareGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate government oversight of AI, software valuations, layoffs and coding tools. Their financial figures and predictions are estimates or reported claims, not independently verified results.
1:14:16EN20VC with Harry Stebbings· Mar 2, 2026Podcast · 2 speakersEran Zinman on Monday.com’s AI Pivot, Pricing and Software MarketsGuest Eran Zinman · Host Harry StebbingsThe Monday.com CEO discusses AI-built software, agent workflows, sales automation and leading a public company through a difficult market.
2:17:36ENCognitive Revolution "How AI Changes Everything"· Mar 1, 2026PodcastCurrent Safety Techniques Will Not Give You Many Nines—and They May Fail TogetherHost Nathan LabenzUK AISI chief scientist Geoffrey Irving on jailbreaks that never fail, correlated alignment failures, and why a government lab is funding theory.
1:00:33EN20VC with Harry Stebbings· Feb 28, 2026Podcast · 2 speakersJerry Murdock on Autonomous Agents, Software Investing and Adapting to ChangeGuest Jerry Murdock · Host Harry StebbingsThe Insight Partners co-founder discusses agent infrastructure, investment judgment, employment and lessons from previous technology cycles.
2:33:48ENLex Fridman· Feb 28, 2026Podcast · 2 speakersThe First Guitar Solo Rick Beato Learned Was "Hey Joe"Guest Rick Beato · Host Lex FridmanLex Fridman talks with music educator Rick Beato about the guitarists who shaped him, how ears are trained, and whether AI can make a song worth hearing.
1:21:53EN20VC with Harry Stebbings· Feb 26, 2026Podcast · 3 speakersCitrini’s Hypothetical 2028 Scenario, AI Agents and Figma: A 20VC RoundtableGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI adoption, employment, security and software valuations, separating a hypothetical crisis scenario from their investment views.
2:03:56ENCognitive Revolution "How AI Changes Everything"· Feb 25, 2026Podcast260 Doctors and 49,000 Criteria: How OpenAI Built Attending-Level Health AIHost Nathan LabenzKaran Singhal tells Nathan Labenz how ChatGPT Health was evaluated with physicians, walled off from model training, and aimed at raising both the floor and the ceiling of human health.
40:00ENMatthew Berman· Feb 24, 2026How Matthew Berman Built an OpenClaw Workflow for His TeamMatthew Berman · Forward FutureA tour of sponsorship triage, CRM, meeting notes, security, scheduling, memory and backup after a month of heavy use.
1:06:37EN20VC with Harry Stebbings· Feb 23, 2026Podcast · 2 speakersLucas Swisher on AI Growth Investing, Fund Size and the Price of ScaleGuest Lucas Swisher · Host Harry StebbingsThe Coatue growth investor discusses software valuations, concentrated funds, AI economics and the judgment behind follow-on investments.
54:26ENCognitive Revolution "How AI Changes Everything"· Feb 22, 2026PodcastTen Billion Active Parameters, and the Unsexy Work of Making Them Agent-ReadyHost Nathan LabenzMiniMax researcher Olive Song explains how M2 was trained with expert developers as reward models, interleaved thinking, and a perturbation pipeline that treats every scaffold change as the real generalization test.Load moreShowing 24 of 2,627