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20VC with Harry Stebbings· Mar 23, 2026Podcast · 2 speakersMatthew Steckman on Anduril’s Defense Business, Procurement and Product BetsGuest Matthew Steckman · Host Harry StebbingsAnduril’s president explains a $20 billion procurement ceiling, the company’s approach to building military products and his view of the responsibilities of defense suppliers. His forecasts and company claims reflect his position as an interested executive.
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All-In Podcast· Mar 23, 2026Podcast · 5 speakersFour AI CEOs on GPUs, Agents, Enterprise Models and EnergyGuest Michael Intrator, Aravind Srinivas, Arthur Mensch, Daniel Roberts · Host Jason CalacanisCoreWeave, Perplexity, Mistral and IREN describe the infrastructure and products behind AI growth.
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3Blue1Brown· Mar 22, 2026How a Complex Logarithm Turns Escher’s Zoom into a LoopA visual journey from the Droste effect and conformal maps to the spiraling center of Escher’s Print Gallery.
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Cognitive Revolution "How AI Changes Everything"· Mar 22, 2026PodcastGive an agent a thousand tools and it will pick the wrong bladeHost Nathan LabenzComposio CTO Karan Vaidya on the tool harness that discovers, authenticates, sandboxes, and rewrites integrations so agents can do whole jobs without drowning in context.
1:05:06EN20VC with Harry Stebbings· Mar 21, 2026Podcast · 2 speakersShaunt Voskanian on Figma’s Sales Motion, Quotas and CoachingGuest Shaunt Voskanian · Host Harry StebbingsFigma’s chief revenue officer explains how self-service adoption connects to enterprise sales, and why quota targets are only one part of evaluating a representative.
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No Priors: AI, Machine Learning, Tech, & Startups· Mar 20, 2026Podcast · 2 speakersAndrej Karpathy Hasn't Typed a Line of Code Since DecemberHost Sarah Guo, Elad GilOn No Priors, the OpenAI cofounder and former Tesla AI director describes the loopy era of coding agents, AutoResearch, and why the bottleneck is now the human.
1:17:50EN20VC with Harry Stebbings· Mar 19, 2026Podcast · 3 speakersNvidia’s AI Spending Outlook, Anduril’s Army Contract and the Venture Math Behind Big BetsGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate infrastructure spending, AI-driven organizational change and the challenge of investing in huge markets.
3:27:22ENCognitive Revolution "How AI Changes Everything"· Mar 19, 2026PodcastThe AI Table Has Three Seats Left: Zvi on the Middle Game, Jobs, and Anthropic's PromisesHost Nathan LabenzOn his 12th Cognitive Revolution appearance, Zvi Mowshowitz argues early 2026 is the start of the middle — with only three labs still playing, a real job shock underway, and Anthropic's safety commitments reduced to trust us.
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Matthew Berman· Mar 18, 2026How Matthew Berman Organizes and Secures His OpenClaw SetupMatthew Berman, Jensen Huang · Forward FutureA walkthrough of topic threads, model routing, delegated agents, schedules, layered security and maintenance practices for a personal AI assistant.
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Jane Street· Mar 17, 2026Will Wilson on Deterministic Simulation and the Hard Problems of Software TestingYaron Minsky, Will Wilson · Jane StreetThe Antithesis co-founder explains how replayable simulations explore complex software, why properties matter and where testing meets its limits.
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Sequoia Capital· Mar 17, 2026PodcastThe $500-per-Kilogram Line: Why Starcloud Thinks Data Centers Belong in SpaceStarcloud founder Philip Johnston walks through the physics, launch economics, and business model of putting AI compute in orbit.
1:18:46ENCognitive Revolution "How AI Changes Everything"· Mar 16, 2026Podcast90 Slides in 45 Minutes: A Full-Time AI Scout Admits He Can No Longer Keep UpHost Nathan LabenzNathan Labenz’s LexLab briefing for lawyers runs through the good, the bad, and the weird of frontier models — from triplicate second opinions on his son’s cancer care to AIs that know they are being tested.
1:18:06EN20VC 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.
1:56:33ENMatthew 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.
1:43:39ENCognitive 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.
40:56ENSequoia 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.Load moreShowing 24 of 2,733