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1:01:14EN
Cognitive Revolution "How AI Changes Everything"· May 20, 2026PodcastThe Model Eats the Scaffolding: How Google Plans to Ship Agents EverywhereHost Nathan LabenzThree years after the leaked “no moat” memo, DeepMind’s Gemini leads walk through 3.5 Flash, Omni, and the shared agent harness now running through Google’s products.Enterprise & strategyAgent engineeringDistillation+3
38:24EN
Sequoia Capital· May 19, 2026PodcastServal's Bet: Keep ServiceNow's Primitives, Take Humans Out of the BuildJake Stauch tells Sequoia's Pat Grady how a two-year-old ITSM startup uses codegen agents, boring enterprise controls, and "fewer, better" hiring to rebuild employee support for the AI era.Enterprise & strategyEnterprise AIWorkflow automation+3
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20VC with Harry Stebbings· May 18, 2026Podcast · 2 speakersJosh Browder on Early Investing, DoNotPay and Founder DecisionsGuest Josh Browder · Host Harry StebbingsThe DoNotPay founder discusses backing young founders, fundraising, company operations and his personal investment views.Venture CapitalFoundersCompany Building+2
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20VC with Harry Stebbings· May 16, 2026Podcast · 2 speakersShiv Rao on Building Abridge, Clinical Workflows and AIGuest Shiv Rao · Host Harry StebbingsThe Abridge co-founder discusses years of market development, model choices, data trust and the limits of automating clinical work.AI in healthcareCompany BuildingAI Strategy+2
1:34:54EN
Cognitive Revolution "How AI Changes Everything"· May 15, 2026PodcastSix Months, Eighty Percent Churn, Five Times the TokensHost Nathan LabenzTasklet CEO Andrew Lee tells Cognitive Revolution how he rewrote the stack, why most lost users leave for Anthropic, and why he thinks only three kinds of software company survive.AgentsAgent engineeringContext engineering+3
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Unsupervised Learning: With Jacob Effron· May 15, 2026PodcastYann LeCun Left Meta Because LLMs Will Not Get You to IntelligenceHost Jacob EffronThe Turing Award winner tells Jacob Effron why he spun AMI Labs out of Meta, why JEPA-style world models beat pixel generators, and why he thinks Hinton changed his mind in 2023.Models & trainingWorld modelsAI research+3
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JSJane Street· May 15, 2026Inside Jane Street’s Texas AI Data CenterDwarkesh Patel, Yaron Minsky, Daniel Pontecorvo · Dwarkesh PatelDwarkesh Patel tours a 4,032-GPU training facility with Ron Minsky and Dan Pontecorvo, examining liquid cooling, power distribution and operational safeguards.Infrastructure & deploymentAI cost & performance
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MBMatthew Berman· May 15, 2026A Claimed Crypto Wallet Recovery Using Claude CodeMatthew Berman · Forward FutureMatthew Berman recounts a viral account of recovering access to an old Bitcoin wallet with an AI coding tool.Coding agentsSecurity & safety
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No Priors: AI, Machine Learning, Tech, & Startups· May 14, 2026Podcast · 2 speakersThe Philippines Gifted America 4,000 Acres. Pax Silica Wants to Make the AI Supply Chain a BusinessHost Sarah Guo, Elad GilUS Under Secretary Jacob Helberg on a 14-country coalition, a diplomatic industrial zone in the Philippines, and why Washington is putting companies—not ministries—in the driver's seat.Enterprise & strategyAI StrategyInfrastructure & deployment+3
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20VC with Harry Stebbings· May 14, 2026Podcast · 3 speakersAI Compute Deals, Cerebras’s IPO and the Cost of Building: A 20VC RoundtableGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsJason Lemkin and Rory O’Driscoll debate AI infrastructure, software competition and IPO valuations, then discuss the personal demands of founding a company.Venture CapitalAI cost & performanceEnterprise AI+2
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Sequoia Capital· May 13, 2026PodcastOn Suno, 90% of Daily Users Make a SongCEO Mikey Shulman on modeling raw sound instead of music theory, why music is not an LLM-style scale problem, and treating creation itself as the entertainment.Multimodal & mediaGenerative mediaProduct Strategy+3
5 slides1:42:54EN
MBMatthew Berman· May 12, 2026AI and Cybersecurity: Matthew Berman’s Warnings, Predictions and Open QuestionsMatthew Berman · Forward FutureA livestream reviews reported AI-assisted threats and debates whether stronger defensive models can keep pace with attackers.AI securitySecurity & safetyAI Safety+2
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No Priors: AI, Machine Learning, Tech, & Startups· May 11, 2026Podcast · 2 speakersThe first AI take-private is a $6.3 billion bet that services can grow like softwareHost Sarah Guo, Elad GilLong Lake CEO Alexander Taubman tells Elad Gil why his firm is taking American Express Global Business Travel private after 30 AI-driven acquisitions — and why they buy the company instead of selling it a tool.Enterprise & strategyAcquisition StrategyCompany Building+3
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20VC with Harry Stebbings· May 11, 2026Podcast · 2 speakersPatrick Forquer on Selling Legal AI and Scaling Legora’s Revenue TeamGuest Patrick Forquer · Host Harry StebbingsLegora’s chief revenue officer explains how his team runs pilots, trains salespeople and forecasts rapid growth, and shares company-reported performance figures.SalesGo-to-MarketEnterprise AI+2
1:57:54EN
20VC with Harry Stebbings· May 9, 2026Podcast · 2 speakersCliff Weitzman on Speechify, AI Tools and Learning Through IterationGuest Cliff Weitzman · Host Harry StebbingsThe Speechify founder discusses growth experiments, engineering culture, personal health experiences and the promise and risks he sees in AI.Company BuildingGrowth StrategyAI Strategy+2
1:26:16EN
Cognitive Revolution "How AI Changes Everything"· May 9, 2026PodcastMilliseconds to Match: How Criteo Bids on a Billion Anonymous ProfilesHost Nathan LabenzCriteo’s CTO and AI lab head walk through the millisecond auction, the DeepKNN-to-foundation-model stack, and why a live product catalog still beats a frozen LLM.Enterprise & strategyRecommendation systemsEmbeddings+3
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MBMatthew Berman· May 9, 2026Why EVE Online Is an Interesting Environment for AI ResearchMatthew Berman · Forward FutureMatthew Berman explains why the game's persistent economy and player alliances may offer a demanding test of long-term planning.AgentsReinforcement LearningMulti-agent systems+1
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20VC with Harry Stebbings· May 7, 2026Podcast · 3 speakersAI Spending, Software Stocks and IPO Speculation: A 20VC Earnings RoundtableGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsJason Lemkin and Rory O’Driscoll assess technology earnings, software growth and reported AI funding, then debate how leaders and workers adapt to AI.Venture CapitalAI cost & performanceEnterprise AI+2
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Lex Fridman· May 6, 2026Podcast · 2 speakersEvery Cycle Matters: The Volunteers Who Decode Almost All Internet VideoGuest FFmpeg · Host Lex FridmanLex Fridman talks with Jean-Baptiste Kempf and Kieran Kunhya about FFmpeg, VLC, handwritten assembly, and the unpaid crew behind YouTube, Netflix, and a rover on Mars.Open source & communityOpen-source ecosystemsSoftware engineering+3
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Cognitive Revolution "How AI Changes Everything"· May 6, 2026PodcastCreators Cheer Filler-Word Removal and Boo Generative VideoHost Nathan LabenzDescript CEO Laura Burkhauser maps the same customers' three-speed reaction to AI: deterministic buttons they love, an agentic co-editor they want but scold, and generative video they actively hate.Product & UXProduct engineeringGenerative media+3
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20VC with Harry Stebbings· May 4, 2026Podcast · 2 speakersTobi Lütke on Building Shopify, AI and the Future of WorkGuest Tobi Lütke · Host Harry StebbingsShopify’s CEO discusses long-term leadership, AI-assisted engineering and his views on employment and public policy.LeadershipFuture of WorkAI Adoption+2
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20VC with Harry Stebbings· May 2, 2026Podcast · 2 speakersBecca Lindquist on Clay’s Sales Hiring, Compensation and AIGuest Becca Lindquist · Host Harry StebbingsClay’s head of sales explains how she evaluates candidates, designs incentives and builds customer champions in a product-led business.SalesHiringGo-to-Market+2
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No Priors: AI, Machine Learning, Tech, & Startups· May 1, 2026Podcast · 2 speakersInference Is the Last Market: Baseten’s 30x YearHost Sarah Guo, Elad GilCEO Tuhin Srivastava on a billion-dollar inference cloud, why the app layer survives, and a GPU crunch worse than the narrative.Infrastructure & deploymentInferencePost-training+3
1:48:43EN
Cognitive Revolution "How AI Changes Everything"· May 1, 2026PodcastThe reward jumped from 3 to 180. Every Hacker News title was a Google layoff.Host Nathan LabenzCoreWeave's Kyle Corbitt walks Nathan Labenz through GRPO, rubrics, RL environments, and why most reward hacks are easy to catch once you know to look.Models & trainingReinforcement LearningPost-training+3
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