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1:27:44EN
20VC with Harry Stebbings· May 28, 2026Podcast · 3 speakersAI Spending, Layoffs and IPO Speculation: Jason Lemkin and Rory O’Driscoll on the Economics of AgentsGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsA 20VC roundtable examines how businesses weigh AI tokens against human work, and how investors assess infrastructure startups amid uncertain valuations and reported IPO plans.AI cost & performanceVenture CapitalEnterprise AI+2
41:09EN
No Priors: AI, Machine Learning, Tech, & Startups· May 28, 2026Podcast · 2 speakersAfter Agents Leak Tokens and Wipe Databases, Onyx Trains Small Models to Watch the Big OnesHost Sarah Guo, Elad GilTwo years ago enterprise security buyers told Maxim Bar Kogan he was too early. Now Fortune 10 companies are calling a sub-100-person Israeli startup because they cannot stop agent adoption — only reduce the chance the next action is illegitimate.Security & safetyAI securityAgent engineering+3
6 slides2:34:17EN
Matthew Berman· May 28, 2026Matthew Berman Tests Claude Opus 4.8 and Dynamic Workflows LiveMatthew Berman · Forward FutureA launch-day walkthrough compares Anthropic’s reported benchmarks with informal coding experiments and a multi-agent website redesign.Coding agentsAI cost & performanceEvals+2
6 slides47:33EN
Theo - t3․gg· May 27, 2026How Theo’s AI Coding Workflow ChangedTheoA walkthrough of remote agents, project context, short prompts, verification and pull-request decisions.Developer workflows & testingCoding agentsContext engineering+2
2:18:33ZH → English
Zhang Xiaojun Podcast· May 27, 2026Podcast · 2 speakersDai Yusen: Revisiting AI Investment Judgments, Harnesses, and Startup OpportunitiesGuest 戴雨森 · Host 张小珺ZhenFund managing partner Dai Yusen talks with Zhang Xiaojun about models, agent products, organizational change, and revising one’s views.AI startups & small teamsAgent engineeringCoding agents+2
1:41:58EN
Cognitive Revolution "How AI Changes Everything"· May 26, 2026PodcastA thousand people on guard, a million in the sprintHost Nathan Labenz80,000 Hours founder Ben Todd on how to spend a career in the years when your impact on AI will actually peak.Security & safetySafety & governanceAI Strategy+3
45:33EN
Sequoia Capital· May 26, 2026PodcastCursor Ships 1TB of Composer Weights Across Oceans in Under a MinuteFederico Cassano and Fireworks' Dima walk through the globally split RL stack that trained Composer 2 on a sparse trillion-parameter MoE.Infrastructure & deploymentDistributed training & inferenceReinforcement Learning+3
37:56EN
Theo - t3․gg· May 26, 2026Claude Code, Codex, and Cursor: Three Approaches to AI CodingTheo Browne · T3Theo compares terminal-first coding agents, local verification, cloud execution, and the trade-offs behind their interfaces.Coding agentsDeveloper workflows & testingComputer use+2
8 slides31:22EN
Matthew Berman· May 26, 2026Cursor Composer 2.5 and the Economics of Coding ModelsMatthew Berman, Sundar Pichai · Forward FutureMatthew Berman examines coding benchmarks, model costs and enterprise budgets, then considers Cursor’s partnership with SpaceX and Anthropic’s demand for compute.Coding agentsAI cost & performanceBenchmarks+2
1:07:45EN
20VC with Harry Stebbings· May 26, 2026Podcast · 2 speakersAndrew Feldman on AI Chips, Data Centers and Compute DemandGuest Andrew Feldman · Host Harry StebbingsCerebras’s CEO discusses memory supply, inference speed, community impacts and US chip policy.SemiconductorsInferenceInfrastructure & deployment+2
7 slides37:30EN
Theo - t3․gg· May 24, 2026Cursor Composer 2.5: Speed, Coding Benchmarks, and the Limits of EvaluationTheo Browne · T3Theo examines Cursor’s coding model, its training methods, practical performance, and the difficulty of independent testing.Coding agentsModels & trainingAI cost & performance+2
2:13:11EN
Cognitive Revolution "How AI Changes Everything"· May 24, 2026PodcastThe Models Understand Shutdown. They Just Don't Care.Host Nathan LabenzPalisade Research's Jeffrey Ladish on shutdown resistance, open-weight self-replication, and why all compute looks like food to a strategic agent.Security & safetySafety & governanceAI security+3
1:23:34EN
20VC with Harry Stebbings· May 23, 2026Podcast · 3 speakers20VC on Enterprise Sales Hiring, Compensation and AIGuest Chad Peets, Chris Degnan · Host Harry StebbingsChad Peets and Chris Degnan discuss building sales teams, forecasting revenue and competing for talent while AI changes enterprise markets.SalesHiringGo-to-Market+2
59:41EN
Unsupervised Learning: With Jacob Effron· May 22, 2026PodcastThe GPT moment for video hasn’t arrived, but AGI may already be hereHost Jacob EffronA day after Google I/O 2026, Gemini co-lead Oriol Vinyals argues that world models, file-system memory, and infinite-complexity RL environments will define the next era of frontier models.Models & trainingWorld modelsReinforcement Learning+3
1:27:17EN
20VC with Harry Stebbings· May 21, 2026Podcast · 3 speakersAI Funding, IPO Expectations and the Politics of Layoffs: Jason Lemkin and Rory O’DriscollGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsA 20VC roundtable examines reported Anthropic financing, AI spending, software valuations, chip infrastructure and speculative IPOs, then considers the politics of job losses.Venture CapitalAI cost & performanceEnterprise AI+2
30:34EN
No Priors: AI, Machine Learning, Tech, & Startups· May 21, 2026Podcast · 2 speakersCerebras Waited Ten Years for a Market That Finally Needed SpeedHost Sarah Guo, Elad GilFounder and CEO Andrew Feldman walks No Priors through wafer-scale chips, a $20 billion OpenAI deal, and why a dinner-plate processor only mattered once AI became an everyday tool.Infrastructure & deploymentCompany BuildingLeadership+3
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
30:19EN
Matthew Berman· May 20, 2026Sundar Pichai on AI Agents, Open Models and Google’s Compute ConstraintsMatthew Berman, Sundar Pichai · Forward FutureAt Google I/O 2026, Pichai discusses trust in agents, cyber model releases, open ecosystems, efficient models and the infrastructure needed to serve them.AI agentsAI StrategyCybersecurity+2
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
4 slides39:05EN
Theo - t3․gg· May 19, 2026Why GitHub Copilot Changed Its Billing for Agent WorkflowsTheo Browne · T3Theo explains why one agent request can consume vastly different resources, and what that means for subscription pricing.Coding agentsAI cost & performancePricing Strategy+2
1:23:54ZH → English
Zhang Xiaojun Podcast· May 18, 2026Podcast · 2 speakersFreda Duan: Rethinking AI Investment and Human ConnectionGuest Freda Duan · Host 张小珺The Altimeter Capital partner joins Zhang Xiaojun to discuss token costs, model competition, organizational change, and anxiety amid rapid change.AI cost & performanceInvestingAI startups & small teams+2
1:35:14EN
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
1:08:23EN
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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