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20VC with Harry Stebbings· Jun 25, 2026Podcast · 3 speakers20VC Roundtable: Open Models, AI Spending and the Cost of CompetitionGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI talent, model economics, consulting and whether labs should build their own chips.
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Sequoia Capital· Jun 24, 2026PodcastAn 80GB Wikipedia Cache Versus a 100GB Model That Holds the InternetEngram’s founders argue that stuffing a company into the context window is the expensive kind of memory—and that baking it into the weights can cut token use by two orders of magnitude.
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Matthew Berman· Jun 24, 2026A 12-Day Codex Run to Build an Excel CloneMatthew Berman · Forward FutureMatthew Berman describes giving Codex a brief goal and manually stopping it after more than 12 days, then demonstrates the resulting spreadsheet.
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Jane Street· Jun 24, 2026Jacob Baskin on Building Superstore and Scheduling the HiveYaron Minsky, Jacob Baskin · Jane StreetThe Jane Street engineer traces the design choices behind a distributed analytical database and the challenge of allocating a growing research cluster.
15:12ENMatthew Berman· Jun 24, 2026Twelve Open-Source AI Projects for Agents, Video, Coding and VoiceMatthew Berman · Forward FutureMatthew Berman surveys tools ranging from long-running agent frameworks to document OCR, skill security and local speech generation.
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Cognitive Revolution "How AI Changes Everything"· Jun 23, 2026PodcastThe Market Will Not Choose an Honest ModelHost Nathan LabenzJournalist Robert Wright tells Nathan Labenz that AI is a selection problem, a geopolitical problem, and a moral test humanity may not pass.
1:16:37EN20VC with Harry Stebbings· Jun 22, 2026Podcast · 2 speakersNikesh Arora on Enterprise AI, Cybersecurity and Model EconomicsGuest Nikesh Arora · Host Harry StebbingsPalo Alto Networks’ CEO discusses model depth, token costs, security and how leaders can adapt large organizations.
2:14:33ENCognitive Revolution "How AI Changes Everything"· Jun 21, 2026PodcastA 90-Minute Ultimatum, an Emoji Wall, and a Rule: Don't Fight WashingtonHost Nathan LabenzZvi Mowshowitz reads Fable's system card, then Nathan Labenz stress-tests the export-control fight against lawyers, safety researchers, and builders who did not pause.
1:20:59EN20VC with Harry Stebbings· Jun 20, 2026Podcast · 2 speakersFlexport CEO Ryan Petersen on Logistics, AI and FundraisingGuest Ryan Petersen · Host Harry StebbingsPetersen discusses the economics of global freight, automating operational work, venture financing and the lessons he has taken from building Flexport.
2:38:44ENCognitive Revolution "How AI Changes Everything"· Jun 20, 2026PodcastTwenty-one months from an autonomous researcher, the Action Plan's author joins OpenAIHost Nathan LabenzDean Ball is building Strategic Futures as OpenAI's public timeline counts down to an AI research intern in three months and a full autonomous researcher in March 2028.
16:11ENMatthew Berman· Jun 19, 2026Seven AI Coding Agent Loops and When to Use ThemMatthew Berman · Forward FutureMatthew Berman explains how triggers, goals and repeatable checks can turn coding tasks into agent workflows, with examples for performance, documentation and product quality.
1:28:10EN20VC with Harry Stebbings· Jun 18, 2026Podcast · 3 speakers20VC Roundtable: AI Policy, Software Valuations and RoboticsGuest Rory O’Driscoll, Everett Randle · Host Harry StebbingsHarry Stebbings, Rory O’Driscoll and Everett Randle debate reported AI restrictions, enterprise software competition and the practical challenges of robotics.
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No Priors: AI, Machine Learning, Tech, & Startups· Jun 18, 2026Podcast · 2 speakersLip-Bu Tan took the hardest job in chips to save IntelHost Sarah Guo, Elad GilThe Cadence veteran and semiconductor investor tells No Priors how he is rebuilding Intel's culture, balance sheet, and foundry, and why he still wants a 10x from here.
38:45ENSequoia Capital· Jun 16, 2026PodcastThe 25-agent town that became a Fortune 500 decision sandboxOn the day before Valentine's Day in a Stanford simulation, cafe owner Isabella decided to throw a party — no human wrote the plot.
1:35:16EN20VC with Harry Stebbings· Jun 15, 2026Podcast · 2 speakersPerplexity CEO Aravind Srinivas on AI Agents, Compute and CompetitionGuest Aravind Srinivas · Host Harry StebbingsSrinivas discusses the future of AI products, infrastructure constraints, export controls and the challenge of building a business around model advances.
1:25:00EN20VC with Harry Stebbings· Jun 13, 2026Podcast · 2 speakersMatan Grinberg on AI Coding, Token Costs and Building FactoryGuest Matan Grinberg · Host Harry StebbingsFactory’s CEO discusses enterprise AI budgets, model choice, engineering culture and the uncertain effects of automation on work.
1:44:28ENCognitive Revolution "How AI Changes Everything"· Jun 13, 2026PodcastFable launch week: a model that refuses, a two-year alignment clock, and a Twitter account handed overHost Nathan LabenzNathan Labenz’s AI in the AM highlights reel from June 2026 covers Anthropic’s new frontier model, the founding of Sequent, and a week that settled one argument: AI is not slowing down.
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Unsupervised Learning: With Jacob Effron· Jun 12, 2026PodcastBills Doubled Overnight. Next, the APIs Might Vanish.Host Jacob EffronSix months after their last roundup, Ari Morcos and Rob Toews tell Jacob Efron why coding agents finally work, why near-frontier open weights may have peaked, and why a compute famine could pull the plug on public APIs.
1:15:56EN20VC with Harry Stebbings· Jun 11, 2026Podcast · 3 speakers20VC on IPO Expectations, Lean AI Startups and Investor RiskGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported listings, AI company economics and the changing cost of building a startup.
51:09ENSequoia Capital· Jun 11, 2026PodcastBuild like the model will eat your harness in a yearLogan Kilpatrick, who leads Google AI Studio and the Gemini API, tells Sequoia's Sonya Huang why agent scaffolding is a 12-month asset, why coding already feels like narrow superintelligence, and why Google is optimizing for outcomes instead of eyeballs.
1:45:59ENCognitive Revolution "How AI Changes Everything"· Jun 10, 2026Podcast87% of Workers Use AI. Only 13% Say the Company Got Better.Host Nathan LabenzGlean’s Work AI Index names the missing hours: botsitting, botshitting, and a hamster wheel of polished nonsense.
1:21ENMatthew Berman· Jun 10, 2026Higgsfield Supercomputer: An Espresso Video PromptMatthew Berman · Forward FutureMatthew Berman demonstrates a workflow that uses a reference video and a prompt to create an advertisement.
41:20ENSequoia Capital· Jun 10, 2026PodcastA $4 Million Cabinet and a Trillion-Dollar Year: Jensen Huang Turns the AI Factory Into a Manufacturing StoryOn Sequoia's Training Data stage, NVIDIA's CEO walks a sixty-country audience from ChatGPT's parlor tricks to agentic work, a five-layer industrial cake, and why radiology hiring went up.
0:16ENMatthew Berman· Jun 9, 2026A Skit About Trying to Keep Up With AI NewsMatthew Berman · Forward FutureMatthew Berman jokes about the feeling of catching up just as another coding-agent discussion appears.Load moreShowing 24 of 2,912