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1:00:08EN
20VC with Harry Stebbings· Jul 11, 2026Podcast · 2 speakersArvind Jain on Enterprise AI, Open Models and the Future of WorkGuest Arvind Jain · Host Harry StebbingsThe Glean founder debates model competition, enterprise AI returns and whether productivity gains will shrink teams or raise the bar for everyone.
2:06:41EN
Cognitive Revolution "How AI Changes Everything"· Jul 9, 2026PodcastZero the J-Space and a Model's Hidden Goal Lights Up on Token OneHost Nathan LabenzA weekly Cognitive Revolution cut of Anthropic's global-workspace paper, AI superforecasters, open video world models, and a chip that treats inference as data movement.
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Sources Podcast· Jul 9, 2026Podcast · 3 speakersJon Steinback on Marker, AI and the Thinking Behind WritingGuest Jon Steinback · Host Alex Heath, Ellis HamburgerThe Marker founder argues for an editor that asks questions instead of writing for the user; the hosts examine where AI fits in their own work.
50:57EN
Unsupervised Learning: With Jacob Effron· Jul 9, 2026PodcastA Trillion Dollars of GPUs Will Be Worth $100 Billion in Five Years, Says LSTM's Jürgen SchmidhuberHost Jacob EffronThe AI pioneer tells Unsupervised Learning's Jacob Effron why he is wildly optimistic about the technology and deeply pessimistic about the model companies buying the chips.
1:27:05EN20VC with Harry Stebbings· Jul 9, 2026Podcast · 3 speakers20VC on AI Regulation, Compute Economics and Enterprise AdoptionGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported AI policy proposals, infrastructure spending, software deployment and startup liquidity.
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No Priors: AI, Machine Learning, Tech, & Startups· Jul 9, 2026Podcast · 2 speakersThere is no moat: Booking’s CEO on a $1 stock, agentic travel, and why AI still doesn’t move the numbersHost Sarah Guo, Elad GilGlenn Fogel cashed his 1999 bonus, joined Priceline in February 2000, and watched the Nasdaq peak a week later — then spent 25 years turning a near-delisting into a thousand-fold ride he now wants to spend on AI travel agents.
55:19EN
Sequoia Capital· Jul 7, 2026PodcastThe drone is 15% of Zipline: 140 million miles, zero incidentsKeller Rinaudo Cliffton and Eric Watson explain why the aircraft is the small part of an automated logistics system now cheaper than a car.
1:11:01EN20VC with Harry Stebbings· Jul 6, 2026Podcast · 2 speakersMike Mignano on AI Applications, Open Models and Venture StrategyGuest Mike Mignano · Host Harry StebbingsThe USV partner discusses AI agents, token spending and the opportunities and risks for startups building above the model layer.
1:11:53EN20VC with Harry Stebbings· Jul 4, 2026Podcast · 2 speakersSierra Co-founder Clay Bavor on Open Models, Enterprise AI and Building TeamsGuest Clay Bavor · Host Harry StebbingsBavor discusses model selection and compute costs, deploying AI agents for enterprises, and how Sierra approaches hiring and company culture.
1:47:38ENCognitive Revolution "How AI Changes Everything"· Jul 4, 2026Podcast19 Neurons Can Drive a Car. Liquid AI Wants Foundation Models on Every ChipHost Nathan LabenzRamin Hasani traces liquid neural networks from a worm's 300-cell brain to a 600-megabyte model that will talk from inside a Mercedes, and explains why architecture search now beats architecture avengers.
1:18:07EN20VC with Harry Stebbings· Jul 2, 2026Podcast · 3 speakers20VC Roundtable: AI Spending, Model Competition and Software AcquisitionsGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate enterprise AI returns, prediction markets, SaaS roll-ups and the cost of raising capital.
1:01:27ENNo Priors: AI, Machine Learning, Tech, & Startups· Jul 2, 2026Podcast · 2 speakersTwo Years and Four Months to a Live Reactor: Valar Atomics Wants Energy Ten Times CheaperHost Sarah Guo, Elad GilIsaiah Taylor walks Sarah Guo through Ward 250 in Utah and argues that nuclear is a hardware-iteration problem, not a paper-design one.
1:29:02ENCognitive Revolution "How AI Changes Everything"· Jul 1, 2026PodcastFrom 50 Designs a Day to 1,500: How AI Changed What Jaguar Land Rover Can ExploreHost Nathan LabenzNeural Concept’s Thomas von Tschammer on specialist physics models, engineering copilots, and why Formula 1 already runs thousands of designs overnight.
3:51:47EN
Lex Fridman· Jun 30, 2026Podcast · 2 speakersForty-Six Percent of Emperors Were Overthrown. The Empire Lasted AnywayGuest Anthony Kaldellis · Host Lex FridmanHistorian Anthony Kaldellis walks Lex Fridman through 2,200 years of Roman history and argues that what we call Byzantium was Rome itself.
1:10:15ENSequoia Capital· Jun 30, 2026PodcastThe 100x lives between the layers: Dylan Patel on co-design and a 60x yearSemiAnalysis’s founder argues that matching models, kernels, and silicon is what turns a 2x here and a 2x there into 100x, while equivalent-quality inference has gotten about 60 times cheaper in a year.
1:06:10EN20VC with Harry Stebbings· Jun 29, 2026Podcast · 2 speakersK. R. Sridhar on Distributed Power, AI Demand and Energy AccessGuest K. R. Sridhar · Host Harry StebbingsBloom Energy’s CEO discusses data-center power, manufacturing, natural gas and his vision for broader electricity access.
54:29EN20VC with Harry Stebbings· Jun 27, 2026Podcast · 2 speakersfomo CEO Paul Erlanger on Social Trading, Fundraising and Product GrowthGuest Paul Erlanger · Host Harry StebbingsErlanger discusses building a trading app, raising from angels and venture firms, and combining social features with financial products.
1:57:46ENCognitive Revolution "How AI Changes Everything"· Jun 27, 2026Podcast30% Consciousness, 47% Bee, 80% Turnover: Putting Numbers on What AI Is BecomingHost Nathan LabenzA Cognitive Revolution weekly cut that starts inside the model with Cameron Berg, then zooms out through gradual disempowerment, Europe’s bind, and the companies rebuilding around agents.
36:19ENNo Priors: AI, Machine Learning, Tech, & Startups· Jun 26, 2026Podcast · 2 speakersThe Benchmark Grid Is Broken: Why Test-Time Compute Has Outrun How We Score ModelsHost Sarah Guo, Elad GilOpenAI researcher Noam Brown argues that static leaderboards hide how long a model is allowed to think — and that safety evals, research taste, and the release cycle have not caught up.
1:28:02EN20VC 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.
44:52ENSequoia 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.
49:05ENSources Podcast· Jun 24, 2026Podcast · 2 speakersJason Yuan on Hivemind, Social AI and the Risks of Sharing Between FriendsGuest Jason Yuan · Host Ellis HamburgerThe founder describes an AI that asks people in a network for answers, creates opportunities for connection and must navigate imperfect privacy safeguards.
2:29:20ENCognitive 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.Load moreShowing 24 of 2,420