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56:00EN
a16z· Oct 27, 2026Podcast · 3 speakersJoe Liemandt on Alpha School, AI, and Redesigning the School DayGuest Joe Liemandt · Host Erik Torenberg, Gagan BiyaniAlpha School's principal discusses two-hour academics, motivation, life skills, and how AI could change what students build.EducationAI StrategyEntrepreneurship
4 slides55:06EN
SemiAnalysis· Oct 27, 2026Podcast · 4 speakersAnthropic's S-1: Revenue, Compute Costs and the Race to ScaleThe SemiAnalysis panel examines Anthropic’s filing, from improving compute economics to customer concentration and competition.AI cost & performanceInfrastructure & deploymentEnterprise AI+2
1:19:47EN
Cheeky Pint· Oct 27, 2026Podcast · 3 speakersScott Kirby on United’s Fleet Bet, Starlink and Airline EconomicsGuest Scott Kirby · Host John Collison, Ben ThompsonUnited Airlines CEO Scott Kirby explains how he thinks about investing through downturns, building technology and running an airline network.LeadershipCompany BuildingProduct Strategy+2
42:06EN
The Builders· Oct 27, 2026Dario and Daniela Amodei on Building Anthropic, AI Safety, and Human MeaningGuest Dario Amodei, Daniela Amodei · Host Walter IsaacsonThe Anthropic co-founders discuss the roots of their partnership, the challenge of keeping AI systems honest, and the choices facing a world of more capable models.AnthropicAI AlignmentSafety & governance+2
3 slides3:34:27EN
Lex Fridman· Oct 26, 2026Podcast · 4 speakersAI, Mathematics, and the Meaning of a ProofGuest Steven Brunton, Ankur Moitra, Alex Kontorovich · Host Lex FridmanLex Fridman and three mathematicians discuss recent AI-generated research, hard open problems and what human understanding contributes.MathematicsAI for scienceAI research+2
32 slides1:50:48EN
Y Combinator· Oct 24, 2026Why Inference Matters 12× More Than TrainingFrançois Chaubard, Dan Fu, Jeff Morgan, Joe Fioti, Liangsheng Yin · Y CombinatorYC Paper Club walks the inference stack from an API request down to GPU kernels. Four talks from Together AI, Ollama, Luminal, and SGLang argue that serving quality, not just training FLOPs, is where most of the compute and the money now sit.InferenceGPU programming & kernelsKV caching & prefix reuse+2
21:52EN
PragerU· Oct 24, 2026Josef Witt-Doerring on Gen Z Mental Health, Isolation, and Psychiatric PrescribingShabbos Kestenbaum, Josef Witt-Doerring, Scott Galloway · PragerUOn The Brief, Shabbos Kestenbaum and psychiatrist Josef Witt-Doerring discuss why young adults are struggling, how prescribing incentives shape care, and the place of relationships and daily habits in treatment.Mental HealthSocial MediaRelationships+2
6 slides1:03:37EN
Matthew Berman· Oct 23, 2026Matthew Berman’s Team Tests Kimi K3.1 on Animation, Games, and ChartsMatthew Berman, Alex, Brian · Forward FutureA live team AMA turns into an informal test of Kimi K3.1, from personal-agent workflows to motion graphics, a browser game, and a benchmark chart.Coding agentsGenerative mediaEvals+2
3 slides34:35EN
SemiAnalysis· Oct 23, 2026Podcast · 3 speakersSemiAnalysis on ASML's Hybrid-Bonding Patents, HBM Economics and the Next Tool EcosystemGuest Sherry Zhang, Howie · Host Jordan NanosJordan Nanos, Sherry Zhang and Howie examine a track-based bonding design that brings the wafer to the die, then explain why adoption depends on precision, cleanliness, economics and a changing supply chain.SemiconductorsInfrastructure & deploymentGeopolitics
1:00:39EN
a16z· Oct 23, 2026Podcast · 3 speakersAmazon CEO Andy Jassy on the $220 Billion AI BuildoutGuest Andy Jassy · Host Ben Horowitz, Erik TorenbergEven at roughly $220 billion of 2026 CapEx, Jassy says Amazon is still turning away AI demand. He tells Ben Horowitz and Erik Torenberg why AWS could become a trillion-dollar run-rate business, and why inference cost, custom chips, and smaller teams matter more than squeezing old customers.AI StrategyInfrastructure & deploymentSemiconductors+2
19 slides1:09:00EN
Dwarkesh Patel· Oct 22, 2026Podcast · 9 speakersDwarkesh Patel: What will computer chips look like in 2045?Guest Chris Auth, Kevin Fischer, Jack Kavalieros, Tyler Osborn, Pushkar Ranade, Gary Dickerson, Peter Wennink, Elon Musk · Host Dwarkesh PatelAfter two days inside Intel’s most advanced fab, Dwarkesh Patel walks through gate-all-around, backside power, High-NA EUV, ruthenium, CFET, and hybrid bonding — and asks Intel’s leadership how the industry can possibly meet AI’s 3×-a-year compute demand when the world’s chipmaking tools cannot.SemiconductorsAI cost & performanceInfrastructure & deployment+2
59:41EN
20VC with Harry Stebbings· Oct 22, 2026Podcast · 3 speakers20VC: Venture Fund Size, AI Valuations and the Changing Software MarketGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O'Driscoll debate venture concentration, infrastructure risk, code review and the assumptions behind fast-growing AI companies.Venture CapitalInvestingAI cost & performance+2
1:00:34EN
a16z· Oct 22, 2026Podcast · 4 speakersMarc Andreessen, Chris Dixon and Ben Horowitz on AI and the Frontier for FoundersGuest Chris Dixon, Marc Andreessen, Ben Horowitz · Host Erik TorenbergThe a16z partners explain their expanded Frontier mandate and why they think AI is widening the possibilities for entrepreneurs, open models and new media.Venture CapitalAI startups & small teamsAI Strategy+2
1:17:09EN
20VC with Harry Stebbings· Oct 15, 2026Podcast · 3 speakers20VC on Pro Rata Rights, AI Pricing and the Changing Software MarketGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate investor rights, model economics and the choices facing software companies and their employees.Venture CapitalAI cost & performanceRobotics+2
56:49EN
Stanford AI Club· Oct 15, 2026Alfred Lin on Building in the AI Era: The Diffusion Gap, Founder Conviction, and Fire and IceAlfred Lin, Jason Zhang, Tanvir Bhathal · Sequoia CapitalAt Stanford AI Club, Sequoia’s Alfred Lin explains where he sees opportunity in AI and why learning, human understanding, and operating discipline still shape enduring companies.Company BuildingAI startups & small teamsVenture Capital+2
3 slides31:00EN
AI Explained· Oct 12, 2026Why AI Labs Keep Racing Despite Their Own Warnings of a Major BreachSam Altman, John Schulman · OpenAIAI Explained examines weakening safeguards, the incentives behind the frontier race, and why research breakthroughs make the next 18 months difficult to forecast.AI SafetyAI securityAI Alignment+2
1:15:51EN
20VC with Harry Stebbings· Oct 8, 2026Podcast · 4 speakersThe AI Race, Founder Loyalty and the New Rules of Enterprise SoftwareGuest Dev Ittycheria, Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Dev Ittycheria, Jason Lemkin and Rory O’Driscoll debate model competition, startup exits and what happens when AI agents choose vendors.Enterprise AIFoundation ModelsStartups+2
1:20:28EN
20VC with Harry Stebbings· Oct 1, 2026Podcast · 4 speakersAI Valuations, Talent Wars and the Venture Capital Tradeoffs Behind ThemGuest Jack Altman, Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jack Altman, Jason Lemkin and Rory O’Driscoll debate large early-stage bets, open-weight models and the changing market for exits.Venture CapitalAI startups & small teamsInference+2
5 slides38:10EN
Google DeepMind· Oct 1, 2026From deepfakes to DNA: how SynthID watermarks AIHannah Fry, Pushmeet Kohli, Jeremy Ratcliffe · Google DeepMindHannah Fry sits down with Pushmeet Kohli and Jeremy Ratcliffe to explain SynthID: a mathematical watermark now used on text, images and video, and being extended to protein sequences so DNA synthesis companies can tell AI-designed molecules from nature.BiosecurityComputational BiologyGenerative media+2
1:20:43EN
20VC with Harry Stebbings· Sep 24, 2026Podcast · 3 speakersAI Agents, Venture Pricing and the Tradeoffs Behind the Funding BoomGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI products, high-priced venture rounds, enterprise software and infrastructure risk.Venture CapitalAI agentsEnterprise AI+2
8 slides1:59:37EN
Matthew Berman· Sep 22, 2026Opus 5.5 and GPT-6 Sol and Luna: A Launch-Day LivestreamMatthew Berman, Thariq Shihipar, Alex, Brian · Forward FutureMatthew Berman interviews Anthropic’s Thariq Shihipar, shows early demos and then reviews two OpenAI models announced during the stream.Coding agentsAI cost & performanceEvals+2
1:19:28EN
20VC with Harry Stebbings· Sep 17, 2026Podcast · 3 speakersAI Safety, Personal Agents and the Venture Market’s Uneven ExitsGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate oversight of advanced AI, the economics of personal assistants and what a weaker software exit market means for investors.AI SafetyAI agentsVenture Capital+2
1:22:31EN
20VC with Harry Stebbings· Sep 10, 2026Podcast · 3 speakersAI Assistants, Enterprise Adoption and the Venture Market’s New RisksGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate personal agents, legal AI, autonomous vehicles and the economics of financing AI companies.AI agentsEnterprise AIAI Safety+2
1:20:29EN
20VC with Harry Stebbings· Sep 3, 2026Podcast · 3 speakersAI Compute, Agent Security and the Race to Build More SoftwareGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss chip demand, personal agents, software competition and how AI may change enterprise buying.AI agentsInferenceAI security+2
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