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34:21EN
Matthew Berman· Oct 27, 2026Matthew Berman Examines Anthropic’s IPO Filing, AI Growth and GovernanceMatthew Berman, Sam Altman · Forward FutureThe presenter reviews the S-1’s financial metrics, compute strategy and voting structure while questioning the tension between rapid AI development and safety.
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Invest Like The Best· Oct 27, 2026Podcast · 2 speakersCliff Sosin: What Remains Valuable When AI Intelligence Gets CheapGuest Cliff Sosin · Host Patrick O'ShaughnessyThe investor explores the limits of prediction, the economics of AI infrastructure and the assets that may complement abundant intelligence.
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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.
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20VC with Harry Stebbings· Oct 26, 2026Podcast · 2 speakersSatya Nadella on Zero Trust for AI and Why Every Company Should Own Its IntelligenceGuest Satya Nadella · Host Harry StebbingsThe Microsoft CEO argues that capable agents need security boundaries even as alignment research remains unsettled, and explains why firms should retain the value created by their own AI use.
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AI Engineer· Oct 25, 2026How Bridgewater Keeps Its AI Analyst Inside Permission BoundariesNikhil Benesch, Aaron Linsky · turbopufferAaron Linsky and Nikhil Benesch explain why search over an enterprise vault must honor document permissions without sacrificing recall or speed. Their solution combines vector indexing with native filtering to search hundreds of millions of vectors in roughly 120 milliseconds.
20:58ENAI Engineer· Oct 25, 2026Vinoo Ganesh on Making Financial AI Cite Every NumberVinoo Ganesh · KeplerKepler CEO Vinoo Ganesh explains why financial AI should retrieve and cite figures while deterministic software handles the math. His design makes traceability, retrieval quality, and tenant security part of the answer itself.
19:37ENAI Engineer· Oct 25, 2026Jay Sahnan and Arik Bird on Building Financial Agents for the Whole WebJay Sahnan, Arik Bird · BrowserbaseBrowserbase’s Jay Sahnan and Arik Bird show how browser agents reach financial data hidden behind logins and bot defenses. Their Ramp, Bill, and Stripe examples connect reliable cloud browsers with Stagehand’s more adaptive controls.
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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.
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Adrian Twarog· Oct 21, 2026Adrian Twarog: Giving Enterprise Vibe Coding a Governed Path to ProductionAdrian TwarogA Superblocks walkthrough shows how shared integrations, isolated databases, policy agents and audit logs can bring business-built AI apps under IT oversight.
1:19:50EN20VC with Harry Stebbings· Oct 19, 2026Podcast · 2 speakersSameer Dholakia on AI Investing, Bessemer's Growth Strategy and Company CultureGuest Sameer Dholakia · Host Harry StebbingsThe Bessemer partner explains his approach to pricing fast-growing AI companies, backing founders and building teams, while discussing the risks behind his optimistic forecasts.
58:54EN20VC with Harry Stebbings· Oct 12, 2026Podcast · 2 speakersMike Cannon-Brookes on AI Agents, Enterprise Context and the Future of InterfacesGuest Mike Cannon-Brookes · Host Harry StebbingsAtlassian's CEO argues that agents make product design more important, explains the trade-offs in enterprise AI, and makes the case for slower thinking.
1:15:51EN20VC 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.
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Cognitive Revolution "How AI Changes Everything"· Oct 7, 2026PodcastOutSystems Went From 4 Major Features a Quarter to 26. Token Spend Fell AnywayHost Nathan LabenzCEO Woodson Martin on software that never breaks, why most enterprise work does not need a frontier model, and how AI is finally shrinking the IT backlog.
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OpenAI· Oct 7, 2026Alexandra Lato on Building Stack Overflow for Agents and Stack Internal with CodexAarti Bagul, Alexandra Lato · OpenAIStack Overflow’s VP of Product explains how a small team used Codex with opposite constraints on two products—and why agent-native design means letting agents contribute knowledge, not just read it.
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No Priors: AI, Machine Learning, Tech, & Startups· Sep 24, 2026Podcast · 2 speakersThey Paid $7.7 Billion for a Broker — and Intend to Do One Deal a YearHost Sarah Guo, Elad GilSequence Holdings co-founder Michael Lee tells No Priors why owning a market leader, not selling it software, is how AI actually remakes an incumbent.
1:20:43EN20VC 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.
1:19:04EN20VC with Harry Stebbings· Sep 21, 2026Podcast · 2 speakersDaniel Dines on AI Agents, Enterprise Work and the Limits of AutomationGuest Daniel Dines · Host Harry StebbingsThe UiPath co-founder argues that companies need a map of work and reliable automation alongside AI, while Harry Stebbings challenges his assumptions about how fast jobs will change.
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Sequoia Capital· Sep 15, 2026PodcastThe Bridge From Model to Workflow Is a Trillion-Dollar BusinessBox CEO Aaron Levie argues that the money in this cycle sits in the messy gap between frontier models and real enterprise work — and that coding's overnight diffusion will not repeat for everyone else.
1:22:31EN20VC 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.
1:20:29EN20VC 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.
52:27ENSequoia Capital· Sep 1, 2026PodcastAfter Two Dozen Police Departments Said No, They Built an Anti-Network-Effect AI CompanyA Wisconsin county had 300 gigabytes sitting on a cold case—and Peregrine's founders still refuse to take the credit.
1:35:29ENCognitive Revolution "How AI Changes Everything"· Sep 1, 2026PodcastUber Burned a Year of Tokens in 13 Weeks. Retrieval Is How Agents WinHost Nathan LabenzMongoDB Field CTO of AI Pete Johnson argues that agent performance now hinges on retrieval quality, not on stuffing million-token context windows.
1:29:22EN20VC with Harry Stebbings· Aug 29, 2026Podcast · 2 speakersEno Reyes on AI Model Economics, Enterprise Control and Factory's StrategyGuest Eno Reyes · Host Harry StebbingsFactory's CTO discusses cost per outcome, model routing, open models, enterprise hiring and his expectations for the AI market.
34:51ENNo Priors: AI, Machine Learning, Tech, & Startups· Aug 27, 2026Podcast · 2 speakersGoogle Paid $10 Million for a Bankrupt Airline’s Data. That’s the Moat.Host Sarah Guo, Elad GilEon co-founders Ofir Ehrlich and Gonen Stein argue that models and compute are rented commodities — the only asset enterprises can actually keep is their data.Load moreShowing 24 of 256