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23:48ENSatya 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.
1:20:28ENAI 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.
1:10:08ENJerry Murdock on AI Financing, Open Models and Technology CyclesGuest Jerry Murdock · Host Harry StebbingsInsight Partners' co-founder discusses credit risk, specialized models, security and how investors might navigate an uncertain AI cycle.
1:08:25ENAlex Atallah on OpenRouter, Model Competition and AI MarketplacesGuest Alex Atallah · Host Harry StebbingsThe OpenRouter CEO discusses inference providers, open-weight models, enterprise safety and the economics of routing.
1:09:26ENAnastasios Angelopoulos on Arena, Open Models and AI EvaluationGuest Anastasios Angelopoulos · Host Harry StebbingsArena’s CEO discusses real-world model comparisons, enterprise AI control, security and the economics of evaluation.
1:20:22EN20VC Roundtable on Open Weights, AI Spending and Software InvestingGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI safety, chip investment, enterprise budgets and the future of software.
1:27:39EN20VC Roundtable on Open Models, AI Economics and Payments DealsGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss model security, inference investment and a reported PayPal proposal.
1:28:42ENLin Qiao on Specialized AI, Open Models and the Economics of InferenceGuest Lin Qiao · Host Harry StebbingsThe Fireworks AI CEO explains her case for customized models, discusses infrastructure trade-offs and forecasts lower AI costs and higher use.
1:00:08ENArvind 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.
1:11:01ENMike 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.
1:11:53ENSierra 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.
1:28:02EN20VC 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.
1:14:30ENRoman Chernin on AI Compute Demand, Inference and InfrastructureGuest Roman Chernin · Host Harry StebbingsNebius’s co-founder discusses customer demand, GPU economics, managed inference and the risks of a concentrated market.
1:16:25ENMartin Casado on AI Models, Open Technology and Venture CompetitionGuest Martin Casado · Host Harry StebbingsThe Andreessen Horowitz partner discusses coding tools, open-model policy, labor disruption and how his firm evaluates investments.
1:00:02ENJonathan Ross on DeepSeek, Open Models and AI InfrastructureGuest Jonathan Ross · Host Harry StebbingsThe Groq CEO discusses reported training costs, inference demand, competitive strategy and the security concerns surrounding AI.
1:03:46ENZico Kolter on AI Safety, Scaling and the Limits of Open ModelsGuest Zico Kolter · Host Harry StebbingsThe Carnegie Mellon researcher and OpenAI board member explains why prompt injection worries him, how he thinks about open weights, and why AI progress remains uncertain.







