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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.
1:06:45EN20VC with Harry Stebbings· Jul 27, 2026Podcast · 2 speakersMatt Murphy on Anthropic, Open Models and the New Venture PlaybookGuest Matt Murphy · Host Harry StebbingsThe Menlo Ventures partner explains his investments in Anthropic, Lovable and Legora, and debates AI margins, model competition and venture fund strategy.
40:46EN
No Priors: AI, Machine Learning, Tech, & Startups· Dec 19, 2025Podcast · 2 speakersDoctors Are Rushing to AI. Robotics Will Take a Beating First.Host Sarah Guo, Elad GilSarah Guo and Elad Gil’s 2026 forecast for foundation models, IPOs, robotics, consumer agents, and the bets that are not about AI at all.
1:22:07EN
Cognitive Revolution "How AI Changes Everything"· Sep 25, 2025PodcastEvery payment is a frame in a movie. Stripe’s foundation model took card-testing detection from 59% to 97%Host Nathan LabenzEmily Sands, Stripe’s head of data and AI, explains how a domain-specific payments model, shared embeddings, and mixed rules turn a $1.4 trillion network into compounding advantage.
40:58ENNo Priors: AI, Machine Learning, Tech, & Startups· Jan 25, 2024Podcast · 2 speakers99% of Factory Robots Are Dumb. Covariant Wants the Smart Ones Working in Warehouses FirstHost Sarah Guo, Elad GilFormer OpenAI researcher Peter Chen explains why robot foundation models have to be trained on production floors, not in labs.
53:37ENNo Priors: AI, Machine Learning, Tech, & Startups· Mar 9, 2023Podcast · 2 speakers30 models, 42 scenarios, 7 metrics: Percy Liang's public checkup for language modelsHost Sarah Guo, Elad GilA PubMed-only model once led the U.S. medical licensing exam — until a system roughly 200 times larger overtook it.
1:19:50EN
Lenny's PodcastPodcastIt's 1997 for AI: Benedict Evans on Why It's a Huge Deal, but Only as Big as the InternetHost Lenny RachitskyAnalyst Benedict Evans explains why he thinks AI is as big as the internet or mobile and no bigger, and what that means for jobs, model companies, distribution and the backlash.
1:48:13ENCognitive Revolution "How AI Changes Everything"PodcastRobotics Hits Its GPT-3.5 Moment: Inside Gemini Robotics, From Embodied Reasoning to OrigamiHost Nathan LabenzGoogle DeepMind researchers Keerthana Gopalakrishnan and Ted Xiao explain how Gemini Robotics works, what it can and cannot do, and where the field goes next.