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1:17:09EN20VC 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.
1:28:10EN20VC Roundtable: AI Policy, Software Valuations and RoboticsGuest Rory O’Driscoll, Everett Randle · Host Harry StebbingsHarry Stebbings, Rory O’Driscoll and Everett Randle debate reported AI restrictions, enterprise software competition and the practical challenges of robotics.
2:29:41ZH → EnglishChen Jianyu: How Robot Foundation Models Can Become General-Purpose VLA SystemsGuest 陈建宇 · Host 张小珺From SayCan and RT-2 to Diffusion Policy, Tsinghua assistant professor and Epoch Robotics founder Chen Jianyu traces the path from borrowing language models to end-to-end VLA. The hard problems remain diverse data, cross-embodiment generalization, and high-frequency action control.
49:41ZH → EnglishFu Sheng: Large Models Are a Productivity Revolution, and Robots Have a New Window of OpportunityGuest 傅盛 · Host 张小珺Fu Sheng sees the heart of large models in their capacity for logic and reasoning. Their impact, he says, is closer to the steam engine than to another round of ordinary internet evolution. He also reflects on open models, service robots, and how entrepreneurs can face difficult periods.







