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1:13:26EN
20VC with Harry Stebbings· Oct 24, 2026Podcast · 2 speakersNaveen Rao on Energy, AI Hardware, Verification and the Future of RoboticsGuest Naveen Rao · Host Harry StebbingsThe Unconventional AI founder argues that energy efficiency will shape AI hardware, while the growing volume of model output makes verification more valuable.
1:05:01EN20VC with Harry Stebbings· Oct 3, 2026Podcast · 2 speakersChase Lochmiller on AI Data Centers, Energy and GPU EconomicsGuest Chase Lochmiller · Host Harry StebbingsCrusoe’s CEO discusses the constraints on AI infrastructure, the economics of GPU capacity and his company’s approach to energy and managed inference.
1:19:54EN20VC with Harry Stebbings· Sep 19, 2026Podcast · 2 speakersThomas Sohmers on AI Inference, Memory and Data-Center GrowthGuest Thomas Sohmers · Host Harry StebbingsPositron’s co-founder discusses the engineering economics of inference, his views on AI infrastructure and regulation, and the risks he sees in financing and concentration.
1:29:35EN20VC with Harry Stebbings· Jul 18, 2026Podcast · 2 speakersFred Turner on Curative’s Pandemic Pivot, Health Insurance and AI AutomationGuest Fred Turner · Host Harry StebbingsCurative’s CEO recounts building a COVID testing operation, moving into health insurance and using AI agents across the company’s workflows.
1:06:10EN20VC with Harry Stebbings· Jun 29, 2026Podcast · 2 speakersK. R. Sridhar on Distributed Power, AI Demand and Energy AccessGuest K. R. Sridhar · Host Harry StebbingsBloom Energy’s CEO discusses data-center power, manufacturing, natural gas and his vision for broader electricity access.
32:22EN20VC with Harry Stebbings· Apr 7, 2026Podcast · 2 speakersDemis Hassabis on AGI, Scientific Discovery and the Challenges AheadGuest Demis Hassabis · Host Harry StebbingsThe Google DeepMind CEO discusses compute, continual learning, safety standards and his hopes for AI in science, medicine and energy.
1:06:10EN20VC with Harry Stebbings· Jan 5, 2026Podcast · 2 speakersFuse CEO Alan Chang on Revolut, Energy and Building at SpeedGuest Alan Chang · Host Harry StebbingsChang discusses his management approach, energy policy and Fuse’s growth while Harry Stebbings challenges several of his assumptions.
1:24:58EN20VC with Harry Stebbings· Oct 2, 2025Podcast · 3 speakersAI Burn Multiples, Infrastructure Financing and the Venture MarketGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to debate funding, energy demand and the risks behind rapid AI growth.
1:13:02EN20VC with Harry Stebbings· Aug 5, 2024Podcast · 2 speakersDavid Cahn on AI Infrastructure, Capital Spending and Venture ConvictionGuest David Cahn · Host Harry StebbingsThe Sequoia investor examines data centers, chips and power before explaining how he evaluates companies and builds conviction.
1:15:53EN20VC with Harry Stebbings· May 29, 2024Podcast · 2 speakersMike Schroepfer on Leadership, Climate Technology and Clean EnergyGuest Mike Schroepfer · Host Harry StebbingsThe former Meta CTO explains how leaders align teams and how his climate investment firm evaluates technology, financing and market risk.