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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.
1:07:45ENAndrew Feldman on AI Chips, Data Centers and Compute DemandGuest Andrew Feldman · Host Harry StebbingsCerebras’s CEO discusses memory supply, inference speed, community impacts and US chip policy.
57:04ENMatthew Steckman on Anduril’s Defense Business, Procurement and Product BetsGuest Matthew Steckman · Host Harry StebbingsAnduril’s president explains a $20 billion procurement ceiling, the company’s approach to building military products and his view of the responsibilities of defense suppliers. His forecasts and company claims reflect his position as an interested executive.
1:06:06ENAndrew Ng on AI Infrastructure, Open Models and Building Useful ApplicationsGuest Andrew Ng · Host Harry StebbingsThe AI Fund general partner discusses computing constraints, geopolitics, adoption and the economics of AI products.
1:13:29ENDavid Cahn on AI Infrastructure, Startup Growth and Defense InvestingGuest David Cahn · Host Harry StebbingsThe Sequoia partner explains why he sees an AI bubble, how he evaluates startup growth and where he sees opportunities in defense.
1:04:33ENPhilipp Freise on KKR’s European Investing and Private-Market LiquidityGuest Philipp Freise · Host Harry StebbingsThe KKR investor discusses deployment discipline, AI, European capital markets and broader access to private investments.
1:28:17ENSeries A and B Investing in an AI Market: Risk, Liquidity and TimingGuest Rory O’Driscoll, Jason Lemkin, Fabrice Grinda · Host Harry StebbingsHarry Stebbings, Rory O’Driscoll, Jason Lemkin and Fabrice Grinda debate returns, fund strategy and competition in a fast-changing market.
1:02:51ENTaavet Hinrikus on Venture Incentives and Europe’s Technology AmbitionsGuest Taavet Hinrikus · Host Harry StebbingsThe Wise co-founder and Plural partner explains his approach to early-stage investing, fund alignment and building European capabilities.
1:26:17ENTom Hulme and Stan Boland on Talent, Capital and the UK Tech EcosystemGuest Tom Hulme, Stan Boland · Host Harry StebbingsThe investor and entrepreneur debate how the UK can retain talent, finance global companies and build a stronger technology economy.
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.
1:17:28ENTorsten Reil on Building Helsing and Europe’s Defense TechnologyGuest Torsten Reil · Host Harry StebbingsThe Helsing co-founder discusses defense procurement, autonomous systems and European security, alongside the lessons he took from building NaturalMotion.
1:13:21ENKlaus Hommels on Venture Portfolios, European Defense and Backing FoundersGuest Klaus Hommels · Host Harry StebbingsThe Lakestar founder explains his concentrated investment style, argues for more European innovation funding and recounts how he backed several prominent companies.
1:45:59ENMatt Grimm on Defense Procurement, Anduril and the Cost of Autonomous WarfareGuest Matt Grimm · Host Harry StebbingsAnduril’s co-founder explains his case for procurement reform, the challenges of scaling hardware and his outlook on geopolitical risk.
1:15:08ENJeff Wang on Public and Private Investing, AI and Sequoia Global EquitiesGuest Jeff Wang · Host Harry StebbingsThe investor explains thematic research, portfolio construction and his 2024 views on AI infrastructure and technology platforms.
1:08:50ENShaun Maguire on Foreign Policy, Speech and Venture InvestingGuest Shaun Maguire · Host Harry StebbingsThe Sequoia partner shares controversial views on Iran, the US election and Europe, then discusses SpaceX, X and venture investing.
1:18:56ENDelian Asparouhov on Founders Fund, Conviction and Building CompaniesGuest Delian Asparouhov · Host Harry StebbingsThe investor and Varda co-founder discusses venture partnerships, founder leadership, aerospace and the personal beliefs shaping his work.
1:06:53ENMatt Clifford on AI Scaling, China, Defense and Finding FoundersGuest Matt Clifford · Host Harry StebbingsThe Entrepreneur First co-founder weighs new AI ideas against compute constraints, examines competing scenarios for China, and explains how he evaluates entrepreneurial talent.
1:02:17ENMichael Eisenberg on AI Investing, Liquidity and Venture DisciplineGuest Michael Eisenberg · Host Harry StebbingsThe Aleph investor discusses AI business models, national security, venture exits and the risks of mistaking a technology boom for durable returns.
1:06:04ENAlexandr Wang on AI Data, Model Development and Building ScaleGuest Alexandr Wang · Host Harry StebbingsScale’s founder discusses his data-bottleneck thesis, enterprise adoption, AI security and the challenges of growing a team.
1:25:42ENReid Hoffman on AI Models, Inflection, Governance and Technology’s Social ImpactGuest Reid Hoffman · Host Harry StebbingsHoffman discusses the Microsoft–Inflection arrangement, AI competition and regulation, and his political views in a time-specific 2024 interview.
59:00ENMark Suster on Venture Fundraising, Liquidity and Exit PricesGuest Mark Suster · Host Harry StebbingsThe Upfront Ventures partner explains his fundraising approach, investment reserves and view of private equity as a buyer of venture-backed companies.
1:15:35ENTrae Stephens on Venture Conviction, Anduril and Building in DefenseGuest Trae Stephens · Host Harry StebbingsThe Founders Fund partner and Anduril co-founder discusses investment decisions, government procurement and the limits of venture investors’ influence.
1:02:57ENJoe Lonsdale on Institutions, TikTok, Venture Investing and AI ServicesGuest Joe Lonsdale · Host Harry StebbingsThe Palantir co-founder and 8VC investor discusses political accountability, geopolitical risk and his approach to building companies.
1:06:13ENShyam Sankar on Defense Procurement, Software and Building TalentGuest Shyam Sankar · Host Harry StebbingsPalantir’s CTO argues for changing how governments buy technology and explains his approach to product, hiring and AI.
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