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23:48EN
20VC with Harry Stebbings· Oct 26, 2026Podcast · 2 speakersSatya 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.
1:25:33EN
Latent Space· Oct 22, 2026Podcast · 2 speakersWhy GPU Capacity Comes in Three-Year Rectangles — Erik Bernhardsson, ModalGuest Erik Bernhardsson · Host Vibhu SapraModal’s CEO tells Latent Space why AI demand almost never looks like a three-year GPU contract, how the company pools compute across thousands of customers, and why sandboxes grew from a product they almost killed into a third of revenue.
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.
35:39EN
No Priors: AI, Machine Learning, Tech, & Startups· Oct 2, 2026Podcast · 2 speakersCompute Scaled a Millionfold. Bandwidth Only 40x. Fractile Wants to Fix That RatioHost Sarah Guo, Elad GilIn the summer of 2022, Walter Goodwin founded Fractile in London to build very fast inference chips for the world's largest models.
1:08:54EN20VC with Harry Stebbings· Sep 26, 2026Podcast · 2 speakersParag Agrawal on Web Search and Business Models for AI AgentsGuest Parag Agrawal · Host Harry StebbingsParallel’s co-founder explains why agent search needs different economics, how content owners might be paid and why agent safety requires more than model capability.
31:59ENClaude Opus 5.5: Benchmarks, Cost and Anthropic’s Approach to PacingMatthew Berman, Thariq · Forward FutureMatthew Berman reviews the release and speaks with Anthropic’s Thariq about daily workflows, evaluation and agent harnesses.
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.
38:14ENNo Priors: AI, Machine Learning, Tech, & Startups· Sep 18, 2026Podcast · 2 speakersDiffusion Will Win Inference: Stefano Ermon Bets Parallel Tokens Beat Custom SiliconHost Sarah Guo, Elad GilThe Stanford diffusion pioneer tells No Priors why a 50-person lab is training language models that generate many tokens at once — and why that maps to GPUs the way transformers once mapped to training.
1:16:00EN20VC with Harry Stebbings· Sep 7, 2026Podcast · 2 speakersJD Grèze on Building Town and Competing in AI AssistantsGuest Jean-Denis Greze · Host Harry StebbingsTown’s co-founder discusses privacy, model costs, competition and why he prioritizes customer value over token consumption.
1:04:35EN20VC with Harry Stebbings· Sep 5, 2026Podcast · 2 speakersCliff Weitzman on Owning GPUs, Voice AI and Building SpeechifyGuest Cliff Weitzman · Host Harry StebbingsSpeechify's CEO makes the case for owning part of a compute fleet, reflects on a missed business-software opportunity and discusses AI-assisted teams.
37:07ENNo Priors: AI, Machine Learning, Tech, & Startups· Sep 3, 2026Podcast · 2 speakersArm’s 98.5% margin business just started shipping chipsHost Sarah Guo, Elad GilCEO Rene Haas tells No Priors why the IP company built a physical CPU for Meta, and why CPUs still sit at the center of AI systems.
1:29:22EN20VC with Harry Stebbings· Aug 29, 2026Podcast · 2 speakersEno Reyes on AI Model Economics, Enterprise Control and Factory's StrategyGuest Eno Reyes · Host Harry StebbingsFactory's CTO discusses cost per outcome, model routing, open models, enterprise hiring and his expectations for the AI market.
44:28ENTibo on Coding Agents, Faster AI and OpenAI’s Product DirectionMatthew Berman, Thibault Sottiaux · Forward FutureOpenAI’s Tibo discusses agent interfaces, usage resets, model efficiency and the trade-offs behind faster inference.
1:10:08EN20VC with Harry Stebbings· Aug 22, 2026Podcast · 2 speakersJerry 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.
1:08:25EN20VC with Harry Stebbings· Aug 10, 2026Podcast · 2 speakersAlex 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.
1:28:42EN20VC with Harry Stebbings· Jul 20, 2026Podcast · 2 speakersLin 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.
1:00:08EN20VC with Harry Stebbings· Jul 11, 2026Podcast · 2 speakersArvind 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.
41:05ENNo Priors: AI, Machine Learning, Tech, & Startups· Jul 9, 2026Podcast · 2 speakersThere is no moat: Booking’s CEO on a $1 stock, agentic travel, and why AI still doesn’t move the numbersHost Sarah Guo, Elad GilGlenn Fogel cashed his 1999 bonus, joined Priceline in February 2000, and watched the Nasdaq peak a week later — then spent 25 years turning a near-delisting into a thousand-fold ride he now wants to spend on AI travel agents.
1:01:27ENNo Priors: AI, Machine Learning, Tech, & Startups· Jul 2, 2026Podcast · 2 speakersTwo Years and Four Months to a Live Reactor: Valar Atomics Wants Energy Ten Times CheaperHost Sarah Guo, Elad GilIsaiah Taylor walks Sarah Guo through Ward 250 in Utah and argues that nuclear is a hardware-iteration problem, not a paper-design one.
1:16:37EN20VC with Harry Stebbings· Jun 22, 2026Podcast · 2 speakersNikesh Arora on Enterprise AI, Cybersecurity and Model EconomicsGuest Nikesh Arora · Host Harry StebbingsPalo Alto Networks’ CEO discusses model depth, token costs, security and how leaders can adapt large organizations.
1:25:00EN20VC with Harry Stebbings· Jun 13, 2026Podcast · 2 speakersMatan Grinberg on AI Coding, Token Costs and Building FactoryGuest Matan Grinberg · Host Harry StebbingsFactory’s CEO discusses enterprise AI budgets, model choice, engineering culture and the uncertain effects of automation on work.
1:14:30EN20VC with Harry Stebbings· Jun 8, 2026Podcast · 2 speakersRoman 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.
57:42EN20VC with Harry Stebbings· Jun 6, 2026Podcast · 2 speakersJacob Lauritzen on AI Engineering, Legal Work and Building LegoraGuest Jacob Lauritzen · Host Harry StebbingsLegora’s CTO discusses code review, token budgets, enterprise adoption and how legal workflows might change.
1:14:12EN20VC with Harry Stebbings· Jun 1, 2026Podcast · 2 speakersBrendan Foody on Mercor, AI Data and the Future of WorkGuest Brendan Foody · Host Harry StebbingsThe Mercor CEO discusses a security incident, data-provider economics, enterprise agents and the uncertain effects of AI on employment.Load moreShowing 24 of 57