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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.
1:05:01EN20VC 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.
1:08:54EN20VC 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.
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.
1:16:00EN20VC 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.
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.
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.
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.
1:07:45EN20VC with Harry Stebbings· May 26, 2026Podcast · 2 speakersAndrew 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.
1:20:12EN20VC with Harry Stebbings· Oct 6, 2025Podcast · 2 speakersCerebras CEO Andrew Feldman on AI Chips, Demand and Infrastructure RiskGuest Andrew Feldman · Host Harry StebbingsFeldman discusses Cerebras financing, chip design and data centers, while weighing talent, energy and market concentration.
1:31:19EN20VC with Harry Stebbings· Sep 29, 2025Podcast · 2 speakersGroq Founder Jonathan Ross on AI Compute, Chip Competition and EnergyGuest Jonathan Ross · Host Harry StebbingsRoss explains his view of inference demand, custom chips and infrastructure economics, and makes predictions about AI’s effects on markets and work.
47:04EN20VC with Harry Stebbings· Mar 31, 2025Podcast · 2 speakersKevin Scott on AI Products, DeepSeek and the Future of SoftwareGuest Kevin Scott · Host Harry StebbingsMicrosoft’s CTO discusses model efficiency, agents, coding and why useful products matter in an AI transition.
1:14:36EN20VC with Harry Stebbings· Mar 24, 2025Podcast · 2 speakersAndrew Feldman on AI Chips, Inference and Competing With NvidiaGuest Andrew Feldman · Host Harry StebbingsThe Cerebras CEO explains wafer-scale computing, argues inference demand will grow and discusses the limits of his industry’s infrastructure.
1:18:09EN20VC with Harry Stebbings· Feb 24, 2025Podcast · 2 speakersSteeve Morin on AI Inference, Chips and the Cost of Switching HardwareGuest Steeve Morin · Host Harry StebbingsThe ZML founder explains the difference between training and production inference and offers a competitive view of the AI hardware market.
1:25:52EN20VC with Harry Stebbings· Feb 17, 2025Podcast · 2 speakersJonathan Ross on Groq, Inference Economics and the AI Infrastructure RaceGuest Jonathan Ross · Host Harry StebbingsThe Groq CEO explains his bet on inference chips, compares his company’s architecture with GPUs, and discusses the financing and power needed to scale.
1:00:02EN20VC with Harry Stebbings· Jan 29, 2025Podcast · 2 speakersJonathan 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.Load moreShowing 24 of 27