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1:06:45ENMatt Murphy on Anthropic, Open Models and the New Venture PlaybookGuest Matt Murphy · Host Harry StebbingsThe Menlo Ventures partner explains his investments in Anthropic, Lovable and Legora, and debates AI margins, model competition and venture fund strategy.
1:14:39ENNick Frosst on Cohere’s Enterprise AI Strategy and the Limits of HypeGuest Nick Frosst · Host Harry StebbingsThe Cohere co-founder discusses data, benchmarks, workplace automation and why he challenges popular claims about AGI.
1:03:27ENBucky Moore on Venture Platforms, AI and Early-Stage InvestingGuest Bucky Moore · Host Harry StebbingsThe new Lightspeed partner discusses capital-intensive model companies, seed valuations, founder selection and the role of large venture firms.
39:21ENSam Altman on Model Improvements, Agents and Startup OpportunitiesGuest Sam Altman · Host Harry StebbingsThe OpenAI CEO discusses where startups may build as models improve, and reflects on reasoning, infrastructure and leadership.
1:16:09ENBret Taylor on AI Applications, Model Costs and Building SierraGuest Bret Taylor · Host Harry StebbingsThe Sierra co-founder discusses why most companies may buy AI solutions, how agents need guardrails and what founders can learn from technology leaders.
1:03:26ENAidan Gomez on Model Scaling, Data and Enterprise AIGuest Aidan Gomez · Host Harry StebbingsThe Cohere CEO discusses the economics of foundation models, enterprise adoption, AI agents and the future he hopes the technology will enable.







