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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.
1:19:50EN20VC with Harry Stebbings· Oct 19, 2026Podcast · 2 speakersSameer Dholakia on AI Investing, Bessemer's Growth Strategy and Company CultureGuest Sameer Dholakia · Host Harry StebbingsThe Bessemer partner explains his approach to pricing fast-growing AI companies, backing founders and building teams, while discussing the risks behind his optimistic forecasts.
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.
1:15:42EN20VC with Harry Stebbings· Sep 28, 2026Podcast · 2 speakersAlex Mashrabov on Higgsfield's AI Video Business, Model Costs and GrowthGuest Alex Mashrabov · Host Harry StebbingsHiggsfield's founder explains the search for product-market fit, how he calculates annualized revenue and why creative workflows matter more than chasing model benchmarks.
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.
1:08:25EN20VC 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.
1:11:53EN20VC with Harry Stebbings· Jul 4, 2026Podcast · 2 speakersSierra Co-founder Clay Bavor on Open Models, Enterprise AI and Building TeamsGuest Clay Bavor · Host Harry StebbingsBavor discusses model selection and compute costs, deploying AI agents for enterprises, and how Sierra approaches hiring and company culture.
1:35:16EN20VC with Harry Stebbings· Jun 15, 2026Podcast · 2 speakersPerplexity CEO Aravind Srinivas on AI Agents, Compute and CompetitionGuest Aravind Srinivas · Host Harry StebbingsSrinivas discusses the future of AI products, infrastructure constraints, export controls and the challenge of building a business around model advances.
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.
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.