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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.
1:19:54EN20VC 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.
1:26:12EN20VC with Harry Stebbings· Jul 16, 2026Podcast · 3 speakers20VC Roundtable on AI Competition, Enterprise Spending and Venture CapitalGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss a reported Apple lawsuit, AI pricing, memory markets and venture financing.
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.
1:26:17EN20VC with Harry Stebbings· Apr 10, 2025Podcast · 3 speakersTom 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.
1:14:36EN20VC 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.