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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.
1:25:33EN
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.
1:19:50EN20VC 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.
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.
1:15:42EN20VC 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.
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.
1:08:25EN20VC 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.
30:34ENNo Priors: AI, Machine Learning, Tech, & Startups· May 21, 2026Podcast · 2 speakersCerebras Waited Ten Years for a Market That Finally Needed SpeedHost Sarah Guo, Elad GilFounder and CEO Andrew Feldman walks No Priors through wafer-scale chips, a $20 billion OpenAI deal, and why a dinner-plate processor only mattered once AI became an everyday tool.
42:57ENNo Priors: AI, Machine Learning, Tech, & Startups· May 1, 2026Podcast · 2 speakersInference Is the Last Market: Baseten’s 30x YearHost Sarah Guo, Elad GilCEO Tuhin Srivastava on a billion-dollar inference cloud, why the app layer survives, and a GPU crunch worse than the narrative.
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.
47:18ENNo Priors: AI, Machine Learning, Tech, & Startups· Aug 14, 2025Podcast · 2 speakersThe Analyst Tracking 200 GPU Clouds Breaks Nvidia Into a Three-Headed DragonHost Sarah Guo, Elad GilSemiAnalysis founder Dylan Patel on OpenAI’s open-weight model, a coming neocloud wipeout, and why a chip startup has to beat Nvidia on hardware, networking, and software at once.
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.
22:32ENNo Priors: AI, Machine Learning, Tech, & Startups· Feb 7, 2025Podcast · 2 speakersThe $5.5 Million Was Only the Last MileHost Sarah Guo, Elad GilOn No Priors' 100th episode, Sarah Guo and Elad Gil separate DeepSeek's paper cost from the compute behind it, then walk through OpenAI's Deep Research, Stargate, and their bets for 2025.
2:49:35ZH → English
Zhang Xiaojun Podcast· Feb 4, 2025Podcast · 2 speakersPan Jiayi on R1, o1, and Kimi K1.5: How Reinforcement Learning Teaches Models to ReasonGuest 潘嘉怡 · Host 张小珺Pan Jiayi, a Berkeley PhD student, walks through reasoning-model reports from DeepSeek, OpenAI, and Kimi, unpacking long chains of thought, GRPO, reward design, and distillation. R1-Zero’s “aha moment” shows how reasoning strategies can emerge through reinforcement learning.
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 40