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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.
1:11:14EN20VC with Harry Stebbings· Oct 5, 2026Podcast · 2 speakersVenky Ganesan on AI Venture Investing, Ownership and the Cost of Missing OutGuest Venky Ganesan · Host Harry StebbingsMenlo Ventures' partner discusses seed bets, concentrated follow-ons, market cycles, investor liquidity and the discipline needed when AI valuations accelerate.
1:16:29EN20VC with Harry Stebbings· Sep 14, 2026Podcast · 2 speakersDavid Morehead on Endowment Liquidity, Venture Returns and Portfolio ConstructionGuest David Morehead · Host Harry StebbingsBaylor University’s chief investment officer explains how his team balances private assets, public markets and spending needs, and why time matters as much as a return multiple.
1:28:28EN20VC with Harry Stebbings· Aug 24, 2026Podcast · 2 speakersJulien Bek on Sequoia’s Investment Process, Founder Judgment and AI MarketsGuest Julien Bek · Host Harry StebbingsThe Sequoia partner explains how he develops conviction, evaluates founders and thinks about a market where AI agents may become customers.
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.
1:30:48EN20VC with Harry Stebbings· Aug 8, 2026Podcast · 2 speakersDavid Frankel on Seed Investing, AI Winners and the Value of PatienceGuest David Frankel · Host Harry StebbingsFounder Collective’s co-founder debates fund size, valuations and exits with Harry Stebbings, and explains why he expects both transformative AI companies and heavy losses.
39:30EN
No Priors: AI, Machine Learning, Tech, & Startups· Aug 6, 2026Podcast · 2 speakersThree Trillion-Dollar Companies in Five Years. Elad Gil Would Not Bet on a Fleet of Them NextHost Sarah Guo, Elad GilOn a host-only episode of No Priors, Sarah Guo and Elad Gil separate market size from speed, argue that the best new founders are getting too meek, and treat token budgets as the next corporate power law.
1:06:45EN20VC with Harry Stebbings· Jul 27, 2026Podcast · 2 speakersMatt 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.
1:11:01EN20VC with Harry Stebbings· Jul 6, 2026Podcast · 2 speakersMike Mignano on AI Applications, Open Models and Venture StrategyGuest Mike Mignano · Host Harry StebbingsThe USV partner discusses AI agents, token spending and the opportunities and risks for startups building above the model layer.
54:29EN20VC with Harry Stebbings· Jun 27, 2026Podcast · 2 speakersfomo CEO Paul Erlanger on Social Trading, Fundraising and Product GrowthGuest Paul Erlanger · Host Harry StebbingsErlanger discusses building a trading app, raising from angels and venture firms, and combining social features with financial products.
1:20:59EN20VC with Harry Stebbings· Jun 20, 2026Podcast · 2 speakersFlexport CEO Ryan Petersen on Logistics, AI and FundraisingGuest Ryan Petersen · Host Harry StebbingsPetersen discusses the economics of global freight, automating operational work, venture financing and the lessons he has taken from building Flexport.
38:01ENNo Priors: AI, Machine Learning, Tech, & Startups· May 14, 2026Podcast · 2 speakersThe Philippines Gifted America 4,000 Acres. Pax Silica Wants to Make the AI Supply Chain a BusinessHost Sarah Guo, Elad GilUS Under Secretary Jacob Helberg on a 14-country coalition, a diplomatic industrial zone in the Philippines, and why Washington is putting companies—not ministries—in the driver's seat.
46:26ZH → English
Zhang Xiaojun Podcast· Dec 9, 2025Podcast · 2 speakersXiaohu Zhu: No Bubble in Sight for Three Years — When Consensus Is Too Concentrated, Offset by Fifteen DegreesGuest 朱啸虎 · Host 张小珺At the end of 2025, Xiaohu Zhu of GSR Ventures sat down with Zhang Xiaojun for the third time: AGI is off the table, and the fight for the entry point has begun. He skips humanoid robots and writes checks to companies that actually do the work — ship cleaning, massage.
31:57ENNo Priors: AI, Machine Learning, Tech, & Startups· Oct 15, 2025Podcast · 2 speakersPeak 700 GW, average 300 GW: Base Power is wiring home batteries into a power plantHost Sarah Guo, Elad GilZach Dell tells Elad Gil how a $1.3 billion raise, a Texas-only retail business, and a Tesla-and-SpaceX hiring bench are meant to cut the cost of moving an electron.
27:45ENNo Priors: AI, Machine Learning, Tech, & Startups· Apr 3, 2025Podcast · 2 speakersNasdaq Down 8% and Ghibli Everywhere: AI Is Already in Inning ThreeHost Sarah Guo, Elad GilSarah Guo and Elad Gil on the latest image-gen wow cycle, why public-market panic is mostly noise for software startups, and where specialized models still have room.
37:58ENNo Priors: AI, Machine Learning, Tech, & Startups· Jan 23, 2025Podcast · 2 speakersThe Forest Will Burn. The Only Question Is on Whose Terms.Host Sarah Guo, Elad GilConvective Capital’s Bill Clerico walks through why California’s wildfires reached a crescendo, and which wounds are still self-inflicted enough to fix.
26:08ENNo Priors: AI, Machine Learning, Tech, & Startups· Oct 3, 2024Podcast · 2 speakersFewer Than 3% of Deals Get Investigated. Selling to the Monopolist Is What Triggers the FTC.Host Sarah Guo, Elad GilChair Lina Khan tells No Priors how merger review actually works in AI markets, why open-weight models matter, and why the agency banned most non-competes.
1:33:07ZH → EnglishZhang Xiaojun Podcast· Aug 17, 2024Podcast · 2 speakersGuangmi on a Year of Global Large Models: Scaling Law, the AGI Bet, and China–U.S. CompetitionGuest 李广密 · Host 张小珺Li Guangmi, founder of Shixiang, looks back from Silicon Valley at the competition among OpenAI, Anthropic, Google, and Chinese model companies. He sees model capability and cost as the forces behind the next application boom, while the enormous investment is a bet on whether intelligence can keep scaling and reshape the economy over time.
3:46:18EN
Lex Fridman· Dec 8, 2022Podcast · 2 speakersA Ten-Billion-Dollar Error Bar on Other People's MoneyGuest Coffeezilla · Host Lex FridmanYouTube investigator Coffeezilla walks Lex Fridman through how Sam Bankman-Fried's FTX turned a low-risk story into a customer-asset casino.
2:16:07ENLex Fridman· Feb 15, 2021Podcast · 2 speakersAsk What Could Go Right: Jason Calacanis on Robinhood, Loyalty, and Two Checks for TeslaGuest Jason Calacanis · Host Lex FridmanThe angel investor and All-In co-host walks Lex Fridman from a Palo Alto dive bar to GameStop, Silicon Valley’s war on friction, and a friendship that kept a car company alive for twelve extra days.
1:24:50EN
Lenny's PodcastPodcast · 2 speakersCrossing the Chasm, Explained by Its Author: Start Small, Win a Segment, Then ScaleGuest Geoffrey Moore · Host Lenny RachitskyGeoffrey Moore walks through the technology adoption lifecycle, the four go-to-market playbooks that fit each stage, and the mistakes that keep B2B startups stuck.