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23:48ENSatya Nadella on Zero Trust for AI and Why Every Company Should Own Its IntelligenceInvitado: Satya Nadella · Presenta: Harry StebbingsThe Microsoft CEO argues that capable agents need security boundaries even as alignment research remains unsettled, and explains why firms should retain the value created by their own AI use.
1:13:26ENNaveen Rao on Energy, AI Hardware, Verification and the Future of RoboticsInvitado: Naveen Rao · Presenta: Harry StebbingsThe Unconventional AI founder argues that energy efficiency will shape AI hardware, while the growing volume of model output makes verification more valuable.
1:19:50ENSameer Dholakia on AI Investing, Bessemer's Growth Strategy and Company CultureInvitado: Sameer Dholakia · Presenta: 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.
1:03:05ENHarrison Chase on Building Reliable Agents, Model Routing and MemoryInvitado: Harrison Chase · Presenta: Harry StebbingsThe LangChain co-founder explains why agents remain difficult to control, where domain expertise matters, and how his team manages coding-agent costs.
58:54ENMike Cannon-Brookes on AI Agents, Enterprise Context and the Future of InterfacesInvitado: Mike Cannon-Brookes · Presenta: Harry StebbingsAtlassian's CEO argues that agents make product design more important, explains the trade-offs in enterprise AI, and makes the case for slower thinking.
1:12:06ENMax Freeman on Building Ramp’s Sales MachineInvitado: Max Freeman · Presenta: Harry StebbingsRamp’s sales leader explains how he hires, trains and equips sellers, from early outbound experiments to enterprise forecasting and AI-assisted research.
1:11:14ENVenky Ganesan on AI Venture Investing, Ownership and the Cost of Missing OutInvitado: Venky Ganesan · Presenta: Harry StebbingsMenlo Ventures' partner discusses seed bets, concentrated follow-ons, market cycles, investor liquidity and the discipline needed when AI valuations accelerate.
1:05:01ENChase Lochmiller on AI Data Centers, Energy and GPU EconomicsInvitado: Chase Lochmiller · Presenta: 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.
1:15:42ENAlex Mashrabov on Higgsfield's AI Video Business, Model Costs and GrowthInvitado: Alex Mashrabov · Presenta: 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.
1:08:54ENParag Agrawal on Web Search and Business Models for AI AgentsInvitado: Parag Agrawal · Presenta: Harry StebbingsParallel’s co-founder explains why agent search needs different economics, how content owners might be paid and why agent safety requires more than model capability.
1:19:04ENDaniel Dines on AI Agents, Enterprise Work and the Limits of AutomationInvitado: Daniel Dines · Presenta: Harry StebbingsThe UiPath co-founder argues that companies need a map of work and reliable automation alongside AI, while Harry Stebbings challenges his assumptions about how fast jobs will change.
1:19:54ENThomas Sohmers on AI Inference, Memory and Data-Center GrowthInvitado: Thomas Sohmers · Presenta: 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.
1:16:29ENDavid Morehead on Endowment Liquidity, Venture Returns and Portfolio ConstructionInvitado: David Morehead · Presenta: 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.
1:21:52ENMatteo Franceschetti on Eight Sleep, AI Teams and the Cost of AmbitionInvitado: Matteo Franceschetti · Presenta: Harry StebbingsEight Sleep's CEO discusses customer acquisition, hardware economics, AI-assisted operations and the personal trade-offs behind building a company.
1:16:00ENJD Grèze on Building Town and Competing in AI AssistantsInvitado: Jean-Denis Greze · Presenta: Harry StebbingsTown’s co-founder discusses privacy, model costs, competition and why he prioritizes customer value over token consumption.
1:04:35ENCliff Weitzman on Owning GPUs, Voice AI and Building SpeechifyInvitado: Cliff Weitzman · Presenta: Harry StebbingsSpeechify's CEO makes the case for owning part of a compute fleet, reflects on a missed business-software opportunity and discusses AI-assisted teams.
1:05:56ENAaron Katz on ClickHouse, AI Revenue Durability and Enterprise DataInvitado: Aaron Katz · Presenta: Harry StebbingsClickHouse’s CEO discusses agent workloads, open models, fundraising and the metrics he uses to judge durable growth.
1:29:22ENEno Reyes on AI Model Economics, Enterprise Control and Factory's StrategyInvitado: Eno Reyes · Presenta: Harry StebbingsFactory's CTO discusses cost per outcome, model routing, open models, enterprise hiring and his expectations for the AI market.
1:28:28ENJulien Bek on Sequoia’s Investment Process, Founder Judgment and AI MarketsInvitado: Julien Bek · Presenta: Harry StebbingsThe Sequoia partner explains how he develops conviction, evaluates founders and thinks about a market where AI agents may become customers.
1:10:08ENJerry Murdock on AI Financing, Open Models and Technology CyclesInvitado: Jerry Murdock · Presenta: Harry StebbingsInsight Partners' co-founder discusses credit risk, specialized models, security and how investors might navigate an uncertain AI cycle.
1:09:44ENAndrew Macdonald on Uber’s Membership Strategy, Autonomy and AIInvitado: Andrew Macdonald · Presenta: Harry StebbingsUber’s president and COO discusses marketplace incentives, autonomous vehicles, the company’s China exit and the challenge of measuring AI’s value.
1:20:47ENMatt Swulinski on Building and Measuring a Product-Led Growth EngineInvitado: Matt Swulinski · Presenta: Harry StebbingsThe growth leader shares lessons from Superhuman, Wispr Flow and Viktor on paid acquisition, creative testing, referrals and AI-assisted workflows.
1:08:25ENAlex Atallah on OpenRouter, Model Competition and AI MarketplacesInvitado: Alex Atallah · Presenta: Harry StebbingsThe OpenRouter CEO discusses inference providers, open-weight models, enterprise safety and the economics of routing.
1:30:48ENDavid Frankel on Seed Investing, AI Winners and the Value of PatienceInvitado: David Frankel · Presenta: 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.
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