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1:05:01EN
20VC with Harry Stebbings· 3 oct 2026Pódcast · 2 vocesChase 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.
1:04:35EN20VC with Harry Stebbings· 5 sept 2026Pódcast · 2 vocesCliff 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.
1:06:10EN20VC with Harry Stebbings· 29 jun 2026Pódcast · 2 vocesK. R. Sridhar on Distributed Power, AI Demand and Energy AccessInvitado: K. R. Sridhar · Presenta: Harry StebbingsBloom Energy’s CEO discusses data-center power, manufacturing, natural gas and his vision for broader electricity access.
1:35:16EN20VC with Harry Stebbings· 15 jun 2026Pódcast · 2 vocesPerplexity CEO Aravind Srinivas on AI Agents, Compute and CompetitionInvitado: Aravind Srinivas · Presenta: 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· 8 jun 2026Pódcast · 2 vocesRoman Chernin on AI Compute Demand, Inference and InfrastructureInvitado: Roman Chernin · Presenta: 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· 26 may 2026Pódcast · 2 vocesAndrew Feldman on AI Chips, Data Centers and Compute DemandInvitado: Andrew Feldman · Presenta: Harry StebbingsCerebras’s CEO discusses memory supply, inference speed, community impacts and US chip policy.
1:15:19EN20VC with Harry Stebbings· 14 abr 2026Pódcast · 2 vocesAnj Midha on Anthropic, Compute Bottlenecks and Building Frontier AIInvitado: Anjney Midha · Presenta: Harry StebbingsThe AMP founder recounts Anthropic’s early fundraising and explains his investment thesis around scientific feedback, compute coordination and AI infrastructure.
1:13:29EN20VC with Harry Stebbings· 27 oct 2025Pódcast · 2 vocesDavid Cahn on AI Infrastructure, Startup Growth and Defense InvestingInvitado: David Cahn · Presenta: Harry StebbingsThe Sequoia partner explains why he sees an AI bubble, how he evaluates startup growth and where he sees opportunities in defense.
1:20:12EN20VC with Harry Stebbings· 6 oct 2025Pódcast · 2 vocesCerebras CEO Andrew Feldman on AI Chips, Demand and Infrastructure RiskInvitado: Andrew Feldman · Presenta: Harry StebbingsFeldman discusses Cerebras financing, chip design and data centers, while weighing talent, energy and market concentration.
1:31:19EN20VC with Harry Stebbings· 29 sept 2025Pódcast · 2 vocesGroq Founder Jonathan Ross on AI Compute, Chip Competition and EnergyInvitado: Jonathan Ross · Presenta: Harry StebbingsRoss explains his view of inference demand, custom chips and infrastructure economics, and makes predictions about AI’s effects on markets and work.
1:18:09EN20VC with Harry Stebbings· 24 feb 2025Pódcast · 2 vocesSteeve Morin on AI Inference, Chips and the Cost of Switching HardwareInvitado: Steeve Morin · Presenta: Harry StebbingsThe ZML founder explains the difference between training and production inference and offers a competitive view of the AI hardware market.
1:25:52EN20VC with Harry Stebbings· 17 feb 2025Pódcast · 2 vocesJonathan Ross on Groq, Inference Economics and the AI Infrastructure RaceInvitado: Jonathan Ross · Presenta: Harry StebbingsThe Groq CEO explains his bet on inference chips, compares his company’s architecture with GPUs, and discusses the financing and power needed to scale.
1:01:48EN20VC with Harry Stebbings· 16 dic 2024Pódcast · 2 vocesReid Hoffman on Trade, AI, Energy and the Incoming Trump AdministrationInvitado: Reid Hoffman · Presenta: Harry StebbingsThe investor discusses political risks and opportunities, competition in AI, nuclear energy and the role of venture capital in a wide-ranging December 2024 interview.
1:19:00EN20VC with Harry Stebbings· 7 oct 2024Pódcast · 2 vocesEiso Kant on Poolside, Compute and AI for Software DevelopmentInvitado: Eiso Kant · Presenta: Harry StebbingsPoolside’s CTO explains code-execution feedback, the cost of model development and his company’s ambitions in the AI race.
1:13:02EN20VC with Harry Stebbings· 5 ago 2024Pódcast · 2 vocesDavid Cahn on AI Infrastructure, Capital Spending and Venture ConvictionInvitado: David Cahn · Presenta: Harry StebbingsThe Sequoia investor examines data centers, chips and power before explaining how he evaluates companies and builds conviction.