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No Priors: AI, Machine Learning, Tech, & Startups· 17 jun 2025Pódcast · 2 vocesApplied Intuition Is Worth $15 Billion, Hasn't Spent Its Capital, and Wants to Be the OS for Cars and TanksPresenta: Sarah Guo, Elad GilOn No Priors, Qasar Younis and Peter Ludwig explain the Microsoft playbook for vehicles, why they waited for autonomy techniques to converge, and why Waymo's business model is the question that follows the demo.
1:47:28EN
20VC with Harry Stebbings· 16 jun 2025Pódcast · 2 vocesLarry Aschebrook on Spotify, Uber and the Hard Lessons of Venture SecondariesInvitado: Larry Aschebrook · Presenta: Harry StebbingsThe G Squared founder recounts concentrated wins, expensive mistakes and the challenge of turning private-market marks into cash for investors.
1:22:59EN20VC with Harry Stebbings· 12 jun 2025Pódcast · 3 vocesCircle’s IPO, Anduril’s Funding and the AI Budget DebateInvitado: Rory O’Driscoll, Jason Lemkin · Presenta: Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin discuss public listings, venture concentration and the outlook for software and Musk’s companies.
1:24:27EN
Cognitive Revolution "How AI Changes Everything"· 12 jun 2025Pódcast500 Trillion Tokens a Month: How Google Grew 50x in a YearPresenta: Nathan LabenzLogan Kilpatrick returns to Cognitive Revolution to unpack Google's mid-2023 merger, why he expects frontier labs to diverge, and why startups still hold the speed advantage.
0:59EN
Matthew Berman· 10 jun 2025Satya Nadella on AI's Energy Use and Social PermissionMatthew Berman, Satya Nadella · Forward FutureIn a short interview excerpt, Microsoft's CEO argues that the technology industry must deliver broad benefits as its energy demand grows.
1:00:48ENCognitive Revolution "How AI Changes Everything"· 9 jun 2025PódcastThe Phrase That Alarms a16z’s AI Policy Chief: “It Only Covers a Handful of Companies”Presenta: Nathan LabenzMatt Perault argues that AI rules should target harmful use, not the science of building models, and that “modest” thresholds can lock in an oligopoly.
1:27:13EN20VC with Harry Stebbings· 5 jun 2025Pódcast · 4 vocesSam Lessin, Jason Lemkin and Rory O’Driscoll Debate DPI and the Future of VentureInvitado: Sam Lessin, Rory O’Driscoll, Jason Lemkin · Presenta: Harry StebbingsThe investors examine cash distributions versus paper marks, fund size, AI spending and the changing economics of startup investing.
2:12:04EN
Lex Fridman· 5 jun 2025Pódcast · 2 vocesFrom a Five-Year Phone Queue to 480 Trillion Tokens a MonthInvitado: Sundar Pichai · Presenta: Lex FridmanSundar Pichai talks with Lex Fridman about Chennai, the AI package, Search, Chrome, Waymo, and why he stayed calm when the headlines said Google was finished.
1:19:24EN20VC with Harry Stebbings· 29 may 2025Pódcast · 3 vocesOpenAI’s Jony Ive Deal, YC’s Scale and the Math Behind Venture ReturnsInvitado: Rory O’Driscoll, Jason Lemkin · Presenta: Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin debate hardware, IPO terms, dilution and the changing economics of venture investing.
25:13ENNo Priors: AI, Machine Learning, Tech, & Startups· 29 may 2025Pódcast · 2 vocesThe AI Table Is Being Cleared: Two or Three Coding Winners, and Forty Years Without a Biotech GiantPresenta: Sarah Guo, Elad GilSarah Guo and Elad Gil walk through which AI markets have already consolidated, why rival startups still refuse to merge, and the biotech science sitting unused.
1:19:29EN20VC with Harry Stebbings· 22 may 2025Pódcast · 3 vocesChime’s Planned IPO, Venture Liquidity and the Rippling–Deel DisputeInvitado: Rory O’Driscoll, Jason Lemkin · Presenta: Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin discuss late-stage financing, contested litigation and AI software competition.
1:56:42EN20VC with Harry Stebbings· 19 may 2025Pódcast · 2 vocesDuolingo’s Severin Hacker on AI Tutors, Learning and Building a CompanyInvitado: Severin Hacker · Presenta: Harry StebbingsThe co-founder explains how Duolingo uses AI, where he sees limits in current tools and why his forecasts about education and work remain uncertain.
1:20:13EN20VC with Harry Stebbings· 15 may 2025Pódcast · 3 vocesStartup Funding, OpenAI and AI Competition: A Venture Investor RoundtableInvitado: Rory O’Driscoll, Jason Lemkin · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss financing, FTX-related investments, AI business models and the future of work.
1:04:29EN20VC with Harry Stebbings· 12 may 2025Pódcast · 2 vocesImmad Akhund on Mercury, Angel Investing and His New FundInvitado: Immad Akhund · Presenta: Harry StebbingsThe Mercury CEO discusses a $26 million institutional fund, early-stage investing, AI valuations and the demands of running both.
2:02:51ENCognitive Revolution "How AI Changes Everything"· 8 may 2025PódcastAt a 60-Person Safety Offsite, Only Four Had Seen Nonprofit OpenAIPresenta: Nathan LabenzFormer OpenAI scientist Steven Adler on the Anthropic split, GPT-4, safety evaluations, and why he filed a brief to keep the company under nonprofit control.
1:19:32EN20VC with Harry Stebbings· 8 may 2025Pódcast · 3 vocesBenchmark, a16z and the Math of Venture Capital in the AI EraInvitado: Rory O’Driscoll, Jason Lemkin · Presenta: Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin debate stage focus, large funds and how AI could reshape software and employment.
47:49EN
Sequoia Capital· 6 may 2025PódcastWorkday Is Onboarding AI Agents the Way It Onboards PeopleWorkday CEO Carl Eschenbach on turning a 70-million-person system of record into the ledger for a mixed workforce of humans and digital workers.
1:03:27EN20VC with Harry Stebbings· 5 may 2025Pódcast · 2 vocesBucky Moore on Venture Platforms, AI and Early-Stage InvestingInvitado: Bucky Moore · Presenta: Harry StebbingsThe new Lightspeed partner discusses capital-intensive model companies, seed valuations, founder selection and the role of large venture firms.
0:36ENMatthew Berman· 2 may 2025How Much Electricity Will AI Data Centers Use?Matthew Berman, Eric Schmidt · Forward FutureMatthew Berman highlights Eric Schmidt's congressional testimony and asks about AI's power demand. The dramatic 99% figure lacks a specified time frame and geographic scope in the quoted testimony.
1:28:17EN20VC with Harry Stebbings· 1 may 2025Pódcast · 4 vocesSeries A and B Investing in an AI Market: Risk, Liquidity and TimingInvitado: Rory O’Driscoll, Jason Lemkin, Fabrice Grinda · Presenta: Harry StebbingsHarry Stebbings, Rory O’Driscoll, Jason Lemkin and Fabrice Grinda debate returns, fund strategy and competition in a fast-changing market.
33:18ENMatthew Berman· 1 may 2025Zuckerberg and Nadella on AI Coding, Agents and the Next Software StackMatthew Berman, Mark Zuckerberg, Satya Nadella · Forward FutureMatthew Berman examines their 2025 LlamaCon conversation about AI-assisted development, open models and changing workflows.
1:41:29ENCognitive Revolution "How AI Changes Everything"· 26 abr 2025PódcastFiverr’s CEO Sent a Wake-Up Memo: AI Won’t Take Your Job. A Peer Who Uses It Will.Presenta: Nathan LabenzMicha Kaufman tells Nathan Labenz how a 15-year freelance marketplace is trying to give creators their own models instead of letting public AI eat their work for free.
1:26:55EN20VC with Harry Stebbings· 24 abr 2025Pódcast · 3 vocesVenture Liquidity, Endowments and AI Investing in 2025Invitado: Rory O’Driscoll, Jason Lemkin · Presenta: Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin discuss private-market liquidity, fund construction and the economics of AI businesses.
1:35:02EN20VC with Harry Stebbings· 17 abr 2025Pódcast · 3 vocesa16z, Founders Fund and the Risks Behind Venture’s Biggest FundsInvitado: Rory O’Driscoll, Jason Lemkin · Presenta: Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin debate fund size, late-stage returns, AI uncertainty and delayed liquidity.Cargar másMostrando 24 de 519