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1:22:51EN
20VC with Harry Stebbings· 11 ago 2025Pódcast · 2 vocesMartin Mignot on Index Ventures, Revolut and Investing in FoundersInvitado: Martin Mignot · Presenta: Harry StebbingsThe Index Ventures partner explains how he evaluates early-stage companies, manages concentrated returns and learns from missed opportunities.
1:14:05EN
Cognitive Revolution "How AI Changes Everything"· 9 ago 2025PódcastSullivan boils US-China AI competition down to four buckets, four examples, and a path he calls boringPresenta: Nathan LabenzThe former national security advisor treats transformative AI as a planning assumption, not a prophecy, and wants Washington to compete hard with Beijing without pretending a grand bargain will cure the rivalry.
1:28:36EN20VC with Harry Stebbings· 7 ago 2025Pódcast · 4 vocesFigma’s IPO, Executive Pay and the Price of AI GrowthInvitado: Brian Halligan, Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHubSpot co-founder Brian Halligan joins Harry Stebbings, Jason Lemkin and Rory O’Driscoll to unpack IPO pricing, public ownership and venture strategy.
45:17EN
No Priors: AI, Machine Learning, Tech, & Startups· 7 ago 2025Pódcast · 2 vocesA Click From OpenAI Is 750 Times Harder Than From Google a Decade AgoPresenta: Sarah Guo, Elad GilCloudflare CEO Matthew Prince on Content Independence Day, why traffic is a broken proxy for value, and how to price the holes in the models.
1:45:00ENCognitive Revolution "How AI Changes Everything"· 6 ago 2025PódcastAmerica Holds 45% of the World's Data Centers. Everyone Else Must Build, Buy, or AllyPresenta: Nathan LabenzAnjney Midha of a16z maps what “sovereign AI” actually means for companies and for countries that will never own the talent, data, and compute frontier.
36:03EN
Theo - t3․gg· 4 ago 2025Theo on Meta’s Personal AI Strategy and the Shift Beyond Open ModelsTheo, Mark Zuckerberg · Theo - t3․ggA 2025 analysis of Meta’s personal-superintelligence announcement, platform history and the competition for personalized AI.
1:27:01ENCognitive Revolution "How AI Changes Everything"· 2 ago 2025PódcastThe $16 Trillion Services Market Is Being Bought, Not Sold ToPresenta: Nathan LabenzMarc Bhargava of General Catalyst explains how AI-enabled rollups turn low-margin service firms into compounding, software-like businesses.
1:28:12EN20VC with Harry Stebbings· 31 jul 2025Pódcast · 3 vocesApple, Google and the Race to Fund AI GrowthInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate venture-fund scale, AI infrastructure and how large technology companies can respond to new competition.
36:48ENNo Priors: AI, Machine Learning, Tech, & Startups· 31 jul 2025Pódcast · 2 vocesThe Weekend DeepSeek Dropped, the White House CalledPresenta: Sarah Guo, Elad GilSriram Krishnan walks No Priors through America’s 28-page AI Action Plan, a token-share definition of winning, and why the lead over China is too small to take for granted.
1:16:25EN20VC with Harry Stebbings· 28 jul 2025Pódcast · 2 vocesMartin Casado on AI Models, Open Technology and Venture CompetitionInvitado: Martin Casado · Presenta: Harry StebbingsThe Andreessen Horowitz partner discusses coding tools, open-model policy, labor disruption and how his firm evaluates investments.
1:26:43EN20VC with Harry Stebbings· 24 jul 2025Pódcast · 3 vocesAnthropic Dependency, Figma’s IPO and the Changing Seed MarketInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to discuss AI platform risk, public listings and competition for early-stage deals.
1:56:16ENCognitive Revolution "How AI Changes Everything"· 22 jul 2025PódcastSB 813 Would Hand AI Safety Checks to Licensed Private Firms — If Government Can Watch the WatchersPresenta: Nathan LabenzGillian Hadfield and Andrew Freedman want California to set AI safety outcomes, license competing certifiers, and give companies a rebuttable presumption in court if they pass.
1:22:54EN20VC with Harry Stebbings· 17 jul 2025Pódcast · 3 vocesWindsurf, Google and Cognition: A Deal Breakdown and the AI Coding MarketInvitado: Rory O’Driscoll, Jason Lemkin · Presenta: Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin discuss a complex set of transactions, AI coding tools, retention and model competition.
49:55EN
Matthew Berman· 17 jul 2025Aravind Srinivas on Comet, AI Browsers and the Future of WorkMatthew Berman, Aravind Srinivas · Forward FuturePerplexity’s CEO explains why the company built a browser, how it evaluates models and why he expects AI to disrupt jobs.
15:23ENMatthew Berman· 13 jul 2025Grok 4’s Early Reception: Impressive Demos, Safety Questions and Mixed User FeedbackMatthew Berman · Forward FutureMatthew Berman surveys early reactions to xAI’s 2025 model release, from physics simulations and benchmark results to concerns about bias, safety and speed.
1:12:57EN20VC with Harry Stebbings· 10 jul 2025Pódcast · 3 vocesMeta’s AI Talent Drive, Microsoft Layoffs and the Economics of Startup GrowthInvitado: Rory O’Driscoll, Jason Lemkin · Presenta: Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin examine talent competition, stock compensation, acquisitions and the changing market for venture-backed companies.
44:44ENNo Priors: AI, Machine Learning, Tech, & Startups· 10 jul 2025Pódcast · 2 voces$1 of R&D, 35x the return: why Parker Conrad says platforms beat point solutionsPresenta: Sarah Guo, Elad GilThe Rippling CEO on Zenefits, founder psychology, and why shared underlying capabilities—not narrow focus—win in enterprise software.
0:26ENMatthew Berman· 4 jul 2025xAI’s Memphis Expansion and an Overseas Power Plant, According to Dylan PatelMatthew Berman, Dylan Patel · Forward FutureMatthew Berman highlights Elon Musk’s response to Dylan Patel’s description of xAI’s computing and power plans in July 2025.
1:15:40EN20VC with Harry Stebbings· 3 jul 2025Pódcast · 3 vocesFigma’s IPO Filing, Melio’s Sale and the Pressure on Software InvestorsInvitado: Rory O’Driscoll, Jason Lemkin · Presenta: Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin examine software valuations, venture returns and the AI market’s changing economics.
1:04ENMatthew Berman· 2 jul 2025Why AI Companies Might Offer Researchers Enormous Pay PackagesMatthew Berman · Forward FutureMatthew Berman and a guest discuss the economics of competing for AI talent, comparing reported compensation offers with a hypothetical acquisition.
59:27ENMatthew Berman· 2 jul 2025Aaron Levie on AI Agents, Jobs and the Future of Enterprise SoftwareMatthew Berman, Aaron Levie · Forward FutureBox’s CEO explains his AI-first strategy, why he expects demand to grow and how humans may direct and review agents.
10:20ENMatthew Berman· 1 jul 2025Meta’s Superintelligence Labs and the Fight for AI ResearchersMatthew Berman, Sam Altman · Forward FutureMatthew Berman traces Meta’s 2025 investment in Scale AI, its recruitment from rival labs, and OpenAI’s response. The video’s claims about customer data and signing bonuses need important qualifications.
1:02:17ENMatthew Berman· 30 jun 2025Dylan Patel on AI Labs, Chip Competition and the Race for SuperintelligenceMatthew Berman, Dylan Patel · Forward FutureThe SemiAnalysis founder discusses Meta’s AI talent drive, OpenAI’s Microsoft relationship, Apple’s strategy, accelerator economics and the future of work.
1:04:33EN20VC with Harry Stebbings· 30 jun 2025Pódcast · 2 vocesPhilipp Freise on KKR’s European Investing and Private-Market LiquidityInvitado: Philipp Freise · Presenta: Harry StebbingsThe KKR investor discusses deployment discipline, AI, European capital markets and broader access to private investments.Cargar másMostrando 24 de 537