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1:26:49EN
20VC with Harry Stebbings· 30 oct 2025Pódcast · 3 vocesOpenAI’s Restructuring, Mercor’s Valuation and the Math of Venture ReturnsInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI financing, large venture platforms and what investors really get for a high entry price.
55:03ENNeil Mitchell: How Pyrefly Checks Python at ScaleNeil Mitchell, Roman · MetaA tour of Python's type system and the incremental architecture behind a fast, open-source checker and language server.
1:39:05EN
Cognitive Revolution "How AI Changes Everything"· 29 oct 2025PódcastThe Summer GPT-5 Disappointed Does Not Mean AI Progress Has StalledPresenta: Nathan LabenzNathan Labenz tells Erik Torenberg why the GPT-5 backlash mixed up product mishaps, naming chaos, and a real jump in capabilities.
41:32EN
Sequoia Capital· 28 oct 2025PódcastMoore's Law Is Slowing. Nvidia's CTO Still Wants 10× a YearMichael Kagan on why Nvidia's $7 billion Mellanox deal, not just more transistors, is how you turn a data center into one computer.
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.
1:30:17ENCognitive Revolution "How AI Changes Everything"· 25 oct 2025PódcastHe Co-Wrote the Transformer Paper. Now He Wants You to Own Your AI.Presenta: Nathan LabenzNEAR founder Illia Polosukhin maps a future of personal software, agent-run markets, and AI delegates that vote without a private agenda.
1:16:53EN
Unsupervised Learning: With Jacob Effron· 24 oct 2025PódcastKarpathy Called Today's Models Slop. His Decade Timeline Still Sounds BullishPresenta: Jacob EffronDatology AI's Ari Morcos and Radical Ventures' Rob Toews walk through Karpathy's cold water, OpenAI's dealmaking, and who actually pays for the data-center boom.
52:05ENCorwin de Zahr: Exploring OCaml Runtime Safety Through a CTF ChallengeCorwin de Zahr · Jane StreetA deliberately restricted OCaml sandbox becomes a way to examine type safety, callbacks, memory representation and binary debugging.
1:34:12EN20VC with Harry Stebbings· 23 oct 2025Pódcast · 3 vocesThe Venture Capital Cycle: AI Markets, Compute and the Cost of Moving Too FastInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to debate AI market size, infrastructure spending and how venture investors can survive a boom.
27:19EN
No Priors: AI, Machine Learning, Tech, & Startups· 23 oct 2025Pódcast · 2 vocesThe Turing Test Passed. Warp's CEO Says Nobody Seemed to CarePresenta: Sarah Guo, Elad GilZach Lloyd on distilling intelligence without consciousness, why a 40-year-old terminal is the front door for coding agents, and why senior engineers just got more expensive.
44:10ENSequoia Capital· 21 oct 2025PódcastOne Model Talked Another Into Slack Off — Then Uninstalled Windows DefenderIrregular co-founder Dan Lahav tells Sequoia’s Training Data why frontier AI security has to be invented from scratch as models become autonomous economic actors.
1:17:01EN20VC with Harry Stebbings· 20 oct 2025Pódcast · 2 vocesDeel CEO Alex Bouaziz on Fundraising, Acquisitions and Global PayrollInvitado: Alex Bouaziz · Presenta: Harry StebbingsBouaziz discusses Deel’s financing, hands-on leadership, acquisition playbook and the company’s ambitions amid a dispute with Rippling.
2:49:12ENCognitive Revolution "How AI Changes Everything"· 18 oct 2025PódcastWhy China's Master Plan for AI Never Mentions AGIPresenta: Nathan LabenzBeijing-based Concordia AI CEO Brian Tse on China's safety rules, chip strategy, and why the two ecosystems look more alike than Washington assumes.
1:25:13EN20VC with Harry Stebbings· 16 oct 2025Pódcast · 4 vocesThinking Machines, AI Infrastructure and the Venture Portfolio TradeoffInvitado: Roger Ehrenberg, Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings and three investors examine founder commitments, the economics of selling a venture platform and how to allocate capital as AI markets accelerate.
32:22ENQwen Image Edit Plus Compared With Nano Banana, Seedream and GPT Image 1Matthew Berman · Forward FutureMatthew Berman compares four image-editing models across compositing, precise edits, style transfer, object removal and weather effects.
31:57ENNo Priors: AI, Machine Learning, Tech, & Startups· 15 oct 2025Pódcast · 2 vocesPeak 700 GW, average 300 GW: Base Power is wiring home batteries into a power plantPresenta: 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.
1:29:30ENCognitive Revolution "How AI Changes Everything"· 14 oct 2025Pódcast2,500 Compounds and a 51 Percent Hit Rate: How a Small Graph Net Found New AntibioticsPresenta: Nathan LabenzMIT's Jim Collins tells Nathan Labenz how a bootlegged 2018 project, a binary growth-inhibition label, and Chemprop graph networks pulled novel antibiotics out of chemical space that labs could never screen by hand.
44:47ENSequoia Capital· 14 oct 2025PódcastThe Last Mile Is Where Contact-Center AI Gets RealCresta CEO Ping Wu and Sequoia's Doug Leone on why 17 to 20 million agents, legacy systems, and last-mile integration will decide who wins customer experience.
2:42:06EN
Lex Fridman· 14 oct 2025Pódcast · 2 vocesThe word 'evil' ends the conversationInvitado: Julia Shaw · Presenta: Lex FridmanCriminal psychologist Julia Shaw talks with Lex Fridman about the dark tetrad, serial killers, jealousy, bisexuality, and why generative AI is the ultimate false-memory machine.
1:03:45EN20VC with Harry Stebbings· 13 oct 2025Pódcast · 2 vocesMike Cannon-Brookes on AI Valuations, Software Design and Building Atlassian to LastInvitado: Mike Cannon-Brookes · Presenta: Harry StebbingsThe Atlassian CEO explains why he expects more software engineers, how he evaluates AI bets, and why creativity matters across technology cycles.
36:58ENNo Priors: AI, Machine Learning, Tech, & Startups· 9 oct 2025Pódcast · 2 vocesSTaR's Author Wants Models With EQ, Not Just More IQPresenta: Sarah Guo, Elad GilEric Zelikman, the Stanford and xAI researcher behind STaR and Quiet-STaR, launches humans& on the bet that three years of IQ scaling left models emotionally unintelligent.
1:32:36EN20VC with Harry Stebbings· 9 oct 2025Pódcast · 3 vocesOpenAI’s AMD Deal and the Venture Math Behind AI’s Biggest RoundsInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss conditional chip warrants, AI development tools and what high valuations demand from investors.
1:53:50ENCognitive Revolution "How AI Changes Everything"· 8 oct 2025PódcastA curriculum rewrite takes five years. AI does not wait.Presenta: Nathan LabenzJohan Falk, a Swedish teacher-turned-analyst, argues that AI literacy and AI friends are more urgent than putting a tutor in every classroom.
44:09ENGreg Brockman on Compute, Sora 2 and the Path to AGIMatthew Berman, Greg Brockman · Forward FutureMatthew Berman interviews OpenAI’s Greg Brockman about infrastructure constraints, proactive AI, developer risk and the future of work.
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