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10:36EN
Matthew Berman· 21 nov 2025Forward Future Live: An Opera Visit and NVIDIA EarningsMatthew Berman, Nick Wentz · Forward FutureMatthew Berman and Nick Wentz open their November 21, 2025 show with an opera story and a brief look at NVIDIA.
1:26:40EN
20VC with Harry Stebbings· 20 nov 2025Pódcast · 4 vocesAI Coding Valuations, NVIDIA Risk and the Future of Private MarketsInvitado: Tomasz Tunguz, Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Tomasz Tunguz, Jason Lemkin and Rory O’Driscoll debate coding tools, infrastructure risk, venture financing and secondary liquidity.
1:48:46ZH
Zhang Xiaojun Podcast· 18 nov 2025Pódcast · 2 voces刘先明：拆掉语言，让物理 AI 回到数据与动作Invitado: 刘先明 · Presenta: 张小珺小鹏自动驾驶中心负责人刘先明解释，为什么 VLA 训练中间的语言监督会成为效率瓶颈，以及他如何推动小鹏从自动驾驶团队转向物理 AI。访谈也谈到规模化数据、组织变革、量产安全与自动驾驶的下一阶段。
1:06:06EN20VC with Harry Stebbings· 17 nov 2025Pódcast · 2 vocesAndrew Ng on AI Infrastructure, Open Models and Building Useful ApplicationsInvitado: Andrew Ng · Presenta: Harry StebbingsThe AI Fund general partner discusses computing constraints, geopolitics, adoption and the economics of AI products.
2:08:20ENMatthew Berman· 15 nov 2025AI Markets, Agentic Commerce and Consciousness: Forward Future LiveMatthew Berman, Nick Wentz, Henrik Zeberg Jensen, Kuo Zhang, Cameron Berg · Forward FutureMatthew Berman and Nick Wentz discuss AI economics with Henrik Zeberg Jensen, sourcing with Alibaba.com’s Kuo Zhang, and consciousness research with Cameron Berg.
1:17:11EN20VC with Harry Stebbings· 13 nov 2025Pódcast · 3 vocesAI Defensibility, Venture Risk and the Difficulty of Timing a ShortInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate fast-moving AI markets, investment risk and how founders approach fundraising.
1:11:18EN
Cognitive Revolution "How AI Changes Everything"· 12 nov 2025PódcastHe Got Bored Five Minutes Into a Waymo. Nathan Labenz Says That's the PointPresenta: Nathan LabenzOn a crossover with the Existential Hope podcast, the Cognitive Revolution host argues that the scarcest resource in AI is a positive picture of daily life, not another doom scenario.
1:26:42EN20VC with Harry Stebbings· 10 nov 2025Pódcast · 2 vocesEverett Randle on Venture Fund Size, AI Margins and Founder PartnershipsInvitado: Everett Randle · Presenta: Harry StebbingsThe new Benchmark partner discusses lessons from former colleagues, investment trade-offs and the challenge of measuring AI businesses.
42:11EN
No Priors: AI, Machine Learning, Tech, & Startups· 6 nov 2025Pódcast · 2 vocesSnowflake's CEO Tells Customers to Spend AI a Thousand Dollars at a TimePresenta: Sarah Guo, Elad GilSridhar Ramaswamy talks with Sarah Guo about Snowflake Intelligence, shutting down a homegrown model, and why defensibility is built every day, not planned.
1:18:47EN20VC with Harry Stebbings· 6 nov 2025Pódcast · 3 vocesNavan’s IPO, Harvey’s Valuation and the New Economics of VentureInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss liquidity, AI software growth, public-market competition and board oversight.
1:58:53ENMatthew Berman· 1 nov 2025Forward Future Live: AI Inference, Personalized Audio and Building Software with LovableMatthew Berman, Nick Wentz, Lin Qiao, Raiza Martin, Anton Osika · Forward FutureLin Qiao, Raiza Martin and Anton Osika join Matthew Berman and Nick Wentz to discuss AI infrastructure and products, followed by a review of late-October 2025 AI news and earnings.
18:59ENNo Priors: AI, Machine Learning, Tech, & Startups· 31 oct 2025Pódcast · 2 voces86 Out of 100: The Clips No Priors Could Not Leave on the Cutting-Room FloorPresenta: Sarah Guo, Elad GilSarah Guo and Elad Gil stitch nine 2025 conversations into one short tour of legal AI, spatial intelligence, jobs, deterrence, and a doctor who made it home for dinner.
1:26:49EN20VC 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.
1:39:05ENCognitive 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.
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.
2:14:35ENMatthew Berman· 25 oct 2025Optical AI, Search Visibility and the Economics of the AI BoomMatthew Berman, Nick, Francesca Parmigiani, Alex Sherman, Matt Wolfe, Siqi Chen · Forward FutureA 2025 livestream examines Microsoft’s optical computing research, how AI changes marketing and shopping, and debates over superintelligence and AI investment.
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.
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.
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.
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.
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.
58:21ENNo Priors: AI, Machine Learning, Tech, & Startups· 4 oct 2025Pódcast · 2 vocesAttacks Take 23 Minutes. Response Still Takes Days.Presenta: Sarah Guo, Elad GilPalo Alto Networks CEO Nikesh Arora on how AI is remaking search, enterprise software, and the timeline of a cyberattack.Cargar másMostrando 24 de 521