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1:04:15ENMitchell Green on Software Stocks, Venture Liquidity and Investing Through AI ChangeInvitado: Mitchell Green · Presenta: Harry StebbingsThe Lead Edge founder explains his approach to buying, selling and assessing retention while debating AI disruption and venture-fund economics.
1:14:16ENEran Zinman on Monday.com’s AI Pivot, Pricing and Software MarketsInvitado: Eran Zinman · Presenta: Harry StebbingsThe Monday.com CEO discusses AI-built software, agent workflows, sales automation and leading a public company through a difficult market.
1:00:33ENJerry Murdock on Autonomous Agents, Software Investing and Adapting to ChangeInvitado: Jerry Murdock · Presenta: Harry StebbingsThe Insight Partners co-founder discusses agent infrastructure, investment judgment, employment and lessons from previous technology cycles.
1:21:53ENCitrini’s Hypothetical 2028 Scenario, AI Agents and Figma: A 20VC RoundtableInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI adoption, employment, security and software valuations, separating a hypothetical crisis scenario from their investment views.
1:06:37ENLucas Swisher on AI Growth Investing, Fund Size and the Price of ScaleInvitado: Lucas Swisher · Presenta: Harry StebbingsThe Coatue growth investor discusses software valuations, concentrated funds, AI economics and the judgment behind follow-on investments.
1:49:37ENForward Future Live: Industrial AI, Satellites, Deepfakes and World ModelsMatthew Berman, Nick Wentz, Mark Moffat, Dan Smoot, Vijay Balasubramaniyan, Anastasis Germanidis · Forward FutureFour industry leaders join Matthew Berman and Nick Wentz to discuss AI in physical operations, geospatial data, fraud detection and video creation.
1:20:02ENAnish Acharya on AI Software, Investment Judgment and the Limits of AutomationInvitado: Anish Acharya · Presenta: Harry StebbingsThe a16z investor discusses incumbent software, agent products, pricing, margins and the choices founders face in a fast-moving market.
1:24:44ENForward Future Live: Portable AI Infrastructure, Software and Formal ProofMatthew Berman, Nick Wentz, Tim Davis, Joseph Floyd, Carina Hong · Forward FutureTim Davis, Joseph Floyd and Carina Hong join Matthew Berman and Nick Wentz for a February 2026 discussion.
1:57:56ENA Hundred Million Lines at Twenty Cents Each: Inside Blitzy's Enterprise Coding PipelinePresenta: Nathan LabenzCEO Brian Elliott and CTO Sid Pardeshi tell Nathan Labenz how Blitzy turns a giant codebase into a map, then lets thousands of dynamically generated agents ship most of a multi-month project in days.
51:56ENInsurance Spends $70 Billion on BPOs. Pace Wants 80% Gross Margins InsteadJamie Cuffe tells Sequoia's Training Data how Pace is turning insurance back-office work into agentic process outsourcing—and why every one of its pilots has reached production.
1:39:17ENAI Already Beats the Median Lawyer. Top Firms Bought the Tools and Left Them UnusedPresenta: Nathan LabenzKevin Frazier and Alan Rozenshtein walk through how frontier models are changing legal practice, why billable hours stall adoption, and which new rights and government limits they want next.
1:06:37ENLegora CEO Max Junestrand on Legal AI, Growth and CompetitionInvitado: Max Junestrand · Presenta: Harry StebbingsThe founder discusses enterprise adoption, model choices and pricing, as well as his predictions for legal work and the structure of the market.
1:13:24ENWinston Weinberg on Building Harvey, Enterprise AI and the Art of DealsInvitado: Winston Weinberg · Presenta: Harry StebbingsHarvey’s co-founder explains how he thinks about founder focus, enterprise adoption, hiring and negotiating while legal AI changes.
1:52:02ENForward Future Live: AI Engineering, Enterprise Agents, Mathematics and AdoptionMatthew Berman, Nick Wentz, Austen Allred, Aaron Levie, Tudor Achim, Ara Kharazian · Forward FutureAusten Allred, Aaron Levie, Tudor Achim and Ara Kharazian join Matthew Berman and Nick Wentz to discuss how AI is changing work and how to measure its use.
1:40:51ENReasoning Models Just Made the Other 80–90% of Enterprise Data UsablePresenta: Nathan LabenzSnowflake VP of AI Baris Gultekin on text-to-SQL, RAG, agent design, and why inference has to run next to governed data.
1:15:19ENAlex Rampell on Venture Scale, Founder Judgment and Durable AI BusinessesInvitado: Alex Rampell · Presenta: Harry StebbingsThe Andreessen Horowitz investor explains how he weighs ownership, founder motivation and customer retention as venture funds and AI markets grow.
1:25:57ENMatt Fitzpatrick on Enterprise AI, Expert Data and Deploying What WorksInvitado: Matt Fitzpatrick · Presenta: Harry StebbingsInvisible Technologies’ CEO explains his approach to validating AI deployments, sourcing specialists and building customer-specific workflows.
1:11:52ENDavid George on Venture Fund Scale, AI Economics and Backing FoundersInvitado: David George · Presenta: Harry StebbingsThe Andreessen Horowitz growth investor discusses private-market returns, AI company valuations and the judgment behind the firm’s investments.
1:54:33ENCreative Agents, AI Evaluations and Enterprise Trust: Forward Future LiveMatthew Berman, Nick Wentz, Fabian Stelzer, Tejal Patwardhan, Christina Cacioppo, Jeremy Epling, Spenser Skates · Forward FutureLeaders from Glif, OpenAI, Vanta and Amplitude discuss creative workflows, knowledge-work benchmarks and practical AI adoption in December 2025.
41:38ENElevenLabs Hit $300 Million ARR by Building Voice Before Anyone Believed It Was the InterfacePresenta: Sarah Guo, Elad GilIn Poland, watching a foreign film is a special kind of pain: one narrator, every character, a flat delivery from start to finish.
1:35:32ENSpaceX Valuations, Harvey’s Growth and the Risks Behind AI DealsInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll examine private-market prices, a proposed media deal, AI applications and fintech competition.
57:37ENThe hot-swap era for models is over, OpenAI's enterprise product chief saysPresenta: Jacob EffronOlivier Godement on GPT-5.1, Codex, enterprise harnesses, and the three practices that actually make AI land inside large companies.
44:17ENHarvey’s bet: make every law firm AI-first, don’t become onePresenta: Sarah Guo, Elad GilOn the day Harvey got GPT-4 access, co-founder Winston locked himself in a room for 14 hours and rebuilt his associate workflow by hand.
7:14ENAWS AgentCore Adds Policy Controls, Evaluations and Episodic MemoryMatthew Berman · Forward FutureMatthew Berman examines AWS’s December 2025 agent-platform announcements and the enterprise problems they aim to address.
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