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1:18:07EN
20VC with Harry Stebbings· 2 jul 2026Pódcast · 3 voces20VC Roundtable: AI Spending, Model Competition and Software AcquisitionsInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate enterprise AI returns, prediction markets, SaaS roll-ups and the cost of raising capital.
1:01:27EN
No Priors: AI, Machine Learning, Tech, & Startups· 2 jul 2026Pódcast · 2 vocesTwo Years and Four Months to a Live Reactor: Valar Atomics Wants Energy Ten Times CheaperPresenta: Sarah Guo, Elad GilIsaiah Taylor walks Sarah Guo through Ward 250 in Utah and argues that nuclear is a hardware-iteration problem, not a paper-design one.
1:29:02EN
Cognitive Revolution "How AI Changes Everything"· 1 jul 2026PódcastFrom 50 Designs a Day to 1,500: How AI Changed What Jaguar Land Rover Can ExplorePresenta: Nathan LabenzNeural Concept’s Thomas von Tschammer on specialist physics models, engineering copilots, and why Formula 1 already runs thousands of designs overnight.
3:51:47EN
Lex Fridman· 30 jun 2026Pódcast · 2 vocesForty-Six Percent of Emperors Were Overthrown. The Empire Lasted AnywayInvitado: Anthony Kaldellis · Presenta: Lex FridmanHistorian Anthony Kaldellis walks Lex Fridman through 2,200 years of Roman history and argues that what we call Byzantium was Rome itself.
1:10:15EN
Sequoia Capital· 30 jun 2026PódcastThe 100x lives between the layers: Dylan Patel on co-design and a 60x yearSemiAnalysis’s founder argues that matching models, kernels, and silicon is what turns a 2x here and a 2x there into 100x, while equivalent-quality inference has gotten about 60 times cheaper in a year.
1:06:10EN20VC with Harry Stebbings· 29 jun 2026Pódcast · 2 vocesK. R. Sridhar on Distributed Power, AI Demand and Energy AccessInvitado: K. R. Sridhar · Presenta: Harry StebbingsBloom Energy’s CEO discusses data-center power, manufacturing, natural gas and his vision for broader electricity access.
54:29EN20VC with Harry Stebbings· 27 jun 2026Pódcast · 2 vocesfomo CEO Paul Erlanger on Social Trading, Fundraising and Product GrowthInvitado: Paul Erlanger · Presenta: Harry StebbingsErlanger discusses building a trading app, raising from angels and venture firms, and combining social features with financial products.
1:57:46ENCognitive Revolution "How AI Changes Everything"· 27 jun 2026Pódcast30% Consciousness, 47% Bee, 80% Turnover: Putting Numbers on What AI Is BecomingPresenta: Nathan LabenzA Cognitive Revolution weekly cut that starts inside the model with Cameron Berg, then zooms out through gradual disempowerment, Europe’s bind, and the companies rebuilding around agents.
1:02EN
Matthew Berman· 26 jun 2026Anthropic Accuses Alibaba-Linked Operators of Distilling ClaudeMatthew Berman · Forward FutureMatthew Berman discusses a 2026 allegation, restrictions on advanced models and his prediction about identity checks.
36:19ENNo Priors: AI, Machine Learning, Tech, & Startups· 26 jun 2026Pódcast · 2 vocesThe Benchmark Grid Is Broken: Why Test-Time Compute Has Outrun How We Score ModelsPresenta: Sarah Guo, Elad GilOpenAI researcher Noam Brown argues that static leaderboards hide how long a model is allowed to think — and that safety evals, research taste, and the release cycle have not caught up.
1:28:02EN20VC with Harry Stebbings· 25 jun 2026Pódcast · 3 voces20VC Roundtable: Open Models, AI Spending and the Cost of CompetitionInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI talent, model economics, consulting and whether labs should build their own chips.
44:52ENSequoia Capital· 24 jun 2026PódcastAn 80GB Wikipedia Cache Versus a 100GB Model That Holds the InternetEngram’s founders argue that stuffing a company into the context window is the expensive kind of memory—and that baking it into the weights can cut token use by two orders of magnitude.
1:34:29EN
Jane Street· 24 jun 2026Jacob Baskin on Building Superstore and Scheduling the HiveYaron Minsky, Jacob Baskin · Jane StreetThe Jane Street engineer traces the design choices behind a distributed analytical database and the challenge of allocating a growing research cluster.
15:12ENMatthew Berman· 24 jun 2026Twelve Open-Source AI Projects for Agents, Video, Coding and VoiceMatthew Berman · Forward FutureMatthew Berman surveys tools ranging from long-running agent frameworks to document OCR, skill security and local speech generation.
2:29:20ENCognitive Revolution "How AI Changes Everything"· 23 jun 2026PódcastThe Market Will Not Choose an Honest ModelPresenta: Nathan LabenzJournalist Robert Wright tells Nathan Labenz that AI is a selection problem, a geopolitical problem, and a moral test humanity may not pass.
1:16:37EN20VC with Harry Stebbings· 22 jun 2026Pódcast · 2 vocesNikesh Arora on Enterprise AI, Cybersecurity and Model EconomicsInvitado: Nikesh Arora · Presenta: Harry StebbingsPalo Alto Networks’ CEO discusses model depth, token costs, security and how leaders can adapt large organizations.
2:14:33ENCognitive Revolution "How AI Changes Everything"· 21 jun 2026PódcastA 90-Minute Ultimatum, an Emoji Wall, and a Rule: Don't Fight WashingtonPresenta: Nathan LabenzZvi Mowshowitz reads Fable's system card, then Nathan Labenz stress-tests the export-control fight against lawyers, safety researchers, and builders who did not pause.
1:20:59EN20VC with Harry Stebbings· 20 jun 2026Pódcast · 2 vocesFlexport CEO Ryan Petersen on Logistics, AI and FundraisingInvitado: Ryan Petersen · Presenta: Harry StebbingsPetersen discusses the economics of global freight, automating operational work, venture financing and the lessons he has taken from building Flexport.
2:38:44ENCognitive Revolution "How AI Changes Everything"· 20 jun 2026PódcastTwenty-one months from an autonomous researcher, the Action Plan's author joins OpenAIPresenta: Nathan LabenzDean Ball is building Strategic Futures as OpenAI's public timeline counts down to an AI research intern in three months and a full autonomous researcher in March 2028.
1:28:10EN20VC with Harry Stebbings· 18 jun 2026Pódcast · 3 voces20VC Roundtable: AI Policy, Software Valuations and RoboticsInvitado: Rory O’Driscoll, Everett Randle · Presenta: Harry StebbingsHarry Stebbings, Rory O’Driscoll and Everett Randle debate reported AI restrictions, enterprise software competition and the practical challenges of robotics.
45:00ENNo Priors: AI, Machine Learning, Tech, & Startups· 18 jun 2026Pódcast · 2 vocesLip-Bu Tan took the hardest job in chips to save IntelPresenta: Sarah Guo, Elad GilThe Cadence veteran and semiconductor investor tells No Priors how he is rebuilding Intel's culture, balance sheet, and foundry, and why he still wants a 10x from here.
38:45ENSequoia Capital· 16 jun 2026PódcastThe 25-agent town that became a Fortune 500 decision sandboxOn the day before Valentine's Day in a Stanford simulation, cafe owner Isabella decided to throw a party — no human wrote the plot.
1:35:16EN20VC with Harry Stebbings· 15 jun 2026Pódcast · 2 vocesPerplexity CEO Aravind Srinivas on AI Agents, Compute and CompetitionInvitado: Aravind Srinivas · Presenta: Harry StebbingsSrinivas discusses the future of AI products, infrastructure constraints, export controls and the challenge of building a business around model advances.
1:25:00EN20VC with Harry Stebbings· 13 jun 2026Pódcast · 2 vocesMatan Grinberg on AI Coding, Token Costs and Building FactoryInvitado: Matan Grinberg · Presenta: Harry StebbingsFactory’s CEO discusses enterprise AI budgets, model choice, engineering culture and the uncertain effects of automation on work.Cargar másMostrando 24 de 2743