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20VC with Harry Stebbings· 11 jul 2026Pódcast · 2 vocesArvind Jain on Enterprise AI, Open Models and the Future of WorkInvitado: Arvind Jain · Presenta: Harry StebbingsThe Glean founder debates model competition, enterprise AI returns and whether productivity gains will shrink teams or raise the bar for everyone.
2:06:41EN
Cognitive Revolution "How AI Changes Everything"· 9 jul 2026PódcastZero the J-Space and a Model's Hidden Goal Lights Up on Token OnePresenta: Nathan LabenzA weekly Cognitive Revolution cut of Anthropic's global-workspace paper, AI superforecasters, open video world models, and a chip that treats inference as data movement.
50:57EN
Unsupervised Learning: With Jacob Effron· 9 jul 2026PódcastA Trillion Dollars of GPUs Will Be Worth $100 Billion in Five Years, Says LSTM's Jürgen SchmidhuberPresenta: Jacob EffronThe AI pioneer tells Unsupervised Learning's Jacob Effron why he is wildly optimistic about the technology and deeply pessimistic about the model companies buying the chips.
1:27:05EN20VC with Harry Stebbings· 9 jul 2026Pódcast · 3 voces20VC on AI Regulation, Compute Economics and Enterprise AdoptionInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported AI policy proposals, infrastructure spending, software deployment and startup liquidity.
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No Priors: AI, Machine Learning, Tech, & Startups· 9 jul 2026Pódcast · 2 vocesThere is no moat: Booking’s CEO on a $1 stock, agentic travel, and why AI still doesn’t move the numbersPresenta: Sarah Guo, Elad GilGlenn Fogel cashed his 1999 bonus, joined Priceline in February 2000, and watched the Nasdaq peak a week later — then spent 25 years turning a near-delisting into a thousand-fold ride he now wants to spend on AI travel agents.
55:19EN
Sequoia Capital· 7 jul 2026PódcastThe drone is 15% of Zipline: 140 million miles, zero incidentsKeller Rinaudo Cliffton and Eric Watson explain why the aircraft is the small part of an automated logistics system now cheaper than a car.
1:11:01EN20VC with Harry Stebbings· 6 jul 2026Pódcast · 2 vocesMike Mignano on AI Applications, Open Models and Venture StrategyInvitado: Mike Mignano · Presenta: Harry StebbingsThe USV partner discusses AI agents, token spending and the opportunities and risks for startups building above the model layer.
1:11:53EN20VC with Harry Stebbings· 4 jul 2026Pódcast · 2 vocesSierra Co-founder Clay Bavor on Open Models, Enterprise AI and Building TeamsInvitado: Clay Bavor · Presenta: Harry StebbingsBavor discusses model selection and compute costs, deploying AI agents for enterprises, and how Sierra approaches hiring and company culture.
1:47:38ENCognitive Revolution "How AI Changes Everything"· 4 jul 2026Pódcast19 Neurons Can Drive a Car. Liquid AI Wants Foundation Models on Every ChipPresenta: Nathan LabenzRamin Hasani traces liquid neural networks from a worm's 300-cell brain to a 600-megabyte model that will talk from inside a Mercedes, and explains why architecture search now beats architecture avengers.
1:18:07EN20VC 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.
1:01:27ENNo 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.
1:29:02ENCognitive 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.
1:10:15ENSequoia 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.
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.
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.Cargar másMostrando 24 de 2308