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a16z· 23 oct 2026Pódcast · 3 vocesAmazon CEO Andy Jassy on the $220 Billion AI BuildoutInvitado: Andy Jassy · Presenta: Ben Horowitz, Erik TorenbergEven at roughly $220 billion of 2026 CapEx, Jassy says Amazon is still turning away AI demand. He tells Ben Horowitz and Erik Torenberg why AWS could become a trillion-dollar run-rate business, and why inference cost, custom chips, and smaller teams matter more than squeezing old customers.
1:19:50EN
20VC with Harry Stebbings· 19 oct 2026Pódcast · 2 vocesSameer Dholakia on AI Investing, Bessemer's Growth Strategy and Company CultureInvitado: Sameer Dholakia · Presenta: Harry StebbingsThe Bessemer partner explains his approach to pricing fast-growing AI companies, backing founders and building teams, while discussing the risks behind his optimistic forecasts.
58:54EN20VC with Harry Stebbings· 12 oct 2026Pódcast · 2 vocesMike Cannon-Brookes on AI Agents, Enterprise Context and the Future of InterfacesInvitado: Mike Cannon-Brookes · Presenta: Harry StebbingsAtlassian's CEO argues that agents make product design more important, explains the trade-offs in enterprise AI, and makes the case for slower thinking.
1:15:51EN20VC with Harry Stebbings· 8 oct 2026Pódcast · 4 vocesThe AI Race, Founder Loyalty and the New Rules of Enterprise SoftwareInvitado: Dev Ittycheria, Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Dev Ittycheria, Jason Lemkin and Rory O’Driscoll debate model competition, startup exits and what happens when AI agents choose vendors.
1:10:12EN
Cognitive Revolution "How AI Changes Everything"· 7 oct 2026PódcastOutSystems Went From 4 Major Features a Quarter to 26. Token Spend Fell AnywayPresenta: Nathan LabenzCEO Woodson Martin on software that never breaks, why most enterprise work does not need a frontier model, and how AI is finally shrinking the IT backlog.
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No Priors: AI, Machine Learning, Tech, & Startups· 24 sept 2026Pódcast · 2 vocesThey Paid $7.7 Billion for a Broker — and Intend to Do One Deal a YearPresenta: Sarah Guo, Elad GilSequence Holdings co-founder Michael Lee tells No Priors why owning a market leader, not selling it software, is how AI actually remakes an incumbent.
1:20:43EN20VC with Harry Stebbings· 24 sept 2026Pódcast · 3 vocesAI Agents, Venture Pricing and the Tradeoffs Behind the Funding BoomInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI products, high-priced venture rounds, enterprise software and infrastructure risk.
1:19:04EN20VC with Harry Stebbings· 21 sept 2026Pódcast · 2 vocesDaniel Dines on AI Agents, Enterprise Work and the Limits of AutomationInvitado: Daniel Dines · Presenta: Harry StebbingsThe UiPath co-founder argues that companies need a map of work and reliable automation alongside AI, while Harry Stebbings challenges his assumptions about how fast jobs will change.
1:05:21EN
Sequoia Capital· 15 sept 2026PódcastThe Bridge From Model to Workflow Is a Trillion-Dollar BusinessBox CEO Aaron Levie argues that the money in this cycle sits in the messy gap between frontier models and real enterprise work — and that coding's overnight diffusion will not repeat for everyone else.
1:22:31EN20VC with Harry Stebbings· 10 sept 2026Pódcast · 3 vocesAI Assistants, Enterprise Adoption and the Venture Market’s New RisksInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate personal agents, legal AI, autonomous vehicles and the economics of financing AI companies.
1:20:29EN20VC with Harry Stebbings· 3 sept 2026Pódcast · 3 vocesAI Compute, Agent Security and the Race to Build More SoftwareInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss chip demand, personal agents, software competition and how AI may change enterprise buying.
52:27ENSequoia Capital· 1 sept 2026PódcastAfter Two Dozen Police Departments Said No, They Built an Anti-Network-Effect AI CompanyA Wisconsin county had 300 gigabytes sitting on a cold case—and Peregrine's founders still refuse to take the credit.
1:35:29ENCognitive Revolution "How AI Changes Everything"· 1 sept 2026PódcastUber Burned a Year of Tokens in 13 Weeks. Retrieval Is How Agents WinPresenta: Nathan LabenzMongoDB Field CTO of AI Pete Johnson argues that agent performance now hinges on retrieval quality, not on stuffing million-token context windows.
1:29:22EN20VC with Harry Stebbings· 29 ago 2026Pódcast · 2 vocesEno Reyes on AI Model Economics, Enterprise Control and Factory's StrategyInvitado: Eno Reyes · Presenta: Harry StebbingsFactory's CTO discusses cost per outcome, model routing, open models, enterprise hiring and his expectations for the AI market.
34:51ENNo Priors: AI, Machine Learning, Tech, & Startups· 27 ago 2026Pódcast · 2 vocesGoogle Paid $10 Million for a Bankrupt Airline’s Data. That’s the Moat.Presenta: Sarah Guo, Elad GilEon co-founders Ofir Ehrlich and Gonen Stein argue that models and compute are rented commodities — the only asset enterprises can actually keep is their data.
1:28:28EN20VC with Harry Stebbings· 24 ago 2026Pódcast · 2 vocesJulien Bek on Sequoia’s Investment Process, Founder Judgment and AI MarketsInvitado: Julien Bek · Presenta: Harry StebbingsThe Sequoia partner explains how he develops conviction, evaluates founders and thinks about a market where AI agents may become customers.
1:10:08EN20VC with Harry Stebbings· 22 ago 2026Pódcast · 2 vocesJerry Murdock on AI Financing, Open Models and Technology CyclesInvitado: Jerry Murdock · Presenta: Harry StebbingsInsight Partners' co-founder discusses credit risk, specialized models, security and how investors might navigate an uncertain AI cycle.
1:09:44EN20VC with Harry Stebbings· 17 ago 2026Pódcast · 2 vocesAndrew Macdonald on Uber’s Membership Strategy, Autonomy and AIInvitado: Andrew Macdonald · Presenta: Harry StebbingsUber’s president and COO discusses marketplace incentives, autonomous vehicles, the company’s China exit and the challenge of measuring AI’s value.
1:08:25EN20VC with Harry Stebbings· 10 ago 2026Pódcast · 2 vocesAlex Atallah on OpenRouter, Model Competition and AI MarketplacesInvitado: Alex Atallah · Presenta: Harry StebbingsThe OpenRouter CEO discusses inference providers, open-weight models, enterprise safety and the economics of routing.
1:09:26EN20VC with Harry Stebbings· 3 ago 2026Pódcast · 2 vocesAnastasios Angelopoulos on Arena, Open Models and AI EvaluationInvitado: Anastasios Angelopoulos · Presenta: Harry StebbingsArena’s CEO discusses real-world model comparisons, enterprise AI control, security and the economics of evaluation.
34:30ENNo Priors: AI, Machine Learning, Tech, & Startups· 31 jul 2026Pódcast · 2 vocesNetic's Agents Answer the Phone When the Heat BreaksPresenta: Sarah Guo, Elad GilFounder Melisa Tokmak tells Elad Gil how a two-year-old platform became the AI operations layer for HVAC, roofing, pet care, and other essential services.
1:20:22EN20VC with Harry Stebbings· 30 jul 2026Pódcast · 3 voces20VC Roundtable on Open Weights, AI Spending and Software InvestingInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI safety, chip investment, enterprise budgets and the future of software.
1:06:45EN20VC with Harry Stebbings· 27 jul 2026Pódcast · 2 vocesMatt Murphy on Anthropic, Open Models and the New Venture PlaybookInvitado: Matt Murphy · Presenta: Harry StebbingsThe Menlo Ventures partner explains his investments in Anthropic, Lovable and Legora, and debates AI margins, model competition and venture fund strategy.
1:02:42EN20VC with Harry Stebbings· 25 jul 2026Pódcast · 2 vocesMercor’s Osvald Nitski on AI Training Data, Product and Customer ConcentrationInvitado: Osvald Nitski · Presenta: Harry StebbingsMercor’s head of product discusses how the company supplies expert data to AI labs, designs its marketplace and plans to reach more enterprise customers.Cargar másMostrando 24 de 182