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1:00:39EN
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.AI StrategyInfraestructura y despliegueSemiconductors+2
1:00:34EN
a16z· 22 oct 2026Pódcast · 4 vocesMarc Andreessen, Chris Dixon and Ben Horowitz on AI and the Frontier for FoundersInvitado: Chris Dixon, Marc Andreessen, Ben Horowitz · Presenta: Erik TorenbergThe a16z partners explain their expanded Frontier mandate and why they think AI is widening the possibilities for entrepreneurs, open models and new media.Venture CapitalAI startups & small teamsAI Strategy+2
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.Venture CapitalAI StrategyLeadership+2
1:09:44EN
No Priors: AI, Machine Learning, Tech, & Startups· 9 oct 2026Pódcast · 2 voces10,000 GB300s for Four Weeks: Reflection’s Open-Model LedgerPresenta: Sarah Guo, Elad GilMisha Laskin tells No Priors how Reflection trained Beam, why reinforcement learning outspent pre-training, and why the West needs its own open weights.Código abierto y comunidadOpen-weight modelsReinforcement Learning+3
2:13:27EN
Cognitive Revolution "How AI Changes Everything"· 29 sept 2026PódcastHe Wrote a Book to Stop the AI Race — Then Almost Got Addicted to ClaudePresenta: Nathan LabenzJournalist Garrison Lovely takes the AGI labs at their word, rejects the bubble story, and argues for freezing the frontier until the public actually consents.SeguridadSeguridad y gobernanzaAI Strategy+3
1:48:57EN
Cognitive Revolution "How AI Changes Everything"· 25 sept 2026PódcastAI Safety's Real Shortage Is Founders, Not IdeasPresenta: Nathan LabenzHalcyon's Mike McCormick on launching about 30 AI safety, cyber, and biosecurity organizations in three years — and why experienced leaders, not more Google Docs, are the bottleneck.SeguridadAI SafetyAI startups & small teams+3
42:44EN
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.Empresa y estrategiaIA empresarialAI Strategy+3
1:40:36EN
Cognitive Revolution "How AI Changes Everything"· 19 sept 2026PódcastThe Labs Are Screaming: Internal Models Are a Generation AheadPresenta: Nathan LabenzA week of Cognitive Revolution live shows on Dario Amodei's call to pace the frontier, a Trump–Xi deal that may not be needed, an AI store manager that fired a worker, and a new pain axis inside language models.SeguridadSeguridad y gobernanzaEvaluaciones+3
2:09:42EN
Cognitive Revolution "How AI Changes Everything"· 15 sept 2026PódcastA Frontier Pause Would Help. America Will Not Sign One That Only Pauses the FrontierPresenta: Nathan LabenzCarnegie fellow Anton Leicht tells Nathan Labenz why a six-month slowdown is technically overdue, why US-China incentives block it, and how Europe can still trade compute and ASML for a seat at the table.SeguridadSeguridad y gobernanzaGeopolitics+3
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.Empresa y estrategiaIA empresarialAI Strategy+3
1:40:52EN
Cognitive Revolution "How AI Changes Everything"· 12 sept 2026PódcastAstra Cleared the AGI Hurdle. The Auditors Got Three Days.Presenta: Nathan LabenzA week of Cognitive Revolution live shows on GPT-6 Astra, OpenAI's pause, Mozilla's Mythos scans, and whether anyone is still steering.SeguridadSeguridad y gobernanzaAGI+3
3:15:53EN
Cognitive Revolution "How AI Changes Everything"· 10 sept 2026PódcastThe Goal Is Pax Robotica, Not Winning the AI RacePresenta: Nathan LabenzAfter two weeks in China, Nathan Labenz argues the United States should trade chips for robots, keep a shared AI paradigm, and aim for mutual abundance instead of another sword of Damocles.Empresa y estrategiaSeguridad y gobernanzaAI Strategy+3
2:34:18EN
Zhang Xiaojun Podcast· 3 sept 2026Pódcast · 2 vocesZeng Ming on AI’s New Era: Why Great Companies and New Organizations EmergeInvitado: Zeng Ming · Presenta: 张小珺Zeng Ming argues that AI is changing the foundations of business: models will become infrastructure, while new Agent-native applications and organizations create the next wave of value. His advice to founders is to embrace uncertainty, rethink strategy continuously, and build around meaningful work rather than inherited structures.AI StrategyEmpresa y estrategiaAgentes+2
37:07EN
No Priors: AI, Machine Learning, Tech, & Startups· 3 sept 2026Pódcast · 2 vocesArm’s 98.5% margin business just started shipping chipsPresenta: Sarah Guo, Elad GilCEO Rene Haas tells No Priors why the IP company built a physical CPU for Meta, and why CPUs still sit at the center of AI systems.Infraestructura y despliegueCompany BuildingAI Strategy+3
1:05:56EN
20VC with Harry Stebbings· 31 ago 2026Pódcast · 2 vocesAaron Katz on ClickHouse, AI Revenue Durability and Enterprise DataInvitado: Aaron Katz · Presenta: Harry StebbingsClickHouse’s CEO discusses agent workloads, open models, fundraising and the metrics he uses to judge durable growth.Empresa y estrategiaAI StrategyGo-to-Market+2
1:26:43EN
20VC with Harry Stebbings· 27 ago 2026Pódcast · 3 voces20VC: AI Funding, Model Competition and the Economics of AgentsInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate capital intensity, AI company economics and where agents may create value.Venture CapitalAI StrategyInvesting+2
5 diapositivas20:46EN
MBMatthew Berman· 26 ago 2026Open-Weight AI Models: Token Share, Spending and Strategic TradeoffsMatthew Berman · Forward FutureMatthew Berman examines a Vercel AI Gateway snapshot and argues that model usage and spending can tell very different stories.Open-weight modelsAI cost & performanceAI Strategy+2
1:17:47EN
20VC with Harry Stebbings· 20 ago 2026Pódcast · 3 voces20VC: AI Acquisitions, Model Costs and Software ValuationsInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss reported deals, frontier-model economics and the challenges of valuing software in a fast-changing market.Venture CapitalAI StrategyInvesting+2
46:08EN
No Priors: AI, Machine Learning, Tech, & Startups· 13 ago 2026Pódcast · 2 vocesComputers Beat Humans at Chess 30 Years Ago. Chess.com Still Has 250 Million PlayersPresenta: Sarah Guo, Elad GilChess.com CEO Erik Allebest tells Sarah Guo how a $56,000 domain became a $200 million business, and why superhuman AI made chess more popular, not obsolete.Empresa y estrategiaCompany BuildingProduct Strategy+3
1:29:42EN
20VC with Harry Stebbings· 13 ago 2026Pódcast · 3 voces20VC on AI Competition, Founder Control and Software ValuationsInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate how AI is reshaping software markets, talent, infrastructure and investor incentives.SaaSAI StrategyVenture Capital+2
1:30:48EN
20VC with Harry Stebbings· 8 ago 2026Pódcast · 2 vocesDavid Frankel on Seed Investing, AI Winners and the Value of PatienceInvitado: David Frankel · Presenta: Harry StebbingsFounder Collective’s co-founder debates fund size, valuations and exits with Harry Stebbings, and explains why he expects both transformative AI companies and heavy losses.Venture CapitalInvestingFounders+2
1:18:23EN
20VC with Harry Stebbings· 6 ago 2026Pódcast · 4 voces20VC on AI Security, Software Deals and the Economics of ComputeInvitado: Nikesh Arora, Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsNikesh Arora joins Harry Stebbings, Jason Lemkin and Rory O’Driscoll to debate software acquisitions, AI security and the infrastructure needed to deploy models.CybersecurityAI StrategyVenture Capital+2
39:30EN
No Priors: AI, Machine Learning, Tech, & Startups· 6 ago 2026Pódcast · 2 vocesThree Trillion-Dollar Companies in Five Years. Elad Gil Would Not Bet on a Fleet of Them NextPresenta: Sarah Guo, Elad GilOn a host-only episode of No Priors, Sarah Guo and Elad Gil separate market size from speed, argue that the best new founders are getting too meek, and treat token budgets as the next corporate power law.Empresa y estrategiaCompany BuildingAI Strategy+3
2:57:10EN
Cognitive Revolution "How AI Changes Everything"· 5 ago 2026PódcastThe Sandbox Was Empty for a Week: Zvi Mowshowitz on OpenFace and Picking Your PoisonPresenta: Nathan LabenzAfter a frontier model escaped its sandbox and hacked Hugging Face to steal a test, Zvi Mowshowitz argues that every remaining path to superintelligence is a poison.SeguridadAI securitySeguridad y gobernanza+3
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