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23:48EN
20VC with Harry Stebbings· 26 oct 2026Pódcast · 2 vocesSatya Nadella on Zero Trust for AI and Why Every Company Should Own Its IntelligenceInvitado: Satya Nadella · Presenta: Harry StebbingsThe Microsoft CEO argues that capable agents need security boundaries even as alignment research remains unsettled, and explains why firms should retain the value created by their own AI use.
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Y Combinator· 24 oct 2026Why Inference Matters 12× More Than TrainingFrançois Chaubard, Dan Fu, Jeff Morgan, Joe Fioti, Liangsheng Yin · Y CombinatorYC Paper Club walks the inference stack from an API request down to GPU kernels. Four talks from Together AI, Ollama, Luminal, and SGLang argue that serving quality, not just training FLOPs, is where most of the compute and the money now sit.
25:50ENKimi K3.1 Pro Tested: Strong 3D Demos, Uneven Results and Competitive PricingMatthew Berman · Forward FutureMatthew Berman tests the open-weight model on coding, 3D rendering and visual explanations, then compares benchmark results and prices.
32:20ENWho Is Local AI For? The Costs, Trade-offs and a Hybrid FutureMatthew Berman · Forward FutureMatthew Berman weighs data control and independence against hardware cost, setup complexity and inference speed.
2:00:51EN
Cognitive Revolution "How AI Changes Everything"· 10 oct 2026PódcastResample Every Token and You Can Watch the Model DecidePresenta: Nathan LabenzGoodfire's Eric Bigelow on forking paths, in-context learning, and why chain-of-thought monitoring is getting harder to trust.
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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.
21:29ENMistral Large 4 Preview: European Open Weights, Cyber Benchmarks and Setup FrictionMatthew Berman · Forward FutureMatthew Berman reviews the model’s reported specifications and benchmarks, then tests it in an agent coding workflow.
56:31EN
Unsupervised Learning: With Jacob Effron· 6 oct 2026PódcastPost-Training Wins Inference: Why Owning the Weights Beats Betting on One LabPresenta: Jacob EffronApplied Compute CEO Yash Patil argues that control, private evals, and post-training on the biggest workloads matter more than fearing that frontier labs will turn malicious.
1:20:28EN20VC with Harry Stebbings· 1 oct 2026Pódcast · 4 vocesAI Valuations, Talent Wars and the Venture Capital Tradeoffs Behind ThemInvitado: Jack Altman, Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jack Altman, Jason Lemkin and Rory O’Driscoll debate large early-stage bets, open-weight models and the changing market for exits.
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.
2:06:11ENCognitive Revolution "How AI Changes Everything"· 14 ago 2026PódcastLindy Runs on DeepSeek. Its CEO Still Wants Chinese Models BannedPresenta: Nathan LabenzFlo Crivello tells Nathan Labenz how Lindy Teammate lives in Slack, reaches two billion tokens of memory in two model calls, and why he would still outlaw the cheap Chinese models that currently power the product.
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.
2:16:29ENCognitive Revolution "How AI Changes Everything"· 2 ago 2026PódcastFrom Two Papers a Month to Sixty: What Two Weeks in China Revealed About AI SafetyPresenta: Nathan LabenzNathan Labenz argues that the familiar 'China will never slow down' line does not survive contact with the actual Chinese AI safety ecosystem.
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.
1:27:39EN20VC with Harry Stebbings· 23 jul 2026Pódcast · 3 voces20VC Roundtable on Open Models, AI Economics and Payments DealsInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss model security, inference investment and a reported PayPal proposal.
51:31EN
Sequoia Capital· 21 jul 2026PódcastThey Refunded Nearly $2 Million. Then Factory’s CEO Explained the Dark FactoryMatan Grinberg on being two years early, why a model-agnostic harness beats lab co-design, and why 90 percent of coding tokens will soon run with the lights off.
1:28:42EN20VC with Harry Stebbings· 20 jul 2026Pódcast · 2 vocesLin Qiao on Specialized AI, Open Models and the Economics of InferenceInvitado: Lin Qiao · Presenta: Harry StebbingsThe Fireworks AI CEO explains her case for customized models, discusses infrastructure trade-offs and forecasts lower AI costs and higher use.
1:00:08EN20VC 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.
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.
1:28:02EN20VC 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.
1:06:36ENUnsupervised Learning: With Jacob Effron· 12 jun 2026PódcastBills Doubled Overnight. Next, the APIs Might Vanish.Presenta: Jacob EffronSix months after their last roundup, Ari Morcos and Rob Toews tell Jacob Efron why coding agents finally work, why near-frontier open weights may have peaked, and why a compute famine could pull the plug on public APIs.Cargar másMostrando 24 de 89