Resultados
232 artículosOrdenar
1:11:27EN
Invest Like The Best· 27 oct 2026Pódcast · 2 vocesCliff Sosin: What Remains Valuable When AI Intelligence Gets CheapInvitado: Cliff Sosin · Presenta: Patrick O'ShaughnessyThe investor explores the limits of prediction, the economics of AI infrastructure and the assets that may complement abundant intelligence.
55:06EN
SemiAnalysis· 27 oct 2026Pódcast · 4 vocesAnthropic's S-1: Revenue, Compute Costs and the Race to ScaleThe SemiAnalysis panel examines Anthropic’s filing, from improving compute economics to customer concentration and competition.
45:34EN
Citadel Securities· 26 oct 2026Pódcast · 2 vocesHenry Paulson on AI Risk, U.S.–China Relations and Crisis LeadershipInvitado: Henry M. Paulson, Jr. · Presenta: Jim EspositoThe former Treasury secretary discusses today’s economic risks and lessons from the 2008 financial crisis.
59:41EN
20VC with Harry Stebbings· 22 oct 2026Pódcast · 3 voces20VC: Venture Fund Size, AI Valuations and the Changing Software MarketInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O'Driscoll debate venture concentration, infrastructure risk, code review and the assumptions behind fast-growing AI companies.
1:11:14EN20VC with Harry Stebbings· 5 oct 2026Pódcast · 2 vocesVenky Ganesan on AI Venture Investing, Ownership and the Cost of Missing OutInvitado: Venky Ganesan · Presenta: Harry StebbingsMenlo Ventures' partner discusses seed bets, concentrated follow-ons, market cycles, investor liquidity and the discipline needed when AI valuations accelerate.
0:33EN
Matthew Berman· 17 sept 2026Anthropic's IPO and AI Safety: A Question of ConsistencyMatthew Berman, Christian Catalini · Forward FutureIn a short interview excerpt, Matthew Berman and economist Christian Catalini question how a planned public offering relates to warnings about advanced AI risk.
1:16:29EN20VC with Harry Stebbings· 14 sept 2026Pódcast · 2 vocesDavid Morehead on Endowment Liquidity, Venture Returns and Portfolio ConstructionInvitado: David Morehead · Presenta: Harry StebbingsBaylor University’s chief investment officer explains how his team balances private assets, public markets and spending needs, and why time matters as much as a return multiple.
1:25:00EN
Jane Street· 2 sept 2026Eric Mannes on Turning Messy External Data Into Trading ResearchYaron Minsky, Eric Mannes · Jane StreetFrom commodity futures and an Excel risk system to point-in-time datasets and AI, Eric Mannes explains the domain knowledge behind data engineering at Jane Street.
1:05:56EN20VC 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.
1:26:43EN20VC 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.
1:17:47EN20VC 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.
1:29:42EN20VC 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.
1:30:48EN20VC 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.
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.
1:15:56EN20VC with Harry Stebbings· 11 jun 2026Pódcast · 3 voces20VC on IPO Expectations, Lean AI Startups and Investor RiskInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported listings, AI company economics and the changing cost of building a startup.
1:39:00EN20VC with Harry Stebbings· 4 jun 2026Pódcast · 3 voces20VC on AI Financing, Token Budgets and the Cost of Startup IntensityInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported listings, software valuations, AI spending and demanding work cultures.
1:27:17EN20VC with Harry Stebbings· 21 may 2026Pódcast · 3 vocesAI Funding, IPO Expectations and the Politics of Layoffs: Jason Lemkin and Rory O’DriscollInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsA 20VC roundtable examines reported Anthropic financing, AI spending, software valuations, chip infrastructure and speculative IPOs, then considers the politics of job losses.
1:19:05EN20VC with Harry Stebbings· 14 may 2026Pódcast · 3 vocesAI Compute Deals, Cerebras’s IPO and the Cost of Building: A 20VC RoundtableInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsJason Lemkin and Rory O’Driscoll debate AI infrastructure, software competition and IPO valuations, then discuss the personal demands of founding a company.
1:36:35EN20VC with Harry Stebbings· 7 may 2026Pódcast · 3 vocesAI Spending, Software Stocks and IPO Speculation: A 20VC Earnings RoundtableInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsJason Lemkin and Rory O’Driscoll assess technology earnings, software growth and reported AI funding, then debate how leaders and workers adapt to AI.
1:28:19EN20VC with Harry Stebbings· 30 abr 2026Pódcast · 3 vocesAI Compute, Private Equity and the Narrowing Exit: A 20VC RoundtableInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsJason Lemkin and Rory O’Driscoll debate reported AI financing, software’s future and what private-equity losses could mean for venture investors.
1:20:29EN20VC with Harry Stebbings· 27 abr 2026Pódcast · 2 vocesAdam Foroughi on AppLovin, AI and Building a Lean CompanyInvitado: Adam Foroughi · Presenta: Harry StebbingsAppLovin’s CEO discusses staff cuts, AI-assisted engineering, compensation and public-market decisions, offering his account of a volatile company turnaround.
1:50:05EN20VC with Harry Stebbings· 23 abr 2026Pódcast · 3 vocesCursor Deal Claims, AI Valuations and the Enterprise Agent Race: A 20VC RoundtableInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsJason Lemkin and Rory O’Driscoll weigh a purported Cursor transaction, design software and enterprise agent infrastructure, while debating IPO and valuation risk.
1:03:25EN20VC with Harry Stebbings· 18 abr 2026Pódcast · 3 vocesJake Paul and Geoffrey Woo on Attention, Investing and BoxingInvitado: Jake Paul, Geoffrey Woo · Presenta: Harry StebbingsThe Anti Fund partners discuss their venture strategy, creator culture, public life and ambitions in sport and business.
1:30:31EN20VC with Harry Stebbings· 16 abr 2026Pódcast · 3 vocesAI Security, Software Valuations and SpaceX IPO Speculation: A 20VC RoundtableInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsJason Lemkin and Rory O’Driscoll debate AI security claims, enterprise software and the assumptions behind reported private-company valuations.Cargar másMostrando 24 de 232