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Matthew Berman· 27 oct 2026Matthew Berman Examines Anthropic’s IPO Filing, AI Growth and GovernanceMatthew Berman, Sam Altman · Forward FutureThe presenter reviews the S-1’s financial metrics, compute strategy and voting structure while questioning the tension between rapid AI development and safety.
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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.
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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.
1:25:33EN
Latent Space· 22 oct 2026Pódcast · 2 vocesWhy GPU Capacity Comes in Three-Year Rectangles — Erik Bernhardsson, ModalInvitado: Erik Bernhardsson · Presenta: Vibhu SapraModal’s CEO tells Latent Space why AI demand almost never looks like a three-year GPU contract, how the company pools compute across thousands of customers, and why sandboxes grew from a product they almost killed into a third of revenue.
1:05:01EN20VC with Harry Stebbings· 3 oct 2026Pódcast · 2 vocesChase Lochmiller on AI Data Centers, Energy and GPU EconomicsInvitado: Chase Lochmiller · Presenta: Harry StebbingsCrusoe’s CEO discusses the constraints on AI infrastructure, the economics of GPU capacity and his company’s approach to energy and managed inference.
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No Priors: AI, Machine Learning, Tech, & Startups· 2 oct 2026Pódcast · 2 vocesCompute Scaled a Millionfold. Bandwidth Only 40x. Fractile Wants to Fix That RatioPresenta: Sarah Guo, Elad GilIn the summer of 2022, Walter Goodwin founded Fractile in London to build very fast inference chips for the world's largest models.
1:08:54EN20VC with Harry Stebbings· 26 sept 2026Pódcast · 2 vocesParag Agrawal on Web Search and Business Models for AI AgentsInvitado: Parag Agrawal · Presenta: Harry StebbingsParallel’s co-founder explains why agent search needs different economics, how content owners might be paid and why agent safety requires more than model capability.
31:59ENMatthew Berman· 23 sept 2026Claude Opus 5.5: Benchmarks, Cost and Anthropic’s Approach to PacingMatthew Berman, Thariq · Forward FutureMatthew Berman reviews the release and speaks with Anthropic’s Thariq about daily workflows, evaluation and agent harnesses.
1:19:54EN20VC with Harry Stebbings· 19 sept 2026Pódcast · 2 vocesThomas Sohmers on AI Inference, Memory and Data-Center GrowthInvitado: Thomas Sohmers · Presenta: Harry StebbingsPositron’s co-founder discusses the engineering economics of inference, his views on AI infrastructure and regulation, and the risks he sees in financing and concentration.
38:14ENNo Priors: AI, Machine Learning, Tech, & Startups· 18 sept 2026Pódcast · 2 vocesDiffusion Will Win Inference: Stefano Ermon Bets Parallel Tokens Beat Custom SiliconPresenta: Sarah Guo, Elad GilThe Stanford diffusion pioneer tells No Priors why a 50-person lab is training language models that generate many tokens at once — and why that maps to GPUs the way transformers once mapped to training.
1:16:00EN20VC with Harry Stebbings· 7 sept 2026Pódcast · 2 vocesJD Grèze on Building Town and Competing in AI AssistantsInvitado: Jean-Denis Greze · Presenta: Harry StebbingsTown’s co-founder discusses privacy, model costs, competition and why he prioritizes customer value over token consumption.
1:04:35EN20VC with Harry Stebbings· 5 sept 2026Pódcast · 2 vocesCliff Weitzman on Owning GPUs, Voice AI and Building SpeechifyInvitado: Cliff Weitzman · Presenta: Harry StebbingsSpeechify's CEO makes the case for owning part of a compute fleet, reflects on a missed business-software opportunity and discusses AI-assisted teams.
37:07ENNo 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.
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.
44:28ENMatthew Berman· 24 ago 2026Tibo on Coding Agents, Faster AI and OpenAI’s Product DirectionMatthew Berman, Thibault Sottiaux · Forward FutureOpenAI’s Tibo discusses agent interfaces, usage resets, model efficiency and the trade-offs behind faster inference.
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.
1:08:25EN20VC 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.
1:28:42EN20VC 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.
41:05ENNo 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.
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.
1:16:37EN20VC 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.
1:25:00EN20VC with Harry Stebbings· 13 jun 2026Pódcast · 2 vocesMatan Grinberg on AI Coding, Token Costs and Building FactoryInvitado: Matan Grinberg · Presenta: Harry StebbingsFactory’s CEO discusses enterprise AI budgets, model choice, engineering culture and the uncertain effects of automation on work.
1:14:30EN20VC with Harry Stebbings· 8 jun 2026Pódcast · 2 vocesRoman Chernin on AI Compute Demand, Inference and InfrastructureInvitado: Roman Chernin · Presenta: Harry StebbingsNebius’s co-founder discusses customer demand, GPU economics, managed inference and the risks of a concentrated market.Cargar másMostrando 24 de 64