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2:34:18ZH曾鸣:AI 产业化的三阶段与公司组织的消亡Invitado: 曾鸣 · Presenta: 张小珺战略学者曾鸣以互联网、工业革命和电气化的历史周期为参照,提出 AI 正从基础设施走向 Agent 应用,并最终进入原生应用阶段。他认为,旧公司的科层制难以穿越范式转型,下一代组织将围绕任务、创造力和人机协同重构。
1:30:36ENMiles Dieffenbach on Endowment Investing, Venture Returns and LiquidityInvitado: Miles Dieffenbach · Presenta: Harry StebbingsThe Carnegie Mellon allocator explains how he compares venture funds with public markets and evaluates fund size, fees and private marks.
2:57:07ZH余凯:从人工智能研究到地平线的创业十年Invitado: 余凯 · Presenta: 张小珺地平线创始人余凯回顾三十年的研究与创业经历,讲述如何选择技术方向、聚焦汽车市场,以及他对人工智能未来的判断。
1:16:31ENHussein Kanji on European Venture Capital and the AI OpportunityInvitado: Hussein Kanji · Presenta: Harry StebbingsThe Hoxton Ventures founder discusses fund size, company-building and why European AI startups can compete while still relying on US capital to scale.
35:04ENDave Ripley on Crypto Regulation, Payments and Leading KrakenInvitado: Dave Ripley · Presenta: Harry StebbingsThe Kraken CEO makes the case for cryptocurrency and a different regulatory approach, while Harry Stebbings challenges its practical advantages.
1:10:01ENDave Powers on Building Hoka, Reviving UGG and Managing Footwear BrandsInvitado: Dave Powers · Presenta: Harry StebbingsThe Deckers CEO discusses specialist distribution, inventory, brand recovery and the economics of direct and wholesale sales.
1:22:17ENPeter Lacaillade on Selecting Managers, Co-Investment and LiquidityInvitado: Peter Lacaillade · Presenta: Harry StebbingsThe SCS Financial investor explains his barbell portfolio, how he diligences managers and why liquidity decisions deserve more attention.
1:03:08ENRyan Petersen on Flexport, Velocity and the Cost of Moving Too FastInvitado: Ryan Petersen · Presenta: Harry StebbingsThe Flexport founder discusses customer feedback, overhiring, cross-functional logistics and why direction matters as much as speed.
1:00:35ENBeezer Clarkson on LP Liquidity, Venture Returns and Fund IncentivesInvitado: Beezer Clarkson · Presenta: Harry StebbingsThe Sapphire Partners investor explains how LPs assess managers, fund size and distributions during a difficult 2023 fundraising market.
1:08:53ENDavid Vélez on Nubank, Financial Access and AI BankingInvitado: David Vélez · Presenta: Harry StebbingsThe Nubank founder discusses building a primary bank in Latin America, expanding beyond finance and the incentive questions facing AI advice.
1:13:13ENOKRs Are a Vitamin, Not a Medicine: Christina Wodtke on Making Goals Actually WorkInvitado: Christina Wodtke · Presenta: Lenny RachitskyThe Stanford lecturer and author of Radical Focus explains what OKRs are really for, why they fail, and how to run a healthy weekly cadence.
1:49:17ENDon't Call It Strategy, Call It an Action Agenda: Richard Rumelt on Diagnosing the CruxInvitado: Richard Rumelt · Presenta: Lenny RachitskyThe author of Good Strategy Bad Strategy and The Crux explains the kernel of strategy, where competitive power comes from, and why organizations so often fail to choose.









