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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.
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.
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.
1:18:23EN20VC 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.
1:27:05EN20VC with Harry Stebbings· 9 jul 2026Pódcast · 3 voces20VC on AI Regulation, Compute Economics and Enterprise AdoptionInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported AI policy proposals, infrastructure spending, software deployment and startup liquidity.
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.
1:23:34EN20VC with Harry Stebbings· 23 may 2026Pódcast · 3 voces20VC on Enterprise Sales Hiring, Compensation and AIInvitado: Chad Peets, Chris Degnan · Presenta: Harry StebbingsChad Peets and Chris Degnan discuss building sales teams, forecasting revenue and competing for talent while AI changes enterprise markets.
1:12:41EN20VC with Harry Stebbings· 2 abr 2026Pódcast · 3 vocesAI Security, Revenue Claims and Wearable Economics: A 20VC Investor RoundtableInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI product strategy, security spending, startup valuations and the durability of consumer subscriptions. Their discussion includes reported developments and unverified estimates, as well as O’Driscoll’s disclosure of an indirect Oura investment.
1:17:50EN20VC with Harry Stebbings· 19 mar 2026Pódcast · 3 vocesNvidia’s AI Spending Outlook, Anduril’s Army Contract and the Venture Math Behind Big BetsInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate infrastructure spending, AI-driven organizational change and the challenge of investing in huge markets.
1:21:20EN20VC with Harry Stebbings· 12 mar 2026Pódcast · 3 vocesAnthropic’s Pentagon Dispute, AI Infrastructure and the Venture Investors’ Market DebateInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate an unresolved government dispute, the economics of compute, junior hiring and software valuations.
1:25:26EN20VC with Harry Stebbings· 5 mar 2026Pódcast · 3 vocesAnthropic, Block and Cursor: A 20VC Roundtable on AI and SoftwareInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate government oversight of AI, software valuations, layoffs and coding tools. Their financial figures and predictions are estimates or reported claims, not independently verified results.
1:24:39EN20VC with Harry Stebbings· 12 feb 2026Pódcast · 4 vocesMike Cannon-Brookes and 20VC on AI, Software Markets and LeadershipInvitado: Mike Cannon-Brookes, Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsThe Atlassian co-founder joins Harry Stebbings, Jason Lemkin and Rory O’Driscoll to debate AI spending, legal and support software, advertising and the demands on founders. Their financial figures and forecasts are claims or estimates, not independently verified results.
1:52:38ENOpen Models, AI Infrastructure, and Search: Four PerspectivesMatthew Berman, Nick Wentz, Himanshu Tyagi, Misha Laskin, Bryan Catanzaro, Robby Stein · Forward FutureForward Future speaks with leaders from Sentient, Reflection AI, NVIDIA, and Google about openness, scaling, safety, and AI-powered search.
33:18ENZuckerberg and Nadella on AI Coding, Agents and the Next Software StackMatthew Berman, Mark Zuckerberg, Satya Nadella · Forward FutureMatthew Berman examines their 2025 LlamaCon conversation about AI-assisted development, open models and changing workflows.
1:27:02ZH
Zhang Xiaojun Podcast· 5 sept 2024Pódcast · 3 voces广密：Self-play RL 可能开启 AGI 的新 Scaling LawInvitado: 广密 · Presenta: 张小珺广密认为，纯靠语言预训练扩展模型的边际收益可能正在减弱，self-play 强化学习是更值得押注的新路径。它能否泛化到代码、视频、机器人和更广的领域，将决定下一阶段的 AGI 竞赛。
49:41ZHZhang Xiaojun Podcast· 17 ago 2024Pódcast · 3 voces傅盛：大模型是生产力革命，机器人迎来新的窗口Invitado: 傅盛 · Presenta: 张小珺傅盛认为，大模型的核心是逻辑与推理能力，它带来的变化更像蒸汽机，而不是一次普通的互联网迭代。从平民化模型、服务机器人到创业者如何面对低谷，他也回看了自己的判断与心境。