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1:13:26EN
20VC with Harry Stebbings· 24 oct 2026Pódcast · 2 vocesNaveen Rao on Energy, AI Hardware, Verification and the Future of RoboticsInvitado: Naveen Rao · Presenta: Harry StebbingsThe Unconventional AI founder argues that energy efficiency will shape AI hardware, while the growing volume of model output makes verification more valuable.
59:41EN20VC 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.
1:19:50EN20VC with Harry Stebbings· 19 oct 2026Pódcast · 2 vocesSameer Dholakia on AI Investing, Bessemer's Growth Strategy and Company CultureInvitado: Sameer Dholakia · Presenta: Harry StebbingsThe Bessemer partner explains his approach to pricing fast-growing AI companies, backing founders and building teams, while discussing the risks behind his optimistic forecasts.
1:17:09EN20VC with Harry Stebbings· 15 oct 2026Pódcast · 3 voces20VC on Pro Rata Rights, AI Pricing and the Changing Software MarketInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate investor rights, model economics and the choices facing software companies and their employees.
56:49EN
Stanford AI Club· 15 oct 2026Alfred Lin on Building in the AI Era: The Diffusion Gap, Founder Conviction, and Fire and IceAlfred Lin, Jason Zhang, Tanvir Bhathal · Sequoia CapitalAt Stanford AI Club, Sequoia’s Alfred Lin explains where he sees opportunity in AI and why learning, human understanding, and operating discipline still shape enduring companies.
1:15:51EN20VC with Harry Stebbings· 8 oct 2026Pódcast · 4 vocesThe AI Race, Founder Loyalty and the New Rules of Enterprise SoftwareInvitado: Dev Ittycheria, Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Dev Ittycheria, Jason Lemkin and Rory O’Driscoll debate model competition, startup exits and what happens when AI agents choose vendors.
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.
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.
1:20:43EN20VC with Harry Stebbings· 24 sept 2026Pódcast · 3 vocesAI Agents, Venture Pricing and the Tradeoffs Behind the Funding BoomInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI products, high-priced venture rounds, enterprise software and infrastructure risk.
1:19:28EN20VC with Harry Stebbings· 17 sept 2026Pódcast · 3 vocesAI Safety, Personal Agents and the Venture Market’s Uneven ExitsInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate oversight of advanced AI, the economics of personal assistants and what a weaker software exit market means for investors.
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.
39:30EN
No Priors: AI, Machine Learning, Tech, & Startups· 6 ago 2026Pódcast · 2 vocesThree Trillion-Dollar Companies in Five Years. Elad Gil Would Not Bet on a Fleet of Them NextPresenta: Sarah Guo, Elad GilOn a host-only episode of No Priors, Sarah Guo and Elad Gil separate market size from speed, argue that the best new founders are getting too meek, and treat token budgets as the next corporate power law.
38:01ENNo Priors: AI, Machine Learning, Tech, & Startups· 14 may 2026Pódcast · 2 vocesThe Philippines Gifted America 4,000 Acres. Pax Silica Wants to Make the AI Supply Chain a BusinessPresenta: Sarah Guo, Elad GilUS Under Secretary Jacob Helberg on a 14-country coalition, a diplomatic industrial zone in the Philippines, and why Washington is putting companies—not ministries—in the driver's seat.
46:26ZH
Zhang Xiaojun Podcast· 9 dic 2025Pódcast · 2 voces朱啸虎：三年内看不到泡沫，共识太集中就错开十五度Invitado: 朱啸虎 · Presenta: 张小珺2025 年底，金沙江创投朱啸虎第三次坐到张小珺对面：AGI 不谈了，入口之争开始了。他不投人形机器人，把支票开给洗船和按摩这类「干活」的公司。
31:57ENNo Priors: AI, Machine Learning, Tech, & Startups· 15 oct 2025Pódcast · 2 vocesPeak 700 GW, average 300 GW: Base Power is wiring home batteries into a power plantPresenta: Sarah Guo, Elad GilZach Dell tells Elad Gil how a $1.3 billion raise, a Texas-only retail business, and a Tesla-and-SpaceX hiring bench are meant to cut the cost of moving an electron.
1:00:48EN
Cognitive Revolution "How AI Changes Everything"· 9 jun 2025PódcastThe Phrase That Alarms a16z’s AI Policy Chief: “It Only Covers a Handful of Companies”Presenta: Nathan LabenzMatt Perault argues that AI rules should target harmful use, not the science of building models, and that “modest” thresholds can lock in an oligopoly.
27:45ENNo Priors: AI, Machine Learning, Tech, & Startups· 3 abr 2025Pódcast · 2 vocesNasdaq Down 8% and Ghibli Everywhere: AI Is Already in Inning ThreePresenta: Sarah Guo, Elad GilSarah Guo and Elad Gil on the latest image-gen wow cycle, why public-market panic is mostly noise for software startups, and where specialized models still have room.
37:58ENNo Priors: AI, Machine Learning, Tech, & Startups· 23 ene 2025Pódcast · 2 vocesThe Forest Will Burn. The Only Question Is on Whose Terms.Presenta: Sarah Guo, Elad GilConvective Capital’s Bill Clerico walks through why California’s wildfires reached a crescendo, and which wounds are still self-inflicted enough to fix.
26:08ENNo Priors: AI, Machine Learning, Tech, & Startups· 3 oct 2024Pódcast · 2 vocesFewer Than 3% of Deals Get Investigated. Selling to the Monopolist Is What Triggers the FTC.Presenta: Sarah Guo, Elad GilChair Lina Khan tells No Priors how merger review actually works in AI markets, why open-weight models matter, and why the agency banned most non-competes.
1:27:02ZHZhang 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。
1:33:07ZHZhang Xiaojun Podcast· 17 ago 2024Pódcast · 2 voces广密复盘全球大模型这一年：Scaling Law、AGI 豪赌与中美格局Invitado: 李广密 · Presenta: 张小珺拾象创始人李广密从硅谷一线观察出发，回顾 OpenAI、Anthropic、Google 与中国模型公司的竞争。他认为，模型能力与成本共同决定新一轮应用爆发，而巨额投入押注的是智能能否持续扩展以及 AI 对经济和产业的长期重构。
52:45ENCognitive Revolution "How AI Changes Everything"· 13 jun 2024PódcastA $150 million model, $5 million six months later: Benchmark’s AI investment mathPresenta: Nathan LabenzEric Vishria and Quilter’s Sergiy Nesterenko explain why PCB layout is not a Copilot problem, why human board data would be the wrong training set, and which AI companies look like sugar highs.
1:03:40ENCognitive Revolution "How AI Changes Everything"· 13 jun 2023PódcastWho Banks the AI Wave: Startups or the Giants Already in Place?Presenta: Nathan LabenzStability AI’s Emad Mostaque and Slow Ventures’ Sam Lessin debate whether generative AI is a reshuffler for new companies or an extender for Meta, Google, and Hollywood.
3:46:18EN
Lex Fridman· 8 dic 2022Pódcast · 2 vocesA Ten-Billion-Dollar Error Bar on Other People's MoneyInvitado: Coffeezilla · Presenta: Lex FridmanYouTube investigator Coffeezilla walks Lex Fridman through how Sam Bankman-Fried's FTX turned a low-risk story into a customer-asset casino.Cargar másMostrando 24 de 29