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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.
1:05:01EN20VC 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.
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.
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.
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.
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.
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.
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.
57:42EN20VC with Harry Stebbings· 6 jun 2026Pódcast · 2 vocesJacob Lauritzen on AI Engineering, Legal Work and Building LegoraInvitado: Jacob Lauritzen · Presenta: Harry StebbingsLegora’s CTO discusses code review, token budgets, enterprise adoption and how legal workflows might change.
1:14:12EN20VC with Harry Stebbings· 1 jun 2026Pódcast · 2 vocesBrendan Foody on Mercor, AI Data and the Future of WorkInvitado: Brendan Foody · Presenta: Harry StebbingsThe Mercor CEO discusses a security incident, data-provider economics, enterprise agents and the uncertain effects of AI on employment.
1:07:45EN20VC with Harry Stebbings· 26 may 2026Pódcast · 2 vocesAndrew Feldman on AI Chips, Data Centers and Compute DemandInvitado: Andrew Feldman · Presenta: Harry StebbingsCerebras’s CEO discusses memory supply, inference speed, community impacts and US chip policy.
1:20:12EN20VC with Harry Stebbings· 6 oct 2025Pódcast · 2 vocesCerebras CEO Andrew Feldman on AI Chips, Demand and Infrastructure RiskInvitado: Andrew Feldman · Presenta: Harry StebbingsFeldman discusses Cerebras financing, chip design and data centers, while weighing talent, energy and market concentration.
1:31:19EN20VC with Harry Stebbings· 29 sept 2025Pódcast · 2 vocesGroq Founder Jonathan Ross on AI Compute, Chip Competition and EnergyInvitado: Jonathan Ross · Presenta: Harry StebbingsRoss explains his view of inference demand, custom chips and infrastructure economics, and makes predictions about AI’s effects on markets and work.
47:04EN20VC with Harry Stebbings· 31 mar 2025Pódcast · 2 vocesKevin Scott on AI Products, DeepSeek and the Future of SoftwareInvitado: Kevin Scott · Presenta: Harry StebbingsMicrosoft’s CTO discusses model efficiency, agents, coding and why useful products matter in an AI transition.
1:14:36EN20VC with Harry Stebbings· 24 mar 2025Pódcast · 2 vocesAndrew Feldman on AI Chips, Inference and Competing With NvidiaInvitado: Andrew Feldman · Presenta: Harry StebbingsThe Cerebras CEO explains wafer-scale computing, argues inference demand will grow and discusses the limits of his industry’s infrastructure.
1:18:09EN20VC with Harry Stebbings· 24 feb 2025Pódcast · 2 vocesSteeve Morin on AI Inference, Chips and the Cost of Switching HardwareInvitado: Steeve Morin · Presenta: Harry StebbingsThe ZML founder explains the difference between training and production inference and offers a competitive view of the AI hardware market.
1:25:52EN20VC with Harry Stebbings· 17 feb 2025Pódcast · 2 vocesJonathan Ross on Groq, Inference Economics and the AI Infrastructure RaceInvitado: Jonathan Ross · Presenta: Harry StebbingsThe Groq CEO explains his bet on inference chips, compares his company’s architecture with GPUs, and discusses the financing and power needed to scale.
1:00:02EN20VC with Harry Stebbings· 29 ene 2025Pódcast · 2 vocesJonathan Ross on DeepSeek, Open Models and AI InfrastructureInvitado: Jonathan Ross · Presenta: Harry StebbingsThe Groq CEO discusses reported training costs, inference demand, competitive strategy and the security concerns surrounding AI.Cargar másMostrando 24 de 27