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1:09:26ENAnastasios Angelopoulos on Arena, Open Models and AI EvaluationInvitado: Anastasios Angelopoulos · Presenta: Harry StebbingsArena’s CEO discusses real-world model comparisons, enterprise AI control, security and the economics of evaluation.
1:07:45ENAndrew 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.
57:04ENMatthew Steckman on Anduril’s Defense Business, Procurement and Product BetsInvitado: Matthew Steckman · Presenta: Harry StebbingsAnduril’s president explains a $20 billion procurement ceiling, the company’s approach to building military products and his view of the responsibilities of defense suppliers. His forecasts and company claims reflect his position as an interested executive.
1:06:06ENAndrew Ng on AI Infrastructure, Open Models and Building Useful ApplicationsInvitado: Andrew Ng · Presenta: Harry StebbingsThe AI Fund general partner discusses computing constraints, geopolitics, adoption and the economics of AI products.
1:13:29ENDavid Cahn on AI Infrastructure, Startup Growth and Defense InvestingInvitado: David Cahn · Presenta: Harry StebbingsThe Sequoia partner explains why he sees an AI bubble, how he evaluates startup growth and where he sees opportunities in defense.
1:04:33ENPhilipp Freise on KKR’s European Investing and Private-Market LiquidityInvitado: Philipp Freise · Presenta: Harry StebbingsThe KKR investor discusses deployment discipline, AI, European capital markets and broader access to private investments.
1:02:51ENTaavet Hinrikus on Venture Incentives and Europe’s Technology AmbitionsInvitado: Taavet Hinrikus · Presenta: Harry StebbingsThe Wise co-founder and Plural partner explains his approach to early-stage investing, fund alignment and building European capabilities.
1:00:02ENJonathan 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.
1:17:28ENTorsten Reil on Building Helsing and Europe’s Defense TechnologyInvitado: Torsten Reil · Presenta: Harry StebbingsThe Helsing co-founder discusses defense procurement, autonomous systems and European security, alongside the lessons he took from building NaturalMotion.
1:13:21ENKlaus Hommels on Venture Portfolios, European Defense and Backing FoundersInvitado: Klaus Hommels · Presenta: Harry StebbingsThe Lakestar founder explains his concentrated investment style, argues for more European innovation funding and recounts how he backed several prominent companies.
1:45:59ENMatt Grimm on Defense Procurement, Anduril and the Cost of Autonomous WarfareInvitado: Matt Grimm · Presenta: Harry StebbingsAnduril’s co-founder explains his case for procurement reform, the challenges of scaling hardware and his outlook on geopolitical risk.
1:15:08ENJeff Wang on Public and Private Investing, AI and Sequoia Global EquitiesInvitado: Jeff Wang · Presenta: Harry StebbingsThe investor explains thematic research, portfolio construction and his 2024 views on AI infrastructure and technology platforms.
1:08:50ENShaun Maguire on Foreign Policy, Speech and Venture InvestingInvitado: Shaun Maguire · Presenta: Harry StebbingsThe Sequoia partner shares controversial views on Iran, the US election and Europe, then discusses SpaceX, X and venture investing.







