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1:15:51ENThe AI Race, Founder Loyalty and the New Rules of Enterprise SoftwareInvité : Dev Ittycheria, Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Dev Ittycheria, Jason Lemkin and Rory O’Driscoll debate model competition, startup exits and what happens when AI agents choose vendors.
1:06:45ENMatt Murphy on Anthropic, Open Models and the New Venture PlaybookInvité : Matt Murphy · Anime : Harry StebbingsThe Menlo Ventures partner explains his investments in Anthropic, Lovable and Legora, and debates AI margins, model competition and venture fund strategy.
1:14:39ENNick Frosst on Cohere’s Enterprise AI Strategy and the Limits of HypeInvité : Nick Frosst · Anime : Harry StebbingsThe Cohere co-founder discusses data, benchmarks, workplace automation and why he challenges popular claims about AGI.
1:03:27ENBucky Moore on Venture Platforms, AI and Early-Stage InvestingInvité : Bucky Moore · Anime : Harry StebbingsThe new Lightspeed partner discusses capital-intensive model companies, seed valuations, founder selection and the role of large venture firms.
39:21ENSam Altman on Model Improvements, Agents and Startup OpportunitiesInvité : Sam Altman · Anime : Harry StebbingsThe OpenAI CEO discusses where startups may build as models improve, and reflects on reasoning, infrastructure and leadership.
1:16:09ENBret Taylor on AI Applications, Model Costs and Building SierraInvité : Bret Taylor · Anime : Harry StebbingsThe Sierra co-founder discusses why most companies may buy AI solutions, how agents need guardrails and what founders can learn from technology leaders.
1:03:26ENAidan Gomez on Model Scaling, Data and Enterprise AIInvité : Aidan Gomez · Anime : Harry StebbingsThe Cohere CEO discusses the economics of foundation models, enterprise adoption, AI agents and the future he hopes the technology will enable.







