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20VC with Harry Stebbings· 25 sept. 2025Podcast · 3 voixNvidia’s OpenAI Commitment, H-1B Policy and the Venture Investor’s RiskInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss AI infrastructure financing, IPO liquidity and how startup investors weigh concentrated bets.
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Unsupervised Learning: With Jacob Effron· 24 sept. 2025Podcast$100 Million Researchers and a $200 Billion xAI: An AI Roundtable Does the MathAnime : Jacob EffronDatology’s Ari Morcos and Radical Ventures’ Rob Toews argue over whether models are plateauing, whether RL-environment startups will last, and why Google is the lab they would pick.
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Matthew Berman· 23 sept. 2025Could AGI Freeze Economic Mobility? A Debate About Work and OwnershipMatthew Berman, Aaron Levie, Reid Hoffman · Forward FutureMatthew Berman weighs fears of a permanent underclass against arguments for AI-augmented work, new demand and income support.
1:38:05EN20VC with Harry Stebbings· 22 sept. 2025Podcast · 2 voixHemant Taneja on Scaling General Catalyst, AI and the Future of VentureInvité : Hemant Taneja · Anime : Harry StebbingsThe General Catalyst CEO discusses early-stage returns, AI’s effect on work and the difficulty of investing through rapid technological change.
1:32:50EN20VC with Harry Stebbings· 18 sept. 2025Podcast · 4 voixKaz Nejatian on Opendoor, AI Financing and the Cost of GrowthInvité : Kaz Nejatian, Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsOpendoor’s new CEO explains his housing strategy; Harry Stebbings and investors examine AI infrastructure commitments, software margins and the return of IPOs.
18:05ENMatthew Berman· 15 sept. 2025AI News: Qwen3-Max, OpenAI’s Restructuring and New Research ModelsMatthew Berman · Forward FutureMatthew Berman surveys September 2025 releases and reports, from silent speech and image generation to infrastructure and AI business deals.
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No Priors: AI, Machine Learning, Tech, & Startups· 15 sept. 2025Podcast · 2 voixA construction permit that took four months now takes three minutesAnime : Sarah Guo, Elad GilJared Kushner talks with Sarah Guo and Elad Gil about Affinity Partners, the AI firm BrainCo, and how capital, energy, and Middle East diplomacy now run through AI.
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Cognitive Revolution "How AI Changes Everything"· 11 sept. 2025PodcastJoe Hudson: $500 Billion Went Into AI, and Nobody Defined 'Good for Humanity'Anime : Nathan LabenzSam Altman says the OpenAI coach's superpower is emotional clarity — and that it will be one of the most critical skills in a post-AGI world.
1:34:12EN20VC with Harry Stebbings· 11 sept. 2025Podcast · 4 voixOpenAI Secondaries, Ramp and the Price of AI GrowthInvité : Jason Lemkin, Rory O’Driscoll, Jeff Lawson · Anime : Harry StebbingsJason Lemkin, Rory O’Driscoll and Jeff Lawson join Harry Stebbings to debate AI funding, founder incentives and the risks of moving too fast.
1:51:39ENCognitive Revolution "How AI Changes Everything"· 3 sept. 2025PodcastA native ad engine for AI—and the questions it cannot dodgeAnime : Nathan LabenzRyan Hudson, who sold Honey to PayPal for $4 billion, joins Nathan Labenz to explain ZeroClick’s bet on paid inference-time ads, and the societal incentives he has not yet had to confront.
1:14:39EN20VC with Harry Stebbings· 1 sept. 2025Podcast · 2 voixNick 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.
40:54ENNo Priors: AI, Machine Learning, Tech, & Startups· 28 août 2025Podcast · 2 voixSeventeen Years of Flat Power, and a Plan to Bring the Factories HomeAnime : Sarah Guo, Elad GilJacob Helberg, the under secretary of state designate for economic growth, energy, and the environment, argues that nuclear power and AI productivity—not cheap labor—are how America reshore its supply chain.
20:05ENMatthew Berman· 26 août 2025AI News: Macrohard, Comet Plus and the Debate Over AI WelfareMatthew Berman, Dara Khosrowshahi · Forward FutureMatthew Berman reviews August 2025 AI news, from generative worlds and publisher payments to robotics, Intel and enterprise AI results.
1:23:11EN20VC with Harry Stebbings· 25 août 2025Podcast · 2 voixBessemer’s Byron Deeter on AI Growth, Venture Scale and LiquidityInvité : Byron Deeter · Anime : Harry StebbingsDeeter discusses AI software economics, follow-on investments and the trade-offs facing venture firms and their limited partners.
18:40ENMatthew Berman· 21 août 2025AI News in August 2025: Model Memory, Image Editing, Coding Agents and RobotsMatthew Berman · Forward FutureMatthew Berman reviews early reports on GPT-6, DeepSeek V3.1, Qwen image editing, developer tools and humanoid demonstrations. Several claims were previews, company statements or unconfirmed reports.
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Zhang Xiaojun Podcast· 18 août 2025Podcast · 2 voix广密谈大模型分化、AI 产品与创业窗口Invité : 广密 · Anime : 张小珺广密复盘模型公司的战略分化、ChatGPT 的消费品牌壁垒，以及 Claude Code 等产品带来的新机会。他认为 AI 创业窗口正在缩短，但产品体验、团队判断和非共识创新仍能打开空间。
47:18ENNo Priors: AI, Machine Learning, Tech, & Startups· 14 août 2025Podcast · 2 voixThe Analyst Tracking 200 GPU Clouds Breaks Nvidia Into a Three-Headed DragonAnime : Sarah Guo, Elad GilSemiAnalysis founder Dylan Patel on OpenAI’s open-weight model, a coming neocloud wipeout, and why a chip startup has to beat Nvidia on hardware, networking, and software at once.
1:34:20EN20VC with Harry Stebbings· 14 août 2025Podcast · 3 voixGPT-5, Palantir and the Economics of AI GrowthInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI competition, the price of growth and what leaner companies could mean for workers.
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Lex Fridman· 13 août 2025Podcast · 2 voixChina Is Not Run by One Person. It Is a Mayor EconomyInvité : Keyu Jin · Anime : Lex FridmanEconomist Keyu Jin on local GDP races, DeepSeek, tariffs, Jack Ma, and why Western collapse forecasts keep missing the country they describe.
3:17:35ENCognitive Revolution "How AI Changes Everything"· 13 août 2025PodcastTen Thousand Comments and 76 Spare Gigawatts: Four Months Writing America's AI Action PlanAnime : Nathan LabenzDean W. Ball spent four months as the White House's senior AI adviser, then left as the Action Plan landed — and explains how a to-do list got written inside a building that cannot run ChatGPT.
11:38ENMatthew Berman· 13 août 2025AI News in August 2025: App Store Dispute, Claude’s Long Context and New ModelsMatthew Berman · Forward FutureMatthew Berman reviews the Musk–Altman exchange, Claude Sonnet 4’s million-token beta, Skywork’s interactive world model and other AI announcements.
1:22:51EN20VC with Harry Stebbings· 11 août 2025Podcast · 2 voixMartin Mignot on Index Ventures, Revolut and Investing in FoundersInvité : Martin Mignot · Anime : Harry StebbingsThe Index Ventures partner explains how he evaluates early-stage companies, manages concentrated returns and learns from missed opportunities.
1:14:05ENCognitive Revolution "How AI Changes Everything"· 9 août 2025PodcastSullivan boils US-China AI competition down to four buckets, four examples, and a path he calls boringAnime : Nathan LabenzThe former national security advisor treats transformative AI as a planning assumption, not a prophecy, and wants Washington to compete hard with Beijing without pretending a grand bargain will cure the rivalry.
1:28:36EN20VC with Harry Stebbings· 7 août 2025Podcast · 4 voixFigma’s IPO, Executive Pay and the Price of AI GrowthInvité : Brian Halligan, Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHubSpot co-founder Brian Halligan joins Harry Stebbings, Jason Lemkin and Rory O’Driscoll to unpack IPO pricing, public ownership and venture strategy.Charger plus24 sur 519 affichés