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20VC with Harry Stebbings· 16 oct. 2025Podcast · 4 voixThinking Machines, AI Infrastructure and the Venture Portfolio TradeoffInvité : Roger Ehrenberg, Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings and three investors examine founder commitments, the economics of selling a venture platform and how to allocate capital as AI markets accelerate.
1:32:36EN20VC with Harry Stebbings· 9 oct. 2025Podcast · 3 voixOpenAI’s AMD Deal and the Venture Math Behind AI’s Biggest RoundsInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss conditional chip warrants, AI development tools and what high valuations demand from investors.
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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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Sequoia Capital· 23 sept. 2025PodcastCompanies Keep Asking for AI. Then They Send It Back.Agency founder Elias Torres on why businesses freeze at imperfect answers, and why his third startup aims for a billion in revenue with fewer than 100 people.
1:00:35EN20VC with Harry Stebbings· 15 sept. 2025Podcast · 2 voixMercor CEO Brendan Foody on Expert Data, AI Evaluations and GrowthInvité : Brendan Foody · Anime : Harry StebbingsFoody explains Mercor’s marketplace, reported revenue run rate and views on model development, margins and company culture.
1:22:04EN20VC with Harry Stebbings· 8 sept. 2025Podcast · 2 voixElevenLabs CEO Mati Staniszewski on Voice AI, Growth and Building from EuropeInvité : Mati Staniszewski · Anime : Harry StebbingsStaniszewski discusses the company’s origins in dubbing, its financing and reported ARR, and the challenges of scaling voice products.
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Cognitive 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.
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No Priors: AI, Machine Learning, Tech, & Startups· 21 août 2025Podcast · 2 voixHire the AI First: Andrew Ng on Agentic Workflows and the Scarcity of JudgmentAnime : Sarah Guo, Elad GilOn No Priors, Andrew Ng argues that agentic AI has made software cheap and fast, which moves the bottleneck to product judgment, error analysis, and the instinct to try an AI before adding headcount.
1:14:08EN20VC with Harry Stebbings· 18 août 2025Podcast · 2 voixLovable CEO Anton Osika on AI App Building, Economics and SecurityInvité : Anton Osika · Anime : Harry StebbingsOsika discusses Lovable’s reported growth, model costs and product strategy while Stebbings challenges its defensibility and security.
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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。
57:52ENUnsupervised Learning: With Jacob Effron· 13 août 2025PodcastThey Aimed for 1%. The Lab Hit 20%. Chai Discovery Moved Antibody Design Onto the Computer.Anime : Jacob EffronJoshua Meier on three waves of AI drug discovery, why Chai-2 behaves like Photoshop for molecules, and why a 1% hit rate was supposed to be enough to change the industry.
39:06ENSequoia Capital· 12 août 2025PodcastHe Couldn't Ask His Grandfather What to Do, So He Built a Digital MindOn Sequoia's Training Data, Delphi founder Dara Ladjevardian explains how authorized digital minds turn people into conversational media without replacing them.
1:44:57ZHZhang Xiaojun Podcast· 19 juil. 2025Podcast · 2 voixLovart 创始人陈冕：从现金流危机到设计 AgentInvité : 陈冕 · Anime : 张小珺陈冕复盘早期竞争、产品下架与融资困难，以及团队如何从创作工具转向 Agent。
1:02:54ENNo Priors: AI, Machine Learning, Tech, & Startups· 17 juil. 2025Podcast · 2 voixEnterprise Coding Tools Flipped the 80/20. Reflection AI Built the Other HalfAnime : Sarah Guo, Elad GilFormer Gemini reward-model lead Misha Laskin on Asimov, why comprehension beats generation, and why there is no such thing as generalization—only pulling the test distribution into train.
1:19:46ENCognitive Revolution "How AI Changes Everything"· 5 juil. 2025PodcastSuspended from Columbia, He Raised $15 Million to Cheat on EverythingAnime : Nathan LabenzRoy Lee, founder of Cluely, argues that an undetectable desktop overlay, AI maximalism, and a post-AGI life of 800-year spans are the same bet.
49:27ENNo Priors: AI, Machine Learning, Tech, & Startups· 3 juil. 2025Podcast · 2 voixFrom 0.1% to 20%: Chai-2 Turns Antibody Design Into Prompt EngineeringAnime : Sarah Guo, Elad GilChai Discovery co-founders Joshua Meier and Jack Dent tell Sarah Guo how a generative model now designs antibodies that bind on the first 24-well plate.
1:24:27ENCognitive Revolution "How AI Changes Everything"· 12 juin 2025Podcast500 Trillion Tokens a Month: How Google Grew 50x in a YearAnime : Nathan LabenzLogan Kilpatrick returns to Cognitive Revolution to unpack Google's mid-2023 merger, why he expects frontier labs to diverge, and why startups still hold the speed advantage.
1:00:48ENCognitive Revolution "How AI Changes Everything"· 9 juin 2025PodcastThe Phrase That Alarms a16z’s AI Policy Chief: “It Only Covers a Handful of Companies”Anime : 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.
35:47ENNo Priors: AI, Machine Learning, Tech, & Startups· 5 juin 2025Podcast · 2 voixFei-Fei Li’s new bet: AI is incomplete without spatial intelligenceAnime : Sarah Guo, Elad GilThe ImageNet pioneer tells Sarah Guo and Elad Gil why World Labs is building 3D generative foundation models, and why language was only one piece of the puzzle.
44:21ENUnsupervised Learning: With Jacob Effron· 4 juin 2025PodcastMercor's CEO: Knowledge Work's Next Job Is Writing EvalsAnime : Jacob EffronBrendan Foody tells Redpoint how Mercor turned AI hiring and expert data into a $100 million round — and why he thinks a huge slice of white-collar work will become creating tests for models.
1:04:56EN20VC with Harry Stebbings· 2 juin 2025Podcast · 2 voixVarun Mohan on Windsurf, Coding Agents and Startup FocusInvité : Varun Mohan · Anime : Harry StebbingsThe Windsurf co-founder discusses pivots, rapid product experimentation, coding agents and competition among AI model providers.
1:54:08ENCognitive Revolution "How AI Changes Everything"· 29 mai 2025PodcastWhy Anthropic's first check went to a company building microscopes for neural netsAnime : Nathan LabenzGoodfire's Dan Balsam and Tom McGrath argue that mechanistic interpretability now has a proto-paradigm, two stubborn gaps, and three products worth shipping today.
38:25ENSequoia Capital· 27 mai 2025PodcastA thousand airplanes will never train an AI engineerFormer Airbus CTO Paul Eremenko explains why physical-world engineering still has no coding-AI moment, and how P-1 AI's agent Archie is supposed to get there anyway.
45:30ENSequoia Capital· 22 avr. 2025PodcastA $20,000 AI Agent Replacing a $90,000 SDR: Manny Medina on Pricing in the Agent EraA fully loaded human SDR costs $70,000 to $90,000 a year; one AI SDR pitch is $20,000 per agent for 80% of the work, plus a bonus when targets are hit.Charger plus24 sur 210 affichés