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8 diapositives31:22EN
Matthew Berman· 26 mai 2026Cursor Composer 2.5 and the Economics of Coding ModelsMatthew Berman, Sundar Pichai · Forward FutureMatthew Berman examines coding benchmarks, model costs and enterprise budgets, then considers Cursor’s partnership with SpaceX and Anthropic’s demand for compute.Agents de codeAI cost & performanceBenchmarks+2
1:07:45EN
20VC with Harry Stebbings· 26 mai 2026Podcast · 2 voixAndrew Feldman on AI Chips, Data Centers and Compute DemandInvité : Andrew Feldman · Anime : Harry StebbingsCerebras’s CEO discusses memory supply, inference speed, community impacts and US chip policy.SemiconductorsInferenceInfrastructure et déploiement+2
30:34EN
No Priors: AI, Machine Learning, Tech, & Startups· 21 mai 2026Podcast · 2 voixCerebras Waited Ten Years for a Market That Finally Needed SpeedAnime : Sarah Guo, Elad GilFounder and CEO Andrew Feldman walks No Priors through wafer-scale chips, a $20 billion OpenAI deal, and why a dinner-plate processor only mattered once AI became an everyday tool.Infrastructure et déploiementCompany BuildingLeadership+3
30:19EN
Matthew Berman· 20 mai 2026Sundar Pichai on AI Agents, Open Models and Google’s Compute ConstraintsMatthew Berman, Sundar Pichai · Forward FutureAt Google I/O 2026, Pichai discusses trust in agents, cyber model releases, open ecosystems, efficient models and the infrastructure needed to serve them.AI agentsAI StrategyCybersecurity+2
1:35:14EN
20VC with Harry Stebbings· 18 mai 2026Podcast · 2 voixJosh Browder on Early Investing, DoNotPay and Founder DecisionsInvité : Josh Browder · Anime : Harry StebbingsThe DoNotPay founder discusses backing young founders, fundraising, company operations and his personal investment views.Venture CapitalFoundersCompany Building+2
1:08:23EN
20VC with Harry Stebbings· 16 mai 2026Podcast · 2 voixShiv Rao on Building Abridge, Clinical Workflows and AIInvité : Shiv Rao · Anime : Harry StebbingsThe Abridge co-founder discusses years of market development, model choices, data trust and the limits of automating clinical work.AI in healthcareCompany BuildingAI Strategy+2
38:01EN
No Priors: AI, Machine Learning, Tech, & Startups· 14 mai 2026Podcast · 2 voixThe Philippines Gifted America 4,000 Acres. Pax Silica Wants to Make the AI Supply Chain a BusinessAnime : Sarah Guo, Elad GilUS Under Secretary Jacob Helberg on a 14-country coalition, a diplomatic industrial zone in the Philippines, and why Washington is putting companies—not ministries—in the driver's seat.Entreprise et stratégieAI StrategyInfrastructure et déploiement+3
22:01EN
No Priors: AI, Machine Learning, Tech, & Startups· 11 mai 2026Podcast · 2 voixThe first AI take-private is a $6.3 billion bet that services can grow like softwareAnime : Sarah Guo, Elad GilLong Lake CEO Alexander Taubman tells Elad Gil why his firm is taking American Express Global Business Travel private after 30 AI-driven acquisitions — and why they buy the company instead of selling it a tool.Entreprise et stratégieAcquisition StrategyCompany Building+3
1:13:48EN
20VC with Harry Stebbings· 11 mai 2026Podcast · 2 voixPatrick Forquer on Selling Legal AI and Scaling Legora’s Revenue TeamInvité : Patrick Forquer · Anime : Harry StebbingsLegora’s chief revenue officer explains how his team runs pilots, trains salespeople and forecasts rapid growth, and shares company-reported performance figures.SalesGo-to-MarketIA en entreprise+2
1:57:54EN
20VC with Harry Stebbings· 9 mai 2026Podcast · 2 voixCliff Weitzman on Speechify, AI Tools and Learning Through IterationInvité : Cliff Weitzman · Anime : Harry StebbingsThe Speechify founder discusses growth experiments, engineering culture, personal health experiences and the promise and risks he sees in AI.Company BuildingGrowth StrategyAI Strategy+2
7 diapositives29:57EN
Matthew Berman· 7 mai 2026Anthropic’s SpaceX Compute Deal and Claude’s Higher LimitsMatthew Berman, Thomas Kurian · Forward FutureMatthew Berman examines the May 2026 partnership, its announced capacity and usage changes, and questions about SpaceX’s separate Cursor deal.AnthropicInfrastructure et déploiementAI cost & performance+2
4:18:22EN
Lex Fridman· 6 mai 2026Podcast · 2 voixEvery Cycle Matters: The Volunteers Who Decode Almost All Internet VideoInvité : FFmpeg · Anime : Lex FridmanLex Fridman talks with Jean-Baptiste Kempf and Kieran Kunhya about FFmpeg, VLC, handwritten assembly, and the unpaid crew behind YouTube, Netflix, and a rover on Mars.Open source et communautéOpen-source ecosystemsSoftware engineering+3
1:20:30EN
20VC with Harry Stebbings· 4 mai 2026Podcast · 2 voixTobi Lütke on Building Shopify, AI and the Future of WorkInvité : Tobi Lütke · Anime : Harry StebbingsShopify’s CEO discusses long-term leadership, AI-assisted engineering and his views on employment and public policy.LeadershipFuture of WorkAI Adoption+2
1:14:23EN
20VC with Harry Stebbings· 2 mai 2026Podcast · 2 voixBecca Lindquist on Clay’s Sales Hiring, Compensation and AIInvité : Becca Lindquist · Anime : Harry StebbingsClay’s head of sales explains how she evaluates candidates, designs incentives and builds customer champions in a product-led business.SalesHiringGo-to-Market+2
42:57EN
No Priors: AI, Machine Learning, Tech, & Startups· 1 mai 2026Podcast · 2 voixInference Is the Last Market: Baseten’s 30x YearAnime : Sarah Guo, Elad GilCEO Tuhin Srivastava on a billion-dollar inference cloud, why the app layer survives, and a GPU crunch worse than the narrative.Infrastructure et déploiementInferencePost-training+3
1:20:29EN
20VC with Harry Stebbings· 27 avr. 2026Podcast · 2 voixAdam Foroughi on AppLovin, AI and Building a Lean CompanyInvité : Adam Foroughi · Anime : Harry StebbingsAppLovin’s CEO discusses staff cuts, AI-assisted engineering, compensation and public-market decisions, offering his account of a volatile company turnaround.Company BuildingLeadershipAI Adoption+2
48:49EN
20VC with Harry Stebbings· 25 avr. 2026Podcast · 2 voixAmjad Masad on Replit, Coding Agents and the Future of SoftwareInvité : Amjad Masad · Anime : Harry StebbingsReplit’s CEO discusses model routing, software economics, maintenance and the changing roles of builders and engineers.Agents de codeAI StrategyCompany Building+2
39:48EN
No Priors: AI, Machine Learning, Tech, & Startups· 23 avr. 2026Podcast · 2 voix400,000 Customers, 20,000 APIs: SAP's CTO on the Hard Exam of Enterprise AIAnime : Sarah Guo, Elad GilPhilipp Herzig tells No Priors how SAP is rebuilding the company operating system for AI, and why scale, evals, and pricing will decide who wins.Entreprise et stratégieIA en entrepriseAI Strategy+3
54:54EN
20VC with Harry Stebbings· 20 avr. 2026Podcast · 2 voixAaron Levie on Enterprise AI, Software Value and the Future of WorkInvité : Aaron Levie · Anime : Harry StebbingsThe Box CEO discusses how agents could reshape enterprise workflows, token budgets and software markets while humans remain involved.IA en entrepriseAI StrategyFuture of Work+2
57:28EN
No Priors: AI, Machine Learning, Tech, & Startups· 17 avr. 2026Podcast · 2 voixCopying One ServiceNow App with a Language Model Costs Ten Times as MuchAnime : Sarah Guo, Elad GilBill McDermott tells Sarah Guo why the SaaS apocalypse fails a cost test, why models still cannot close a case, and how agents are already doing most of ServiceNow’s customer-service work.Entreprise et stratégieIA en entrepriseWorkflow automation+3
1:15:19EN
20VC with Harry Stebbings· 14 avr. 2026Podcast · 2 voixAnj Midha on Anthropic, Compute Bottlenecks and Building Frontier AIInvité : Anjney Midha · Anime : Harry StebbingsThe AMP founder recounts Anthropic’s early fundraising and explains his investment thesis around scientific feedback, compute coordination and AI infrastructure.AI StrategyInfrastructure et déploiementVenture Capital+2
1:25:37EN
20VC with Harry Stebbings· 11 avr. 2026Podcast · 2 voixCarles Reina on ElevenLabs Sales, Compensation and Global GrowthInvité : Carles Reina · Anime : Harry StebbingsThe ElevenLabs sales leader explains his approach to quotas, AI-assisted workflows, international markets and partner distribution.SalesGo-to-MarketAI in sales & marketing+2
5 diapositives1:08:22EN
Jane Street· 10 avr. 2026Mark Doss on Production Engineering for High-Stakes TradingMark Doss · Jane StreetWhy every order matters, how event-based monitoring detects unexpected failures, and what a realistic incident reveals about trading operations.Observabilité et fiabilitéInfrastructure et déploiementSoftware engineering+2
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No Priors: AI, Machine Learning, Tech, & Startups· 9 avr. 2026Podcast · 2 voixA millionth of a penny: Jeremy Allaire on the payment rails of the agentic economyAnime : Sarah Guo, Elad GilCircle's CEO tells No Priors why stablecoins and a purpose-built chain, not the legacy banking stack, are the money layer for software that buys and sells on its own.AgentsAgentic commerceIA en finance+3
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