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Matthew Berman· 27 oct. 2026Matthew Berman Examines Anthropic’s IPO Filing, AI Growth and GovernanceMatthew Berman, Sam Altman · Forward FutureThe presenter reviews the S-1’s financial metrics, compute strategy and voting structure while questioning the tension between rapid AI development and safety.
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a16z· 23 oct. 2026Podcast · 3 voixAmazon CEO Andy Jassy on the $220 Billion AI BuildoutInvité : Andy Jassy · Anime : Ben Horowitz, Erik TorenbergEven at roughly $220 billion of 2026 CapEx, Jassy says Amazon is still turning away AI demand. He tells Ben Horowitz and Erik Torenberg why AWS could become a trillion-dollar run-rate business, and why inference cost, custom chips, and smaller teams matter more than squeezing old customers.
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Latent Space· 22 oct. 2026Podcast · 2 voixWhy GPU Capacity Comes in Three-Year Rectangles — Erik Bernhardsson, ModalInvité : Erik Bernhardsson · Anime : Vibhu SapraModal’s CEO tells Latent Space why AI demand almost never looks like a three-year GPU contract, how the company pools compute across thousands of customers, and why sandboxes grew from a product they almost killed into a third of revenue.
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The Pragmatic Engineer· 21 oct. 2026Podcast · 2 voixWill Larson: The Revised Rules of Engineering ManagementInvité : Will Larson · Anime : Gergely OroszThe 2010s taught engineering managers never to make a technical decision again. Will Larson, CTO of Imprint and author of Staff Engineer, argues that era is over: managers who cannot get back into the work are in a career trap.
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Zhang Xiaojun Podcast· 21 oct. 2026Podcast · 2 voixDavid Qian on Succession, Robotics, and Finding His Own AmbitionInvité : David Qian (Qian Cheng) · Anime : 张小珺Ecovacs CEO David Qian reflects on inheriting a founder-built company, learning to lead through mistakes, and choosing a patient path in robotics. His account treats succession as an ongoing effort to build the company for a new era, not a finish line.
2:51:18ENZhang Xiaojun Podcast· 15 oct. 2026Podcast · 2 voixLindon Gao on Building Dyna Robotics and Finding a Path Through the FogInvité : Lindon Gao · Anime : 张小珺Dyna Robotics CEO Lindon Gao explains why his company builds intelligence through real workflows, how hardware and research must evolve together, and how a founder can find clarity by letting go of the need to be right.
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Stanford AI Club· 15 oct. 2026Alfred Lin on Building in the AI Era: The Diffusion Gap, Founder Conviction, and Fire and IceAlfred Lin, Jason Zhang, Tanvir Bhathal · Sequoia CapitalAt Stanford AI Club, Sequoia’s Alfred Lin explains where he sees opportunity in AI and why learning, human understanding, and operating discipline still shape enduring companies.
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20VC with Harry Stebbings· 10 oct. 2026Podcast · 2 voixMax Freeman on Building Ramp’s Sales MachineInvité : Max Freeman · Anime : Harry StebbingsRamp’s sales leader explains how he hires, trains and equips sellers, from early outbound experiments to enterprise forecasting and AI-assisted research.
1:05:01EN20VC with Harry Stebbings· 3 oct. 2026Podcast · 2 voixChase Lochmiller on AI Data Centers, Energy and GPU EconomicsInvité : Chase Lochmiller · Anime : Harry StebbingsCrusoe’s CEO discusses the constraints on AI infrastructure, the economics of GPU capacity and his company’s approach to energy and managed inference.
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No Priors: AI, Machine Learning, Tech, & Startups· 2 oct. 2026Podcast · 2 voixCompute Scaled a Millionfold. Bandwidth Only 40x. Fractile Wants to Fix That RatioAnime : Sarah Guo, Elad GilIn the summer of 2022, Walter Goodwin founded Fractile in London to build very fast inference chips for the world's largest models.
1:20:28EN20VC with Harry Stebbings· 1 oct. 2026Podcast · 4 voixAI Valuations, Talent Wars and the Venture Capital Tradeoffs Behind ThemInvité : Jack Altman, Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jack Altman, Jason Lemkin and Rory O’Driscoll debate large early-stage bets, open-weight models and the changing market for exits.
1:08:54EN20VC with Harry Stebbings· 26 sept. 2026Podcast · 2 voixParag Agrawal on Web Search and Business Models for AI AgentsInvité : Parag Agrawal · Anime : Harry StebbingsParallel’s co-founder explains why agent search needs different economics, how content owners might be paid and why agent safety requires more than model capability.
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Cognitive Revolution "How AI Changes Everything"· 25 sept. 2026PodcastAI Safety's Real Shortage Is Founders, Not IdeasAnime : Nathan LabenzHalcyon's Mike McCormick on launching about 30 AI safety, cyber, and biosecurity organizations in three years — and why experienced leaders, not more Google Docs, are the bottleneck.
42:44ENNo Priors: AI, Machine Learning, Tech, & Startups· 24 sept. 2026Podcast · 2 voixThey Paid $7.7 Billion for a Broker — and Intend to Do One Deal a YearAnime : Sarah Guo, Elad GilSequence Holdings co-founder Michael Lee tells No Priors why owning a market leader, not selling it software, is how AI actually remakes an incumbent.
1:19:28EN20VC with Harry Stebbings· 17 sept. 2026Podcast · 3 voixAI Safety, Personal Agents and the Venture Market’s Uneven ExitsInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate oversight of advanced AI, the economics of personal assistants and what a weaker software exit market means for investors.
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Sequoia Capital· 15 sept. 2026PodcastThe Bridge From Model to Workflow Is a Trillion-Dollar BusinessBox CEO Aaron Levie argues that the money in this cycle sits in the messy gap between frontier models and real enterprise work — and that coding's overnight diffusion will not repeat for everyone else.
1:21:52EN20VC with Harry Stebbings· 12 sept. 2026Podcast · 2 voixMatteo Franceschetti on Eight Sleep, AI Teams and the Cost of AmbitionInvité : Matteo Franceschetti · Anime : Harry StebbingsEight Sleep's CEO discusses customer acquisition, hardware economics, AI-assisted operations and the personal trade-offs behind building a company.
45:10ENNo Priors: AI, Machine Learning, Tech, & Startups· 10 sept. 2026Podcast · 2 voix76% of Agentic Commerce Is Under 30 Cents — So Coinbase Is Banking the AIsAnime : Sarah Guo, Elad GilBrian Armstrong tells Elad Gil how Coinbase became an everything exchange, why card networks cannot price agent-to-agent payments, and what his longevity company is taking into the clinic.
1:04:35EN20VC with Harry Stebbings· 5 sept. 2026Podcast · 2 voixCliff Weitzman on Owning GPUs, Voice AI and Building SpeechifyInvité : Cliff Weitzman · Anime : Harry StebbingsSpeechify's CEO makes the case for owning part of a compute fleet, reflects on a missed business-software opportunity and discusses AI-assisted teams.
2:34:18ENZhang Xiaojun Podcast· 3 sept. 2026Podcast · 2 voixZeng Ming on AI’s New Era: Why Great Companies and New Organizations EmergeInvité : Zeng Ming · Anime : 张小珺Zeng Ming argues that AI is changing the foundations of business: models will become infrastructure, while new Agent-native applications and organizations create the next wave of value. His advice to founders is to embrace uncertainty, rethink strategy continuously, and build around meaningful work rather than inherited structures.
37:07ENNo Priors: AI, Machine Learning, Tech, & Startups· 3 sept. 2026Podcast · 2 voixArm’s 98.5% margin business just started shipping chipsAnime : Sarah Guo, Elad GilCEO Rene Haas tells No Priors why the IP company built a physical CPU for Meta, and why CPUs still sit at the center of AI systems.
2:34:18ZHZhang Xiaojun Podcast· 3 sept. 2026Podcast · 2 voix曾鸣：AI 产业化的三阶段与公司组织的消亡Invité : 曾鸣 · Anime : 张小珺战略学者曾鸣以互联网、工业革命和电气化的历史周期为参照，提出 AI 正从基础设施走向 Agent 应用，并最终进入原生应用阶段。他认为，旧公司的科层制难以穿越范式转型，下一代组织将围绕任务、创造力和人机协同重构。
52:27ENSequoia Capital· 1 sept. 2026PodcastAfter Two Dozen Police Departments Said No, They Built an Anti-Network-Effect AI CompanyA Wisconsin county had 300 gigabytes sitting on a cold case—and Peregrine's founders still refuse to take the credit.
1:05:56EN20VC with Harry Stebbings· 31 août 2026Podcast · 2 voixAaron Katz on ClickHouse, AI Revenue Durability and Enterprise DataInvité : Aaron Katz · Anime : Harry StebbingsClickHouse’s CEO discusses agent workloads, open models, fundraising and the metrics he uses to judge durable growth.Charger plus24 sur 600 affichés