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1:13:26ENNaveen Rao on Energy, AI Hardware, Verification and the Future of RoboticsInvité : Naveen Rao · Anime : Harry StebbingsThe Unconventional AI founder argues that energy efficiency will shape AI hardware, while the growing volume of model output makes verification more valuable.
1:19:50ENSameer Dholakia on AI Investing, Bessemer's Growth Strategy and Company CultureInvité : Sameer Dholakia · Anime : Harry StebbingsThe Bessemer partner explains his approach to pricing fast-growing AI companies, backing founders and building teams, while discussing the risks behind his optimistic forecasts.
1:03:05ENHarrison Chase on Building Reliable Agents, Model Routing and MemoryInvité : Harrison Chase · Anime : Harry StebbingsThe LangChain co-founder explains why agents remain difficult to control, where domain expertise matters, and how his team manages coding-agent costs.
58:54ENMike Cannon-Brookes on AI Agents, Enterprise Context and the Future of InterfacesInvité : Mike Cannon-Brookes · Anime : Harry StebbingsAtlassian's CEO argues that agents make product design more important, explains the trade-offs in enterprise AI, and makes the case for slower thinking.
1:12:06ENMax 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.
1:11:14ENVenky Ganesan on AI Venture Investing, Ownership and the Cost of Missing OutInvité : Venky Ganesan · Anime : Harry StebbingsMenlo Ventures' partner discusses seed bets, concentrated follow-ons, market cycles, investor liquidity and the discipline needed when AI valuations accelerate.
1:05:01ENChase 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.
1:15:42ENAlex Mashrabov on Higgsfield's AI Video Business, Model Costs and GrowthInvité : Alex Mashrabov · Anime : Harry StebbingsHiggsfield's founder explains the search for product-market fit, how he calculates annualized revenue and why creative workflows matter more than chasing model benchmarks.
1:08:54ENParag 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.
1:19:04ENDaniel Dines on AI Agents, Enterprise Work and the Limits of AutomationInvité : Daniel Dines · Anime : Harry StebbingsThe UiPath co-founder argues that companies need a map of work and reliable automation alongside AI, while Harry Stebbings challenges his assumptions about how fast jobs will change.
1:19:54ENThomas Sohmers on AI Inference, Memory and Data-Center GrowthInvité : Thomas Sohmers · Anime : Harry StebbingsPositron’s co-founder discusses the engineering economics of inference, his views on AI infrastructure and regulation, and the risks he sees in financing and concentration.
1:16:29ENDavid Morehead on Endowment Liquidity, Venture Returns and Portfolio ConstructionInvité : David Morehead · Anime : Harry StebbingsBaylor University’s chief investment officer explains how his team balances private assets, public markets and spending needs, and why time matters as much as a return multiple.
1:21:52ENMatteo 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.
1:16:00ENJD Grèze on Building Town and Competing in AI AssistantsInvité : Jean-Denis Greze · Anime : Harry StebbingsTown’s co-founder discusses privacy, model costs, competition and why he prioritizes customer value over token consumption.
1:04:35ENCliff 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.
1:05:56ENAaron 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.
1:29:22ENEno Reyes on AI Model Economics, Enterprise Control and Factory's StrategyInvité : Eno Reyes · Anime : Harry StebbingsFactory's CTO discusses cost per outcome, model routing, open models, enterprise hiring and his expectations for the AI market.
1:28:28ENJulien Bek on Sequoia’s Investment Process, Founder Judgment and AI MarketsInvité : Julien Bek · Anime : Harry StebbingsThe Sequoia partner explains how he develops conviction, evaluates founders and thinks about a market where AI agents may become customers.
1:10:08ENJerry Murdock on AI Financing, Open Models and Technology CyclesInvité : Jerry Murdock · Anime : Harry StebbingsInsight Partners' co-founder discusses credit risk, specialized models, security and how investors might navigate an uncertain AI cycle.
1:09:44ENAndrew Macdonald on Uber’s Membership Strategy, Autonomy and AIInvité : Andrew Macdonald · Anime : Harry StebbingsUber’s president and COO discusses marketplace incentives, autonomous vehicles, the company’s China exit and the challenge of measuring AI’s value.
1:20:47ENMatt Swulinski on Building and Measuring a Product-Led Growth EngineInvité : Matt Swulinski · Anime : Harry StebbingsThe growth leader shares lessons from Superhuman, Wispr Flow and Viktor on paid acquisition, creative testing, referrals and AI-assisted workflows.
1:08:25ENAlex Atallah on OpenRouter, Model Competition and AI MarketplacesInvité : Alex Atallah · Anime : Harry StebbingsThe OpenRouter CEO discusses inference providers, open-weight models, enterprise safety and the economics of routing.
1:30:48ENDavid Frankel on Seed Investing, AI Winners and the Value of PatienceInvité : David Frankel · Anime : Harry StebbingsFounder Collective’s co-founder debates fund size, valuations and exits with Harry Stebbings, and explains why he expects both transformative AI companies and heavy losses.
1:09:26ENAnastasios Angelopoulos on Arena, Open Models and AI EvaluationInvité : Anastasios Angelopoulos · Anime : Harry StebbingsArena’s CEO discusses real-world model comparisons, enterprise AI control, security and the economics of evaluation.
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