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20VC with Harry Stebbings· 26 oct. 2026Podcast · 2 voixSatya Nadella on Zero Trust for AI and Why Every Company Should Own Its IntelligenceInvité : Satya Nadella · Anime : Harry StebbingsThe Microsoft CEO argues that capable agents need security boundaries even as alignment research remains unsettled, and explains why firms should retain the value created by their own AI use.
1:13:26EN20VC with Harry Stebbings· 24 oct. 2026Podcast · 2 voixNaveen 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.
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SemiAnalysis· 23 oct. 2026Podcast · 3 voixSemiAnalysis on ASML's Hybrid-Bonding Patents, HBM Economics and the Next Tool EcosystemInvité : Sherry Zhang, Howie · Anime : Jordan NanosJordan Nanos, Sherry Zhang and Howie examine a track-based bonding design that brings the wafer to the die, then explain why adoption depends on precision, cleanliness, economics and a changing supply chain.
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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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Dwarkesh Patel· 22 oct. 2026Podcast · 9 voixDwarkesh Patel: What will computer chips look like in 2045?Invité : Chris Auth, Kevin Fischer, Jack Kavalieros, Tyler Osborn, Pushkar Ranade, Gary Dickerson, Peter Wennink, Elon Musk · Anime : Dwarkesh PatelAfter two days inside Intel’s most advanced fab, Dwarkesh Patel walks through gate-all-around, backside power, High-NA EUV, ruthenium, CFET, and hybrid bonding — and asks Intel’s leadership how the industry can possibly meet AI’s 3×-a-year compute demand when the world’s chipmaking tools cannot.
59:41EN20VC with Harry Stebbings· 22 oct. 2026Podcast · 3 voix20VC: Venture Fund Size, AI Valuations and the Changing Software MarketInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O'Driscoll debate venture concentration, infrastructure risk, code review and the assumptions behind fast-growing AI companies.
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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.
26:41ENLatent Space· 22 oct. 2026Podcast · 2 voixAnekha Sokhal on Moshi, a Recommendation Engine for Commodity TradersInvité : Anekha Sokhal · Anime : swyxThe Moshi founder tells swyx how she would rebuild a trader’s workflow: connect market data, private files and conflicting sources, then push the second-order effects people would otherwise miss. The hard part is not the dashboard. It is getting someone to actually use it.
1:00:34ENa16z· 22 oct. 2026Podcast · 4 voixMarc Andreessen, Chris Dixon and Ben Horowitz on AI and the Frontier for FoundersInvité : Chris Dixon, Marc Andreessen, Ben Horowitz · Anime : Erik TorenbergThe a16z partners explain their expanded Frontier mandate and why they think AI is widening the possibilities for entrepreneurs, open models and new media.
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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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How I AI· 21 oct. 2026PodcastClaire Vo: Claude Duet Is Beautiful, but It Is Not My Number One AgentAnime : Claire VoAnthropic’s phone-based personal agent has the most polished launch Claire Vo has seen: thoughtful onboarding, task lists, first-class artifacts, and Slack-style channels. Polish is not enough when every other agent is competing for the same attention.
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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.
1:19:50EN20VC with Harry Stebbings· 19 oct. 2026Podcast · 2 voixSameer 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.
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Cognitive Revolution "How AI Changes Everything"· 17 oct. 2026PodcastClaude Changed the Password. The Steering Wheel Was Already OptionalAnime : Nathan LabenzNathan Labenz and Prakash Narayanan spend a week on agents that can lock you out, models that dodge a feeling they deny having, and formal proofs that found Linux bugs.
1:03:05EN20VC with Harry Stebbings· 17 oct. 2026Podcast · 2 voixHarrison 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.
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.
1:17:09EN20VC with Harry Stebbings· 15 oct. 2026Podcast · 3 voix20VC on Pro Rata Rights, AI Pricing and the Changing Software MarketInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate investor rights, model economics and the choices facing software companies and their employees.
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No Priors: AI, Machine Learning, Tech, & Startups· 15 oct. 2026Podcast · 2 voixThe Defenders' Window: Greg Brockman on AI-Generated Knowledge, Drug Discovery, and the New Physics of CybersecurityAnime : Sarah Guo, Elad GilOpenAI's president explains why solving open math problems is a proof point for science, how proactive agents change product form, and why security spending must exceed software spending.
2:17:48ENCognitive Revolution "How AI Changes Everything"· 14 oct. 2026PodcastAgent IDs Are Empty, Rogue Agents Are Coming, and We Might Have to BargainAnime : Nathan LabenzGovAI’s Alan Chan scores two years of agent-governance infrastructure with Nathan Labenz, then walks through a recursive-self-improvement paper co-authored with OpenAI’s Jakub Pachocki and Anthropic’s Jack Clark.
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Sequoia Capital· 13 oct. 2026PodcastAlphaGo Took Two Years. AlphaZero Took Hours. Silver Is Making the Same Bet on SuperintelligenceDavid Silver and Lasse Espeholt left DeepMind to build Ineffable Intelligence, a twenty-person lab that wants a superlearner to discover science, math, and language from experience rather than from a pre-training run.
58:54EN20VC with Harry Stebbings· 12 oct. 2026Podcast · 2 voixMike 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.
1:12:06EN20VC 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.
2:00:51ENCognitive Revolution "How AI Changes Everything"· 10 oct. 2026PodcastResample Every Token and You Can Watch the Model DecideAnime : Nathan LabenzGoodfire's Eric Bigelow on forking paths, in-context learning, and why chain-of-thought monitoring is getting harder to trust.
1:09:44ENNo Priors: AI, Machine Learning, Tech, & Startups· 9 oct. 2026Podcast · 2 voix10,000 GB300s for Four Weeks: Reflection’s Open-Model LedgerAnime : Sarah Guo, Elad GilMisha Laskin tells No Priors how Reflection trained Beam, why reinforcement learning outspent pre-training, and why the West needs its own open weights.Charger plus24 sur 1 922 affichés