Résultats
12 articlesTrier
1:05:01EN
20VC 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.
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.
1:27:05EN20VC with Harry Stebbings· 9 juil. 2026Podcast · 3 voix20VC on AI Regulation, Compute Economics and Enterprise AdoptionInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported AI policy proposals, infrastructure spending, software deployment and startup liquidity.
1:06:10EN20VC with Harry Stebbings· 29 juin 2026Podcast · 2 voixK. R. Sridhar on Distributed Power, AI Demand and Energy AccessInvité : K. R. Sridhar · Anime : Harry StebbingsBloom Energy’s CEO discusses data-center power, manufacturing, natural gas and his vision for broader electricity access.
1:35:16EN20VC with Harry Stebbings· 15 juin 2026Podcast · 2 voixPerplexity CEO Aravind Srinivas on AI Agents, Compute and CompetitionInvité : Aravind Srinivas · Anime : Harry StebbingsSrinivas discusses the future of AI products, infrastructure constraints, export controls and the challenge of building a business around model advances.
1:14:30EN20VC with Harry Stebbings· 8 juin 2026Podcast · 2 voixRoman Chernin on AI Compute Demand, Inference and InfrastructureInvité : Roman Chernin · Anime : Harry StebbingsNebius’s co-founder discusses customer demand, GPU economics, managed inference and the risks of a concentrated market.
1:07:45EN20VC 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.
1:15:19EN20VC 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.
1:13:29EN20VC with Harry Stebbings· 27 oct. 2025Podcast · 2 voixDavid Cahn on AI Infrastructure, Startup Growth and Defense InvestingInvité : David Cahn · Anime : Harry StebbingsThe Sequoia partner explains why he sees an AI bubble, how he evaluates startup growth and where he sees opportunities in defense.
1:20:12EN20VC with Harry Stebbings· 6 oct. 2025Podcast · 2 voixCerebras CEO Andrew Feldman on AI Chips, Demand and Infrastructure RiskInvité : Andrew Feldman · Anime : Harry StebbingsFeldman discusses Cerebras financing, chip design and data centers, while weighing talent, energy and market concentration.
1:31:19EN20VC with Harry Stebbings· 29 sept. 2025Podcast · 2 voixGroq Founder Jonathan Ross on AI Compute, Chip Competition and EnergyInvité : Jonathan Ross · Anime : Harry StebbingsRoss explains his view of inference demand, custom chips and infrastructure economics, and makes predictions about AI’s effects on markets and work.
1:34:58EN20VC with Harry Stebbings· 21 août 2025Podcast · 3 voixDatabricks Valuation, CoreWeave Debt and the Risks Behind AI GrowthInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to discuss private valuations, fintech and the financing of AI infrastructure.