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1:50:48EN
Y Combinator· 24 oct. 2026Why Inference Matters 12× More Than TrainingFrançois Chaubard, Dan Fu, Jeff Morgan, Joe Fioti, Liangsheng Yin · Y CombinatorYC Paper Club walks the inference stack from an API request down to GPU kernels. Four talks from Together AI, Ollama, Luminal, and SGLang argue that serving quality, not just training FLOPs, is where most of the compute and the money now sit.
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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.
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20VC 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.
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.
1:20:43EN20VC with Harry Stebbings· 24 sept. 2026Podcast · 3 voixAI Agents, Venture Pricing and the Tradeoffs Behind the Funding BoomInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI products, high-priced venture rounds, enterprise software and infrastructure risk.
1:59:37ENOpus 5.5 and GPT-6 Sol and Luna: A Launch-Day LivestreamMatthew Berman, Thariq Shihipar, Alex, Brian · Forward FutureMatthew Berman interviews Anthropic’s Thariq Shihipar, shows early demos and then reviews two OpenAI models announced during the stream.
1:26:12EN20VC with Harry Stebbings· 16 juil. 2026Podcast · 3 voix20VC Roundtable on AI Competition, Enterprise Spending and Venture CapitalInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss a reported Apple lawsuit, AI pricing, memory markets and venture financing.
1:00:47ENAI News Live: A Codex Keyboard, Open Models and Agent Safety ResearchMatthew Berman, Alex, Brian · Forward FutureMatthew Berman, Alex and Brian discuss new tools, model costs and a research report, separating initial impressions from verified results.
1:18:07EN20VC with Harry Stebbings· 2 juil. 2026Podcast · 3 voix20VC Roundtable: AI Spending, Model Competition and Software AcquisitionsInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate enterprise AI returns, prediction markets, SaaS roll-ups and the cost of raising capital.
1:28:02EN20VC with Harry Stebbings· 25 juin 2026Podcast · 3 voix20VC Roundtable: Open Models, AI Spending and the Cost of CompetitionInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI talent, model economics, consulting and whether labs should build their own chips.
1:28:10EN20VC with Harry Stebbings· 18 juin 2026Podcast · 3 voix20VC Roundtable: AI Policy, Software Valuations and RoboticsInvité : Rory O’Driscoll, Everett Randle · Anime : Harry StebbingsHarry Stebbings, Rory O’Driscoll and Everett Randle debate reported AI restrictions, enterprise software competition and the practical challenges of robotics.
1:39:00EN20VC with Harry Stebbings· 4 juin 2026Podcast · 3 voix20VC on AI Financing, Token Budgets and the Cost of Startup IntensityInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported listings, software valuations, AI spending and demanding work cultures.
1:27:44EN20VC with Harry Stebbings· 28 mai 2026Podcast · 3 voixAI Spending, Layoffs and IPO Speculation: Jason Lemkin and Rory O’Driscoll on the Economics of AgentsInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsA 20VC roundtable examines how businesses weigh AI tokens against human work, and how investors assess infrastructure startups amid uncertain valuations and reported IPO plans.
1:27:17EN20VC with Harry Stebbings· 21 mai 2026Podcast · 3 voixAI Funding, IPO Expectations and the Politics of Layoffs: Jason Lemkin and Rory O’DriscollInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsA 20VC roundtable examines reported Anthropic financing, AI spending, software valuations, chip infrastructure and speculative IPOs, then considers the politics of job losses.
15:48ENInside Jane Street’s Texas AI Data CenterDwarkesh Patel, Yaron Minsky, Daniel Pontecorvo · Dwarkesh PatelDwarkesh Patel tours a 4,032-GPU training facility with Ron Minsky and Dan Pontecorvo, examining liquid cooling, power distribution and operational safeguards.
1:19:05EN20VC with Harry Stebbings· 14 mai 2026Podcast · 3 voixAI Compute Deals, Cerebras’s IPO and the Cost of Building: A 20VC RoundtableInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsJason Lemkin and Rory O’Driscoll debate AI infrastructure, software competition and IPO valuations, then discuss the personal demands of founding a company.
1:36:35EN20VC with Harry Stebbings· 7 mai 2026Podcast · 3 voixAI Spending, Software Stocks and IPO Speculation: A 20VC Earnings RoundtableInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsJason Lemkin and Rory O’Driscoll assess technology earnings, software growth and reported AI funding, then debate how leaders and workers adapt to AI.
1:28:19EN20VC with Harry Stebbings· 30 avr. 2026Podcast · 3 voixAI Compute, Private Equity and the Narrowing Exit: A 20VC RoundtableInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsJason Lemkin and Rory O’Driscoll debate reported AI financing, software’s future and what private-equity losses could mean for venture investors.
1:50:05EN20VC with Harry Stebbings· 23 avr. 2026Podcast · 3 voixCursor Deal Claims, AI Valuations and the Enterprise Agent Race: A 20VC RoundtableInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsJason Lemkin and Rory O’Driscoll weigh a purported Cursor transaction, design software and enterprise agent infrastructure, while debating IPO and valuation risk.
1:30:31EN20VC with Harry Stebbings· 16 avr. 2026Podcast · 3 voixAI Security, Software Valuations and SpaceX IPO Speculation: A 20VC RoundtableInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsJason Lemkin and Rory O’Driscoll debate AI security claims, enterprise software and the assumptions behind reported private-company valuations.
1:19:18EN20VC with Harry Stebbings· 26 mars 2026Podcast · 3 voixSeries A Fund Math, SpaceX Ambitions and the AI Valuation DebateInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll examine AI competition, speculative space infrastructure and the rising cost of venture investing.
1:18:04EN20VC with Harry Stebbings· 29 janv. 2026Podcast · 3 voixBrex, AI Inference Costs and the IPO Market: A 20VC RoundtableInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported deals, AI economics and public-market exits. Their valuations, financial figures and predictions are estimates or reported claims, not independently verified results.
1:34:12EN20VC with Harry Stebbings· 23 oct. 2025Podcast · 3 voixThe Venture Capital Cycle: AI Markets, Compute and the Cost of Moving Too FastInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to debate AI market size, infrastructure spending and how venture investors can survive a boom.
1:14:45EN20VC with Harry Stebbings· 4 sept. 2025Podcast · 4 voixAnthropic, Statsig and the Economics of AI Growth: Cliff Obrecht and 20VCInvité : Cliff Obrecht, Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsCanva’s Cliff Obrecht joins Harry Stebbings and investors to discuss AI financing, employee liquidity and the real cost of putting models into software.Charger plus24 sur 30 affichés