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36 articles
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ThèmeIA en entrepriseVoix3 ou plus
4 diapositives55:06EN
SemiAnalysis· 27 oct. 2026Podcast · 4 voixAnthropic's S-1: Revenue, Compute Costs and the Race to ScaleThe SemiAnalysis panel examines Anthropic’s filing, from improving compute economics to customer concentration and competition.AI cost & performanceInfrastructure et déploiementIA en entreprise+2
1:00:39EN
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.AI StrategyInfrastructure et déploiementSemiconductors+2
1:15:51EN
20VC with Harry Stebbings· 8 oct. 2026Podcast · 4 voixThe AI Race, Founder Loyalty and the New Rules of Enterprise SoftwareInvité : Dev Ittycheria, Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Dev Ittycheria, Jason Lemkin and Rory O’Driscoll debate model competition, startup exits and what happens when AI agents choose vendors.IA en entrepriseFoundation ModelsStartups+2
1:20:43EN
20VC 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.Venture CapitalAI agentsIA en entreprise+2
1:22:31EN
20VC with Harry Stebbings· 10 sept. 2026Podcast · 3 voixAI Assistants, Enterprise Adoption and the Venture Market’s New RisksInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate personal agents, legal AI, autonomous vehicles and the economics of financing AI companies.AI agentsIA en entrepriseAI Safety+2
1:20:29EN
20VC with Harry Stebbings· 3 sept. 2026Podcast · 3 voixAI Compute, Agent Security and the Race to Build More SoftwareInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss chip demand, personal agents, software competition and how AI may change enterprise buying.AI agentsInferenceAI security+2
1:20:22EN
20VC with Harry Stebbings· 30 juil. 2026Podcast · 3 voix20VC Roundtable on Open Weights, AI Spending and Software InvestingInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI safety, chip investment, enterprise budgets and the future of software.Open-weight modelsAI SafetyInference+2
1:27:39EN
20VC with Harry Stebbings· 23 juil. 2026Podcast · 3 voix20VC Roundtable on Open Models, AI Economics and Payments DealsInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss model security, inference investment and a reported PayPal proposal.Open-weight modelsIA en entrepriseInference+2
1:26:12EN
20VC 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.IA en entrepriseAI cost & performanceVenture Capital+2
1:27:05EN
20VC 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.AI StrategyVenture CapitalIA en entreprise+2
1:18:07EN
20VC 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.AI cost & performanceVenture CapitalIA en entreprise+2
1:28:02EN
20VC 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.AI cost & performanceOpen-weight modelsVenture Capital+2
1:28:10EN
20VC 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.AI RegulationVenture CapitalIA en entreprise+2
1:27:44EN
20VC 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.AI cost & performanceVenture CapitalIA en entreprise+2
1:27:17EN
20VC 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.Venture CapitalAI cost & performanceIA en entreprise+2
1:19:05EN
20VC 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.Venture CapitalAI cost & performanceIA en entreprise+2
1:36:35EN
20VC 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.Venture CapitalAI cost & performanceIA en entreprise+2
1:28:19EN
20VC 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.Venture CapitalAI cost & performanceIA en entreprise+2
1:50:05EN
20VC 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.Venture CapitalIA en entrepriseInvesting+2
1:30:31EN
20VC 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.Venture CapitalAI securityIA en entreprise+2
1:32:21EN
20VC with Harry Stebbings· 9 avr. 2026Podcast · 3 voixAI Financing, Model Routing and Security Risks: A 20VC RoundtableInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsJason Lemkin and Rory O’Driscoll debate reported OpenAI and Anthropic finances, model routing, database infrastructure and security, with attention to uncertainty and conflicts.Venture CapitalModel routing & gatewaysIA en entreprise+2
1:19:18EN
20VC 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.Venture CapitalInvestingIA en entreprise+2
1:56:33EN
Matthew Berman· 14 mars 2026The Future Live: Agents at Work, Persistent Memory and AI for HealthMatthew Berman, Nick Wentz, Rob Seaman, Varun Vummadi, Charles Packer, Dominic King · Forward FutureMatthew Berman and Nick Wentz speak with leaders from Slack, Giga, Letta and Microsoft AI about practical uses and unresolved risks.AI agentsIA en entrepriseCustomer support automation+2
1:21:20EN
20VC with Harry Stebbings· 12 mars 2026Podcast · 3 voixAnthropic’s Pentagon Dispute, AI Infrastructure and the Venture Investors’ Market DebateInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate an unresolved government dispute, the economics of compute, junior hiring and software valuations.Venture CapitalAI StrategyFuture of Work+2
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