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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.
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.
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.
1:05:01EN20VC 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.
1:08:54EN20VC with Harry Stebbings· 26 sept. 2026Podcast · 2 voixParag 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.
1:20:43EN20VC 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.
1:19:54EN20VC with Harry Stebbings· 19 sept. 2026Podcast · 2 voixThomas 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.
1:16:00EN20VC with Harry Stebbings· 7 sept. 2026Podcast · 2 voixJD 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.
1:04:35EN20VC 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.
1:29:22EN20VC with Harry Stebbings· 29 août 2026Podcast · 2 voixEno 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.
1:10:08EN20VC with Harry Stebbings· 22 août 2026Podcast · 2 voixJerry 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.
1:08:25EN20VC with Harry Stebbings· 10 août 2026Podcast · 2 voixAlex 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.
1:28:42EN20VC with Harry Stebbings· 20 juil. 2026Podcast · 2 voixLin Qiao on Specialized AI, Open Models and the Economics of InferenceInvité : Lin Qiao · Anime : Harry StebbingsThe Fireworks AI CEO explains her case for customized models, discusses infrastructure trade-offs and forecasts lower AI costs and higher use.
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.
1:00:08EN20VC with Harry Stebbings· 11 juil. 2026Podcast · 2 voixArvind Jain on Enterprise AI, Open Models and the Future of WorkInvité : Arvind Jain · Anime : Harry StebbingsThe Glean founder debates model competition, enterprise AI returns and whether productivity gains will shrink teams or raise the bar for everyone.
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.
1:16:37EN20VC with Harry Stebbings· 22 juin 2026Podcast · 2 voixNikesh Arora on Enterprise AI, Cybersecurity and Model EconomicsInvité : Nikesh Arora · Anime : Harry StebbingsPalo Alto Networks’ CEO discusses model depth, token costs, security and how leaders can adapt large organizations.
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.
1:25:00EN20VC with Harry Stebbings· 13 juin 2026Podcast · 2 voixMatan Grinberg on AI Coding, Token Costs and Building FactoryInvité : Matan Grinberg · Anime : Harry StebbingsFactory’s CEO discusses enterprise AI budgets, model choice, engineering culture and the uncertain effects of automation on work.
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.
57:42EN20VC with Harry Stebbings· 6 juin 2026Podcast · 2 voixJacob Lauritzen on AI Engineering, Legal Work and Building LegoraInvité : Jacob Lauritzen · Anime : Harry StebbingsLegora’s CTO discusses code review, token budgets, enterprise adoption and how legal workflows might change.
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.
1:14:12EN20VC with Harry Stebbings· 1 juin 2026Podcast · 2 voixBrendan Foody on Mercor, AI Data and the Future of WorkInvité : Brendan Foody · Anime : Harry StebbingsThe Mercor CEO discusses a security incident, data-provider economics, enterprise agents and the uncertain effects of AI on employment.Charger plus24 sur 48 affichés