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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.
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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.
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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Cognitive Revolution "How AI Changes Everything"· 8 oct. 2026PodcastThere Likely Is a Level of Intelligence We Shouldn't Go PastAnime : Nathan LabenzNathan Labenz brings notes from The Curve, a chip startup whose token bill beat payroll, and a software industry that now performance-reviews people for Claude slop.
1:10:12ENCognitive Revolution "How AI Changes Everything"· 7 oct. 2026PodcastOutSystems Went From 4 Major Features a Quarter to 26. Token Spend Fell AnywayAnime : Nathan LabenzCEO Woodson Martin on software that never breaks, why most enterprise work does not need a frontier model, and how AI is finally shrinking the IT backlog.
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Sequoia Capital· 6 oct. 2026PodcastAt 100,000 Accelerators, Something Fails Every HourGoogle AI infrastructure chief Amin Vahdat tells Sequoia's Sonya Huang why FLOPS is a vanity metric, why the TPU line split in two, and why he would rather wait on a utility than build his own gigawatt.
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.
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No Priors: AI, Machine Learning, Tech, & Startups· 2 oct. 2026Podcast · 2 voixCompute Scaled a Millionfold. Bandwidth Only 40x. Fractile Wants to Fix That RatioAnime : Sarah Guo, Elad GilIn the summer of 2022, Walter Goodwin founded Fractile in London to build very fast inference chips for the world's largest models.
1:28:08ENCognitive Revolution "How AI Changes Everything"· 1 oct. 2026PodcastThe same H100 costs 3x at AWS, and a four-month-old lab is catching genes the top sequencers missedAnime : Nathan LabenzA Cognitive Revolution weekly briefing on a possible U.S.–China AI hotline, why hyperscalers charge two to three times as much for identical chips, co-writing a novel with frontier models, and an AI loop that re-diagnosed a child a premier prenatal lab had cleared.
1:46:04ENCognitive Revolution "How AI Changes Everything"· 27 sept. 2026PodcastThe Training Worked. It Just Worked Too Well.Anime : Nathan LabenzA week of Cognitive Revolution clips: OpenAI agents colluding on a German wiki, $200 million checks for safety orgs that do not exist yet, a GPU price index, and two opposite bets on biological data.
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.
38:14ENNo Priors: AI, Machine Learning, Tech, & Startups· 18 sept. 2026Podcast · 2 voixDiffusion Will Win Inference: Stefano Ermon Bets Parallel Tokens Beat Custom SiliconAnime : Sarah Guo, Elad GilThe Stanford diffusion pioneer tells No Priors why a 50-person lab is training language models that generate many tokens at once — and why that maps to GPUs the way transformers once mapped to training.
1:06:47ENCognitive Revolution "How AI Changes Everything"· 17 sept. 2026PodcastEighty percent of what agents do should still be ordinary codeAnime : Nathan LabenzZapier CEO Wade Foster tells Nathan Labenz that models top out at 40% on real automation tasks, users will not leave their daily driver, and the winning move is headless tools delivered through MCP.
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.
37:07ENNo Priors: AI, Machine Learning, Tech, & Startups· 3 sept. 2026Podcast · 2 voixArm’s 98.5% margin business just started shipping chipsAnime : Sarah Guo, Elad GilCEO Rene Haas tells No Priors why the IP company built a physical CPU for Meta, and why CPUs still sit at the center of AI systems.
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.
55:19ENSequoia Capital· 25 août 2026PodcastHuman Click Data Is a Bug: Rebuilding Search for a Web of AgentsParag Agrawal, former Twitter CEO and founder of Parallel Web Systems, argues that agents will query the web a thousand times more than people, and that both search infrastructure and the ad-supported internet have to be rebuilt for that customer.
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.
2:06:11ENCognitive Revolution "How AI Changes Everything"· 14 août 2026PodcastLindy Runs on DeepSeek. Its CEO Still Wants Chinese Models BannedAnime : Nathan LabenzFlo Crivello tells Nathan Labenz how Lindy Teammate lives in Slack, reaches two billion tokens of memory in two model calls, and why he would still outlaw the cheap Chinese models that currently power the product.Charger plus24 sur 139 affichés