絞り込み結果
17 件並び順
1:05:01EN
20VC with Harry Stebbings· 2026年10月3日ポッドキャスト · 2 人Chase Lochmiller on AI Data Centers, Energy and GPU Economicsゲスト Chase Lochmiller · ホスト 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· 2026年9月5日ポッドキャスト · 2 人Cliff Weitzman on Owning GPUs, Voice AI and Building Speechifyゲスト Cliff Weitzman · ホスト 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· 2026年7月9日ポッドキャスト · 3 人20VC on AI Regulation, Compute Economics and Enterprise Adoptionゲスト Jason Lemkin, Rory O’Driscoll · ホスト 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· 2026年6月29日ポッドキャスト · 2 人K. R. Sridhar on Distributed Power, AI Demand and Energy Accessゲスト K. R. Sridhar · ホスト 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· 2026年6月15日ポッドキャスト · 2 人Perplexity CEO Aravind Srinivas on AI Agents, Compute and Competitionゲスト Aravind Srinivas · ホスト 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· 2026年6月8日ポッドキャスト · 2 人Roman Chernin on AI Compute Demand, Inference and Infrastructureゲスト Roman Chernin · ホスト 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· 2026年5月26日ポッドキャスト · 2 人Andrew Feldman on AI Chips, Data Centers and Compute Demandゲスト Andrew Feldman · ホスト Harry StebbingsCerebras’s CEO discusses memory supply, inference speed, community impacts and US chip policy.
1:15:19EN20VC with Harry Stebbings· 2026年4月14日ポッドキャスト · 2 人Anj Midha on Anthropic, Compute Bottlenecks and Building Frontier AIゲスト Anjney Midha · ホスト 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· 2025年10月27日ポッドキャスト · 2 人David Cahn on AI Infrastructure, Startup Growth and Defense Investingゲスト David Cahn · ホスト 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· 2025年10月6日ポッドキャスト · 2 人Cerebras CEO Andrew Feldman on AI Chips, Demand and Infrastructure Riskゲスト Andrew Feldman · ホスト Harry StebbingsFeldman discusses Cerebras financing, chip design and data centers, while weighing talent, energy and market concentration.
1:31:19EN20VC with Harry Stebbings· 2025年9月29日ポッドキャスト · 2 人Groq Founder Jonathan Ross on AI Compute, Chip Competition and Energyゲスト Jonathan Ross · ホスト 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· 2025年8月21日ポッドキャスト · 3 人Databricks Valuation, CoreWeave Debt and the Risks Behind AI Growthゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to discuss private valuations, fintech and the financing of AI infrastructure.
1:18:09EN20VC with Harry Stebbings· 2025年2月24日ポッドキャスト · 2 人Steeve Morin on AI Inference, Chips and the Cost of Switching Hardwareゲスト Steeve Morin · ホスト Harry StebbingsThe ZML founder explains the difference between training and production inference and offers a competitive view of the AI hardware market.
1:25:52EN20VC with Harry Stebbings· 2025年2月17日ポッドキャスト · 2 人Jonathan Ross on Groq, Inference Economics and the AI Infrastructure Raceゲスト Jonathan Ross · ホスト Harry StebbingsThe Groq CEO explains his bet on inference chips, compares his company’s architecture with GPUs, and discusses the financing and power needed to scale.
1:01:48EN20VC with Harry Stebbings· 2024年12月16日ポッドキャスト · 2 人Reid Hoffman on Trade, AI, Energy and the Incoming Trump Administrationゲスト Reid Hoffman · ホスト Harry StebbingsThe investor discusses political risks and opportunities, competition in AI, nuclear energy and the role of venture capital in a wide-ranging December 2024 interview.
1:19:00EN20VC with Harry Stebbings· 2024年10月7日ポッドキャスト · 2 人Eiso Kant on Poolside, Compute and AI for Software Developmentゲスト Eiso Kant · ホスト Harry StebbingsPoolside’s CTO explains code-execution feedback, the cost of model development and his company’s ambitions in the AI race.
1:13:02EN20VC with Harry Stebbings· 2024年8月5日ポッドキャスト · 2 人David Cahn on AI Infrastructure, Capital Spending and Venture Convictionゲスト David Cahn · ホスト Harry StebbingsThe Sequoia investor examines data centers, chips and power before explaining how he evaluates companies and builds conviction.