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453 件並び順
3:17:35ENTen Thousand Comments and 76 Spare Gigawatts: Four Months Writing America's AI Action Planホスト Nathan LabenzDean W. Ball spent four months as the White House's senior AI adviser, then left as the Action Plan landed — and explains how a to-do list got written inside a building that cannot run ChatGPT.
1:22:51ENMartin Mignot on Index Ventures, Revolut and Investing in Foundersゲスト Martin Mignot · ホスト Harry StebbingsThe Index Ventures partner explains how he evaluates early-stage companies, manages concentrated returns and learns from missed opportunities.
1:14:05ENSullivan boils US-China AI competition down to four buckets, four examples, and a path he calls boringホスト Nathan LabenzThe former national security advisor treats transformative AI as a planning assumption, not a prophecy, and wants Washington to compete hard with Beijing without pretending a grand bargain will cure the rivalry.
1:28:36ENFigma’s IPO, Executive Pay and the Price of AI Growthゲスト Brian Halligan, Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHubSpot co-founder Brian Halligan joins Harry Stebbings, Jason Lemkin and Rory O’Driscoll to unpack IPO pricing, public ownership and venture strategy.
45:17ENA Click From OpenAI Is 750 Times Harder Than From Google a Decade Agoホスト Sarah Guo, Elad GilCloudflare CEO Matthew Prince on Content Independence Day, why traffic is a broken proxy for value, and how to price the holes in the models.
1:45:00ENAmerica Holds 45% of the World's Data Centers. Everyone Else Must Build, Buy, or Allyホスト Nathan LabenzAnjney Midha of a16z maps what “sovereign AI” actually means for companies and for countries that will never own the talent, data, and compute frontier.
1:27:01ENThe $16 Trillion Services Market Is Being Bought, Not Sold Toホスト Nathan LabenzMarc Bhargava of General Catalyst explains how AI-enabled rollups turn low-margin service firms into compounding, software-like businesses.
1:28:12ENApple, Google and the Race to Fund AI Growthゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate venture-fund scale, AI infrastructure and how large technology companies can respond to new competition.
36:48ENThe Weekend DeepSeek Dropped, the White House Calledホスト Sarah Guo, Elad GilSriram Krishnan walks No Priors through America’s 28-page AI Action Plan, a token-share definition of winning, and why the lead over China is too small to take for granted.
1:16:25ENMartin Casado on AI Models, Open Technology and Venture Competitionゲスト Martin Casado · ホスト Harry StebbingsThe Andreessen Horowitz partner discusses coding tools, open-model policy, labor disruption and how his firm evaluates investments.
1:26:43ENAnthropic Dependency, Figma’s IPO and the Changing Seed Marketゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to discuss AI platform risk, public listings and competition for early-stage deals.
1:56:16ENSB 813 Would Hand AI Safety Checks to Licensed Private Firms — If Government Can Watch the Watchersホスト Nathan LabenzGillian Hadfield and Andrew Freedman want California to set AI safety outcomes, license competing certifiers, and give companies a rebuttable presumption in court if they pass.
1:22:54ENWindsurf, Google and Cognition: A Deal Breakdown and the AI Coding Marketゲスト Rory O’Driscoll, Jason Lemkin · ホスト Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin discuss a complex set of transactions, AI coding tools, retention and model competition.
49:55ENAravind Srinivas on Comet, AI Browsers and the Future of WorkMatthew Berman, Aravind Srinivas · Forward FuturePerplexity’s CEO explains why the company built a browser, how it evaluates models and why he expects AI to disrupt jobs.
1:12:57ENMeta’s AI Talent Drive, Microsoft Layoffs and the Economics of Startup Growthゲスト Rory O’Driscoll, Jason Lemkin · ホスト Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin examine talent competition, stock compensation, acquisitions and the changing market for venture-backed companies.
44:44EN$1 of R&D, 35x the return: why Parker Conrad says platforms beat point solutionsホスト Sarah Guo, Elad GilThe Rippling CEO on Zenefits, founder psychology, and why shared underlying capabilities—not narrow focus—win in enterprise software.
1:15:40ENFigma’s IPO Filing, Melio’s Sale and the Pressure on Software Investorsゲスト Rory O’Driscoll, Jason Lemkin · ホスト Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin examine software valuations, venture returns and the AI market’s changing economics.
59:27ENAaron Levie on AI Agents, Jobs and the Future of Enterprise SoftwareMatthew Berman, Aaron Levie · Forward FutureBox’s CEO explains his AI-first strategy, why he expects demand to grow and how humans may direct and review agents.
1:04:33ENPhilipp Freise on KKR’s European Investing and Private-Market Liquidityゲスト Philipp Freise · ホスト Harry StebbingsThe KKR investor discusses deployment discipline, AI, European capital markets and broader access to private investments.
1:16:16ENNavan, Canva and the AI Investment Boomゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to debate AI talent, legal software, public listings and enterprise platforms.
1:09:30ENChime’s IPO, Scale AI’s Deal and the Return of Public-Market Liquidityゲスト Rory O’Driscoll, Jason Lemkin, Garrett · ホスト Harry StebbingsHarry Stebbings, Rory O’Driscoll, Jason Lemkin and Garrett from Handshake discuss AI suppliers, venture exits and the IPO market in June 2025.
45:21ENApplied Intuition Is Worth $15 Billion, Hasn't Spent Its Capital, and Wants to Be the OS for Cars and Tanksホスト Sarah Guo, Elad GilOn No Priors, Qasar Younis and Peter Ludwig explain the Microsoft playbook for vehicles, why they waited for autonomy techniques to converge, and why Waymo's business model is the question that follows the demo.
1:47:28ENLarry Aschebrook on Spotify, Uber and the Hard Lessons of Venture Secondariesゲスト Larry Aschebrook · ホスト Harry StebbingsThe G Squared founder recounts concentrated wins, expensive mistakes and the challenge of turning private-market marks into cash for investors.
1:22:59ENCircle’s IPO, Anduril’s Funding and the AI Budget Debateゲスト Rory O’Driscoll, Jason Lemkin · ホスト Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin discuss public listings, venture concentration and the outlook for software and Musk’s companies.
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