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521 件
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1:25:48EN
20VC with Harry Stebbings· 2025年9月25日ポッドキャスト · 3 人Nvidia’s OpenAI Commitment, H-1B Policy and the Venture Investor’s Riskゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss AI infrastructure financing, IPO liquidity and how startup investors weigh concentrated bets.Venture CapitalOpenAIInvesting+2
1:02:05EN
Unsupervised Learning: With Jacob Effron· 2025年9月24日ポッドキャスト$100 Million Researchers and a $200 Billion xAI: An AI Roundtable Does the Mathホスト Jacob EffronDatology’s Ari Morcos and Radical Ventures’ Rob Toews argue over whether models are plateauing, whether RL-environment startups will last, and why Google is the lab they would pick.企業と戦略AI StrategyAI startups & small teams+3
スライド13:02EN
Matthew Berman· 2025年9月23日Could AGI Freeze Economic Mobility? A Debate About Work and OwnershipMatthew Berman, Aaron Levie, Reid Hoffman · Forward FutureMatthew Berman weighs fears of a permanent underclass against arguments for AI-augmented work, new demand and income support.Future of WorkAI StrategyAGI(汎用人工知能)+2
1:38:05EN
20VC with Harry Stebbings· 2025年9月22日ポッドキャスト · 2 人Hemant Taneja on Scaling General Catalyst, AI and the Future of Ventureゲスト Hemant Taneja · ホスト Harry StebbingsThe General Catalyst CEO discusses early-stage returns, AI’s effect on work and the difficulty of investing through rapid technological change.Venture CapitalInvestingAI Strategy+2
1:32:50EN
20VC with Harry Stebbings· 2025年9月18日ポッドキャスト · 4 人Kaz Nejatian on Opendoor, AI Financing and the Cost of Growthゲスト Kaz Nejatian, Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsOpendoor’s new CEO explains his housing strategy; Harry Stebbings and investors examine AI infrastructure commitments, software margins and the return of IPOs.Company BuildingVenture CapitalAI Strategy+2
スライド 4 枚18:05EN
Matthew Berman· 2025年9月15日AI News: Qwen3-Max, OpenAI’s Restructuring and New Research ModelsMatthew Berman · Forward FutureMatthew Berman surveys September 2025 releases and reports, from silent speech and image generation to infrastructure and AI business deals.Foundation ModelsAI StrategyGenerative media+2
58:25EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025年9月15日ポッドキャスト · 2 人A construction permit that took four months now takes three minutesホスト Sarah Guo, Elad GilJared Kushner talks with Sarah Guo and Elad Gil about Affinity Partners, the AI firm BrainCo, and how capital, energy, and Middle East diplomacy now run through AI.企業と戦略エンタープライズ AIAI Strategy+3
1:44:35EN
Cognitive Revolution "How AI Changes Everything"· 2025年9月11日ポッドキャストJoe Hudson: $500 Billion Went Into AI, and Nobody Defined 'Good for Humanity'ホスト Nathan LabenzSam Altman says the OpenAI coach's superpower is emotional clarity — and that it will be one of the most critical skills in a post-AGI world.企業と戦略安全性とガバナンスHuman-AI Collaboration+3
1:34:12EN
20VC with Harry Stebbings· 2025年9月11日ポッドキャスト · 4 人OpenAI Secondaries, Ramp and the Price of AI Growthゲスト Jason Lemkin, Rory O’Driscoll, Jeff Lawson · ホスト Harry StebbingsJason Lemkin, Rory O’Driscoll and Jeff Lawson join Harry Stebbings to debate AI funding, founder incentives and the risks of moving too fast.Venture CapitalInvestingAI Strategy+2
1:51:39EN
Cognitive Revolution "How AI Changes Everything"· 2025年9月3日ポッドキャストA native ad engine for AI—and the questions it cannot dodgeホスト Nathan LabenzRyan Hudson, who sold Honey to PayPal for $4 billion, joins Nathan Labenz to explain ZeroClick’s bet on paid inference-time ads, and the societal incentives he has not yet had to confront.企業と戦略AI in sales & marketingProduct Strategy+3
1:14:39EN
20VC with Harry Stebbings· 2025年9月1日ポッドキャスト · 2 人Nick Frosst on Cohere’s Enterprise AI Strategy and the Limits of Hypeゲスト Nick Frosst · ホスト Harry StebbingsThe Cohere co-founder discusses data, benchmarks, workplace automation and why he challenges popular claims about AGI.Foundation Modelsエンタープライズ AIAI Strategy+2
40:54EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025年8月28日ポッドキャスト · 2 人Seventeen Years of Flat Power, and a Plan to Bring the Factories Homeホスト Sarah Guo, Elad GilJacob Helberg, the under secretary of state designate for economic growth, energy, and the environment, argues that nuclear power and AI productivity—not cheap labor—are how America reshore its supply chain.企業と戦略AI Strategyインフラとデプロイ+2
スライド 5 枚20:05EN
Matthew Berman· 2025年8月26日AI News: Macrohard, Comet Plus and the Debate Over AI WelfareMatthew Berman, Dara Khosrowshahi · Forward FutureMatthew Berman reviews August 2025 AI news, from generative worlds and publisher payments to robotics, Intel and enterprise AI results.AI StrategyAI agentsGenerative media+2
1:23:11EN
20VC with Harry Stebbings· 2025年8月25日ポッドキャスト · 2 人Bessemer’s Byron Deeter on AI Growth, Venture Scale and Liquidityゲスト Byron Deeter · ホスト Harry StebbingsDeeter discusses AI software economics, follow-on investments and the trade-offs facing venture firms and their limited partners.Venture CapitalSaaSAI Strategy+2
スライド 4 枚18:40EN
Matthew Berman· 2025年8月21日AI News in August 2025: Model Memory, Image Editing, Coding Agents and RobotsMatthew Berman · Forward FutureMatthew Berman reviews early reports on GPT-6, DeepSeek V3.1, Qwen image editing, developer tools and humanoid demonstrations. Several claims were previews, company statements or unconfirmed reports.AI StrategyAI agentsRobotics+2
1:09:11ZH
Zhang Xiaojun Podcast· 2025年8月18日ポッドキャスト · 2 人广密谈大模型分化、AI 产品与创业窗口ゲスト 广密 · ホスト 张小珺广密复盘模型公司的战略分化、ChatGPT 的消费品牌壁垒,以及 Claude Code 等产品带来的新机会。他认为 AI 创业窗口正在缩短,但产品体验、团队判断和非共识创新仍能打开空间。AI StrategyProduct Strategyプロダクトと UX+2
47:18EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025年8月14日ポッドキャスト · 2 人The Analyst Tracking 200 GPU Clouds Breaks Nvidia Into a Three-Headed Dragonホスト Sarah Guo, Elad GilSemiAnalysis founder Dylan Patel on OpenAI’s open-weight model, a coming neocloud wipeout, and why a chip startup has to beat Nvidia on hardware, networking, and software at once.インフラとデプロイInferenceAI cost & performance+3
1:34:20EN
20VC with Harry Stebbings· 2025年8月14日ポッドキャスト · 3 人GPT-5, Palantir and the Economics of AI Growthゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI competition, the price of growth and what leaner companies could mean for workers.Venture CapitalOpenAIAI Strategy+2
1:49:29EN
Lex Fridman· 2025年8月13日ポッドキャスト · 2 人China Is Not Run by One Person. It Is a Mayor Economyゲスト Keyu Jin · ホスト Lex FridmanEconomist Keyu Jin on local GDP races, DeepSeek, tariffs, Jack Ma, and why Western collapse forecasts keep missing the country they describe.企業と戦略GeopoliticsAI Strategy+3
3:17:35EN
Cognitive Revolution "How AI Changes Everything"· 2025年8月13日ポッドキャストTen 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.企業と戦略AI Strategy安全性とガバナンス+3
スライド 2 枚11:38EN
Matthew Berman· 2025年8月13日AI News in August 2025: App Store Dispute, Claude’s Long Context and New ModelsMatthew Berman · Forward FutureMatthew Berman reviews the Musk–Altman exchange, Claude Sonnet 4’s million-token beta, Skywork’s interactive world model and other AI announcements.AI StrategyコンテキストエンジニアリングWorld models+2
1:22:51EN
20VC with Harry Stebbings· 2025年8月11日ポッドキャスト · 2 人Martin 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.Venture CapitalInvestingFounders+2
1:14:05EN
Cognitive Revolution "How AI Changes Everything"· 2025年8月9日ポッドキャストSullivan 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.企業と戦略安全性とガバナンスAI Regulation+3
1:28:36EN
20VC with Harry Stebbings· 2025年8月7日ポッドキャスト · 4 人Figma’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.Venture CapitalInvestingCompany Building+2
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