絞り込み結果
198 件並び順
1:00:39EN
a16z· 2026年10月23日ポッドキャスト · 3 人Amazon CEO Andy Jassy on the $220 Billion AI Buildoutゲスト Andy Jassy · ホスト Ben Horowitz, Erik TorenbergEven at roughly $220 billion of 2026 CapEx, Jassy says Amazon is still turning away AI demand. He tells Ben Horowitz and Erik Torenberg why AWS could become a trillion-dollar run-rate business, and why inference cost, custom chips, and smaller teams matter more than squeezing old customers.
1:19:50EN
20VC with Harry Stebbings· 2026年10月19日ポッドキャスト · 2 人Sameer Dholakia on AI Investing, Bessemer's Growth Strategy and Company Cultureゲスト Sameer Dholakia · ホスト Harry StebbingsThe Bessemer partner explains his approach to pricing fast-growing AI companies, backing founders and building teams, while discussing the risks behind his optimistic forecasts.
58:54EN20VC with Harry Stebbings· 2026年10月12日ポッドキャスト · 2 人Mike Cannon-Brookes on AI Agents, Enterprise Context and the Future of Interfacesゲスト Mike Cannon-Brookes · ホスト Harry StebbingsAtlassian's CEO argues that agents make product design more important, explains the trade-offs in enterprise AI, and makes the case for slower thinking.
1:15:51EN20VC with Harry Stebbings· 2026年10月8日ポッドキャスト · 4 人The AI Race, Founder Loyalty and the New Rules of Enterprise Softwareゲスト Dev Ittycheria, Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Dev Ittycheria, Jason Lemkin and Rory O’Driscoll debate model competition, startup exits and what happens when AI agents choose vendors.
1:10:12EN
Cognitive Revolution "How AI Changes Everything"· 2026年10月7日ポッドキャストOutSystems Went From 4 Major Features a Quarter to 26. Token Spend Fell Anywayホスト 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.
42:44EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026年9月24日ポッドキャスト · 2 人They Paid $7.7 Billion for a Broker — and Intend to Do One Deal a Yearホスト Sarah Guo, Elad GilSequence Holdings co-founder Michael Lee tells No Priors why owning a market leader, not selling it software, is how AI actually remakes an incumbent.
1:20:43EN20VC with Harry Stebbings· 2026年9月24日ポッドキャスト · 3 人AI Agents, Venture Pricing and the Tradeoffs Behind the Funding Boomゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI products, high-priced venture rounds, enterprise software and infrastructure risk.
1:19:04EN20VC with Harry Stebbings· 2026年9月21日ポッドキャスト · 2 人Daniel Dines on AI Agents, Enterprise Work and the Limits of Automationゲスト Daniel Dines · ホスト Harry StebbingsThe UiPath co-founder argues that companies need a map of work and reliable automation alongside AI, while Harry Stebbings challenges his assumptions about how fast jobs will change.
1:05:21EN
Sequoia Capital· 2026年9月15日ポッドキャストThe Bridge From Model to Workflow Is a Trillion-Dollar BusinessBox CEO Aaron Levie argues that the money in this cycle sits in the messy gap between frontier models and real enterprise work — and that coding's overnight diffusion will not repeat for everyone else.
1:22:31EN20VC with Harry Stebbings· 2026年9月10日ポッドキャスト · 3 人AI Assistants, Enterprise Adoption and the Venture Market’s New Risksゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate personal agents, legal AI, autonomous vehicles and the economics of financing AI companies.
1:20:29EN20VC with Harry Stebbings· 2026年9月3日ポッドキャスト · 3 人AI Compute, Agent Security and the Race to Build More Softwareゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss chip demand, personal agents, software competition and how AI may change enterprise buying.
52:27ENSequoia Capital· 2026年9月1日ポッドキャストAfter Two Dozen Police Departments Said No, They Built an Anti-Network-Effect AI CompanyA Wisconsin county had 300 gigabytes sitting on a cold case—and Peregrine's founders still refuse to take the credit.
1:35:29ENCognitive Revolution "How AI Changes Everything"· 2026年9月1日ポッドキャストUber Burned a Year of Tokens in 13 Weeks. Retrieval Is How Agents Winホスト Nathan LabenzMongoDB Field CTO of AI Pete Johnson argues that agent performance now hinges on retrieval quality, not on stuffing million-token context windows.
1:29:22EN20VC with Harry Stebbings· 2026年8月29日ポッドキャスト · 2 人Eno Reyes on AI Model Economics, Enterprise Control and Factory's Strategyゲスト Eno Reyes · ホスト Harry StebbingsFactory's CTO discusses cost per outcome, model routing, open models, enterprise hiring and his expectations for the AI market.
34:51ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026年8月27日ポッドキャスト · 2 人Google Paid $10 Million for a Bankrupt Airline’s Data. That’s the Moat.ホスト Sarah Guo, Elad GilEon co-founders Ofir Ehrlich and Gonen Stein argue that models and compute are rented commodities — the only asset enterprises can actually keep is their data.
1:28:28EN20VC with Harry Stebbings· 2026年8月24日ポッドキャスト · 2 人Julien Bek on Sequoia’s Investment Process, Founder Judgment and AI Marketsゲスト Julien Bek · ホスト Harry StebbingsThe Sequoia partner explains how he develops conviction, evaluates founders and thinks about a market where AI agents may become customers.
1:10:08EN20VC with Harry Stebbings· 2026年8月22日ポッドキャスト · 2 人Jerry Murdock on AI Financing, Open Models and Technology Cyclesゲスト Jerry Murdock · ホスト Harry StebbingsInsight Partners' co-founder discusses credit risk, specialized models, security and how investors might navigate an uncertain AI cycle.
1:09:44EN20VC with Harry Stebbings· 2026年8月17日ポッドキャスト · 2 人Andrew Macdonald on Uber’s Membership Strategy, Autonomy and AIゲスト Andrew Macdonald · ホスト Harry StebbingsUber’s president and COO discusses marketplace incentives, autonomous vehicles, the company’s China exit and the challenge of measuring AI’s value.
1:08:25EN20VC with Harry Stebbings· 2026年8月10日ポッドキャスト · 2 人Alex Atallah on OpenRouter, Model Competition and AI Marketplacesゲスト Alex Atallah · ホスト Harry StebbingsThe OpenRouter CEO discusses inference providers, open-weight models, enterprise safety and the economics of routing.
1:09:26EN20VC with Harry Stebbings· 2026年8月3日ポッドキャスト · 2 人Anastasios Angelopoulos on Arena, Open Models and AI Evaluationゲスト Anastasios Angelopoulos · ホスト Harry StebbingsArena’s CEO discusses real-world model comparisons, enterprise AI control, security and the economics of evaluation.
34:30ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026年7月31日ポッドキャスト · 2 人Netic's Agents Answer the Phone When the Heat Breaksホスト Sarah Guo, Elad GilFounder Melisa Tokmak tells Elad Gil how a two-year-old platform became the AI operations layer for HVAC, roofing, pet care, and other essential services.
1:20:22EN20VC with Harry Stebbings· 2026年7月30日ポッドキャスト · 3 人20VC Roundtable on Open Weights, AI Spending and Software Investingゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI safety, chip investment, enterprise budgets and the future of software.
1:06:45EN20VC with Harry Stebbings· 2026年7月27日ポッドキャスト · 2 人Matt Murphy on Anthropic, Open Models and the New Venture Playbookゲスト Matt Murphy · ホスト Harry StebbingsThe Menlo Ventures partner explains his investments in Anthropic, Lovable and Legora, and debates AI margins, model competition and venture fund strategy.
1:02:42EN20VC with Harry Stebbings· 2026年7月25日ポッドキャスト · 2 人Mercor’s Osvald Nitski on AI Training Data, Product and Customer Concentrationゲスト Osvald Nitski · ホスト Harry StebbingsMercor’s head of product discusses how the company supplies expert data to AI labs, designs its marketplace and plans to reach more enterprise customers.もっと見る198 件中 24 件を表示