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27 件
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23:48EN
20VC with Harry Stebbings· 2026年10月26日ポッドキャスト · 2 人Satya Nadella on Zero Trust for AI and Why Every Company Should Own Its Intelligenceゲスト Satya Nadella · ホスト 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.エンタープライズ AIAI security評価(Evals)+2
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.インフラとデプロイEnergyInference+2
1:08:54EN
20VC with Harry Stebbings· 2026年9月26日ポッドキャスト · 2 人Parag Agrawal on Web Search and Business Models for AI Agentsゲスト Parag Agrawal · ホスト 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.Search & retrievalAI agentsAI security+2
1:19:54EN
20VC with Harry Stebbings· 2026年9月19日ポッドキャスト · 2 人Thomas Sohmers on AI Inference, Memory and Data-Center Growthゲスト Thomas Sohmers · ホスト 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.InferenceSemiconductorsAI cost & performance+2
1:16:00EN
20VC with Harry Stebbings· 2026年9月7日ポッドキャスト · 2 人JD Grèze on Building Town and Competing in AI Assistantsゲスト Jean-Denis Greze · ホスト Harry StebbingsTown’s co-founder discusses privacy, model costs, competition and why he prioritizes customer value over token consumption.AI agentsAI cost & performanceProduct Strategy+2
1:04:35EN
20VC 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.インフラとデプロイ音声 AIAI cost & performance+2
1:29:22EN
20VC 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.エージェント工学エンタープライズ AIAI cost & performance+2
1:10:08EN
20VC 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.Venture CapitalAI cost & performanceエンタープライズ AI+2
1:08:25EN
20VC 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.Model routing & gatewaysInferenceOpen-weight models+2
1:28:42EN
20VC with Harry Stebbings· 2026年7月20日ポッドキャスト · 2 人Lin Qiao on Specialized AI, Open Models and the Economics of Inferenceゲスト Lin Qiao · ホスト Harry StebbingsThe Fireworks AI CEO explains her case for customized models, discusses infrastructure trade-offs and forecasts lower AI costs and higher use.InferenceAI cost & performanceOpen-weight models+2
1:00:08EN
20VC with Harry Stebbings· 2026年7月11日ポッドキャスト · 2 人Arvind Jain on Enterprise AI, Open Models and the Future of Workゲスト Arvind Jain · ホスト Harry StebbingsThe Glean founder debates model competition, enterprise AI returns and whether productivity gains will shrink teams or raise the bar for everyone.エンタープライズ AIAI agentsOpen-weight models+2
1:16:37EN
20VC with Harry Stebbings· 2026年6月22日ポッドキャスト · 2 人Nikesh Arora on Enterprise AI, Cybersecurity and Model Economicsゲスト Nikesh Arora · ホスト Harry StebbingsPalo Alto Networks’ CEO discusses model depth, token costs, security and how leaders can adapt large organizations.エンタープライズ AIAI securityAI cost & performance+2
1:25:00EN
20VC with Harry Stebbings· 2026年6月13日ポッドキャスト · 2 人Matan Grinberg on AI Coding, Token Costs and Building Factoryゲスト Matan Grinberg · ホスト Harry StebbingsFactory’s CEO discusses enterprise AI budgets, model choice, engineering culture and the uncertain effects of automation on work.コーディングエージェントAI cost & performanceエンタープライズ AI+2
1:14:30EN
20VC 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.インフラとデプロイInferenceAI cost & performance+2
57:42EN
20VC with Harry Stebbings· 2026年6月6日ポッドキャスト · 2 人Jacob Lauritzen on AI Engineering, Legal Work and Building Legoraゲスト Jacob Lauritzen · ホスト Harry StebbingsLegora’s CTO discusses code review, token budgets, enterprise adoption and how legal workflows might change.Software engineeringエンタープライズ AIコーディングエージェント+2
1:14:12EN
20VC with Harry Stebbings· 2026年6月1日ポッドキャスト · 2 人Brendan Foody on Mercor, AI Data and the Future of Workゲスト Brendan Foody · ホスト Harry StebbingsThe Mercor CEO discusses a security incident, data-provider economics, enterprise agents and the uncertain effects of AI on employment.AI AdoptionFuture of WorkAI cost & performance+2
1:07:45EN
20VC 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.SemiconductorsInferenceインフラとデプロイ+2
1:20:12EN
20VC 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.SemiconductorsインフラとデプロイInference+2
1:31:19EN
20VC 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.InferenceSemiconductorsAI cost & performance+2
47:04EN
20VC with Harry Stebbings· 2025年3月31日ポッドキャスト · 2 人Kevin Scott on AI Products, DeepSeek and the Future of Softwareゲスト Kevin Scott · ホスト Harry StebbingsMicrosoft’s CTO discusses model efficiency, agents, coding and why useful products matter in an AI transition.AI StrategyAI agentsSoftware engineering+2
1:14:36EN
20VC with Harry Stebbings· 2025年3月24日ポッドキャスト · 2 人Andrew Feldman on AI Chips, Inference and Competing With Nvidiaゲスト Andrew Feldman · ホスト Harry StebbingsThe Cerebras CEO explains wafer-scale computing, argues inference demand will grow and discusses the limits of his industry’s infrastructure.SemiconductorsAI cost & performanceInference+2
1:18:09EN
20VC 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.インフラとデプロイInferenceAI cost & performance+2
1:25:52EN
20VC 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.インフラとデプロイモデルと学習AI cost & performance+2
1:00:02EN
20VC with Harry Stebbings· 2025年1月29日ポッドキャスト · 2 人Jonathan Ross on DeepSeek, Open Models and AI Infrastructureゲスト Jonathan Ross · ホスト Harry StebbingsThe Groq CEO discusses reported training costs, inference demand, competitive strategy and the security concerns surrounding AI.InferenceAI cost & performanceGeopolitics+2
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