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17 件
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1:13:26EN
20VC with Harry Stebbings· 2026年10月24日ポッドキャスト · 2 人Naveen Rao on Energy, AI Hardware, Verification and the Future of Roboticsゲスト Naveen Rao · ホスト Harry StebbingsThe Unconventional AI founder argues that energy efficiency will shape AI hardware, while the growing volume of model output makes verification more valuable.EnergySemiconductorsInference+2
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.Venture CapitalAI StrategyLeadership+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
1:15:42EN
20VC with Harry Stebbings· 2026年9月28日ポッドキャスト · 2 人Alex Mashrabov on Higgsfield's AI Video Business, Model Costs and Growthゲスト Alex Mashrabov · ホスト Harry StebbingsHiggsfield's founder explains the search for product-market fit, how he calculates annualized revenue and why creative workflows matter more than chasing model benchmarks.Generative mediaAI startups & small teamsProduct Strategy+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
1:08:25EN
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
1:11:53EN
20VC with Harry Stebbings· 2026年7月4日ポッドキャスト · 2 人Sierra Co-founder Clay Bavor on Open Models, Enterprise AI and Building Teamsゲスト Clay Bavor · ホスト Harry StebbingsBavor discusses model selection and compute costs, deploying AI agents for enterprises, and how Sierra approaches hiring and company culture.エンタープライズ AIOpen-weight modelsAI agents+2
1:35:16EN
20VC 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.AI agentsAI Strategyインフラとデプロイ+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
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
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
1:00:02EN
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
1:08:12EN
20VC with Harry Stebbings· 2025年1月22日ポッドキャスト · 2 人George Sivulka on Hebbia, Enterprise AI and the Future of Workゲスト George Sivulka · ホスト Harry StebbingsThe Hebbia founder discusses document analysis, inference scaling, enterprise adoption and his forecasts for models and employment.エンタープライズ AIAI agentsInference+2