필터 결과
29개정렬
23:48ENSatya Nadella on Zero Trust for AI and Why Every Company Should Own Its Intelligence게스트 Satya Nadella · 진행자 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.
1:13:26ENNaveen Rao on Energy, AI Hardware, Verification and the Future of Robotics게스트 Naveen Rao · 진행자 Harry StebbingsThe Unconventional AI founder argues that energy efficiency will shape AI hardware, while the growing volume of model output makes verification more valuable.
59:41EN20VC: Venture Fund Size, AI Valuations and the Changing Software Market게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O'Driscoll debate venture concentration, infrastructure risk, code review and the assumptions behind fast-growing AI companies.
1:19:50ENSameer Dholakia on AI Investing, Bessemer's Growth Strategy and Company Culture게스트 Sameer Dholakia · 진행자 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.
1:03:05ENHarrison Chase on Building Reliable Agents, Model Routing and Memory게스트 Harrison Chase · 진행자 Harry StebbingsThe LangChain co-founder explains why agents remain difficult to control, where domain expertise matters, and how his team manages coding-agent costs.
1:17:09EN20VC on Pro Rata Rights, AI Pricing and the Changing Software Market게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate investor rights, model economics and the choices facing software companies and their employees.
58:54ENMike Cannon-Brookes on AI Agents, Enterprise Context and the Future of Interfaces게스트 Mike Cannon-Brookes · 진행자 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.
1:12:06ENMax Freeman on Building Ramp’s Sales Machine게스트 Max Freeman · 진행자 Harry StebbingsRamp’s sales leader explains how he hires, trains and equips sellers, from early outbound experiments to enterprise forecasting and AI-assisted research.
1:15:51ENThe AI Race, Founder Loyalty and the New Rules of Enterprise Software게스트 Dev Ittycheria, Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Dev Ittycheria, Jason Lemkin and Rory O’Driscoll debate model competition, startup exits and what happens when AI agents choose vendors.
1:11:14ENVenky Ganesan on AI Venture Investing, Ownership and the Cost of Missing Out게스트 Venky Ganesan · 진행자 Harry StebbingsMenlo Ventures' partner discusses seed bets, concentrated follow-ons, market cycles, investor liquidity and the discipline needed when AI valuations accelerate.
1:05:01ENChase Lochmiller on AI Data Centers, Energy and GPU Economics게스트 Chase Lochmiller · 진행자 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.
1:20:28ENAI Valuations, Talent Wars and the Venture Capital Tradeoffs Behind Them게스트 Jack Altman, Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jack Altman, Jason Lemkin and Rory O’Driscoll debate large early-stage bets, open-weight models and the changing market for exits.
1:15:42ENAlex Mashrabov on Higgsfield's AI Video Business, Model Costs and Growth게스트 Alex Mashrabov · 진행자 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.
1:08:54ENParag Agrawal on Web Search and Business Models for AI Agents게스트 Parag Agrawal · 진행자 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.
1:20:43ENAI Agents, Venture Pricing and the Tradeoffs Behind the Funding Boom게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI products, high-priced venture rounds, enterprise software and infrastructure risk.
1:19:04ENDaniel Dines on AI Agents, Enterprise Work and the Limits of Automation게스트 Daniel Dines · 진행자 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.
1:19:54ENThomas Sohmers on AI Inference, Memory and Data-Center Growth게스트 Thomas Sohmers · 진행자 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.
1:19:28ENAI Safety, Personal Agents and the Venture Market’s Uneven Exits게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate oversight of advanced AI, the economics of personal assistants and what a weaker software exit market means for investors.
1:16:29ENDavid Morehead on Endowment Liquidity, Venture Returns and Portfolio Construction게스트 David Morehead · 진행자 Harry StebbingsBaylor University’s chief investment officer explains how his team balances private assets, public markets and spending needs, and why time matters as much as a return multiple.
1:21:52ENMatteo Franceschetti on Eight Sleep, AI Teams and the Cost of Ambition게스트 Matteo Franceschetti · 진행자 Harry StebbingsEight Sleep's CEO discusses customer acquisition, hardware economics, AI-assisted operations and the personal trade-offs behind building a company.
1:22:31ENAI Assistants, Enterprise Adoption and the Venture Market’s New Risks게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate personal agents, legal AI, autonomous vehicles and the economics of financing AI companies.
1:16:00ENJD Grèze on Building Town and Competing in AI Assistants게스트 Jean-Denis Greze · 진행자 Harry StebbingsTown’s co-founder discusses privacy, model costs, competition and why he prioritizes customer value over token consumption.
1:04:35ENCliff Weitzman on Owning GPUs, Voice AI and Building Speechify게스트 Cliff Weitzman · 진행자 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.
1:20:29ENAI Compute, Agent Security and the Race to Build More Software게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss chip demand, personal agents, software competition and how AI may change enterprise buying.
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