필터 결과
15개정렬
1:05:01EN
20VC with Harry Stebbings· 2026년 10월 3일팟캐스트 · 2명Chase 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.
1:04:35EN20VC with Harry Stebbings· 2026년 9월 5일팟캐스트 · 2명Cliff 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.
1:06:10EN20VC with Harry Stebbings· 2026년 6월 29일팟캐스트 · 2명K. R. Sridhar on Distributed Power, AI Demand and Energy Access게스트 K. R. Sridhar · 진행자 Harry StebbingsBloom Energy’s CEO discusses data-center power, manufacturing, natural gas and his vision for broader electricity access.
1:35:16EN20VC with Harry Stebbings· 2026년 6월 15일팟캐스트 · 2명Perplexity CEO Aravind Srinivas on AI Agents, Compute and Competition게스트 Aravind Srinivas · 진행자 Harry StebbingsSrinivas discusses the future of AI products, infrastructure constraints, export controls and the challenge of building a business around model advances.
1:14:30EN20VC with Harry Stebbings· 2026년 6월 8일팟캐스트 · 2명Roman Chernin on AI Compute Demand, Inference and Infrastructure게스트 Roman Chernin · 진행자 Harry StebbingsNebius’s co-founder discusses customer demand, GPU economics, managed inference and the risks of a concentrated market.
1:07:45EN20VC with Harry Stebbings· 2026년 5월 26일팟캐스트 · 2명Andrew Feldman on AI Chips, Data Centers and Compute Demand게스트 Andrew Feldman · 진행자 Harry StebbingsCerebras’s CEO discusses memory supply, inference speed, community impacts and US chip policy.
1:15:19EN20VC with Harry Stebbings· 2026년 4월 14일팟캐스트 · 2명Anj Midha on Anthropic, Compute Bottlenecks and Building Frontier AI게스트 Anjney Midha · 진행자 Harry StebbingsThe AMP founder recounts Anthropic’s early fundraising and explains his investment thesis around scientific feedback, compute coordination and AI infrastructure.
1:13:29EN20VC with Harry Stebbings· 2025년 10월 27일팟캐스트 · 2명David Cahn on AI Infrastructure, Startup Growth and Defense Investing게스트 David Cahn · 진행자 Harry StebbingsThe Sequoia partner explains why he sees an AI bubble, how he evaluates startup growth and where he sees opportunities in defense.
1:20:12EN20VC with Harry Stebbings· 2025년 10월 6일팟캐스트 · 2명Cerebras CEO Andrew Feldman on AI Chips, Demand and Infrastructure Risk게스트 Andrew Feldman · 진행자 Harry StebbingsFeldman discusses Cerebras financing, chip design and data centers, while weighing talent, energy and market concentration.
1:31:19EN20VC with Harry Stebbings· 2025년 9월 29일팟캐스트 · 2명Groq Founder Jonathan Ross on AI Compute, Chip Competition and Energy게스트 Jonathan Ross · 진행자 Harry StebbingsRoss explains his view of inference demand, custom chips and infrastructure economics, and makes predictions about AI’s effects on markets and work.
1:18:09EN20VC with Harry Stebbings· 2025년 2월 24일팟캐스트 · 2명Steeve Morin on AI Inference, Chips and the Cost of Switching Hardware게스트 Steeve Morin · 진행자 Harry StebbingsThe ZML founder explains the difference between training and production inference and offers a competitive view of the AI hardware market.
1:25:52EN20VC with Harry Stebbings· 2025년 2월 17일팟캐스트 · 2명Jonathan Ross on Groq, Inference Economics and the AI Infrastructure Race게스트 Jonathan Ross · 진행자 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.
1:01:48EN20VC with Harry Stebbings· 2024년 12월 16일팟캐스트 · 2명Reid Hoffman on Trade, AI, Energy and the Incoming Trump Administration게스트 Reid Hoffman · 진행자 Harry StebbingsThe investor discusses political risks and opportunities, competition in AI, nuclear energy and the role of venture capital in a wide-ranging December 2024 interview.
1:19:00EN20VC with Harry Stebbings· 2024년 10월 7일팟캐스트 · 2명Eiso Kant on Poolside, Compute and AI for Software Development게스트 Eiso Kant · 진행자 Harry StebbingsPoolside’s CTO explains code-execution feedback, the cost of model development and his company’s ambitions in the AI race.
1:13:02EN20VC with Harry Stebbings· 2024년 8월 5일팟캐스트 · 2명David Cahn on AI Infrastructure, Capital Spending and Venture Conviction게스트 David Cahn · 진행자 Harry StebbingsThe Sequoia investor examines data centers, chips and power before explaining how he evaluates companies and builds conviction.