필터 결과
7개정렬
1:26:49ENOpenAI’s Restructuring, Mercor’s Valuation and the Math of Venture Returns게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI financing, large venture platforms and what investors really get for a high entry price.
1:32:36ENOpenAI’s AMD Deal and the Venture Math Behind AI’s Biggest Rounds게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss conditional chip warrants, AI development tools and what high valuations demand from investors.
1:25:48ENNvidia’s OpenAI Commitment, H-1B Policy and the Venture Investor’s Risk게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss AI infrastructure financing, IPO liquidity and how startup investors weigh concentrated bets.
1:34:20ENGPT-5, Palantir and the Economics of AI Growth게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI competition, the price of growth and what leaner companies could mean for workers.
1:25:42ENReid Hoffman on AI Models, Inflection, Governance and Technology’s Social Impact게스트 Reid Hoffman · 진행자 Harry StebbingsHoffman discusses the Microsoft–Inflection arrangement, AI competition and regulation, and his political views in a time-specific 2024 interview.
53:06ENSam Altman and Brad Lightcap on OpenAI, Compute and AI Startups게스트 Sam Altman, Brad Lightcap · 진행자 Harry StebbingsOpenAI’s CEO and COO discuss their partnership, model progress, enterprise adoption and how startups might build alongside improving AI.
56:43ENVince Hankes on Thrive’s OpenAI Investment and AI Competition게스트 Vince Hankes · 진행자 Harry StebbingsThe Thrive partner explains his investment reasoning, the risks of rapid technology shifts and lessons from missed opportunities.









