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0:36EN
Matthew Berman· 2025년 5월 2일How Much Electricity Will AI Data Centers Use?Matthew Berman, Eric Schmidt · Forward FutureMatthew Berman highlights Eric Schmidt's congressional testimony and asks about AI's power demand. The dramatic 99% figure lacks a specified time frame and geographic scope in the quoted testimony.Energy인프라와 배포AI Strategy
1:28:17EN
20VC with Harry Stebbings· 2025년 5월 1일팟캐스트 · 4명Series A and B Investing in an AI Market: Risk, Liquidity and Timing게스트 Rory O’Driscoll, Jason Lemkin, Fabrice Grinda · 진행자 Harry StebbingsHarry Stebbings, Rory O’Driscoll, Jason Lemkin and Fabrice Grinda debate returns, fund strategy and competition in a fast-changing market.Venture CapitalInvestingAI Strategy+2
33:18EN
Matthew Berman· 2025년 5월 1일Zuckerberg and Nadella on AI Coding, Agents and the Next Software StackMatthew Berman, Mark Zuckerberg, Satya Nadella · Forward FutureMatthew Berman examines their 2025 LlamaCon conversation about AI-assisted development, open models and changing workflows.코딩 에이전트에이전트 엔지니어링AI Strategy+2
1:41:29EN
Cognitive Revolution "How AI Changes Everything"· 2025년 4월 26일팟캐스트Fiverr’s CEO Sent a Wake-Up Memo: AI Won’t Take Your Job. A Peer Who Uses It Will.진행자 Nathan LabenzMicha Kaufman tells Nathan Labenz how a 15-year freelance marketplace is trying to give creators their own models instead of letting public AI eat their work for free.제품과 UXAI StrategyProduct Strategy+3
1:26:55EN
20VC with Harry Stebbings· 2025년 4월 24일팟캐스트 · 3명Venture Liquidity, Endowments and AI Investing in 2025게스트 Rory O’Driscoll, Jason Lemkin · 진행자 Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin discuss private-market liquidity, fund construction and the economics of AI businesses.Venture CapitalInvestingAI Strategy+2
1:35:02EN
20VC with Harry Stebbings· 2025년 4월 17일팟캐스트 · 3명a16z, Founders Fund and the Risks Behind Venture’s Biggest Funds게스트 Rory O’Driscoll, Jason Lemkin · 진행자 Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin debate fund size, late-stage returns, AI uncertainty and delayed liquidity.Venture CapitalInvestingAI Strategy+2
1:28:01EN
Cognitive Revolution "How AI Changes Everything"· 2025년 4월 16일팟캐스트The Q* Letter Never Happened: Helen Toner on OpenAI, Adaptation Buffers, and AI at War진행자 Nathan LabenzThe former OpenAI director explains why a famous Reuters story was false, why locking down AI will not work, and how military “battle buddy” demos skip the hard questions.보안과 안전안전과 거버넌스AI Strategy+3
51:08EN
Unsupervised Learning: With Jacob Effron· 2025년 4월 15일팟캐스트The Transformer Co-Author Who Says Scaling Hit a Wall진행자 Jacob EffronCohere CEO Aidan Gomez tells Redpoint that a $100 million model is still an amnesiac genius, and that enterprise AI money is concentrating in support, research, and the back office.기업과 전략엔터프라이즈 AIAI Strategy+3
1:12:26EN
20VC with Harry Stebbings· 2025년 4월 14일팟캐스트 · 2명Victor Lazarte on Founders, AI and Investing Through a Technology Shift게스트 Victor Lazarte · 진행자 Harry StebbingsThe Benchmark partner discusses founder selection, AI revenue quality, the future of work and the role of a venture investor.Venture CapitalFoundersAI startups & small teams+2
1:37:40EN
Cognitive Revolution "How AI Changes Everything"· 2025년 4월 13일팟캐스트China, Japan, and Korea fought only one war in six centuries진행자 Nathan LabenzFrom 1200 to 1800, East Asia’s great powers stayed at peace while Europe fought almost without pause — and David C. Kang argues that history still shapes how Asia lives with China.GeopoliticsAI StrategyPolitical Philosophy
1:26:17EN
20VC with Harry Stebbings· 2025년 4월 10일팟캐스트 · 3명Tom Hulme and Stan Boland on Talent, Capital and the UK Tech Ecosystem게스트 Tom Hulme, Stan Boland · 진행자 Harry StebbingsThe investor and entrepreneur debate how the UK can retain talent, finance global companies and build a stronger technology economy.Venture CapitalEntrepreneurshipAI Strategy+2
43:51EN
Unsupervised Learning: With Jacob Effron· 2025년 4월 9일팟캐스트The $177 Billion GPU Bet Only Works If AI Becomes a $1.5 Trillion Market진행자 Jacob EffronFour Redpoint partners walk their limited partners through where AI value will accrue—and why revenue is now the easiest metric to misread.기업과 전략AI StrategyCompany Building+3
27:45EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025년 4월 3일팟캐스트 · 2명Nasdaq Down 8% and Ghibli Everywhere: AI Is Already in Inning Three진행자 Sarah Guo, Elad GilSarah Guo and Elad Gil on the latest image-gen wow cycle, why public-market panic is mostly noise for software startups, and where specialized models still have room.기업과 전략AI StrategyGenerative media+3
47:04EN
20VC with Harry Stebbings· 2025년 3월 31일팟캐스트 · 2명Kevin Scott on AI Products, DeepSeek and the Future of Software게스트 Kevin Scott · 진행자 Harry StebbingsMicrosoft’s CTO discusses model efficiency, agents, coding and why useful products matter in an AI transition.AI StrategyAI agentsSoftware engineering+2
1:01:53EN
Unsupervised Learning: With Jacob Effron· 2025년 3월 28일팟캐스트Open-source models are 5% of enterprise use — and GPT wrappers won진행자 Jacob EffronLatent Space's Swyx and Alessio join Redpoint to map what actually has product-market fit in AI, and why the application layer is the fight that matters.기업과 전략Product-Market FitAI Strategy+3
1:24:12EN
20VC with Harry Stebbings· 2025년 3월 26일팟캐스트 · 2명Mitchell Green on Finding Software Companies and Returning Capital to Investors게스트 Mitchell Green · 진행자 Harry StebbingsLead Edge Capital’s founder explains his sourcing framework, exit discipline and skepticism about paying high prices for AI.Venture CapitalInvesting기업과 전략+2
1:14:36EN
20VC with Harry Stebbings· 2025년 3월 24일팟캐스트 · 2명Andrew Feldman on AI Chips, Inference and Competing With Nvidia게스트 Andrew Feldman · 진행자 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
1:12:05EN
20VC with Harry Stebbings· 2025년 3월 19일팟캐스트 · 2명Peter Singlehurst on Growth Investing, Mistakes and Private-Market Liquidity게스트 Peter Singlehurst · 진행자 Harry StebbingsBaillie Gifford’s head of private companies explains how he assesses durable business models, reinvestment decisions and investment risk.InvestingVenture Capital기업과 전략+2
3:01:30EN
Cognitive Revolution "How AI Changes Everything"· 2025년 3월 15일팟캐스트Technology Opens the Door. Competition Pushes Us Through.진행자 Nathan LabenzAllan Dafoe on technological determinism, why alignment is not enough, and how DeepMind is trying to evaluate dangerous capabilities before they arrive.보안과 안전안전과 거버넌스AI Strategy+3
1:30:57EN
Cognitive Revolution "How AI Changes Everything"· 2025년 3월 12일팟캐스트Ant's $320 Billion IPO Was Stopped at the Eleventh Hour: Angela Zhang on China's Tech Tightrope진행자 Nathan LabenzA USC law professor walks through the dynamic pyramid that governs Chinese tech, from Didi's listing to DeepSeek's price war, and why she thinks the United States is starting to look more like China.기업과 전략AI Strategy안전과 거버넌스+3
1:33:55EN
20VC with Harry Stebbings· 2025년 3월 10일팟캐스트 · 2명Jake Saper on Zoom, AI and the Hard Decision of When to Sell게스트 Jake Saper · 진행자 Harry StebbingsThe Emergence Capital partner explains collective diligence, fund distributions and the trade-off between liquidity and holding winners.Venture CapitalInvestingAI Strategy+2
45:06EN
Unsupervised Learning: With Jacob Effron· 2025년 3월 5일팟캐스트Mike Schroepfer: AI’s Bottleneck Is Electricity, and One Tanker of Fusion Fuel Could Power the U.S. for a Year진행자 Jacob EffronMeta’s former CTO tells Redpoint why hyperscaler demand is the climate story, why Llama was an access play, and why tomorrow’s CTO still lives or dies on a priority queue.인프라와 배포AI StrategyOpen-weight models+3
36:24EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025년 3월 5일팟캐스트 · 2명The Man Behind Humanity's Last Exam Says Superintelligence Strategy Should Copy Nukes진행자 Sarah Guo, Elad GilDan Hendrycks tells No Priors that labs can only do basic anti-terror refusals, while the real risk-management problem is a geopolitical deterrent he calls mutually assured AI malfunction.보안과 안전안전과 거버넌스AI security+3
1:02:41EN
20VC with Harry Stebbings· 2025년 3월 3일팟캐스트 · 2명Mike Krieger on AI Products, Model Competition and the Future of Coding게스트 Mike Krieger · 진행자 Harry StebbingsAnthropic’s chief product officer explains how he thinks about product design, model differentiation and the limits of current AI tools.AI StrategyProduct Strategy모델과 학습+2
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