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503개정렬
45:21ENApplied Intuition Is Worth $15 Billion, Hasn't Spent Its Capital, and Wants to Be the OS for Cars and Tanks진행자 Sarah Guo, Elad GilOn No Priors, Qasar Younis and Peter Ludwig explain the Microsoft playbook for vehicles, why they waited for autonomy techniques to converge, and why Waymo's business model is the question that follows the demo.
1:47:28ENLarry Aschebrook on Spotify, Uber and the Hard Lessons of Venture Secondaries게스트 Larry Aschebrook · 진행자 Harry StebbingsThe G Squared founder recounts concentrated wins, expensive mistakes and the challenge of turning private-market marks into cash for investors.
1:22:59ENCircle’s IPO, Anduril’s Funding and the AI Budget Debate게스트 Rory O’Driscoll, Jason Lemkin · 진행자 Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin discuss public listings, venture concentration and the outlook for software and Musk’s companies.
1:24:27EN500 Trillion Tokens a Month: How Google Grew 50x in a Year진행자 Nathan LabenzLogan Kilpatrick returns to Cognitive Revolution to unpack Google's mid-2023 merger, why he expects frontier labs to diverge, and why startups still hold the speed advantage.
0:59ENSatya Nadella on AI's Energy Use and Social PermissionMatthew Berman, Satya Nadella · Forward FutureIn a short interview excerpt, Microsoft's CEO argues that the technology industry must deliver broad benefits as its energy demand grows.
1:00:48ENThe Phrase That Alarms a16z’s AI Policy Chief: “It Only Covers a Handful of Companies”진행자 Nathan LabenzMatt Perault argues that AI rules should target harmful use, not the science of building models, and that “modest” thresholds can lock in an oligopoly.
1:27:13ENSam Lessin, Jason Lemkin and Rory O’Driscoll Debate DPI and the Future of Venture게스트 Sam Lessin, Rory O’Driscoll, Jason Lemkin · 진행자 Harry StebbingsThe investors examine cash distributions versus paper marks, fund size, AI spending and the changing economics of startup investing.
2:12:04ENFrom a Five-Year Phone Queue to 480 Trillion Tokens a Month게스트 Sundar Pichai · 진행자 Lex FridmanSundar Pichai talks with Lex Fridman about Chennai, the AI package, Search, Chrome, Waymo, and why he stayed calm when the headlines said Google was finished.
1:19:24ENOpenAI’s Jony Ive Deal, YC’s Scale and the Math Behind Venture Returns게스트 Rory O’Driscoll, Jason Lemkin · 진행자 Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin debate hardware, IPO terms, dilution and the changing economics of venture investing.
25:13ENThe AI Table Is Being Cleared: Two or Three Coding Winners, and Forty Years Without a Biotech Giant진행자 Sarah Guo, Elad GilSarah Guo and Elad Gil walk through which AI markets have already consolidated, why rival startups still refuse to merge, and the biotech science sitting unused.
1:19:29ENChime’s Planned IPO, Venture Liquidity and the Rippling–Deel Dispute게스트 Rory O’Driscoll, Jason Lemkin · 진행자 Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin discuss late-stage financing, contested litigation and AI software competition.
1:56:42ENDuolingo’s Severin Hacker on AI Tutors, Learning and Building a Company게스트 Severin Hacker · 진행자 Harry StebbingsThe co-founder explains how Duolingo uses AI, where he sees limits in current tools and why his forecasts about education and work remain uncertain.
1:20:13ENStartup Funding, OpenAI and AI Competition: A Venture Investor Roundtable게스트 Rory O’Driscoll, Jason Lemkin · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss financing, FTX-related investments, AI business models and the future of work.
1:04:29ENImmad Akhund on Mercury, Angel Investing and His New Fund게스트 Immad Akhund · 진행자 Harry StebbingsThe Mercury CEO discusses a $26 million institutional fund, early-stage investing, AI valuations and the demands of running both.
2:02:51ENAt a 60-Person Safety Offsite, Only Four Had Seen Nonprofit OpenAI진행자 Nathan LabenzFormer OpenAI scientist Steven Adler on the Anthropic split, GPT-4, safety evaluations, and why he filed a brief to keep the company under nonprofit control.
1:19:32ENBenchmark, a16z and the Math of Venture Capital in the AI Era게스트 Rory O’Driscoll, Jason Lemkin · 진행자 Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin debate stage focus, large funds and how AI could reshape software and employment.
47:49ENWorkday Is Onboarding AI Agents the Way It Onboards PeopleWorkday CEO Carl Eschenbach on turning a 70-million-person system of record into the ledger for a mixed workforce of humans and digital workers.
1:03:27ENBucky Moore on Venture Platforms, AI and Early-Stage Investing게스트 Bucky Moore · 진행자 Harry StebbingsThe new Lightspeed partner discusses capital-intensive model companies, seed valuations, founder selection and the role of large venture firms.
0:36ENHow 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.
1:28:17ENSeries 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.
33:18ENZuckerberg 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.
1:41:29ENFiverr’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.
1:26:55ENVenture 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.
1:35:02ENa16z, 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.
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