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45:17EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025년 8월 7일팟캐스트 · 2명A Click From OpenAI Is 750 Times Harder Than From Google a Decade Ago진행자 Sarah Guo, Elad GilCloudflare CEO Matthew Prince on Content Independence Day, why traffic is a broken proxy for value, and how to price the holes in the models.기업과 전략AI StrategyPricing Strategy+3
1:45:00EN
Cognitive Revolution "How AI Changes Everything"· 2025년 8월 6일팟캐스트America Holds 45% of the World's Data Centers. Everyone Else Must Build, Buy, or Ally진행자 Nathan LabenzAnjney Midha of a16z maps what “sovereign AI” actually means for companies and for countries that will never own the talent, data, and compute frontier.기업과 전략AI StrategyGeopolitics+3
1:27:01EN
Cognitive Revolution "How AI Changes Everything"· 2025년 8월 2일팟캐스트The $16 Trillion Services Market Is Being Bought, Not Sold To진행자 Nathan LabenzMarc Bhargava of General Catalyst explains how AI-enabled rollups turn low-margin service firms into compounding, software-like businesses.기업과 전략AI StrategyCompany Building+3
슬라이드 7장1:35:35EN
Matthew Berman· 2025년 8월 1일Forward Future Live: Hiten Shah and Nico Christie on AI Strategy, Work and AgentsMatthew Berman, Hiten Shah, Nico Christie · Forward FutureA 2025 livestream covers Meta’s AI strategy, the future of work, a spreadsheet agent, and a week of model and infrastructure news.AI StrategyFuture of Work에이전트 엔지니어링+2
1:28:12EN
20VC with Harry Stebbings· 2025년 7월 31일팟캐스트 · 3명Apple, Google and the Race to Fund AI Growth게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate venture-fund scale, AI infrastructure and how large technology companies can respond to new competition.Venture CapitalAI StrategyInvesting+2
36:48EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025년 7월 31일팟캐스트 · 2명The Weekend DeepSeek Dropped, the White House Called진행자 Sarah Guo, Elad GilSriram Krishnan walks No Priors through America’s 28-page AI Action Plan, a token-share definition of winning, and why the lead over China is too small to take for granted.기업과 전략AI Strategy인프라와 배포+3
1:16:25EN
20VC with Harry Stebbings· 2025년 7월 28일팟캐스트 · 2명Martin Casado on AI Models, Open Technology and Venture Competition게스트 Martin Casado · 진행자 Harry StebbingsThe Andreessen Horowitz partner discusses coding tools, open-model policy, labor disruption and how his firm evaluates investments.AI StrategyVenture CapitalOpen-weight models+2
1:26:43EN
20VC with Harry Stebbings· 2025년 7월 24일팟캐스트 · 3명Anthropic Dependency, Figma’s IPO and the Changing Seed Market게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to discuss AI platform risk, public listings and competition for early-stage deals.Venture Capital코딩 에이전트Investing+2
1:56:16EN
Cognitive Revolution "How AI Changes Everything"· 2025년 7월 22일팟캐스트SB 813 Would Hand AI Safety Checks to Licensed Private Firms — If Government Can Watch the Watchers진행자 Nathan LabenzGillian Hadfield and Andrew Freedman want California to set AI safety outcomes, license competing certifiers, and give companies a rebuttable presumption in court if they pass.보안과 안전AI Regulation안전과 거버넌스+3
1:22:54EN
20VC with Harry Stebbings· 2025년 7월 17일팟캐스트 · 3명Windsurf, Google and Cognition: A Deal Breakdown and the AI Coding Market게스트 Rory O’Driscoll, Jason Lemkin · 진행자 Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin discuss a complex set of transactions, AI coding tools, retention and model competition.Acquisition Strategy코딩 에이전트Venture Capital+2
49:55EN
Matthew Berman· 2025년 7월 17일Aravind Srinivas on Comet, AI Browsers and the Future of WorkMatthew Berman, Aravind Srinivas · Forward FuturePerplexity’s CEO explains why the company built a browser, how it evaluates models and why he expects AI to disrupt jobs.에이전트Product StrategyAI Strategy+2
슬라이드 3장15:23EN
Matthew Berman· 2025년 7월 13일Grok 4’s Early Reception: Impressive Demos, Safety Questions and Mixed User FeedbackMatthew Berman · Forward FutureMatthew Berman surveys early reactions to xAI’s 2025 model release, from physics simulations and benchmark results to concerns about bias, safety and speed.AI researchBenchmarksAI Safety+2
1:12:57EN
20VC with Harry Stebbings· 2025년 7월 10일팟캐스트 · 3명Meta’s AI Talent Drive, Microsoft Layoffs and the Economics of Startup Growth게스트 Rory O’Driscoll, Jason Lemkin · 진행자 Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin examine talent competition, stock compensation, acquisitions and the changing market for venture-backed companies.AI StrategyHiringVenture Capital+2
44:44EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025년 7월 10일팟캐스트 · 2명$1 of R&D, 35x the return: why Parker Conrad says platforms beat point solutions진행자 Sarah Guo, Elad GilThe Rippling CEO on Zenefits, founder psychology, and why shared underlying capabilities—not narrow focus—win in enterprise software.기업과 전략Company BuildingProduct Strategy+3
슬라이드0:26EN
Matthew Berman· 2025년 7월 4일xAI’s Memphis Expansion and an Overseas Power Plant, According to Dylan PatelMatthew Berman, Dylan Patel · Forward FutureMatthew Berman highlights Elon Musk’s response to Dylan Patel’s description of xAI’s computing and power plans in July 2025.인프라와 배포EnergyAI Strategy
1:15:40EN
20VC with Harry Stebbings· 2025년 7월 3일팟캐스트 · 3명Figma’s IPO Filing, Melio’s Sale and the Pressure on Software Investors게스트 Rory O’Driscoll, Jason Lemkin · 진행자 Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin examine software valuations, venture returns and the AI market’s changing economics.Venture CapitalAcquisition StrategySaaS+2
1:04EN
Matthew Berman· 2025년 7월 2일Why AI Companies Might Offer Researchers Enormous Pay PackagesMatthew Berman · Forward FutureMatthew Berman and a guest discuss the economics of competing for AI talent, comparing reported compensation offers with a hypothetical acquisition.HiringAI StrategyAGI(범용 인공지능)+1
59:27EN
Matthew Berman· 2025년 7월 2일Aaron Levie on AI Agents, Jobs and the Future of Enterprise SoftwareMatthew Berman, Aaron Levie · Forward FutureBox’s CEO explains his AI-first strategy, why he expects demand to grow and how humans may direct and review agents.AI agents엔터프라이즈 AIFuture of Work+2
슬라이드 2장10:20EN
Matthew Berman· 2025년 7월 1일Meta’s Superintelligence Labs and the Fight for AI ResearchersMatthew Berman, Sam Altman · Forward FutureMatthew Berman traces Meta’s 2025 investment in Scale AI, its recruitment from rival labs, and OpenAI’s response. The video’s claims about customer data and signing bonuses need important qualifications.AI StrategyHiringAI research+2
1:02:17EN
Matthew Berman· 2025년 6월 30일Dylan Patel on AI Labs, Chip Competition and the Race for SuperintelligenceMatthew Berman, Dylan Patel · Forward FutureThe SemiAnalysis founder discusses Meta’s AI talent drive, OpenAI’s Microsoft relationship, Apple’s strategy, accelerator economics and the future of work.AI StrategySemiconductors인프라와 배포+2
1:04:33EN
20VC with Harry Stebbings· 2025년 6월 30일팟캐스트 · 2명Philipp Freise on KKR’s European Investing and Private-Market Liquidity게스트 Philipp Freise · 진행자 Harry StebbingsThe KKR investor discusses deployment discipline, AI, European capital markets and broader access to private investments.InvestingVenture Capital기업과 전략+2
슬라이드 11장20:44EN
Matthew Berman· 2025년 6월 27일AI News: DeepSeek Reports, OpenAI Disputes and Google’s New ToolsMatthew Berman · Forward FutureMatthew Berman reviews June 2025 reporting on model development, talent moves, trademark and copyright disputes, and new AI products and research.Foundation ModelsAI StrategyHiring+2
1:16:16EN
20VC with Harry Stebbings· 2025년 6월 26일팟캐스트 · 3명Navan, Canva and the AI Investment Boom게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to debate AI talent, legal software, public listings and enterprise platforms.Venture CapitalInvesting엔터프라이즈 AI+2
슬라이드1:39EN
Matthew Berman· 2025년 6월 23일Reddit v. Anthropic: Scraping Allegations and the Lawsuit’s ProgressMatthew Berman · Forward FutureMatthew Berman reads from Reddit’s complaint about alleged unauthorized data use; the claims remain disputed as the case proceeds.AI RegulationPrivacy & data governanceData quality & curation+1
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