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3:17:35EN
Cognitive Revolution "How AI Changes Everything"· 2025년 8월 13일팟캐스트Ten Thousand Comments and 76 Spare Gigawatts: Four Months Writing America's AI Action Plan진행자 Nathan LabenzDean W. Ball spent four months as the White House's senior AI adviser, then left as the Action Plan landed — and explains how a to-do list got written inside a building that cannot run ChatGPT.기업과 전략AI Strategy안전과 거버넌스+3
1:22:51EN
20VC with Harry Stebbings· 2025년 8월 11일팟캐스트 · 2명Martin Mignot on Index Ventures, Revolut and Investing in Founders게스트 Martin Mignot · 진행자 Harry StebbingsThe Index Ventures partner explains how he evaluates early-stage companies, manages concentrated returns and learns from missed opportunities.Venture CapitalInvestingFounders+2
1:14:05EN
Cognitive Revolution "How AI Changes Everything"· 2025년 8월 9일팟캐스트Sullivan boils US-China AI competition down to four buckets, four examples, and a path he calls boring진행자 Nathan LabenzThe former national security advisor treats transformative AI as a planning assumption, not a prophecy, and wants Washington to compete hard with Beijing without pretending a grand bargain will cure the rivalry.기업과 전략안전과 거버넌스AI Regulation+3
1:28:36EN
20VC with Harry Stebbings· 2025년 8월 7일팟캐스트 · 4명Figma’s IPO, Executive Pay and the Price of AI Growth게스트 Brian Halligan, Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHubSpot co-founder Brian Halligan joins Harry Stebbings, Jason Lemkin and Rory O’Driscoll to unpack IPO pricing, public ownership and venture strategy.Venture CapitalInvestingCompany Building+2
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
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
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
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
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
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
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
1:09:30EN
20VC with Harry Stebbings· 2025년 6월 19일팟캐스트 · 4명Chime’s IPO, Scale AI’s Deal and the Return of Public-Market Liquidity게스트 Rory O’Driscoll, Jason Lemkin, Garrett · 진행자 Harry StebbingsHarry Stebbings, Rory O’Driscoll, Jason Lemkin and Garrett from Handshake discuss AI suppliers, venture exits and the IPO market in June 2025.Venture CapitalInvestingAI Strategy+2
45:21EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025년 6월 17일팟캐스트 · 2명Applied 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.기업과 전략Autonomous DrivingCompany Building+3
1:47:28EN
20VC with Harry Stebbings· 2025년 6월 16일팟캐스트 · 2명Larry 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.Venture CapitalInvestingDecision Making+2
1:22:59EN
20VC with Harry Stebbings· 2025년 6월 12일팟캐스트 · 3명Circle’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.Venture CapitalInvestingAI Strategy+2
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