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1:31:19EN
20VC with Harry Stebbings· 2025년 9월 29일팟캐스트 · 2명Groq Founder Jonathan Ross on AI Compute, Chip Competition and Energy게스트 Jonathan Ross · 진행자 Harry StebbingsRoss explains his view of inference demand, custom chips and infrastructure economics, and makes predictions about AI’s effects on markets and work.InferenceSemiconductorsAI cost & performance+2
2:20:35EN
Cognitive Revolution "How AI Changes Everything"· 2025년 9월 28일팟캐스트ChatGPT Is a Thousand Days Old. Emad Mostaque Says We Have About a Thousand Left.진행자 Nathan LabenzThe Stability AI founder’s new economics argues that when intelligence is abundant, scarcity-based money and GDP stop making sense.기업과 전략AI StrategyAGI Timelines+3
슬라이드 4장2:01:29EN
Matthew Berman· 2025년 9월 27일AI Investing, Coding Competitions and the Future Economy: Forward Future LiveMatthew Berman, Nick Wentz, Mike Maples, Ahmed El-Kishky, Emad Mostaque · Forward FutureMike Maples, Ahmed El-Kishky and Emad Mostaque join Matthew Berman and Nick Wentz for a September 2025 discussion of AI startups, reasoning research and economic change.Venture Capital코딩 에이전트Reinforcement Learning+2
슬라이드 2장0:58EN
Matthew Berman· 2025년 9월 26일Microsoft’s Nebius GPU Infrastructure AgreementMatthew Berman · Forward FutureIn a sponsored video, Matthew Berman discusses a 2025 infrastructure agreement and Nebius’s AI services.인프라와 배포AI cost & performance모델과 학습
1:22:07EN
Cognitive Revolution "How AI Changes Everything"· 2025년 9월 25일팟캐스트Every payment is a frame in a movie. Stripe’s foundation model took card-testing detection from 59% to 97%진행자 Nathan LabenzEmily Sands, Stripe’s head of data and AI, explains how a domain-specific payments model, shared embeddings, and mixed rules turn a $1.4 trillion network into compounding advantage.모델과 학습금융 AIEmbeddings+3
1:01:49EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025년 9월 25일팟캐스트 · 2명Two Academic Hours a Day, and 96 Percent of Kids Say They Love School진행자 Sarah Guo, Elad GilTrilogy founder Joe Liemandt, now principal of Alpha School, tells No Priors how an AI tutor, a two-hour bargain with fifth graders, and a sports-coach ethos are meant to scale to a billion children.제품과 UXAI in EducationProduct Strategy+3
1:25:48EN
20VC with Harry Stebbings· 2025년 9월 25일팟캐스트 · 3명Nvidia’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.Venture CapitalOpenAIInvesting+2
1:02:05EN
Unsupervised Learning: With Jacob Effron· 2025년 9월 24일팟캐스트$100 Million Researchers and a $200 Billion xAI: An AI Roundtable Does the Math진행자 Jacob EffronDatology’s Ari Morcos and Radical Ventures’ Rob Toews argue over whether models are plateauing, whether RL-environment startups will last, and why Google is the lab they would pick.기업과 전략AI StrategyAI startups & small teams+3
44:49EN
Sequoia Capital· 2025년 9월 23일팟캐스트Companies Keep Asking for AI. Then They Send It Back.Agency founder Elias Torres on why businesses freeze at imperfect answers, and why his third startup aims for a billion in revenue with fewer than 100 people.기업과 전략엔터프라이즈 AICompany Building+3
1:38:05EN
20VC with Harry Stebbings· 2025년 9월 22일팟캐스트 · 2명Hemant Taneja on Scaling General Catalyst, AI and the Future of Venture게스트 Hemant Taneja · 진행자 Harry StebbingsThe General Catalyst CEO discusses early-stage returns, AI’s effect on work and the difficulty of investing through rapid technological change.Venture CapitalInvestingAI Strategy+2
1:28:17EN
Cognitive Revolution "How AI Changes Everything"· 2025년 9월 20일팟캐스트Adam Gleave's Three Capability Tiers: Attack Agents in 5–7 Years, Fully AI Companies Around Year 14진행자 Nathan LabenzFAR.AI and the UK AI Security Institute stacked adversarial attacks on frontier safeguard pipelines and found many breakthroughs were engineering failures, not a verdict against defense in depth.보안과 안전AI security안전과 거버넌스+3
4:25:44EN
Lex Fridman· 2025년 9월 19일팟캐스트 · 2명The Wehrmacht's Secret Ingredient Was Methamphetamine게스트 Norman Ohler · 진행자 Lex FridmanHistorian Norman Ohler tells Lex Fridman how Pervitin, Hitler's doctor, and LSD change the story of World War II without turning drugs into a single cause.HistoryPsychedelicsGeopolitics+1
1:32:50EN
20VC with Harry Stebbings· 2025년 9월 18일팟캐스트 · 4명Kaz Nejatian on Opendoor, AI Financing and the Cost of Growth게스트 Kaz Nejatian, Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsOpendoor’s new CEO explains his housing strategy; Harry Stebbings and investors examine AI infrastructure commitments, software margins and the return of IPOs.Company BuildingVenture CapitalAI Strategy+2
31:22EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025년 9월 18일팟캐스트 · 2명Decagon Prices AI Support by the Conversation. The Market Is Wages.진행자 Sarah Guo, Elad GilJesse Zhang on six-figure contracts at zero ARR, 60–70% contact-center cuts, and a world where your agent calls the airline’s agent.에이전트Agentic commerceCustomer support automation+3
42:20EN
Unsupervised Learning: With Jacob Effron· 2025년 9월 17일팟캐스트A Name Invented at 2:30 a.m. Put Gemini on Top of the App Store진행자 Jacob EffronGoogle's Nicole Brichtova and Oliver Wang on Nano Banana, why image models got smart when language models did, and why a prompt still is not a finished product.멀티모달과 미디어Multimodal AIGenerative media+3
슬라이드 4장8:47EN
Matthew Berman· 2025년 9월 16일Why Identical LLM Prompts Can Produce Different Answers at Temperature ZeroMatthew Berman · Forward FutureMatthew Berman explains Thinking Machines Lab’s work on batch-invariant inference and what its reproducibility experiment actually showed.InferenceAI research관측 가능성과 안정성+1
1:00:35EN
20VC with Harry Stebbings· 2025년 9월 15일팟캐스트 · 2명Mercor CEO Brendan Foody on Expert Data, AI Evaluations and Growth게스트 Brendan Foody · 진행자 Harry StebbingsFoody explains Mercor’s marketplace, reported revenue run rate and views on model development, margins and company culture.AI startups & small teamsData quality & curation평가(Evals)+2
58:25EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025년 9월 15일팟캐스트 · 2명A construction permit that took four months now takes three minutes진행자 Sarah Guo, Elad GilJared Kushner talks with Sarah Guo and Elad Gil about Affinity Partners, the AI firm BrainCo, and how capital, energy, and Middle East diplomacy now run through AI.기업과 전략엔터프라이즈 AIAI Strategy+3
1:32:47EN
Cognitive Revolution "How AI Changes Everything"· 2025년 9월 13일팟캐스트A transformer co-author wants a $160 million model no company owns진행자 Nathan LabenzIllia Polosukhin tells Nathan Labenz how NEAR turned a payments headache into a stack for private inference, shared-revenue training, and AI agents that still answer to a court.인프라와 배포InferenceAI security+3
1:44:35EN
Cognitive Revolution "How AI Changes Everything"· 2025년 9월 11일팟캐스트Joe Hudson: $500 Billion Went Into AI, and Nobody Defined 'Good for Humanity'진행자 Nathan LabenzSam Altman says the OpenAI coach's superpower is emotional clarity — and that it will be one of the most critical skills in a post-AGI world.기업과 전략안전과 거버넌스Human-AI Collaboration+3
1:34:12EN
20VC with Harry Stebbings· 2025년 9월 11일팟캐스트 · 4명OpenAI Secondaries, Ramp and the Price of AI Growth게스트 Jason Lemkin, Rory O’Driscoll, Jeff Lawson · 진행자 Harry StebbingsJason Lemkin, Rory O’Driscoll and Jeff Lawson join Harry Stebbings to debate AI funding, founder incentives and the risks of moving too fast.Venture CapitalInvestingAI Strategy+2
59:06EN
Unsupervised Learning: With Jacob Effron· 2025년 9월 10일팟캐스트Inference Costs Fell 100x. Tri Dao Says There's Another 10x — and NVIDIA's 90% Won't Hold진행자 Jacob EffronThe FlashAttention author and Together AI chief scientist on why hardware portability is a myth, how Claude Code made him 1.5x faster, and why workloads will split the chip market.인프라와 배포InferenceAI cost & performance+3
43:09EN
Sequoia Capital· 2025년 9월 9일팟캐스트A $100 Arm and a $300 Robot: Hugging Face Wants an App Store for Physical AIThomas Wolf tells Sequoia's Training Data why LeRobot, cheap hardware, and open datasets are Hugging Face's bet that software developers can become roboticists.오픈소스와 커뮤니티RoboticsOpen-source ecosystems+2
1:22:04EN
20VC with Harry Stebbings· 2025년 9월 8일팟캐스트 · 2명ElevenLabs CEO Mati Staniszewski on Voice AI, Growth and Building from Europe게스트 Mati Staniszewski · 진행자 Harry StebbingsStaniszewski discusses the company’s origins in dubbing, its financing and reported ARR, and the challenges of scaling voice products.음성 AIAI startups & small teamsCompany Building+2
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