필터 결과
524개정렬
1:06:06EN
20VC with Harry Stebbings· 2025년 11월 17일팟캐스트 · 2명Andrew Ng on AI Infrastructure, Open Models and Building Useful Applications게스트 Andrew Ng · 진행자 Harry StebbingsThe AI Fund general partner discusses computing constraints, geopolitics, adoption and the economics of AI products.
2:08:20EN
Matthew Berman· 2025년 11월 15일AI Markets, Agentic Commerce and Consciousness: Forward Future LiveMatthew Berman, Nick Wentz, Henrik Zeberg Jensen, Kuo Zhang, Cameron Berg · Forward FutureMatthew Berman and Nick Wentz discuss AI economics with Henrik Zeberg Jensen, sourcing with Alibaba.com’s Kuo Zhang, and consciousness research with Cameron Berg.
1:17:11EN20VC with Harry Stebbings· 2025년 11월 13일팟캐스트 · 3명AI Defensibility, Venture Risk and the Difficulty of Timing a Short게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate fast-moving AI markets, investment risk and how founders approach fundraising.
1:11:18EN
Cognitive Revolution "How AI Changes Everything"· 2025년 11월 12일팟캐스트He Got Bored Five Minutes Into a Waymo. Nathan Labenz Says That's the Point진행자 Nathan LabenzOn a crossover with the Existential Hope podcast, the Cognitive Revolution host argues that the scarcest resource in AI is a positive picture of daily life, not another doom scenario.
1:26:42EN20VC with Harry Stebbings· 2025년 11월 10일팟캐스트 · 2명Everett Randle on Venture Fund Size, AI Margins and Founder Partnerships게스트 Everett Randle · 진행자 Harry StebbingsThe new Benchmark partner discusses lessons from former colleagues, investment trade-offs and the challenge of measuring AI businesses.
42:11EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025년 11월 6일팟캐스트 · 2명Snowflake's CEO Tells Customers to Spend AI a Thousand Dollars at a Time진행자 Sarah Guo, Elad GilSridhar Ramaswamy talks with Sarah Guo about Snowflake Intelligence, shutting down a homegrown model, and why defensibility is built every day, not planned.
1:18:47EN20VC with Harry Stebbings· 2025년 11월 6일팟캐스트 · 3명Navan’s IPO, Harvey’s Valuation and the New Economics of Venture게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss liquidity, AI software growth, public-market competition and board oversight.
1:58:53ENMatthew Berman· 2025년 11월 1일Forward Future Live: AI Inference, Personalized Audio and Building Software with LovableMatthew Berman, Nick Wentz, Lin Qiao, Raiza Martin, Anton Osika · Forward FutureLin Qiao, Raiza Martin and Anton Osika join Matthew Berman and Nick Wentz to discuss AI infrastructure and products, followed by a review of late-October 2025 AI news and earnings.
18:59ENNo Priors: AI, Machine Learning, Tech, & Startups· 2025년 10월 31일팟캐스트 · 2명86 Out of 100: The Clips No Priors Could Not Leave on the Cutting-Room Floor진행자 Sarah Guo, Elad GilSarah Guo and Elad Gil stitch nine 2025 conversations into one short tour of legal AI, spatial intelligence, jobs, deterrence, and a doctor who made it home for dinner.
1:26:49EN20VC with Harry Stebbings· 2025년 10월 30일팟캐스트 · 3명OpenAI’s Restructuring, Mercor’s Valuation and the Math of Venture Returns게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI financing, large venture platforms and what investors really get for a high entry price.
1:39:05ENCognitive Revolution "How AI Changes Everything"· 2025년 10월 29일팟캐스트The Summer GPT-5 Disappointed Does Not Mean AI Progress Has Stalled진행자 Nathan LabenzNathan Labenz tells Erik Torenberg why the GPT-5 backlash mixed up product mishaps, naming chaos, and a real jump in capabilities.
1:13:29EN20VC with Harry Stebbings· 2025년 10월 27일팟캐스트 · 2명David Cahn on AI Infrastructure, Startup Growth and Defense Investing게스트 David Cahn · 진행자 Harry StebbingsThe Sequoia partner explains why he sees an AI bubble, how he evaluates startup growth and where he sees opportunities in defense.
2:14:35ENMatthew Berman· 2025년 10월 25일Optical AI, Search Visibility and the Economics of the AI BoomMatthew Berman, Nick, Francesca Parmigiani, Alex Sherman, Matt Wolfe, Siqi Chen · Forward FutureA 2025 livestream examines Microsoft’s optical computing research, how AI changes marketing and shopping, and debates over superintelligence and AI investment.
1:16:53EN
Unsupervised Learning: With Jacob Effron· 2025년 10월 24일팟캐스트Karpathy Called Today's Models Slop. His Decade Timeline Still Sounds Bullish진행자 Jacob EffronDatology AI's Ari Morcos and Radical Ventures' Rob Toews walk through Karpathy's cold water, OpenAI's dealmaking, and who actually pays for the data-center boom.
1:34:12EN20VC with Harry Stebbings· 2025년 10월 23일팟캐스트 · 3명The Venture Capital Cycle: AI Markets, Compute and the Cost of Moving Too Fast게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to debate AI market size, infrastructure spending and how venture investors can survive a boom.
2:49:12ENCognitive Revolution "How AI Changes Everything"· 2025년 10월 18일팟캐스트Why China's Master Plan for AI Never Mentions AGI진행자 Nathan LabenzBeijing-based Concordia AI CEO Brian Tse on China's safety rules, chip strategy, and why the two ecosystems look more alike than Washington assumes.
1:25:13EN20VC with Harry Stebbings· 2025년 10월 16일팟캐스트 · 4명Thinking Machines, AI Infrastructure and the Venture Portfolio Tradeoff게스트 Roger Ehrenberg, Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings and three investors examine founder commitments, the economics of selling a venture platform and how to allocate capital as AI markets accelerate.
1:03:45EN20VC with Harry Stebbings· 2025년 10월 13일팟캐스트 · 2명Mike Cannon-Brookes on AI Valuations, Software Design and Building Atlassian to Last게스트 Mike Cannon-Brookes · 진행자 Harry StebbingsThe Atlassian CEO explains why he expects more software engineers, how he evaluates AI bets, and why creativity matters across technology cycles.
1:32:36EN20VC with Harry Stebbings· 2025년 10월 9일팟캐스트 · 3명OpenAI’s AMD Deal and the Venture Math Behind AI’s Biggest Rounds게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss conditional chip warrants, AI development tools and what high valuations demand from investors.
1:53:50ENCognitive Revolution "How AI Changes Everything"· 2025년 10월 8일팟캐스트A curriculum rewrite takes five years. AI does not wait.진행자 Nathan LabenzJohan Falk, a Swedish teacher-turned-analyst, argues that AI literacy and AI friends are more urgent than putting a tutor in every classroom.
58:21ENNo Priors: AI, Machine Learning, Tech, & Startups· 2025년 10월 4일팟캐스트 · 2명Attacks Take 23 Minutes. Response Still Takes Days.진행자 Sarah Guo, Elad GilPalo Alto Networks CEO Nikesh Arora on how AI is remaking search, enterprise software, and the timeline of a cyberattack.
1:24:58EN20VC with Harry Stebbings· 2025년 10월 2일팟캐스트 · 3명AI Burn Multiples, Infrastructure Financing and the Venture Market게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to debate funding, energy demand and the risks behind rapid AI growth.
1:31:19EN20VC 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.
2:20:35ENCognitive 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.더 보기524개 중 24개 표시