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1:03:40EN
20VC with Harry Stebbings· 2026년 4월 4일팟캐스트 · 2명Andrew Dudum on Hims & Hers, Preventive Care and Building a Public Company게스트 Andrew Dudum · 진행자 Harry StebbingsThe Hims & Hers CEO discusses management, healthcare distribution, marketing and expansion. His medical and commercial claims are presented as his views, not independently verified evidence.EntrepreneurshipLeadershipAI in healthcare+2
29:26EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026년 4월 3일팟캐스트 · 2명ChatGPT Almost Became a Meeting Bot. Its Co-Creator Is Now Rearranging Atoms진행자 Sarah Guo, Elad GilLiam Fedus tells No Priors how Periodic Labs is connecting language models to experiments so materials science can run in a closed loop.기업과 전략AI for scienceCompany Building+3
슬라이드 5장9:47EN
Matthew Berman· 2026년 4월 3일Gemma 4: Smaller Open-Weight Models for Local AIMatthew Berman · Forward FutureMatthew Berman reviews Google’s model sizes, multimodal features and reported benchmarks, with an eye toward local agents.Open-weight modelsLocal inferenceFoundation Models+2
1:12:41EN
20VC with Harry Stebbings· 2026년 4월 2일팟캐스트 · 3명AI Security, Revenue Claims and Wearable Economics: A 20VC Investor Roundtable게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI product strategy, security spending, startup valuations and the durability of consumer subscriptions. Their discussion includes reported developments and unverified estimates, as well as O’Driscoll’s disclosure of an indirect Oura investment.AI StrategyVenture CapitalCybersecurity+2
1:44:15EN
Cognitive Revolution "How AI Changes Everything"· 2026년 4월 1일팟캐스트Nathan Labenz's p(doom) Is 10 to 90 Percent. He Is More Optimistic Anyway진행자 Nathan LabenzFive years ago, expecting AGI by 2035 made you an extremist. On The Intelligence Horizon, the Cognitive Revolution host explains why the same forecast now sounds bearish, and why he still thinks a defense-in-depth strategy might keep society on the rails.보안과 안전AGI TimelinesAI security+3
슬라이드 3장27:15EN
Matthew Berman· 2026년 3월 31일Meta-Harness: Searching for Better AI Agent InfrastructureMatthew Berman · Forward FutureMatthew Berman reviews a paper on using a coding agent to iteratively improve model harnesses and discusses its experimental limits.Harness engineering에이전트 엔지니어링평가(Evals)+1
1:16:32EN
20VC with Harry Stebbings· 2026년 3월 30일팟캐스트 · 2명Marc Andreessen on Venture Investing, AI and the Work of Building게스트 Marc Andreessen · 진행자 Harry StebbingsThe a16z co-founder discusses founder selection, venture economics, AI and why his firm has no current need to go public.Venture CapitalFoundersLeadership+2
58:26EN
20VC with Harry Stebbings· 2026년 3월 28일팟캐스트 · 2명Gili Raanan on Venture Entry Prices, Growth and Private-Market Liquidity게스트 Gili Raanan · 진행자 Harry StebbingsThe Cyberstarts founder explains his approach to cybersecurity investing, when he discusses margins and why secondary sales can help employees and limited partners.Venture CapitalInvestingProduct-Market Fit+2
1:19:18EN
20VC with Harry Stebbings· 2026년 3월 26일팟캐스트 · 3명Series A Fund Math, SpaceX Ambitions and the AI Valuation Debate게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll examine AI competition, speculative space infrastructure and the rising cost of venture investing.Venture CapitalInvesting엔터프라이즈 AI+2
슬라이드 7장46:35EN
Jane Street· 2026년 3월 25일Jon Gjengset on the Cost of Concurrency CoordinationJon GjengsetWhy shared cache lines can make even read-heavy locks slow, and how a different data structure trades writer work for scalable reads.Software engineeringProgramming Languages
0:49EN
Matthew Berman· 2026년 3월 25일Matthew Berman on OpenAI's Sora ShutdownMatthew Berman · Forward FutureA short reaction considers the end of the video app and asks what OpenAI's product focus means for other projects.Generative mediaOpenAIProduct Strategy
1:37:43EN
Cognitive Revolution "How AI Changes Everything"· 2026년 3월 25일팟캐스트Cisco wants two extra network layers so agents can share intent진행자 Nathan LabenzVijoy Pandey of Outshift by Cisco argues that superintelligence has to scale out through networks of agents, not just up through bigger models.에이전트Multi-agent systemsAgent orchestration+3
58:27EN
Sequoia Capital· 2026년 3월 24일팟캐스트Even a dumber AI can win science if it never leaves the labGinkgo Bioworks CEO Jason Kelly tells Sequoia why autonomous labs, not smarter models, will change how experimental science gets done.에이전트AI for science에이전트 엔지니어링+3
2:25:58EN
Lex Fridman· 2026년 3월 23일팟캐스트 · 2명AGI Is Already Here. Building NVIDIA Is Not.게스트 Jensen Huang · 진행자 Lex FridmanLex Fridman sits down with Jensen Huang for two and a half hours on extreme co-design, CUDA, four scaling laws, and why a $1 billion AI company is easier than a durable one.기업과 전략Company BuildingAI Strategy+3
57:04EN
20VC with Harry Stebbings· 2026년 3월 23일팟캐스트 · 2명Matthew Steckman on Anduril’s Defense Business, Procurement and Product Bets게스트 Matthew Steckman · 진행자 Harry StebbingsAnduril’s president explains a $20 billion procurement ceiling, the company’s approach to building military products and his view of the responsibilities of defense suppliers. His forecasts and company claims reflect his position as an interested executive.Company BuildingGeopoliticsRobotics+2
1:40:46EN
Cognitive Revolution "How AI Changes Everything"· 2026년 3월 22일팟캐스트Give an agent a thousand tools and it will pick the wrong blade진행자 Nathan LabenzComposio CTO Karan Vaidya on the tool harness that discovers, authenticates, sandboxes, and rewrites integrations so agents can do whole jobs without drowning in context.MCP와 도구MCP에이전트 엔지니어링+3
1:05:06EN
20VC with Harry Stebbings· 2026년 3월 21일팟캐스트 · 2명Shaunt Voskanian on Figma’s Sales Motion, Quotas and Coaching게스트 Shaunt Voskanian · 진행자 Harry StebbingsFigma’s chief revenue officer explains how self-service adoption connects to enterprise sales, and why quota targets are only one part of evaluating a representative.SalesGo-to-MarketLeadership+2
1:06:31EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026년 3월 20일팟캐스트 · 2명Andrej Karpathy Hasn't Typed a Line of Code Since December진행자 Sarah Guo, Elad GilOn No Priors, the OpenAI cofounder and former Tesla AI director describes the loopy era of coding agents, AutoResearch, and why the bottleneck is now the human.코딩 에이전트AutoresearchAgent orchestration+3
1:17:50EN
20VC with Harry Stebbings· 2026년 3월 19일팟캐스트 · 3명Nvidia’s AI Spending Outlook, Anduril’s Army Contract and the Venture Math Behind Big Bets게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate infrastructure spending, AI-driven organizational change and the challenge of investing in huge markets.Venture CapitalAI StrategyFuture of Work+2
3:27:22EN
Cognitive Revolution "How AI Changes Everything"· 2026년 3월 19일팟캐스트The AI Table Has Three Seats Left: Zvi on the Middle Game, Jobs, and Anthropic's Promises진행자 Nathan LabenzOn his 12th Cognitive Revolution appearance, Zvi Mowshowitz argues early 2026 is the start of the middle — with only three labs still playing, a real job shock underway, and Anthropic's safety commitments reduced to trust us.기업과 전략AI StrategyAGI Timelines+3
1:48:21EN
Jane Street· 2026년 3월 17일Will Wilson on Deterministic Simulation and the Hard Problems of Software TestingYaron Minsky, Will Wilson · Jane StreetThe Antithesis co-founder explains how replayable simulations explore complex software, why properties matter and where testing meets its limits.개발 워크플로와 테스트Software engineeringCode review & verification+2
44:19EN
Sequoia Capital· 2026년 3월 17일팟캐스트The $500-per-Kilogram Line: Why Starcloud Thinks Data Centers Belong in SpaceStarcloud founder Philip Johnston walks through the physics, launch economics, and business model of putting AI compute in orbit.인프라와 배포InferenceAI cost & performance+2
슬라이드 3장20:35EN
Matthew Berman· 2026년 3월 16일A Beginner’s Guide to AI Assistants, Media Models and Coding AgentsMatthew Berman · Forward FutureMatthew Berman surveys hosted assistants, downloadable models, image and video tools, world models, coding agents and audio generation in a March 2026 overview.Generative mediaAI agentsOpen-weight models+2
1:18:46EN
Cognitive Revolution "How AI Changes Everything"· 2026년 3월 16일팟캐스트90 Slides in 45 Minutes: A Full-Time AI Scout Admits He Can No Longer Keep Up진행자 Nathan LabenzNathan Labenz’s LexLab briefing for lawyers runs through the good, the bad, and the weird of frontier models — from triplicate second opinions on his son’s cancer care to AIs that know they are being tested.기업과 전략AI security안전과 거버넌스+3
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