필터 결과
256개정렬
1:30:31ENAI Security, Software Valuations and SpaceX IPO Speculation: A 20VC Roundtable게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsJason Lemkin and Rory O’Driscoll debate AI security claims, enterprise software and the assumptions behind reported private-company valuations.
1:32:21ENAI Financing, Model Routing and Security Risks: A 20VC Roundtable게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsJason Lemkin and Rory O’Driscoll debate reported OpenAI and Anthropic finances, model routing, database infrastructure and security, with attention to uncertainty and conflicts.
30:17ENMarc Benioff on Slack Agents, AI Jobs and Enterprise SafetyMatthew Berman, Marc Benioff · Forward FutureSalesforce’s CEO speaks with Matthew Berman about human oversight, company structure, his account of an attempted OpenAI investment and enterprise agent plans.
37:23ENMarc Benioff on AI Agents, Human Work and Salesforce’s StrategyMatthew Berman, Marc Benioff · Forward FutureSalesforce CEO Marc Benioff discusses Slack as an AI interface, the limits of agent autonomy, workforce changes and safety with Matthew Berman.
49:34ENBrad Lightcap on OpenAI’s Early Years, Agents and the Future of Software게스트 Brad Lightcap · 진행자 Jack AltmanThe OpenAI COO traces the shift from research to widely used products and discusses coding, startups, enterprise software and human oversight.
1:19:18ENSeries 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.
1:56:33ENThe Future Live: Agents at Work, Persistent Memory and AI for HealthMatthew Berman, Nick Wentz, Rob Seaman, Varun Vummadi, Charles Packer, Dominic King · Forward FutureMatthew Berman and Nick Wentz speak with leaders from Slack, Giga, Letta and Microsoft AI about practical uses and unresolved risks.
1:21:20ENAnthropic’s Pentagon Dispute, AI Infrastructure and the Venture Investors’ Market Debate게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate an unresolved government dispute, the economics of compute, junior hiring and software valuations.
40:56ENFour of the Top Five Defense Primes Still Run Hardware Tests on PowerPointNominal’s cofounders argue that hardware never got the last twenty years of software infrastructure, and that physical AI will stall until test data lives in one place.
1:04:15ENMitchell Green on Software Stocks, Venture Liquidity and Investing Through AI Change게스트 Mitchell Green · 진행자 Harry StebbingsThe Lead Edge founder explains his approach to buying, selling and assessing retention while debating AI disruption and venture-fund economics.
1:14:16ENEran Zinman on Monday.com’s AI Pivot, Pricing and Software Markets게스트 Eran Zinman · 진행자 Harry StebbingsThe Monday.com CEO discusses AI-built software, agent workflows, sales automation and leading a public company through a difficult market.
1:00:33ENJerry Murdock on Autonomous Agents, Software Investing and Adapting to Change게스트 Jerry Murdock · 진행자 Harry StebbingsThe Insight Partners co-founder discusses agent infrastructure, investment judgment, employment and lessons from previous technology cycles.
1:21:53ENCitrini’s Hypothetical 2028 Scenario, AI Agents and Figma: A 20VC Roundtable게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI adoption, employment, security and software valuations, separating a hypothetical crisis scenario from their investment views.
1:06:37ENLucas Swisher on AI Growth Investing, Fund Size and the Price of Scale게스트 Lucas Swisher · 진행자 Harry StebbingsThe Coatue growth investor discusses software valuations, concentrated funds, AI economics and the judgment behind follow-on investments.
1:20:02ENAnish Acharya on AI Software, Investment Judgment and the Limits of Automation게스트 Anish Acharya · 진행자 Harry StebbingsThe a16z investor discusses incumbent software, agent products, pricing, margins and the choices founders face in a fast-moving market.
1:24:44ENForward Future Live: Portable AI Infrastructure, Software and Formal ProofMatthew Berman, Nick Wentz, Tim Davis, Joseph Floyd, Carina Hong · Forward FutureTim Davis, Joseph Floyd and Carina Hong join Matthew Berman and Nick Wentz for a February 2026 discussion.
1:57:56ENA Hundred Million Lines at Twenty Cents Each: Inside Blitzy's Enterprise Coding Pipeline진행자 Nathan LabenzCEO Brian Elliott and CTO Sid Pardeshi tell Nathan Labenz how Blitzy turns a giant codebase into a map, then lets thousands of dynamically generated agents ship most of a multi-month project in days.
51:56ENInsurance Spends $70 Billion on BPOs. Pace Wants 80% Gross Margins InsteadJamie Cuffe tells Sequoia's Training Data how Pace is turning insurance back-office work into agentic process outsourcing—and why every one of its pilots has reached production.
1:39:17ENAI Already Beats the Median Lawyer. Top Firms Bought the Tools and Left Them Unused진행자 Nathan LabenzKevin Frazier and Alan Rozenshtein walk through how frontier models are changing legal practice, why billable hours stall adoption, and which new rights and government limits they want next.
1:06:37ENLegora CEO Max Junestrand on Legal AI, Growth and Competition게스트 Max Junestrand · 진행자 Harry StebbingsThe founder discusses enterprise adoption, model choices and pricing, as well as his predictions for legal work and the structure of the market.
1:13:24ENWinston Weinberg on Building Harvey, Enterprise AI and the Art of Deals게스트 Winston Weinberg · 진행자 Harry StebbingsHarvey’s co-founder explains how he thinks about founder focus, enterprise adoption, hiring and negotiating while legal AI changes.
1:52:02ENForward Future Live: AI Engineering, Enterprise Agents, Mathematics and AdoptionMatthew Berman, Nick Wentz, Austen Allred, Aaron Levie, Tudor Achim, Ara Kharazian · Forward FutureAusten Allred, Aaron Levie, Tudor Achim and Ara Kharazian join Matthew Berman and Nick Wentz to discuss how AI is changing work and how to measure its use.
1:40:51ENReasoning Models Just Made the Other 80–90% of Enterprise Data Usable진행자 Nathan LabenzSnowflake VP of AI Baris Gultekin on text-to-SQL, RAG, agent design, and why inference has to run next to governed data.
1:15:19ENAlex Rampell on Venture Scale, Founder Judgment and Durable AI Businesses게스트 Alex Rampell · 진행자 Harry StebbingsThe Andreessen Horowitz investor explains how he weighs ownership, founder motivation and customer retention as venture funds and AI markets grow.
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