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1:27:17EN
20VC with Harry Stebbings· 2026년 5월 21일팟캐스트 · 3명AI Funding, IPO Expectations and the Politics of Layoffs: Jason Lemkin and Rory O’Driscoll게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsA 20VC roundtable examines reported Anthropic financing, AI spending, software valuations, chip infrastructure and speculative IPOs, then considers the politics of job losses.Venture CapitalAI cost & performance엔터프라이즈 AI+2
29:36EN
Jane Street· 2026년 5월 21일Jane Street on GPU Infrastructure, Trading and HiringDwarkesh Patel, Yaron Minsky, Daniel Pontecorvo · Dwarkesh PatelDwarkesh Patel speaks with Ron Minsky and Dan Pontecorvo about trading at different speeds, building data centers and expanding compute and teams.GPU programming & kernels인프라와 배포Machine Learning+2
30:34EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026년 5월 21일팟캐스트 · 2명Cerebras Waited Ten Years for a Market That Finally Needed Speed진행자 Sarah Guo, Elad GilFounder and CEO Andrew Feldman walks No Priors through wafer-scale chips, a $20 billion OpenAI deal, and why a dinner-plate processor only mattered once AI became an everyday tool.인프라와 배포Company BuildingLeadership+3
슬라이드18:39EN
Matthew Berman· 2026년 5월 21일Matthew Berman on Andrej Karpathy Joining Anthropic and AI PessimismMatthew Berman, Eric Schmidt · Forward FutureKarpathy’s move to Anthropic prompts a reflection on research talent, public anxiety and how the AI industry talks about the future. Berman separates his own optimism from the harder question of what motivates someone else’s career choice.AnthropicAI StrategyFuture of Work+2
1:01:14EN
Cognitive Revolution "How AI Changes Everything"· 2026년 5월 20일팟캐스트The Model Eats the Scaffolding: How Google Plans to Ship Agents Everywhere진행자 Nathan LabenzThree years after the leaked “no moat” memo, DeepMind’s Gemini leads walk through 3.5 Flash, Omni, and the shared agent harness now running through Google’s products.기업과 전략에이전트 엔지니어링Distillation+3
30:19EN
Matthew Berman· 2026년 5월 20일Sundar Pichai on AI Agents, Open Models and Google’s Compute ConstraintsMatthew Berman, Sundar Pichai · Forward FutureAt Google I/O 2026, Pichai discusses trust in agents, cyber model releases, open ecosystems, efficient models and the infrastructure needed to serve them.AI agentsAI StrategyCybersecurity+2
38:24EN
Sequoia Capital· 2026년 5월 19일팟캐스트Serval's Bet: Keep ServiceNow's Primitives, Take Humans Out of the BuildJake Stauch tells Sequoia's Pat Grady how a two-year-old ITSM startup uses codegen agents, boring enterprise controls, and "fewer, better" hiring to rebuild employee support for the AI era.기업과 전략엔터프라이즈 AIWorkflow automation+3
슬라이드1:13EN
Matthew Berman· 2026년 5월 18일Anthropic Overtakes OpenAI in Ramp's Business Adoption IndexMatthew Berman · Forward FutureMatthew Berman discusses a May 2026 spending-based index and Anthropic's reported growth.AnthropicOpenAIAI Adoption
1:35:14EN
20VC with Harry Stebbings· 2026년 5월 18일팟캐스트 · 2명Josh Browder on Early Investing, DoNotPay and Founder Decisions게스트 Josh Browder · 진행자 Harry StebbingsThe DoNotPay founder discusses backing young founders, fundraising, company operations and his personal investment views.Venture CapitalFoundersCompany Building+2
1:08:23EN
20VC with Harry Stebbings· 2026년 5월 16일팟캐스트 · 2명Shiv Rao on Building Abridge, Clinical Workflows and AI게스트 Shiv Rao · 진행자 Harry StebbingsThe Abridge co-founder discusses years of market development, model choices, data trust and the limits of automating clinical work.AI in healthcareCompany BuildingAI Strategy+2
1:34:54EN
Cognitive Revolution "How AI Changes Everything"· 2026년 5월 15일팟캐스트Six Months, Eighty Percent Churn, Five Times the Tokens진행자 Nathan LabenzTasklet CEO Andrew Lee tells Cognitive Revolution how he rewrote the stack, why most lost users leave for Anthropic, and why he thinks only three kinds of software company survive.에이전트에이전트 엔지니어링컨텍스트 엔지니어링+3
1:21:56EN
Unsupervised Learning: With Jacob Effron· 2026년 5월 15일팟캐스트Yann LeCun Left Meta Because LLMs Will Not Get You to Intelligence진행자 Jacob EffronThe Turing Award winner tells Jacob Effron why he spun AMI Labs out of Meta, why JEPA-style world models beat pixel generators, and why he thinks Hinton changed his mind in 2023.모델과 학습World modelsAI research+3
슬라이드1:01:41EN
Matthew Berman· 2026년 5월 15일What Business Payments Reveal About OpenAI and Anthropic: Ara Kharazian on Ramp's AI IndexMatthew Berman, Ara Kharazian · Forward FutureRamp's chief economist explains what company purchases can reveal about AI adoption, model spending and the competition between providers—and what the data cannot show.엔터프라이즈 AIAI AdoptionAnthropic+2
슬라이드 5장15:48EN
Jane Street· 2026년 5월 15일Inside Jane Street’s Texas AI Data CenterDwarkesh Patel, Yaron Minsky, Daniel Pontecorvo · Dwarkesh PatelDwarkesh Patel tours a 4,032-GPU training facility with Ron Minsky and Dan Pontecorvo, examining liquid cooling, power distribution and operational safeguards.인프라와 배포AI cost & performance
0:56EN
Matthew Berman· 2026년 5월 15일A Claimed Crypto Wallet Recovery Using Claude CodeMatthew Berman · Forward FutureMatthew Berman recounts a viral account of recovering access to an old Bitcoin wallet with an AI coding tool.코딩 에이전트보안과 안전
38:01EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026년 5월 14일팟캐스트 · 2명The Philippines Gifted America 4,000 Acres. Pax Silica Wants to Make the AI Supply Chain a Business진행자 Sarah Guo, Elad GilUS Under Secretary Jacob Helberg on a 14-country coalition, a diplomatic industrial zone in the Philippines, and why Washington is putting companies—not ministries—in the driver's seat.기업과 전략AI Strategy인프라와 배포+3
1:19:05EN
20VC with Harry Stebbings· 2026년 5월 14일팟캐스트 · 3명AI Compute Deals, Cerebras’s IPO and the Cost of Building: A 20VC Roundtable게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsJason Lemkin and Rory O’Driscoll debate AI infrastructure, software competition and IPO valuations, then discuss the personal demands of founding a company.Venture CapitalAI cost & performance엔터프라이즈 AI+2
34:56EN
Sequoia Capital· 2026년 5월 13일팟캐스트On Suno, 90% of Daily Users Make a SongCEO Mikey Shulman on modeling raw sound instead of music theory, why music is not an LLM-style scale problem, and treating creation itself as the entertainment.멀티모달과 미디어Generative mediaProduct Strategy+3
슬라이드 5장1:42:54EN
Matthew Berman· 2026년 5월 12일AI and Cybersecurity: Matthew Berman’s Warnings, Predictions and Open QuestionsMatthew Berman · Forward FutureA livestream reviews reported AI-assisted threats and debates whether stronger defensive models can keep pace with attackers.AI security보안과 안전AI Safety+2
22:01EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026년 5월 11일팟캐스트 · 2명The first AI take-private is a $6.3 billion bet that services can grow like software진행자 Sarah Guo, Elad GilLong Lake CEO Alexander Taubman tells Elad Gil why his firm is taking American Express Global Business Travel private after 30 AI-driven acquisitions — and why they buy the company instead of selling it a tool.기업과 전략Acquisition StrategyCompany Building+3
1:13:48EN
20VC with Harry Stebbings· 2026년 5월 11일팟캐스트 · 2명Patrick Forquer on Selling Legal AI and Scaling Legora’s Revenue Team게스트 Patrick Forquer · 진행자 Harry StebbingsLegora’s chief revenue officer explains how his team runs pilots, trains salespeople and forecasts rapid growth, and shares company-reported performance figures.SalesGo-to-Market엔터프라이즈 AI+2
1:57:54EN
20VC with Harry Stebbings· 2026년 5월 9일팟캐스트 · 2명Cliff Weitzman on Speechify, AI Tools and Learning Through Iteration게스트 Cliff Weitzman · 진행자 Harry StebbingsThe Speechify founder discusses growth experiments, engineering culture, personal health experiences and the promise and risks he sees in AI.Company BuildingGrowth StrategyAI Strategy+2
1:26:16EN
Cognitive Revolution "How AI Changes Everything"· 2026년 5월 9일팟캐스트Milliseconds to Match: How Criteo Bids on a Billion Anonymous Profiles진행자 Nathan LabenzCriteo’s CTO and AI lab head walk through the millisecond auction, the DeepKNN-to-foundation-model stack, and why a live product catalog still beats a frozen LLM.기업과 전략Recommendation systemsEmbeddings+3
1:03EN
Matthew Berman· 2026년 5월 9일Why EVE Online Is an Interesting Environment for AI ResearchMatthew Berman · Forward FutureMatthew Berman explains why the game's persistent economy and player alliances may offer a demanding test of long-term planning.에이전트Reinforcement LearningMulti-agent systems+1
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