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1:28:02EN
20VC with Harry Stebbings· 2026년 6월 25일팟캐스트 · 3명20VC Roundtable: Open Models, AI Spending and the Cost of Competition게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI talent, model economics, consulting and whether labs should build their own chips.AI cost & performanceOpen-weight modelsVenture Capital+2
44:52EN
Sequoia Capital· 2026년 6월 24일팟캐스트An 80GB Wikipedia Cache Versus a 100GB Model That Holds the InternetEngram’s founders argue that stuffing a company into the context window is the expensive kind of memory—and that baking it into the weights can cut token use by two orders of magnitude.RAG와 지식Continual learning파인튜닝+3
1:34:29EN
JSJane Street· 2026년 6월 24일Jacob Baskin on Building Superstore and Scheduling the HiveYaron Minsky, Jacob Baskin · Jane StreetThe Jane Street engineer traces the design choices behind a distributed analytical database and the challenge of allocating a growing research cluster.인프라와 배포Software engineeringDecision Making+1
슬라이드 7장15:12EN
MBMatthew Berman· 2026년 6월 24일Twelve Open-Source AI Projects for Agents, Video, Coding and VoiceMatthew Berman · Forward FutureMatthew Berman surveys tools ranging from long-running agent frameworks to document OCR, skill security and local speech generation.Open-source ecosystemsAgent skills코딩 에이전트+2
2:29:20EN
Cognitive Revolution "How AI Changes Everything"· 2026년 6월 23일팟캐스트The Market Will Not Choose an Honest Model진행자 Nathan LabenzJournalist Robert Wright tells Nathan Labenz that AI is a selection problem, a geopolitical problem, and a moral test humanity may not pass.보안과 안전안전과 거버넌스Existential Risk+3
1:16:37EN
20VC with Harry Stebbings· 2026년 6월 22일팟캐스트 · 2명Nikesh Arora on Enterprise AI, Cybersecurity and Model Economics게스트 Nikesh Arora · 진행자 Harry StebbingsPalo Alto Networks’ CEO discusses model depth, token costs, security and how leaders can adapt large organizations.엔터프라이즈 AIAI securityAI cost & performance+2
2:14:33EN
Cognitive Revolution "How AI Changes Everything"· 2026년 6월 21일팟캐스트A 90-Minute Ultimatum, an Emoji Wall, and a Rule: Don't Fight Washington진행자 Nathan LabenzZvi Mowshowitz reads Fable's system card, then Nathan Labenz stress-tests the export-control fight against lawyers, safety researchers, and builders who did not pause.보안과 안전안전과 거버넌스평가(Evals)+3
1:20:59EN
20VC with Harry Stebbings· 2026년 6월 20일팟캐스트 · 2명Flexport CEO Ryan Petersen on Logistics, AI and Fundraising게스트 Ryan Petersen · 진행자 Harry StebbingsPetersen discusses the economics of global freight, automating operational work, venture financing and the lessons he has taken from building Flexport.EntrepreneurshipVenture CapitalCompany Building+2
2:38:44EN
Cognitive Revolution "How AI Changes Everything"· 2026년 6월 20일팟캐스트Twenty-one months from an autonomous researcher, the Action Plan's author joins OpenAI진행자 Nathan LabenzDean Ball is building Strategic Futures as OpenAI's public timeline counts down to an AI research intern in three months and a full autonomous researcher in March 2028.기업과 전략안전과 거버넌스AI Strategy+3
1:28:10EN
20VC with Harry Stebbings· 2026년 6월 18일팟캐스트 · 3명20VC Roundtable: AI Policy, Software Valuations and Robotics게스트 Rory O’Driscoll, Everett Randle · 진행자 Harry StebbingsHarry Stebbings, Rory O’Driscoll and Everett Randle debate reported AI restrictions, enterprise software competition and the practical challenges of robotics.AI RegulationVenture Capital엔터프라이즈 AI+2
45:00EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026년 6월 18일팟캐스트 · 2명Lip-Bu Tan took the hardest job in chips to save Intel진행자 Sarah Guo, Elad GilThe Cadence veteran and semiconductor investor tells No Priors how he is rebuilding Intel's culture, balance sheet, and foundry, and why he still wants a 10x from here.기업과 전략인프라와 배포Leadership+3
38:45EN
Sequoia Capital· 2026년 6월 16일팟캐스트The 25-agent town that became a Fortune 500 decision sandboxOn the day before Valentine's Day in a Stanford simulation, cafe owner Isabella decided to throw a party — no human wrote the plot.에이전트Multi-agent systems에이전트 엔지니어링+3
1:35:16EN
20VC with Harry Stebbings· 2026년 6월 15일팟캐스트 · 2명Perplexity CEO Aravind Srinivas on AI Agents, Compute and Competition게스트 Aravind Srinivas · 진행자 Harry StebbingsSrinivas discusses the future of AI products, infrastructure constraints, export controls and the challenge of building a business around model advances.AI agentsAI Strategy인프라와 배포+2
1:25:00EN
20VC with Harry Stebbings· 2026년 6월 13일팟캐스트 · 2명Matan Grinberg on AI Coding, Token Costs and Building Factory게스트 Matan Grinberg · 진행자 Harry StebbingsFactory’s CEO discusses enterprise AI budgets, model choice, engineering culture and the uncertain effects of automation on work.코딩 에이전트AI cost & performance엔터프라이즈 AI+2
1:44:28EN
Cognitive Revolution "How AI Changes Everything"· 2026년 6월 13일팟캐스트Fable launch week: a model that refuses, a two-year alignment clock, and a Twitter account handed over진행자 Nathan LabenzNathan Labenz’s AI in the AM highlights reel from June 2026 covers Anthropic’s new frontier model, the founding of Sequent, and a week that settled one argument: AI is not slowing down.보안과 안전안전과 거버넌스에이전트 엔지니어링+3
1:06:36EN
Unsupervised Learning: With Jacob Effron· 2026년 6월 12일팟캐스트Bills Doubled Overnight. Next, the APIs Might Vanish.진행자 Jacob EffronSix months after their last roundup, Ari Morcos and Rob Toews tell Jacob Efron why coding agents finally work, why near-frontier open weights may have peaked, and why a compute famine could pull the plug on public APIs.기업과 전략AI StrategyOpen-source ecosystems+3
1:15:56EN
20VC with Harry Stebbings· 2026년 6월 11일팟캐스트 · 3명20VC on IPO Expectations, Lean AI Startups and Investor Risk게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported listings, AI company economics and the changing cost of building a startup.Venture CapitalInvestingAI startups & small teams+2
51:09EN
Sequoia Capital· 2026년 6월 11일팟캐스트Build like the model will eat your harness in a yearLogan Kilpatrick, who leads Google AI Studio and the Gemini API, tells Sequoia's Sonya Huang why agent scaffolding is a 12-month asset, why coding already feels like narrow superintelligence, and why Google is optimizing for outcomes instead of eyeballs.에이전트에이전트 엔지니어링Harness engineering+3
1:45:59EN
Cognitive Revolution "How AI Changes Everything"· 2026년 6월 10일팟캐스트87% of Workers Use AI. Only 13% Say the Company Got Better.진행자 Nathan LabenzGlean’s Work AI Index names the missing hours: botsitting, botshitting, and a hamster wheel of polished nonsense.기업과 전략엔터프라이즈 AIHuman-AI Collaboration+3
41:20EN
Sequoia Capital· 2026년 6월 10일팟캐스트A $4 Million Cabinet and a Trillion-Dollar Year: Jensen Huang Turns the AI Factory Into a Manufacturing StoryOn Sequoia's Training Data stage, NVIDIA's CEO walks a sixty-country audience from ChatGPT's parlor tricks to agentic work, a five-layer industrial cake, and why radiology hiring went up.인프라와 배포AI StrategyAI cost & performance+3
1:14:30EN
20VC with Harry Stebbings· 2026년 6월 8일팟캐스트 · 2명Roman Chernin on AI Compute Demand, Inference and Infrastructure게스트 Roman Chernin · 진행자 Harry StebbingsNebius’s co-founder discusses customer demand, GPU economics, managed inference and the risks of a concentrated market.인프라와 배포InferenceAI cost & performance+2
57:42EN
20VC with Harry Stebbings· 2026년 6월 6일팟캐스트 · 2명Jacob Lauritzen on AI Engineering, Legal Work and Building Legora게스트 Jacob Lauritzen · 진행자 Harry StebbingsLegora’s CTO discusses code review, token budgets, enterprise adoption and how legal workflows might change.Software engineering엔터프라이즈 AI코딩 에이전트+2
1:22:36EN
Cognitive Revolution "How AI Changes Everything"· 2026년 6월 6일팟캐스트A Thousand Researchers, a Million AIs: Frontier Labs Start Talking About the Brakes진행자 Nathan LabenzThe first week of AI in the AM follows OpenAI's timeline for an ML-intern model this year and a human-level AI researcher by early 2028 — and the closed-door meeting where labs admitted they might one day need to slow down together.보안과 안전안전과 거버넌스AI research+3
1:39:00EN
20VC with Harry Stebbings· 2026년 6월 4일팟캐스트 · 3명20VC on AI Financing, Token Budgets and the Cost of Startup Intensity게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported listings, software valuations, AI spending and demanding work cultures.Venture CapitalAI cost & performanceFuture of Work+2
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