필터 결과
47개정렬
59:41EN
20VC with Harry Stebbings· 2026년 10월 22일팟캐스트 · 3명20VC: Venture Fund Size, AI Valuations and the Changing Software Market게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O'Driscoll debate venture concentration, infrastructure risk, code review and the assumptions behind fast-growing AI companies.
1:17:09EN20VC with Harry Stebbings· 2026년 10월 15일팟캐스트 · 3명20VC on Pro Rata Rights, AI Pricing and the Changing Software Market게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate investor rights, model economics and the choices facing software companies and their employees.
1:05:01EN20VC with Harry Stebbings· 2026년 10월 3일팟캐스트 · 2명Chase Lochmiller on AI Data Centers, Energy and GPU Economics게스트 Chase Lochmiller · 진행자 Harry StebbingsCrusoe’s CEO discusses the constraints on AI infrastructure, the economics of GPU capacity and his company’s approach to energy and managed inference.
1:08:54EN20VC with Harry Stebbings· 2026년 9월 26일팟캐스트 · 2명Parag Agrawal on Web Search and Business Models for AI Agents게스트 Parag Agrawal · 진행자 Harry StebbingsParallel’s co-founder explains why agent search needs different economics, how content owners might be paid and why agent safety requires more than model capability.
1:20:43EN20VC with Harry Stebbings· 2026년 9월 24일팟캐스트 · 3명AI Agents, Venture Pricing and the Tradeoffs Behind the Funding Boom게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI products, high-priced venture rounds, enterprise software and infrastructure risk.
1:19:54EN20VC with Harry Stebbings· 2026년 9월 19일팟캐스트 · 2명Thomas Sohmers on AI Inference, Memory and Data-Center Growth게스트 Thomas Sohmers · 진행자 Harry StebbingsPositron’s co-founder discusses the engineering economics of inference, his views on AI infrastructure and regulation, and the risks he sees in financing and concentration.
1:16:00EN20VC with Harry Stebbings· 2026년 9월 7일팟캐스트 · 2명JD Grèze on Building Town and Competing in AI Assistants게스트 Jean-Denis Greze · 진행자 Harry StebbingsTown’s co-founder discusses privacy, model costs, competition and why he prioritizes customer value over token consumption.
1:04:35EN20VC with Harry Stebbings· 2026년 9월 5일팟캐스트 · 2명Cliff Weitzman on Owning GPUs, Voice AI and Building Speechify게스트 Cliff Weitzman · 진행자 Harry StebbingsSpeechify's CEO makes the case for owning part of a compute fleet, reflects on a missed business-software opportunity and discusses AI-assisted teams.
1:29:22EN20VC with Harry Stebbings· 2026년 8월 29일팟캐스트 · 2명Eno Reyes on AI Model Economics, Enterprise Control and Factory's Strategy게스트 Eno Reyes · 진행자 Harry StebbingsFactory's CTO discusses cost per outcome, model routing, open models, enterprise hiring and his expectations for the AI market.
1:10:08EN20VC with Harry Stebbings· 2026년 8월 22일팟캐스트 · 2명Jerry Murdock on AI Financing, Open Models and Technology Cycles게스트 Jerry Murdock · 진행자 Harry StebbingsInsight Partners' co-founder discusses credit risk, specialized models, security and how investors might navigate an uncertain AI cycle.
1:08:25EN20VC with Harry Stebbings· 2026년 8월 10일팟캐스트 · 2명Alex Atallah on OpenRouter, Model Competition and AI Marketplaces게스트 Alex Atallah · 진행자 Harry StebbingsThe OpenRouter CEO discusses inference providers, open-weight models, enterprise safety and the economics of routing.
1:28:42EN20VC with Harry Stebbings· 2026년 7월 20일팟캐스트 · 2명Lin Qiao on Specialized AI, Open Models and the Economics of Inference게스트 Lin Qiao · 진행자 Harry StebbingsThe Fireworks AI CEO explains her case for customized models, discusses infrastructure trade-offs and forecasts lower AI costs and higher use.
1:26:12EN20VC with Harry Stebbings· 2026년 7월 16일팟캐스트 · 3명20VC Roundtable on AI Competition, Enterprise Spending and Venture Capital게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss a reported Apple lawsuit, AI pricing, memory markets and venture financing.
1:00:08EN20VC with Harry Stebbings· 2026년 7월 11일팟캐스트 · 2명Arvind Jain on Enterprise AI, Open Models and the Future of Work게스트 Arvind Jain · 진행자 Harry StebbingsThe Glean founder debates model competition, enterprise AI returns and whether productivity gains will shrink teams or raise the bar for everyone.
1:18:07EN20VC with Harry Stebbings· 2026년 7월 2일팟캐스트 · 3명20VC Roundtable: AI Spending, Model Competition and Software Acquisitions게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate enterprise AI returns, prediction markets, SaaS roll-ups and the cost of raising capital.
1:28:02EN20VC 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.
1:16:37EN20VC 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.
1:28:10EN20VC 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.
1:25:00EN20VC 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.
1:14:30EN20VC 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.
57:42EN20VC 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.
1:39:00EN20VC 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.
1:14:12EN20VC with Harry Stebbings· 2026년 6월 1일팟캐스트 · 2명Brendan Foody on Mercor, AI Data and the Future of Work게스트 Brendan Foody · 진행자 Harry StebbingsThe Mercor CEO discusses a security incident, data-provider economics, enterprise agents and the uncertain effects of AI on employment.
1:27:44EN20VC with Harry Stebbings· 2026년 5월 28일팟캐스트 · 3명AI Spending, Layoffs and IPO Speculation: Jason Lemkin and Rory O’Driscoll on the Economics of Agents게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsA 20VC roundtable examines how businesses weigh AI tokens against human work, and how investors assess infrastructure startups amid uncertain valuations and reported IPO plans.더 보기47개 중 24개 표시