필터 결과
31개정렬
1:00:39EN
a16z· 2026년 10월 23일팟캐스트 · 3명Amazon CEO Andy Jassy on the $220 Billion AI Buildout게스트 Andy Jassy · 진행자 Ben Horowitz, Erik TorenbergEven at roughly $220 billion of 2026 CapEx, Jassy says Amazon is still turning away AI demand. He tells Ben Horowitz and Erik Torenberg why AWS could become a trillion-dollar run-rate business, and why inference cost, custom chips, and smaller teams matter more than squeezing old customers.
1:15:51EN
20VC with Harry Stebbings· 2026년 10월 8일팟캐스트 · 4명The AI Race, Founder Loyalty and the New Rules of Enterprise Software게스트 Dev Ittycheria, Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Dev Ittycheria, Jason Lemkin and Rory O’Driscoll debate model competition, startup exits and what happens when AI agents choose vendors.
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.
1:22:31EN20VC with Harry Stebbings· 2026년 9월 10일팟캐스트 · 3명AI Assistants, Enterprise Adoption and the Venture Market’s New Risks게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate personal agents, legal AI, autonomous vehicles and the economics of financing AI companies.
1:20:29EN20VC with Harry Stebbings· 2026년 9월 3일팟캐스트 · 3명AI Compute, Agent Security and the Race to Build More Software게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss chip demand, personal agents, software competition and how AI may change enterprise buying.
1:20:22EN20VC with Harry Stebbings· 2026년 7월 30일팟캐스트 · 3명20VC Roundtable on Open Weights, AI Spending and Software Investing게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI safety, chip investment, enterprise budgets and the future of software.
1:27:39EN20VC with Harry Stebbings· 2026년 7월 23일팟캐스트 · 3명20VC Roundtable on Open Models, AI Economics and Payments Deals게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss model security, inference investment and a reported PayPal proposal.
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.
1:27:05EN20VC with Harry Stebbings· 2026년 7월 9일팟캐스트 · 3명20VC on AI Regulation, Compute Economics and Enterprise Adoption게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported AI policy proposals, infrastructure spending, software deployment and startup liquidity.
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.
1:28:10EN20VC 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.
1:27:44EN20VC 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.
1:27:17EN20VC 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.
1:19:05EN20VC 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.
1:36:35EN20VC with Harry Stebbings· 2026년 5월 7일팟캐스트 · 3명AI Spending, Software Stocks and IPO Speculation: A 20VC Earnings Roundtable게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsJason Lemkin and Rory O’Driscoll assess technology earnings, software growth and reported AI funding, then debate how leaders and workers adapt to AI.
1:28:19EN20VC with Harry Stebbings· 2026년 4월 30일팟캐스트 · 3명AI Compute, Private Equity and the Narrowing Exit: A 20VC Roundtable게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsJason Lemkin and Rory O’Driscoll debate reported AI financing, software’s future and what private-equity losses could mean for venture investors.
1:50:05EN20VC with Harry Stebbings· 2026년 4월 23일팟캐스트 · 3명Cursor Deal Claims, AI Valuations and the Enterprise Agent Race: A 20VC Roundtable게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsJason Lemkin and Rory O’Driscoll weigh a purported Cursor transaction, design software and enterprise agent infrastructure, while debating IPO and valuation risk.
1:30:31EN20VC with Harry Stebbings· 2026년 4월 16일팟캐스트 · 3명AI 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.
1:32:21EN20VC with Harry Stebbings· 2026년 4월 9일팟캐스트 · 3명AI 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.
1:19:18EN20VC 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.
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.
1:21:20EN20VC with Harry Stebbings· 2026년 3월 12일팟캐스트 · 3명Anthropic’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.
1:21:53EN20VC with Harry Stebbings· 2026년 2월 26일팟캐스트 · 3명Citrini’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.더 보기31개 중 24개 표시