필터 결과
62개정렬
1:19:50ENSameer Dholakia on AI Investing, Bessemer's Growth Strategy and Company Culture게스트 Sameer Dholakia · 진행자 Harry StebbingsThe Bessemer partner explains his approach to pricing fast-growing AI companies, backing founders and building teams, while discussing the risks behind his optimistic forecasts.
1:05:56ENAaron Katz on ClickHouse, AI Revenue Durability and Enterprise Data게스트 Aaron Katz · 진행자 Harry StebbingsClickHouse’s CEO discusses agent workloads, open models, fundraising and the metrics he uses to judge durable growth.
1:30:48ENDavid Frankel on Seed Investing, AI Winners and the Value of Patience게스트 David Frankel · 진행자 Harry StebbingsFounder Collective’s co-founder debates fund size, valuations and exits with Harry Stebbings, and explains why he expects both transformative AI companies and heavy losses.
1:06:45ENMatt Murphy on Anthropic, Open Models and the New Venture Playbook게스트 Matt Murphy · 진행자 Harry StebbingsThe Menlo Ventures partner explains his investments in Anthropic, Lovable and Legora, and debates AI margins, model competition and venture fund strategy.
1:04:36ENWix CEO Avishai Abrahami on Base44, AI and Building for Small Businesses게스트 Avishai Abrahami · 진행자 Harry StebbingsThe Wix co-founder discusses AI-assisted application building, software economics, customer support and leadership through market uncertainty.
1:11:01ENMike Mignano on AI Applications, Open Models and Venture Strategy게스트 Mike Mignano · 진행자 Harry StebbingsThe USV partner discusses AI agents, token spending and the opportunities and risks for startups building above the model layer.
1:06:10ENK. R. Sridhar on Distributed Power, AI Demand and Energy Access게스트 K. R. Sridhar · 진행자 Harry StebbingsBloom Energy’s CEO discusses data-center power, manufacturing, natural gas and his vision for broader electricity access.
1:35:16ENPerplexity 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.
56:55ENNico Laqua on Corgi’s Work Culture, Fundraising and AI게스트 Nico Laqua · 진행자 Harry StebbingsCorgi’s co-founder describes a seven-day work culture, the company’s cafe and equity practices, and his approach to investors and AI.
1:08:23ENShiv 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.
1:57:54ENCliff 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.
48:49ENAmjad Masad on Replit, Coding Agents and the Future of Software게스트 Amjad Masad · 진행자 Harry StebbingsReplit’s CEO discusses model routing, software economics, maintenance and the changing roles of builders and engineers.
54:54ENAaron Levie on Enterprise AI, Software Value and the Future of Work게스트 Aaron Levie · 진행자 Harry StebbingsThe Box CEO discusses how agents could reshape enterprise workflows, token budgets and software markets while humans remain involved.
1:15:19ENAnj Midha on Anthropic, Compute Bottlenecks and Building Frontier AI게스트 Anjney Midha · 진행자 Harry StebbingsThe AMP founder recounts Anthropic’s early fundraising and explains his investment thesis around scientific feedback, compute coordination and AI infrastructure.
1:16:32ENMarc Andreessen on Venture Investing, AI and the Work of Building게스트 Marc Andreessen · 진행자 Harry StebbingsThe a16z co-founder discusses founder selection, venture economics, AI and why his firm has no current need to go public.
1:18:06ENGokul Rajaram on Software Moats, AI Products and Venture Returns게스트 Gokul Rajaram · 진행자 Harry StebbingsThe operator and investor explains his eight-part framework for software defensibility and debates how AI changes product strategy, growth and venture investing. His company assessments and forecasts are opinions, and he has investments or board roles in several businesses discussed.
1:03:53ENMiles Clements on Cursor, AI Investing and Venture Fund Decisions게스트 Miles Clements · 진행자 Harry StebbingsThe Accel partner discusses AI product durability, pricing fast-growing companies and the choices investors face around ownership and liquidity. Accel has invested in Cursor, Anthropic and other companies he discusses.
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.
1:03:18ENAlexander Embiricos on Codex, Coding Agents and the Future of Building게스트 Alexander Embiricos · 진행자 Harry StebbingsOpenAI’s Codex product lead discusses delegation, review, enterprise adoption and his vision for general-purpose agents. His product claims and forecasts reflect his role at OpenAI and are not independently tested in the interview.
1:29:46ENKlarna CEO Sebastian Siemiatkowski on AI, Software and the Future of Banking게스트 Sebastian Siemiatkowski · 진행자 Harry StebbingsThe Klarna cofounder explains his predictions about software switching costs, customer service and a digital financial assistant, while discussing the pressures of building a public company.
1:15:08ENOren Zeev on AI, Venture Fund Economics and Investing Against Consensus게스트 Oren Zeev · 진행자 Harry StebbingsThe solo investor discusses growth, concentrated portfolios, fund incentives and the uncertainty facing venture firms as AI changes markets.
1:11:52ENDavid George on Venture Fund Scale, AI Economics and Backing Founders게스트 David George · 진행자 Harry StebbingsThe Andreessen Horowitz growth investor discusses private-market returns, AI company valuations and the judgment behind the firm’s investments.
1:17:01ENJonathan Siddharth on AI Training Data, Enterprise Agents and the Future of Work게스트 Jonathan Siddharth · 진행자 Harry StebbingsThe Turing CEO discusses reinforcement-learning environments, enterprise deployment and his expectations for AI-driven changes to software and employment.
1:06:06ENAndrew Ng on AI Infrastructure, Open Models and Building Useful Applications게스트 Andrew Ng · 진행자 Harry StebbingsThe AI Fund general partner discusses computing constraints, geopolitics, adoption and the economics of AI products.
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