필터 결과
48개정렬
23:48ENSatya Nadella on Zero Trust for AI and Why Every Company Should Own Its Intelligence게스트 Satya Nadella · 진행자 Harry StebbingsThe Microsoft CEO argues that capable agents need security boundaries even as alignment research remains unsettled, and explains why firms should retain the value created by their own AI use.
59:41EN20VC: 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 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.
1:05:01ENChase 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.
1:08:54ENParag 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.
1:20:43ENAI 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.
1:19:54ENThomas 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.
1:16:00ENJD 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.
1:04:35ENCliff 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.
1:29:22ENEno 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.
1:10:08ENJerry 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.
1:08:25ENAlex 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.
1:28:42ENLin 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 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.
1:00:08ENArvind 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 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 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.
1:16:37ENNikesh 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 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.
1:25:00ENMatan 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.
1:14:30ENRoman 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.
57:42ENJacob 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 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.
1:14:12ENBrendan 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.
더 보기48개 중 24개 표시









