AI Fund’s GP, Andrew Ng: LLMs as the Next Geopolitical Weapon & Do Margins Still Matter in AI?
17 Nov 2025
1h 6m
20VC with Harry Stebbings
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Find more in PodwiseTuring CEO Jonathan Siddharth: Who Wins in Data Labelling & Why 99% of Knowledge Work Will Disappear
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Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat
27 Nov 2025
1h 32m
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Kalshi CEO Tarek Mansour on Raising $1BN, CNN and CNBC Deals & the Polymarket Feud
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47m
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a16z's David George on the Most Controversial Bet at a16z & Do Margins and Revenue Matter in AI?
15 Dec 2025
1h 11m
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Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges
22 Dec 2025
1h 12m
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Will Cursor Kill Figma? Lightspeed Raises $9B & OpenAI’s $1B from Disney & #1 App in App Store
18 Dec 2025
1h 21m
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Harvey CEO Winston Weinberg: How to Make Mega Deals | Lessons from Rabois, Halligan & Grady
19 Jan 2026
1h 13m
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Alex Rampell: The Best Founders Materialise Capital, Customers & Labour | The Future of Venture
12 Jan 2026
1h 15m
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Legora CEO, Max Junestrand: $7M ARR in a Day | Harvey vs Legora: Is a Legal AI Winner Takes All?
26 Jan 2026
1h 6m
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The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI
05 Feb 2026
1h 37m
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a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble?
09 Feb 2026
1h 20m
20VC with Harry Stebbings
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The Ruthless Sales Culture Behind ElevenLabs Growth | Carles Reina
15 Feb 2026
16m
20VC with Harry Stebbings
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OpenAI's Codex Lead: Why Coding as We Know It is Over
21 Feb 2026
1h 3m
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The SaaS Apocalypse: Who Lives & Who Dies | Insight Partners Co-Founder, Jerry Murdock
28 Feb 2026
1h 0m
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Mitchell Green: Why 50% of VCs Should Not Exist
07 Mar 2026
1h 4m
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Marc Andreessen on The Future of VC: Will a16z Go Public & Why Introspection is Dangerous?
30 Mar 2026
1h 16m
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How Hims & Hers Reached a $4.3BN Market Cap on $2.3BN of Revenue | Andrew Dudum
04 Apr 2026
1h 3m
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Demis Hassabis: Why AGI is Bigger than the Industrial Revolution & Where Are The Bottlenecks in AI
07 Apr 2026
32m
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Are SaaS Companies Cooked: Which Thrive & Which Die | Aaron Levie
20 Apr 2026
54m
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AppLovin CEO: Why Founders Shouldn't Angel Invest & Why the Best Don't Need Mentorship
27 Apr 2026
1h 20m
20VC with Harry Stebbings
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Shopify CEO on How AI is a Scapegoat for Mass Layoffs & Trump Derangement Syndrome in Canada
04 May 2026
1h 20m
20VC with Harry Stebbings
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Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Microsoft Down
07 May 2026
1h 36m
20VC with Harry Stebbings
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Why Anthropic Are Causing a Comp Crisis & Why You’d Never Hire From Salesforce or ServiceNow
23 May 2026
1h 23m
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Nebius Co-Founder on AI Infrastructure Bubbles | How Price Elastic is Demand for Compute
08 Jun 2026
1h 14m
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Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China
15 Jun 2026
1h 35m
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Nikesh Arora on the Frontier Model Problem: Breadth vs Depth | The Future of Token Costs
22 Jun 2026
1h 16m
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Vol.3 对话VAST创始人宋亚宸：神学爱好者创业，做出被马斯克转发的3D大模型
23 Sep 2024
1h 36m
硅基立场
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Vol.1 狂奔中的AI行业，跟10年前的移动互联网到底像不像？
05 Aug 2024
1h 47m
硅基立场
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Vol.2 硅谷明星AI公司 Character.ai 的终局
13 Aug 2024
1h 17m
硅基立场
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Vol.5 和Deepmind前科学家、硅谷AI Agent创业者聊聊如何把你的电脑变成另一个你
16 Oct 2024
1h 14m
硅基立场
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Vol.4 跟硅谷的智能眼镜华人创业者聊聊Meta的新眼镜Orion；以及最适合搭载AI能力的下一代硬件，为什么是眼镜？
30 Sep 2024
1h 19m
硅基立场
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Vol.7 大模型六小龙，别再端着了！
25 Jan 2025
1h 18m
硅基立场
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Vol.6 机器人为什么要像人？大模型爆发跟它有什么关系？当我们在讨论具身智能的时候，到底在关注什么？
22 Oct 2024
1h 44m
硅基立场
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Vol.9 对话群核科技黄晓煌：拿着锤子找钉子的“杭州六小龙”，终于等来了“空间智能”的黎明
30 Mar 2025
57m
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Vol.8 邀请码、自嗨、“套壳”和通用Agent：Manus妖股式爆火营销之后的冷思考
10 Mar 2025
1h 10m
硅基立场
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Vol.11 对话Haivivi李勇｜首个“AI 奥特曼”诞生背后：一家不想让AI“全知全能”的AI公司，过山车般的一年
01 Sep 2025
1h 12m
硅基立场
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Vol.10 对话 Rabbit 创始人吕骋：做 AI Agent，向所有人开战
09 Apr 2025
1h 14m
硅基立场
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Vol.13 一周 AI 敞开聊：OpenAI 杀死了硅谷的 to C 创业 ？英伟达的 6G 布局，5万亿市值也焦虑？
03 Nov 2025
1h 48m
硅基立场
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Vol.12 我们为什么对AI产品这么宽容|对谈葬愛咸鱼
15 Oct 2025
47m
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Vol.15 "AI分身是真人还是角色？"对谈Facebook前研究员、Second Me创始人陶芳波（上）
19 Nov 2025
1h 14m
硅基立场
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Vol.14 “AI 浏览器是最差的交互形态，搜索也是”，一场关于 Agent 未来形态的碰撞，答案在风中飘荡
07 Nov 2025
1h 13m
硅基立场
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Vol.16 "AI分身是真人还是角色？"对谈Facebook前研究员、Second Me创始人陶芳波（下）
19 Nov 2025
1h 5m
硅基立场
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Vol.19 对话印奇：如果在 AI 1.0 时代学到了 10 个教训，AI 2.0 时代要避免学到另外10个
27 Jan 2026
58m
硅基立场
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Vol.22 对话吕骋：差点成先烈，被 Agent 救了，CLI 和 AI 原生电脑
24 Mar 2026
1h 29m
硅基立场
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Vol.25 对话 EvoMap 张昊阳：被 Hermes Agent “抄袭”之后的日子
10 May 2026
2h 2m
硅基立场
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Vol.24 对话 Cathy Di & Long Yi：进了 YC 就像进了「体制内」
09 Apr 2026
2h 26m
硅基立场
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E161.脱离理性暴政，去尽情游戏吧！
08 Jun 2026
1h 56m
面基
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E163.要完了？不！是要玩了！
22 Jun 2026
1h 16m
面基
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E162.康波周期中的AI：新技术总在萧条期爆发，bad times make good people
15 Jun 2026
1h 52m
面基
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