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How Hims & Hers Reached a $4.3BN Market Cap on $2.3BN of Revenue | Andrew Dudum

20VC with Harry Stebbings

Demis Hassabis: Why AGI is Bigger than the Industrial Revolution & Where Are The Bottlenecks in AI

20VC with Harry Stebbings

Are SaaS Companies Cooked: Which Thrive & Which Die | Aaron Levie

20VC with Harry Stebbings

AppLovin CEO: Why Founders Shouldn't Angel Invest & Why the Best Don't Need Mentorship

20VC with Harry Stebbings

Shopify CEO on How AI is a Scapegoat for Mass Layoffs & Trump Derangement Syndrome in Canada

20VC with Harry Stebbings

Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Microsoft Down

20VC with Harry Stebbings

Why Anthropic Are Causing a Comp Crisis & Why You’d Never Hire From Salesforce or ServiceNow

20VC with Harry Stebbings

Nebius Co-Founder on AI Infrastructure Bubbles | How Price Elastic is Demand for Compute

20VC with Harry Stebbings

Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China

20VC with Harry Stebbings

Nikesh Arora on the Frontier Model Problem: Breadth vs Depth | The Future of Token Costs

20VC with Harry Stebbings

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

Vol.1 狂奔中的AI行业，跟10年前的移动互联网到底像不像？

Vol.2 硅谷明星AI公司 Character.ai 的终局

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

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？

Vol.7 大模型六小龙，别再端着了！

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？

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

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

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

Vol.10 对话 Rabbit 创始人吕骋：做 AI Agent，向所有人开战

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？

Vol.12 我们为什么对AI产品这么宽容|对谈葬愛咸鱼

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）

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

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）

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

Vol.22 对话吕骋：差点成先烈，被 Agent 救了，CLI 和 AI 原生电脑

Vol.25 对话 EvoMap 张昊阳：被 Hermes Agent “抄袭”之后的日子

Vol.24 对话 Cathy Di & Long Yi：进了 YC 就像进了「体制内」

E161.脱离理性暴政，去尽情游戏吧！

E163.要完了？不！是要玩了！

E162.康波周期中的AI：新技术总在萧条期爆发，bad times make good people

E166.人到中年仨账户：现金流、肌肉、睡眠

E164.《大厂小民》：我们必须克制对系统与上岸的期待

所有净值曲线背后都是人，正态分布的普通人

E167.百万个景观社会：听说你也想当主播？

A股的春夏秋冬：种树、种粮、种菜

Agentic AI: Redefining How We Interact with Technology

BG2 w/ Bill Gurley & Brad Gerstner | NVDA, Chips, AI Compute Build Out, AI Impact on Big Tech | E03

Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner

Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner

Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner

Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner

Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner

BG2 Thanksgiving Roundtable: DOGE, EV Tax Credit, Tariffs, Conspiracy Theories, Invest America

Ep20. AI Scaling Laws, DOGE, FSD 13, Trump Markets | BG2 w/ Bill Gurley & Brad Gerstner

AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner

Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner

Stargate, Executive Orders, TikTok, DOGE, Public Valuations | BG2 w/ Bill Gurley & Brad Gerstner

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