01:14:26
Why AI Demand Is Outrunning Compute Supply
This a16z podcast episode features an investor discussion on why AI demand is consistently outrunning compute supply, and what that i...
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24:35
Grok 4.6 Shows How Fast Your AI Options Are Expanding
The AI Daily Brief's August 13, 2026 headlines edition packs in several significant AI industry developments under a single theme: th...
44:11
CoreWeave, Supermicro Lead Tech Stocks Higher on Results | Bloomberg Tech 8/12/2026
This August 12, 2026 edition of Bloomberg Tech covers a dense slate of AI infrastructure and market news, anchored by earnings result...
01:27:06
Sam Altman Offers Trump 5% of OpenAI | Enterprises Fear Frontier Models | DeepSeek Builds Own Chips
In this episode of 20VC, Harry Stebbings and Jason Calacanis break down four major AI industry stories that broke in rapid succession...
24:03
AI Focused Companies Are Hiring More
The AI Daily Brief covers two significant industry headlines alongside a detailed look at AI's measurable impact on employment. The l...
02:43:50
AI for Science & Sovereign AI
This episode of the Cognitive Revolution morning show, hosted by Prakash and Nathan, opens with real-time analysis of Micron's blowou...
01:14:31
Nebius Co-Founder on AI Infrastructure Bubbles | How Price Elastic is Demand for Compute
Harry Stebbings sits down with Roman Chernin, co-founder of Nebius, the AI infrastructure company spun out of Yandex that has grown t...
16:30
SWE-rebench: Lessons from Evaluating Coding Agents — Ibragim Badertdinov, Nebius
Ibragim Badertdinov, an AI researcher at Nebius with an unconventional background—a trained dentist turned NeurIPS and ICML author—pr...
01:14:12
Mercor CEO on Why Application Layer Companies Have No Defensibility & Token Spend Exceeds Salaries
Brandon Foody, co-founder and CEO of Mercor, joins Harry Stebbings on 20VC for one of his most candid interviews to date. Mercor is n...
01:27:17
Andrej Karpathy Joins Anthropic | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1
In this episode of 20VC, Harry Stebbings and his panel break down a week packed with headline AI industry moves. The biggest story: A...