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  1. 20VC with Harry Stebbings1h 8m

    George Sivulka, Co-Founder & CEO @Hebbia: The Future of Foundation Models | E1250

    George Sivulka, Harry Stebbings

    George, a former NASA intern turned Stanford PhD dropout, founded Hebbia in 2020 to build AI agents that perform deep financial analysis rather than relying on standard retrieval methods. Supported by investors Peter Thiel and Mike Volpe, he developed the company while living in a closet, focusing on high-stakes use cases like credit agreements to validate enterprise AI value. He projects that a shift toward scaling at inference and orchestrating multiple models will drive $100 trillion in economic value over the next six decades, positioning Hebbia to redefine the agentic application layer.

  2. Sequoia Capital52 min

    Turning Graph AI into ROI ft Kumo’s Hema Raghavan

    Hema Raghavan, Konstantine Buhler, Sonya Huang, Constantine, Sonia

    Kumo AI co-founder Hema Raghavan presents a GPU-accelerated AutoML platform that automatically constructs graph structures from relational data to enable predictive SQL-like queries without manual engineering. The system delivers rapid four-week proofs of concept for sectors ranging from fintech fraud detection to healthcare demand forecasting by integrating directly with Snowflake and Databricks while maintaining strict data residency. By combining optimized cost architectures with explainability features and LLM synergies, Kumo lowers the barrier to graph learning for diverse enterprises requiring immediate, accurate model insights.

  3. 20VC with Harry Stebbings1h 17m

    Hussein Kanji, Founder @Hoxton Ventures: Why AI Means London Can Compete with the US | E1248

    Hussein Kanji, Harry Stebbings

    Hoxton Advisors has evolved from a seed fund into a multi-stage firm targeting $150–$250 million to aggressively concentrate capital in European companies with global scaling potential. The strategy prioritizes deep ownership stakes in early winners, utilizing a disciplined exit framework and contrarian sector bets like specialized AI to maximize returns while mitigating the risks of market commoditization. Through this approach, the firm aims to build a durable institutional entity that challenges prevailing venture trends and addresses structural gaps in the European investment landscape.

  4. All-In Podcast48 min

    Ted Cruz: Trump's First Week, Texas vs. California, Immigration, DOGE, Greenland

    Ted Cruz, Trump, Senator Ted Cruz, Chamath, Jason, Friedberg

    Senator Ted Cruz joined the All In Podcast live from President Donald Trump's inauguration to detail the incoming administration's aggressive strategy of approximately 100 executive orders focused on border security, energy deregulation, and tax extensions. Cruz contrasted Texas's population growth and economic model driven by low regulation with California's fiscal struggles, while advocating for specific reforms such as the Department of Government Efficiency, term limits, and expedited FDA approvals. The discussion also highlighted the administration's national security objectives, including renegotiating the Panama Canal and potentially acquiring Greenland, alongside a critique of welfare incentives and socialized healthcare systems.

  5. Milken Institute55 min

    2025 Milken Institute Best Performing Cities Overview

    Maggie Switek, Janet Cowell, Ben Nadolski

    The Milken Institute ranked Raleigh, North Carolina, and Ogden-Clearfield, Utah, as the top two large U.S. metropolitan areas by balancing labor market data with community well-being metrics. Raleigh achieved this standing through a diverse economy anchored by life sciences and higher education, alongside strategic investments in green infrastructure and inclusive workforce training. Meanwhile, Ogden-Clearfield leveraged its defense and aerospace base, a culture of shared responsibility, and an equitable income distribution model to secure the number two spot while preparing for the 2034 Winter Olympics.

  6. 20VC with Harry Stebbings1h 2m

    Eran Zinman, Co-Founder & Co-CEO @Monday.com: Going Upmarket, International and Multi-Product |E1247

    Eran Zinman, Harry Stebbings

    After scaling from $6M to $1B ARR in three years, the company successfully navigated early fundraising hurdles and a strategic pivot from communication tools to flexible work management through a proprietary performance marketing engine and a dual-co-CEO structure. The platform's 100% customizability drove rapid adoption across non-tech sectors, prompting the launch of specialized CRM and service products that grew to $25M ARR in a single year while the leadership prioritized cash flow optimization over traditional accounting metrics. By formalizing a governance culture of total transparency and a philosophy of tackling the hardest operational challenges first, the founders positioned the business for a public market IPO focused on long-term structural maturity.

  7. Milken Institute1h 1m

    The Emerging World of Opportunities: Insights from MI's Global Opportunity Index | Global Conference

    Carole Biau, Jarred Glansbeek, Richard Jadulan, Leticia Jáuregui Casanueva, Toyin Sanni, Carol Beo, Jared Glanzbeck

    The Milken Institute Global Opportunity Index panel evaluated investment landscapes across Sub-Saharan Africa, Latin America, and Asia, highlighting specific regional drivers such as Nigeria's administrative reforms, Mexico's nearshoring potential, and the Philippines' regulatory liberalization. Key speakers Jared Glanzbeck, Dr. Toyin Sani, and Leticia Haureyi-Casanueva emphasized that undervalued emerging markets offer significant equity entry points when investors overcome perception gaps through local partnerships and targeted focus on gender diversity and climate resilience. The discussion concluded that strategic capital allocation into human capital and sustainable infrastructure remains critical for capturing the substantial foreign direct investment inflows correlated with improved institutional frameworks.

  8. 20VC with Harry Stebbings1h 14m

    Victor Riparbelli, CEO @Synthesia: OpenAI vs Anthropic vs X.ai - Who Wins and Why | E1246

    Victor Riparbelli, Harry Stebbings

    Synthesia secured $100 million in Series D funding led by NEA, elevating its valuation to $2.1 billion and providing capital to expand its enterprise video workflow platform beyond its current avatar capabilities. Founder Victor Leverett attributes the company's rapid growth to early financial constraints that forced product-market fit, enabling a strategy that targets converting 5% of global text communications into automated video and audio. As the company prepares to dominate this category, it focuses on proprietary presentation models and workflow integration while advocating for financial security through secondary sales to support long-term strategic decision-making.

  9. Milken Institute56 min

    Inclusive Capitalism: Unleashing Growth in the Global Economy | Global Conference 2024

    Troy Duffie, Nisha Biswal, Roger Ferguson, Carla Harris, Martin Nesbitt

    This event convened economic and financial leaders to analyze the U.S. job market, evolving inflation dynamics, and the strategic expansion of private credit and development finance in response to global supply chain shifts. Panelists redefined investment frameworks through "Capitalism 3.0," integrating ESG metrics and diversity initiatives into core risk management while addressing the Series A funding gap for entrepreneurs of color. Key outcomes included the U.S. Development Finance Corporation's doubled mandate to $60 billion and the launch of Morgan Stanley's Next Level Fund, which pairs capital with operational expertise to support inclusive growth and stable returns.

  10. a16z45 min

    How AI is Reshaping Labor Markets: A $Trillion-Dollar Opportunity Explained

    Alex Rampell, David Haber, Angela Strange

    The presentation traces the evolution of software from the 1960s digitization of physical records to the current 2024 era where AI agents substitute human labor rather than merely storing data. This shift fundamentally alters revenue models by threatening traditional seat-based licensing with "autopilot" pricing structures that charge for work output or cost savings, potentially expanding total addressable markets into labor-intensive verticals like healthcare and legal services. Success in this new landscape depends on startups leveraging messy unstructured data as an entry wedge while incumbents like Salesforce face existential risk if they fail to pivot from productizing software to pricing based on labor displacement.

  11. Sequoia Capital1h 0m

    Turning Academic Open Source into Startup Success ft Databricks Founder Ion Stoica

    Ion Stoica, Stephanie Zhan, Sonya Huang, Jan Stojka, Matej

    Databricks addresses the critical gap between AI experimentation and production by promoting Compound AI Systems and launching the open-weight Dbricks model to ensure enterprise data privacy and compliance. Under founder Jan Stojka's guidance, the company leverages strategic partnerships with rivals like Microsoft while prioritizing robust data infrastructure over base model capabilities to drive accuracy and security. Looking ahead, the organization forecasts a shift toward commoditized inference costs and autonomous agents, urging founders to focus on verifiable, production-ready solutions rather than technical demonstrations.

  12. 80,000 Hours1h 24m

    Off the Clock #7: Getting on the Crazy Train with Chi Nguyen

    Chi Nguyen, Bella, Huon, Matt Reardon, Huynh

    Researcher Chi Nguyen joins the podcast to discuss evidential cooperation in large worlds and the ethical implications of voting, while addressing recent shifts in Warren Buffett's philanthropy toward cultural causes in Nebraska. The conversation critically examines decision theories that prioritize counterintuitive logical consistency against pragmatic constraints, debating whether increased societal altruism or improved effectiveness yields greater long-term benefits. Despite funding challenges for her specific research field, Nguyen argues for maintaining civic engagement and challenges the assumption that billionaires must prioritize health outcomes over other charitable domains.

  13. 20VC with Harry Stebbings1h 24m

    Shervin Pishevar: What Really Happened in the Firing of Travis Kalanick | E1245

    Shervin Pishevar, Travis Kalanick, Harry Stebbings

    Menlo Ventures partner Shervin Pishevar led Uber's early $290 million Series B and later personally invested $1.4 billion, helping the company scale globally before a 2017 boardroom conflict orchestrated by Benchmark partners Bill Gurley forced founder Travis Kalanick to resign. Pishevar subsequently engaged in high-stakes legal battles against the firm over the ousting, which he argues destroyed $100 billion in potential value, while offering to buy out their stake to preserve the company's direction. Beyond the Uber saga, the discussion reflects on the decline of traditional venture capital, the rise of self-funded founders, and bullish forecasts for artificial intelligence and superintelligence within the next two decades.

  14. 80,000 Hours1h 24m

    Should we deliberately intervene in the climate? | Kelly Wanser (2021)

    Kelly Wanser, Rob Wiblin

    Silver Lining, led by Executive Director Kelly Wenzel, advocates for urgent government funding of climate intervention research to address projected warming that exceeds safe limits despite current decarbonization efforts. The organization actively promotes the study of diverse technical approaches, such as stratospheric aerosol injection and marine cloud brightening, while navigating complex debates over moral hazards, geopolitical risks, and governance frameworks. By positioning these scientific inquiries as essential safeguards for a rapidly destabilizing climate, Silver Lining seeks to secure bipartisan support and coordinate international cooperation to ensure humanity retains sufficient options for global temperature control.

  15. 20VC with Harry Stebbings1h 0m

    Mikey Shulman, CEO @Suno: The Future of Music, What is Gonna Happen? | E1244

    Mikey Shulman, Harry Stebbings

    Suno pivoted from enterprise tools to a consumer generative music platform that challenges industry norms by prioritizing "many small models" over massive scaling to address subjective musical taste. Despite facing significant GPU costs and an RIAA lawsuit regarding training data, the company validated its product through immediate pricing and partnerships with industry figures like Timbaland to avoid commoditization. By migrating users from chat interfaces to a dedicated web application and securing nearly $125 million in funding, Suno aims to transform music consumption into an active creative social network where curation and quality supersede technical skill.