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20VC with Harry Stebbings

How to Build a $100M Growth Engine: Lessons from Wispr Flow & Superhuman | Matt Swulinski

67 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Matt Swulinski argues that AI SaaS should combine e-commerce-grade paid acquisition, rigorous incrementality measurement, product-led activation, and lean agentic oper…

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AI Engineer

From RL to IRL — Gaurav Mishra, Amazon AGI Lab

13 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Reinforcement learning produces capable computer-use agents only when training and runtime systems model real-world UI messiness, irreversible risk, adversarial conten…

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AI Engineer

The Rise of CaaS: Context-as-a-Service for Agentic AI — Omer Primor, Bright Data

18 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Agent systems should treat web context as a costed, continuously refreshed asset: use AI search for ad hoc discovery, but own and maintain a purpose-built context laye…

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AI Engineer

How Web Data Infrastructure Powers the Next Generation of AI — Patricija Žemaitytė, Oxylabs

11 min read

## At-a-Glance - Verdict: Skim - Core thesis: The next generation of AI depends less on models alone than on an adaptive web-data infrastructure layer that can retrieve, structure, and deliver current external informatio…

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My First Million

4 wild AI predictions from a $39B tech founder

58 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Brett Adcock argues that the next AI platform will combine autonomous computer-using agents with radically new AI-native hardware, while humanoid robotics will be won …

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AI Engineer

Bringing agents onto the world wide web — Paul Klein IV, Browserbase

16 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Reliable web agents are now constrained less by model capability than by the engineering harness around them: multimodal execution, reusable skills and memory, determi…

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AI Engineer

The Dark Arts of Web Automation: Teaching Agents to Use Websites Like Humans — Corey Gallon, Rexmore

16 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Reliable browser agents should use deterministic CLI/CDP automation for routine interaction, reserve model reasoning for perception-heavy exceptions, and progressively…

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More or Less Podcast

Special Edition MOL with Josh Wolfe, Rachel Holt, Scott Belsky, Scott Stanford, and Peter Deng.

55 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: The panel argues that AI's value will shift from frontier-model access to trusted agent control, proprietary real-world data, and domain-specific execution, while the …

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AI Engineer

Adaption Labs: Gradient-Free Continual Learning — Sara Hooker, Adaption

16 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Sara Hooker argues that frontier AI is moving away from pretraining-scale dominance toward automated, domain-specific continual adaptation, making high-quality data, p…

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AI Engineer

LLM Knowledge Bases: a practical guide — Ben Holmes, Warp

19 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: A useful personal or team LLM knowledge base can be built from messy Markdown notes by separating capture from agent-driven enrichment, wiki generation, scheduled main…

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AI Engineer

Bringing Continual Learning into Enterprises — Samuel Denton, Applied Compute

15 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Enterprises can begin improving agents immediately from static production traces using offline hints, then progress to higher-ceiling continual learning by generating …

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20VC with Harry Stebbings

Canva Slahes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab

77 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: AI is creating a sharp divide between companies that are structurally amplified by the compute boom or rapidly reorient around agentic workflows, and incumbent prosume…

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Every

Microsoft’s Vision for an Internet Made for Agents With CTO Kevin Scott (Best of the Pod)

21 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Kevin Scott argues that AI capability now exceeds most product implementations, and the next critical layer is an open, secure “agentic web” that gives agents persiste…

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AI Engineer

Designing Agents (The Floor Is the Frontier) — Ben Hylak, Raindrop

15 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Production agent teams should prioritize raising the reliability floor—detecting, sizing, and preventing harmful failures—over building brittle benchmark-maximizing ev…

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AI Engineer

Lessons from Studying Every Memory System — Shlok Khemani, Independent

13 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: AI memory is not a generic RAG feature but a product-specific, compute-constrained control loop that must synthesize, retrieve, expose, and reconcile a user's evolving…

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AI Engineer

Improving Agents is a Data Mining Problem — Vivek Trivedy, LangChain

16 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Improving production agents is fundamentally a trace-data mining loop: instrument every run, mine behavior and feedback at scale, convert findings into evals, harness …

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My First Million

3 killer businesses hiding in plain sight

42 min read

## At-a-Glance - Verdict: Skim - Core thesis: Million-dollar opportunities are often hidden in specialized, operationally painful industries that outsiders overlook; finding them requires sustained exposure, deliberate n…

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AI Engineer

Scaling up Continual Learning — Ronak Malde, Trajectory

18 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: On-policy self-distillation can turn production agent traces into dense, token-level learning signals without GRPO's costly parallel rollouts, but scaling it to long-h…

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AI Engineer

Memory Harnesses for Long-Running Research Agents — Stefania Druga, Sakana.ai

8 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: For long-running agents, memory should be treated as an explicit write-manage-read control loop, with a ranked decision-ledger recall policy outperforming no memory, g…

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AI Engineer

Scaling Compute on Context — Jack Morris, Engram

15 min read

## At-a-Glance - Verdict: Skim - Core thesis: AI’s next personalization and domain-expertise frontier is to spend scalable training compute on a fixed private context so a pretrained model develops durable depth, rather …

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