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20VC with Harry Stebbings· 19. März 2026Podcast · 3 StimmenNvidia’s AI Spending Outlook, Anduril’s Army Contract and the Venture Math Behind Big BetsGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate infrastructure spending, AI-driven organizational change and the challenge of investing in huge markets.
1:18:06EN20VC with Harry Stebbings· 16. März 2026Podcast · 2 StimmenGokul Rajaram on Software Moats, AI Products and Venture ReturnsGast: Gokul Rajaram · Moderation: Harry StebbingsThe operator and investor explains his eight-part framework for software defensibility and debates how AI changes product strategy, growth and venture investing. His company assessments and forecasts are opinions, and he has investments or board roles in several businesses discussed.
1:21:20EN20VC with Harry Stebbings· 12. März 2026Podcast · 3 StimmenAnthropic’s Pentagon Dispute, AI Infrastructure and the Venture Investors’ Market DebateGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate an unresolved government dispute, the economics of compute, junior hiring and software valuations.
1:03:53EN20VC with Harry Stebbings· 9. März 2026Podcast · 2 StimmenMiles Clements on Cursor, AI Investing and Venture Fund DecisionsGast: Miles Clements · Moderation: Harry StebbingsThe Accel partner discusses AI product durability, pricing fast-growing companies and the choices investors face around ownership and liquidity. Accel has invested in Cursor, Anthropic and other companies he discusses.
1:25:26EN20VC with Harry Stebbings· 5. März 2026Podcast · 3 StimmenAnthropic, Block and Cursor: A 20VC Roundtable on AI and SoftwareGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate government oversight of AI, software valuations, layoffs and coding tools. Their financial figures and predictions are estimates or reported claims, not independently verified results.
1:06:37EN20VC with Harry Stebbings· 23. Feb. 2026Podcast · 2 StimmenLucas Swisher on AI Growth Investing, Fund Size and the Price of ScaleGast: Lucas Swisher · Moderation: Harry StebbingsThe Coatue growth investor discusses software valuations, concentrated funds, AI economics and the judgment behind follow-on investments.
1:03:18EN20VC with Harry Stebbings· 21. Feb. 2026Podcast · 2 StimmenAlexander Embiricos on Codex, Coding Agents and the Future of BuildingGast: Alexander Embiricos · Moderation: Harry StebbingsOpenAI’s Codex product lead discusses delegation, review, enterprise adoption and his vision for general-purpose agents. His product claims and forecasts reflect his role at OpenAI and are not independently tested in the interview.
1:29:46EN20VC with Harry Stebbings· 16. Feb. 2026Podcast · 2 StimmenKlarna CEO Sebastian Siemiatkowski on AI, Software and the Future of BankingGast: Sebastian Siemiatkowski · Moderation: Harry StebbingsThe Klarna cofounder explains his predictions about software switching costs, customer service and a digital financial assistant, while discussing the pressures of building a public company.
1:24:39EN20VC with Harry Stebbings· 12. Feb. 2026Podcast · 4 StimmenMike Cannon-Brookes and 20VC on AI, Software Markets and LeadershipGast: Mike Cannon-Brookes, Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsThe Atlassian co-founder joins Harry Stebbings, Jason Lemkin and Rory O’Driscoll to debate AI spending, legal and support software, advertising and the demands on founders. Their financial figures and forecasts are claims or estimates, not independently verified results.
1:15:08EN20VC with Harry Stebbings· 2. Feb. 2026Podcast · 2 StimmenOren Zeev on AI, Venture Fund Economics and Investing Against ConsensusGast: Oren Zeev · Moderation: Harry StebbingsThe solo investor discusses growth, concentrated portfolios, fund incentives and the uncertainty facing venture firms as AI changes markets.
1:23:12EN20VC with Harry Stebbings· 22. Jan. 2026Podcast · 3 StimmenVenture Returns, OpenAI Litigation and the Economics of AI GrowthGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate public software prices, research talent, AI advertising and late-stage venture valuations.
1:30:52EN20VC with Harry Stebbings· 15. Jan. 2026Podcast · 3 StimmenAI Financing, Venture Scale and the Risks Behind Growth ValuationsGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate model-provider competition, large venture funds and a proposed wealth tax.
1:27:29EN20VC with Harry Stebbings· 8. Jan. 2026Podcast · 3 StimmenAI Chip Deals, Founder Exits and the Future of WorkGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss reported Groq and Manus deals, AI compensation, public markets and hiring.
1:12:54EN20VC with Harry Stebbings· 22. Dez. 2025Podcast · 3 StimmenInvestors’ 2026 Predictions: AI, Software Valuations and EmploymentGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll review 2025 and debate software stocks, possible IPOs and AI’s labor-market effects.
1:21:57EN20VC with Harry Stebbings· 18. Dez. 2025Podcast · 3 StimmenCursor, Figma and the Race to Build Across AI WorkflowsGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss venture scale, software convergence and the risks of growth valuations.
1:11:52EN20VC with Harry Stebbings· 15. Dez. 2025Podcast · 2 StimmenDavid George on Venture Fund Scale, AI Economics and Backing FoundersGast: David George · Moderation: Harry StebbingsThe Andreessen Horowitz growth investor discusses private-market returns, AI company valuations and the judgment behind the firm’s investments.
1:35:32EN20VC with Harry Stebbings· 11. Dez. 2025Podcast · 3 StimmenSpaceX Valuations, Harvey’s Growth and the Risks Behind AI DealsGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll examine private-market prices, a proposed media deal, AI applications and fintech competition.
1:11:42EN20VC with Harry Stebbings· 4. Dez. 2025Podcast · 3 StimmenEventbrite, Databricks and the Search for Durable Software GrowthGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate software-market limits, AI pricing and what makes a venture investment last.
1:17:01EN20VC with Harry Stebbings· 1. Dez. 2025Podcast · 2 StimmenJonathan Siddharth on AI Training Data, Enterprise Agents and the Future of WorkGast: Jonathan Siddharth · Moderation: Harry StebbingsThe Turing CEO discusses reinforcement-learning environments, enterprise deployment and his expectations for AI-driven changes to software and employment.
1:32:23EN20VC with Harry Stebbings· 27. Nov. 2025Podcast · 3 StimmenAnthropic’s Financing, NVIDIA’s Chip Risks and the Enterprise AI RaceGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss infrastructure commitments, customer-support software, AI marketing and IPO valuations.
1:26:40EN20VC with Harry Stebbings· 20. Nov. 2025Podcast · 4 StimmenAI Coding Valuations, NVIDIA Risk and the Future of Private MarketsGast: Tomasz Tunguz, Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Tomasz Tunguz, Jason Lemkin and Rory O’Driscoll debate coding tools, infrastructure risk, venture financing and secondary liquidity.
1:06:06EN20VC with Harry Stebbings· 17. Nov. 2025Podcast · 2 StimmenAndrew Ng on AI Infrastructure, Open Models and Building Useful ApplicationsGast: Andrew Ng · Moderation: Harry StebbingsThe AI Fund general partner discusses computing constraints, geopolitics, adoption and the economics of AI products.
1:17:11EN20VC with Harry Stebbings· 13. Nov. 2025Podcast · 3 StimmenAI Defensibility, Venture Risk and the Difficulty of Timing a ShortGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate fast-moving AI markets, investment risk and how founders approach fundraising.
1:26:42EN20VC with Harry Stebbings· 10. Nov. 2025Podcast · 2 StimmenEverett Randle on Venture Fund Size, AI Margins and Founder PartnershipsGast: Everett Randle · Moderation: Harry StebbingsThe new Benchmark partner discusses lessons from former colleagues, investment trade-offs and the challenge of measuring AI businesses.