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1:26:49ENOpenAI’s Restructuring, Mercor’s Valuation and the Math of Venture ReturnsGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI financing, large venture platforms and what investors really get for a high entry price.
1:32:36ENOpenAI’s AMD Deal and the Venture Math Behind AI’s Biggest RoundsGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss conditional chip warrants, AI development tools and what high valuations demand from investors.
1:25:48ENNvidia’s OpenAI Commitment, H-1B Policy and the Venture Investor’s RiskGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss AI infrastructure financing, IPO liquidity and how startup investors weigh concentrated bets.
1:34:20ENGPT-5, Palantir and the Economics of AI GrowthGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI competition, the price of growth and what leaner companies could mean for workers.
1:25:42ENReid Hoffman on AI Models, Inflection, Governance and Technology’s Social ImpactGast: Reid Hoffman · Moderation: Harry StebbingsHoffman discusses the Microsoft–Inflection arrangement, AI competition and regulation, and his political views in a time-specific 2024 interview.
53:06ENSam Altman and Brad Lightcap on OpenAI, Compute and AI StartupsGast: Sam Altman, Brad Lightcap · Moderation: Harry StebbingsOpenAI’s CEO and COO discuss their partnership, model progress, enterprise adoption and how startups might build alongside improving AI.
56:43ENVince Hankes on Thrive’s OpenAI Investment and AI CompetitionGast: Vince Hankes · Moderation: Harry StebbingsThe Thrive partner explains his investment reasoning, the risks of rapid technology shifts and lessons from missed opportunities.









