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54:29ENfomo CEO Paul Erlanger on Social Trading, Fundraising and Product GrowthGast: Paul Erlanger · Moderation: Harry StebbingsErlanger discusses building a trading app, raising from angels and venture firms, and combining social features with financial products.
1:37:01ENAnthropic, OpenClaw and Software Valuations: A 20VC Investor RoundtableGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate the concentration of AI capital, the pressure on software companies and the risks of autonomous agents.
1:29:46ENKlarna 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.
1:18:04ENBrex, AI Inference Costs and the IPO Market: A 20VC RoundtableGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported deals, AI economics and public-market exits. Their valuations, financial figures and predictions are estimates or reported claims, not independently verified results.
47:45ENTarek Mansour on Kalshi’s Funding, Prediction Markets and CompetitionGast: Tarek Mansour · Moderation: Harry StebbingsThe Kalshi CEO discusses its $1 billion raise, media partnerships, regulatory history and rivalry with Polymarket.
1:34:12ENOpenAI Secondaries, Ramp and the Price of AI GrowthGast: Jason Lemkin, Rory O’Driscoll, Jeff Lawson · Moderation: Harry StebbingsJason Lemkin, Rory O’Driscoll and Jeff Lawson join Harry Stebbings to debate AI funding, founder incentives and the risks of moving too fast.
1:34:58ENDatabricks Valuation, CoreWeave Debt and the Risks Behind AI GrowthGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to discuss private valuations, fintech and the financing of AI infrastructure.
1:22:51ENMartin Mignot on Index Ventures, Revolut and Investing in FoundersGast: Martin Mignot · Moderation: Harry StebbingsThe Index Ventures partner explains how he evaluates early-stage companies, manages concentrated returns and learns from missed opportunities.
1:02:16ENVlad Tenev on Robinhood, Tokenized Assets and Building Financial ProductsGast: Vlad Tenev · Moderation: Harry StebbingsThe Robinhood CEO discusses active traders, AI adoption, private-market tokens and the company’s plans for broader financial services.
1:09:30ENChime’s IPO, Scale AI’s Deal and the Return of Public-Market LiquidityGast: Rory O’Driscoll, Jason Lemkin, Garrett · Moderation: Harry StebbingsHarry Stebbings, Rory O’Driscoll, Jason Lemkin and Garrett from Handshake discuss AI suppliers, venture exits and the IPO market in June 2025.
1:35:12ENJack Zhang on Building Airwallex and Scaling Global PaymentsGast: Jack Zhang · Moderation: Harry StebbingsThe Airwallex founder recounts early funding, product pivots, a proposed Stripe deal and the costs of international expansion.
1:04:29ENImmad Akhund on Mercury, Angel Investing and His New FundGast: Immad Akhund · Moderation: Harry StebbingsThe Mercury CEO discusses a $26 million institutional fund, early-stage investing, AI valuations and the demands of running both.
1:01:21ENJason Wilk on Dave’s Turnaround, Credit and Digital BankingGast: Jason Wilk · Moderation: Harry StebbingsThe Dave founder discusses going public, AI underwriting, customer acquisition and competing to serve consumers with short-term credit.
1:03:51ENMax Levchin on Hiring, Postmortems and Leading AffirmGast: Max Levchin · Moderation: Harry StebbingsThe Affirm founder discusses candid feedback, calculated risk, durable product work and staying focused through public-market volatility.
1:06:04ENDan Gill on Carvana’s Unit Economics, Product Decisions and TurnaroundGast: Dan Gill · Moderation: Harry StebbingsThe Carvana product leader discusses financing, logistics, prioritization and leading through a dramatic market-cap decline.
45:35ENNik Storonsky on Revolut’s Product Bets and Global Banking AmbitionsGast: Nik Storonsky · Moderation: Harry StebbingsThe Revolut founder discusses management, banking licenses, product experiments and a possible public listing, as well as his data-driven investment firm.
55:01ENVlad Tenev on GameStop, Robinhood’s Growth and AI in FinanceGast: Vlad Tenev · Moderation: Harry StebbingsThe Robinhood CEO reflects on a turbulent trading crisis, company culture, financial products and the potential role of AI.
1:01:49ENAntoine Le Nel on Revolut’s Growth Engine and Marketing MeasurementGast: Antoine Le Nel · Moderation: Harry StebbingsRevolut’s growth chief discusses experimentation, cohort economics, brand marketing and remote teams, drawing on his earlier work at King.
50:38ENZach Perret on Founder Mode, Product Expansion and Building PlaidGast: Zach Perret · Moderation: Harry StebbingsThe Plaid co-founder discusses delegation, difficult integration work, fundraising and the trade-offs of growing a multi-product company.
1:09:13ENMike Hudack on Product Simplicity, Experimentation and Building TeamsGast: Mike Hudack · Moderation: Harry StebbingsThe Sling Money founder shares lessons from Facebook, Deliveroo and Monzo on customer choice, data and product leadership.
1:07:38ENAman Narang on Building Toast: Speed, Focus and Scaling a Restaurant PlatformGast: Aman Narang · Moderation: Harry StebbingsThe Toast co-founder explains how the company pivoted to point of sale, learned to scale its team and expanded into payments and lending.
52:53ENNilan Peiris on Wise: Product Value, Word of Mouth and Disciplined GrowthGast: Nilan Peiris · Moderation: Harry StebbingsWise’s chief product officer explains how clear savings, useful content and careful acquisition spending supported growth, and where experiments fell short.
53:24ENPedro Franceschi on Brex’s Product Focus, Leadership and IPO ReadinessGast: Pedro Franceschi · Moderation: Harry StebbingsThe Brex CEO discusses founder mental health, enterprise customers, financial infrastructure and building a more predictable business.
58:16ENVal Scholz on Revolut’s Referral Growth, Hiring and ScalingGast: Val Scholz · Moderation: Harry StebbingsThe former Revolut growth leader explains onboarding, referrals, experimentation and the organizational challenges of rapid growth.
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