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1:25:00ENMatan Grinberg on AI Coding, Token Costs and Building FactoryGast: Matan Grinberg · Moderation: Harry StebbingsFactory’s CEO discusses enterprise AI budgets, model choice, engineering culture and the uncertain effects of automation on work.
57:42ENJacob Lauritzen on AI Engineering, Legal Work and Building LegoraGast: Jacob Lauritzen · Moderation: Harry StebbingsLegora’s CTO discusses code review, token budgets, enterprise adoption and how legal workflows might change.
48:49ENAmjad Masad on Replit, Coding Agents and the Future of SoftwareGast: Amjad Masad · Moderation: Harry StebbingsReplit’s CEO discusses model routing, software economics, maintenance and the changing roles of builders and engineers.
1:03:53ENMiles 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.
1:25:26ENAnthropic, 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.
1:03:18ENAlexander 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.
1:26:40ENAI 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.
1:26:43ENAnthropic Dependency, Figma’s IPO and the Changing Seed MarketGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to discuss AI platform risk, public listings and competition for early-stage deals.
51:06ENScott Wu on Cognition's Windsurf Deal and the Future of AI CodingGast: Scott Wu · Moderation: Harry StebbingsThe Cognition CEO explains the fast-moving acquisition, the role of AI agents in engineering, and his predictions for software development.
1:22:54ENWindsurf, Google and Cognition: A Deal Breakdown and the AI Coding MarketGast: Rory O’Driscoll, Jason Lemkin · Moderation: Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin discuss a complex set of transactions, AI coding tools, retention and model competition.
1:04:56ENVarun Mohan on Windsurf, Coding Agents and Startup FocusGast: Varun Mohan · Moderation: Harry StebbingsThe Windsurf co-founder discusses pivots, rapid product experimentation, coding agents and competition among AI model providers.








