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1:17:01ENDeel CEO Alex Bouaziz on Fundraising, Acquisitions and Global PayrollGast: Alex Bouaziz · Moderation: Harry StebbingsBouaziz discusses Deel’s financing, hands-on leadership, acquisition playbook and the company’s ambitions amid a dispute with Rippling.
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.
1:20:50ENJason Lemkin on SaaS Valuations, Private Equity and the Liquidity ProblemGast: Jason Lemkin · Moderation: Harry StebbingsThe SaaStr founder discusses slowing software growth, AI budgets, venture returns and why the next exit may be harder to find.
54:32ENNikesh Arora on Competition, Acquisitions and Leading Through ChangeGast: Nikesh Arora · Moderation: Harry StebbingsThe Palo Alto Networks CEO discusses product advantages, acquisition discipline, communication and the personal tradeoffs of leadership.
59:00ENMark Suster on Venture Fundraising, Liquidity and Exit PricesGast: Mark Suster · Moderation: Harry StebbingsThe Upfront Ventures partner explains his fundraising approach, investment reserves and view of private equity as a buyer of venture-backed companies.
1:08:30ENBastian Lehmann on Selling Postmates, Starting Again and the Future of AIGast: Bastian Lehmann · Moderation: Harry StebbingsThe former Postmates CEO recounts the Uber stock deal, discusses his approach to investors and shares predictions about personal AI and new devices.
1:02:30ENLuca Ferrari on Bending Spoons, Acquisitions and Learning From RiskGast: Luca Ferrari · Moderation: Harry StebbingsThe co-founder explains how his company buys and improves established products, allocates capital and evaluates talent.
1:08:17ENFrank Quattrone on Technology M&A, IPOs and the Amazon Pricing DebateGast: Frank Quattrone · Moderation: Harry StebbingsThe Qatalyst founder recounts deals involving Qualtrics, LinkedIn and Amazon, and explains how markets, financing and regulation shape transactions.
1:13:41ENTJ Parker on Building PillPack and Selling to AmazonGast: TJ Parker · Moderation: Harry StebbingsThe pharmacist and founder recounts the early customer-acquisition challenge, network disputes, leadership decisions and acquisition process.
48:44ENDara Khosrowshahi on Leading Uber, Marketplace Trade-offs and Learning from MistakesGast: Dara Khosrowshahi · Moderation: Harry StebbingsUber’s CEO discusses the move from Expedia, the company’s bets on delivery and acquisitions, and why reversible decisions deserve a different pace.









