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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.
1:18:04ENBrex, 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.
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.
1:09:30ENChime’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.
44:53ENKeith Rabois and Eric Glyman on Ramp, Execution and Building MomentumGast: Keith Rabois, Eric Glyman · Moderation: Harry StebbingsThe investor and Ramp CEO explain business equations, time audits and management practices, while discussing the company’s finance automation ambitions.
1:00:45ENChristian Hecker and Johan Brenner on Trade Republic’s Fundraising and GrowthGast: Christian Hecker, Johan Brenner · Moderation: Harry StebbingsThe founder and investor discuss early financing, customer acquisition, board relationships and their long-term savings thesis.
52:43ENJackie Reses and Kris Dickson on the SVB Failure and Depositor ConfidenceGast: Jackie Reses, Kris Dickson · Moderation: Harry StebbingsDuring the March 2023 crisis, two Lead Bank executives explain the bank run, resolution possibilities and the questions facing depositors.









