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PersonJason Lemkin
1:18:47EN
20VC with Harry Stebbings· 6. Nov. 2025Podcast · 3 StimmenNavan’s IPO, Harvey’s Valuation and the New Economics of VentureGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss liquidity, AI software growth, public-market competition and board oversight.Venture CapitalInvestingEnterprise-KI+2
1:26:49EN
20VC with Harry Stebbings· 30. Okt. 2025Podcast · 3 StimmenOpenAI’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.Venture CapitalOpenAIAI startups & small teams+2
1:34:12EN
20VC with Harry Stebbings· 23. Okt. 2025Podcast · 3 StimmenThe Venture Capital Cycle: AI Markets, Compute and the Cost of Moving Too FastGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to debate AI market size, infrastructure spending and how venture investors can survive a boom.Venture CapitalInvestingAI Strategy+2
1:25:13EN
20VC with Harry Stebbings· 16. Okt. 2025Podcast · 4 StimmenThinking Machines, AI Infrastructure and the Venture Portfolio TradeoffGast: Roger Ehrenberg, Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings and three investors examine founder commitments, the economics of selling a venture platform and how to allocate capital as AI markets accelerate.Venture CapitalInvestingAI startups & small teams+2
1:32:36EN
20VC with Harry Stebbings· 9. Okt. 2025Podcast · 3 StimmenOpenAI’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.Venture CapitalOpenAIAI Strategy+2
1:24:58EN
20VC with Harry Stebbings· 2. Okt. 2025Podcast · 3 StimmenAI Burn Multiples, Infrastructure Financing and the Venture MarketGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to debate funding, energy demand and the risks behind rapid AI growth.Venture CapitalAI StrategyInvesting+2
1:25:48EN
20VC with Harry Stebbings· 25. Sept. 2025Podcast · 3 StimmenNvidia’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.Venture CapitalOpenAIInvesting+2
1:32:50EN
20VC with Harry Stebbings· 18. Sept. 2025Podcast · 4 StimmenKaz Nejatian on Opendoor, AI Financing and the Cost of GrowthGast: Kaz Nejatian, Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsOpendoor’s new CEO explains his housing strategy; Harry Stebbings and investors examine AI infrastructure commitments, software margins and the return of IPOs.Company BuildingVenture CapitalAI Strategy+2
1:34:12EN
20VC with Harry Stebbings· 11. Sept. 2025Podcast · 4 StimmenOpenAI 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.Venture CapitalInvestingAI Strategy+2
1:14:45EN
20VC with Harry Stebbings· 4. Sept. 2025Podcast · 4 StimmenAnthropic, Statsig and the Economics of AI Growth: Cliff Obrecht and 20VCGast: Cliff Obrecht, Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsCanva’s Cliff Obrecht joins Harry Stebbings and investors to discuss AI financing, employee liquidity and the real cost of putting models into software.Venture CapitalAnthropicAI cost & performance+2
1:14:44EN
20VC with Harry Stebbings· 28. Aug. 2025Podcast · 4 StimmenMarc Benioff on Enterprise AI, Anthropic’s Funding and Klarna’s IPOGast: Marc Benioff, Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsThe Salesforce CEO joins Harry Stebbings, Jason Lemkin and Rory O’Driscoll to discuss AI agents, software growth and the economics of today’s venture market.Venture CapitalEnterprise-KIAnthropic+2
1:34:58EN
20VC with Harry Stebbings· 21. Aug. 2025Podcast · 3 StimmenDatabricks 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.Venture CapitalInvestingFintech+2
1:34:20EN
20VC with Harry Stebbings· 14. Aug. 2025Podcast · 3 StimmenGPT-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.Venture CapitalOpenAIAI Strategy+2
1:28:36EN
20VC with Harry Stebbings· 7. Aug. 2025Podcast · 4 StimmenFigma’s IPO, Executive Pay and the Price of AI GrowthGast: Brian Halligan, Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHubSpot co-founder Brian Halligan joins Harry Stebbings, Jason Lemkin and Rory O’Driscoll to unpack IPO pricing, public ownership and venture strategy.Venture CapitalInvestingCompany Building+2
1:28:12EN
20VC with Harry Stebbings· 31. Juli 2025Podcast · 3 StimmenApple, Google and the Race to Fund AI GrowthGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate venture-fund scale, AI infrastructure and how large technology companies can respond to new competition.Venture CapitalAI StrategyInvesting+2
1:26:43EN
20VC with Harry Stebbings· 24. Juli 2025Podcast · 3 StimmenAnthropic 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.Venture CapitalCoding-AgentenInvesting+2
1:22:54EN
20VC with Harry Stebbings· 17. Juli 2025Podcast · 3 StimmenWindsurf, 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.Acquisition StrategyCoding-AgentenVenture Capital+2
1:12:57EN
20VC with Harry Stebbings· 10. Juli 2025Podcast · 3 StimmenMeta’s AI Talent Drive, Microsoft Layoffs and the Economics of Startup GrowthGast: Rory O’Driscoll, Jason Lemkin · Moderation: Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin examine talent competition, stock compensation, acquisitions and the changing market for venture-backed companies.AI StrategyHiringVenture Capital+2
1:15:40EN
20VC with Harry Stebbings· 3. Juli 2025Podcast · 3 StimmenFigma’s IPO Filing, Melio’s Sale and the Pressure on Software InvestorsGast: Rory O’Driscoll, Jason Lemkin · Moderation: Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin examine software valuations, venture returns and the AI market’s changing economics.Venture CapitalAcquisition StrategySaaS+2
1:16:16EN
20VC with Harry Stebbings· 26. Juni 2025Podcast · 3 StimmenNavan, Canva and the AI Investment BoomGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to debate AI talent, legal software, public listings and enterprise platforms.Venture CapitalInvestingEnterprise-KI+2
1:09:30EN
20VC with Harry Stebbings· 19. Juni 2025Podcast · 4 StimmenChime’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.Venture CapitalInvestingAI Strategy+2
1:22:59EN
20VC with Harry Stebbings· 12. Juni 2025Podcast · 3 StimmenCircle’s IPO, Anduril’s Funding and the AI Budget DebateGast: Rory O’Driscoll, Jason Lemkin · Moderation: Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin discuss public listings, venture concentration and the outlook for software and Musk’s companies.Venture CapitalInvestingAI Strategy+2
1:27:13EN
20VC with Harry Stebbings· 5. Juni 2025Podcast · 4 StimmenSam Lessin, Jason Lemkin and Rory O’Driscoll Debate DPI and the Future of VentureGast: Sam Lessin, Rory O’Driscoll, Jason Lemkin · Moderation: Harry StebbingsThe investors examine cash distributions versus paper marks, fund size, AI spending and the changing economics of startup investing.Venture CapitalInvestingAI Strategy+1
1:19:24EN
20VC with Harry Stebbings· 29. Mai 2025Podcast · 3 StimmenOpenAI’s Jony Ive Deal, YC’s Scale and the Math Behind Venture ReturnsGast: Rory O’Driscoll, Jason Lemkin · Moderation: Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin debate hardware, IPO terms, dilution and the changing economics of venture investing.Venture CapitalInvestingAI Strategy+2
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