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PersonJason Lemkin
1:28:19EN
20VC with Harry Stebbings· 30. Apr. 2026Podcast · 3 StimmenAI Compute, Private Equity and the Narrowing Exit: A 20VC RoundtableGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsJason Lemkin and Rory O’Driscoll debate reported AI financing, software’s future and what private-equity losses could mean for venture investors.Venture CapitalAI cost & performanceEnterprise-KI+2
1:50:05EN
20VC with Harry Stebbings· 23. Apr. 2026Podcast · 3 StimmenCursor Deal Claims, AI Valuations and the Enterprise Agent Race: A 20VC RoundtableGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsJason Lemkin and Rory O’Driscoll weigh a purported Cursor transaction, design software and enterprise agent infrastructure, while debating IPO and valuation risk.Venture CapitalEnterprise-KIInvesting+2
1:30:31EN
20VC with Harry Stebbings· 16. Apr. 2026Podcast · 3 StimmenAI Security, Software Valuations and SpaceX IPO Speculation: A 20VC RoundtableGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsJason Lemkin and Rory O’Driscoll debate AI security claims, enterprise software and the assumptions behind reported private-company valuations.Venture CapitalAI securityEnterprise-KI+2
1:32:21EN
20VC with Harry Stebbings· 9. Apr. 2026Podcast · 3 StimmenAI Financing, Model Routing and Security Risks: A 20VC RoundtableGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsJason Lemkin and Rory O’Driscoll debate reported OpenAI and Anthropic finances, model routing, database infrastructure and security, with attention to uncertainty and conflicts.Venture CapitalModel routing & gatewaysEnterprise-KI+2
1:12:41EN
20VC with Harry Stebbings· 2. Apr. 2026Podcast · 3 StimmenAI Security, Revenue Claims and Wearable Economics: A 20VC Investor RoundtableGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI product strategy, security spending, startup valuations and the durability of consumer subscriptions. Their discussion includes reported developments and unverified estimates, as well as O’Driscoll’s disclosure of an indirect Oura investment.AI StrategyVenture CapitalCybersecurity+2
1:19:18EN
20VC with Harry Stebbings· 26. März 2026Podcast · 3 StimmenSeries A Fund Math, SpaceX Ambitions and the AI Valuation DebateGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll examine AI competition, speculative space infrastructure and the rising cost of venture investing.Venture CapitalInvestingEnterprise-KI+2
1:17:50EN
20VC with Harry Stebbings· 19. März 2026Podcast · 3 StimmenNvidia’s AI Spending Outlook, Anduril’s Army Contract and the Venture Math Behind Big BetsGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate infrastructure spending, AI-driven organizational change and the challenge of investing in huge markets.Venture CapitalAI StrategyFuture of Work+2
1:21:20EN
20VC with Harry Stebbings· 12. März 2026Podcast · 3 StimmenAnthropic’s Pentagon Dispute, AI Infrastructure and the Venture Investors’ Market DebateGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate an unresolved government dispute, the economics of compute, junior hiring and software valuations.Venture CapitalAI StrategyFuture of Work+2
1:25:26EN
20VC with Harry Stebbings· 5. März 2026Podcast · 3 StimmenAnthropic, 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.AI StrategyVenture CapitalAI Regulation+2
1:21:53EN
20VC with Harry Stebbings· 26. Feb. 2026Podcast · 3 StimmenCitrini’s Hypothetical 2028 Scenario, AI Agents and Figma: A 20VC RoundtableGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI adoption, employment, security and software valuations, separating a hypothetical crisis scenario from their investment views.Future of WorkEnterprise-KIInvesting+2
1:37:01EN
20VC with Harry Stebbings· 19. Feb. 2026Podcast · 3 StimmenAnthropic, 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.Venture CapitalSaaSAI agents+2
1:24:39EN
20VC with Harry Stebbings· 12. Feb. 2026Podcast · 4 StimmenMike Cannon-Brookes and 20VC on AI, Software Markets and LeadershipGast: Mike Cannon-Brookes, Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsThe Atlassian co-founder joins Harry Stebbings, Jason Lemkin and Rory O’Driscoll to debate AI spending, legal and support software, advertising and the demands on founders. Their financial figures and forecasts are claims or estimates, not independently verified results.AI StrategyVenture CapitalSaaS+2
1:37:14EN
20VC with Harry Stebbings· 5. Feb. 2026Podcast · 3 StimmenSoftware Stocks, AI Financing and Autonomous Agents: A 20VC RoundtableGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss software valuations, infrastructure financing, autonomous driving and the risks of networked agents.SaaSInvestingVenture Capital+2
1:18:04EN
20VC with Harry Stebbings· 29. Jan. 2026Podcast · 3 StimmenBrex, 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.Venture CapitalAI cost & performanceInvesting+2
1:23:12EN
20VC with Harry Stebbings· 22. Jan. 2026Podcast · 3 StimmenVenture Returns, OpenAI Litigation and the Economics of AI GrowthGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate public software prices, research talent, AI advertising and late-stage venture valuations.Venture CapitalSaaSAI Strategy+2
1:30:52EN
20VC with Harry Stebbings· 15. Jan. 2026Podcast · 3 StimmenAI Financing, Venture Scale and the Risks Behind Growth ValuationsGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate model-provider competition, large venture funds and a proposed wealth tax.Venture CapitalInvestingAnthropic+2
1:27:29EN
20VC with Harry Stebbings· 8. Jan. 2026Podcast · 3 StimmenAI Chip Deals, Founder Exits and the Future of WorkGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss reported Groq and Manus deals, AI compensation, public markets and hiring.Venture CapitalAI StrategyInvesting+2
1:12:54EN
20VC with Harry Stebbings· 22. Dez. 2025Podcast · 3 StimmenInvestors’ 2026 Predictions: AI, Software Valuations and EmploymentGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll review 2025 and debate software stocks, possible IPOs and AI’s labor-market effects.Venture CapitalInvestingAI Strategy+2
1:21:57EN
20VC with Harry Stebbings· 18. Dez. 2025Podcast · 3 StimmenCursor, Figma and the Race to Build Across AI WorkflowsGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss venture scale, software convergence and the risks of growth valuations.Venture CapitalAI StrategyProduct Strategy+2
1:35:32EN
20VC with Harry Stebbings· 11. Dez. 2025Podcast · 3 StimmenSpaceX Valuations, Harvey’s Growth and the Risks Behind AI DealsGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll examine private-market prices, a proposed media deal, AI applications and fintech competition.Venture CapitalInvestingAI Strategy+2
1:11:42EN
20VC with Harry Stebbings· 4. Dez. 2025Podcast · 3 StimmenEventbrite, Databricks and the Search for Durable Software GrowthGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate software-market limits, AI pricing and what makes a venture investment last.Venture CapitalSaaSAI Strategy+2
1:32:23EN
20VC with Harry Stebbings· 27. Nov. 2025Podcast · 3 StimmenAnthropic’s Financing, NVIDIA’s Chip Risks and the Enterprise AI RaceGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss infrastructure commitments, customer-support software, AI marketing and IPO valuations.AI StrategyVenture CapitalEnterprise-KI+2
1:26:40EN
20VC with Harry Stebbings· 20. Nov. 2025Podcast · 4 StimmenAI 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.Venture CapitalInvestingCoding-Agenten+2
1:17:11EN
20VC with Harry Stebbings· 13. Nov. 2025Podcast · 3 StimmenAI Defensibility, Venture Risk and the Difficulty of Timing a ShortGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate fast-moving AI markets, investment risk and how founders approach fundraising.Venture CapitalInvestingAI Strategy+2
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