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20VC with Harry Stebbings· 23. Juli 2026Podcast · 3 Stimmen20VC Roundtable on Open Models, AI Economics and Payments DealsGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss model security, inference investment and a reported PayPal proposal.
1:26:12EN20VC with Harry Stebbings· 16. Juli 2026Podcast · 3 Stimmen20VC Roundtable on AI Competition, Enterprise Spending and Venture CapitalGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss a reported Apple lawsuit, AI pricing, memory markets and venture financing.
1:17:01EN20VC with Harry Stebbings· 20. Okt. 2025Podcast · 2 StimmenDeel 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.
51:06EN20VC with Harry Stebbings· 18. Juli 2025Podcast · 2 StimmenScott 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.
1:22:54EN20VC 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.
1:12:57EN20VC 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.
1:15:40EN20VC 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.
1:19:29EN20VC with Harry Stebbings· 22. Mai 2025Podcast · 3 StimmenChime’s Planned IPO, Venture Liquidity and the Rippling–Deel DisputeGast: Rory O’Driscoll, Jason Lemkin · Moderation: Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin discuss late-stage financing, contested litigation and AI software competition.
1:26:55EN20VC with Harry Stebbings· 24. Apr. 2025Podcast · 3 StimmenVenture Liquidity, Endowments and AI Investing in 2025Gast: Rory O’Driscoll, Jason Lemkin · Moderation: Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin discuss private-market liquidity, fund construction and the economics of AI businesses.
1:20:50EN20VC with Harry Stebbings· 3. Juni 2024Podcast · 2 StimmenJason 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.
54:32EN20VC with Harry Stebbings· 20. Mai 2024Podcast · 2 StimmenNikesh 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.
59:00EN20VC with Harry Stebbings· 1. Mai 2024Podcast · 2 StimmenMark 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.
1:08:30EN20VC with Harry Stebbings· 8. Apr. 2024Podcast · 2 StimmenBastian 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.
1:02:30EN20VC with Harry Stebbings· 15. März 2024Podcast · 2 StimmenLuca 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.
1:08:17EN20VC with Harry Stebbings· 1. März 2024Podcast · 2 StimmenFrank 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.
1:14:40EN20VC with Harry Stebbings· 10. Jan. 2024Podcast · 3 StimmenEd Sim and Jamin Ball on Startup Exits, IPOs and the 2024 Funding ResetGast: Ed Sim, Jamin Ball · Moderation: Harry StebbingsTwo investors discuss the consequences of high private valuations, founder and investor incentives, acquisition markets and the path to an IPO.
1:13:41EN20VC with Harry Stebbings· 5. Juni 2023Podcast · 2 StimmenTJ 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.
48:44EN20VC with Harry Stebbings· 27. März 2023Podcast · 2 StimmenDara 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.