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42:44EN
No Priors: AI, Machine Learning, Tech, & Startups· 24. Sept. 2026Podcast · 2 StimmenThey Paid $7.7 Billion for a Broker — and Intend to Do One Deal a YearModeration: Sarah Guo, Elad GilSequence Holdings co-founder Michael Lee tells No Priors why owning a market leader, not selling it software, is how AI actually remakes an incumbent.
1:27:39EN
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.
22:01ENNo Priors: AI, Machine Learning, Tech, & Startups· 11. Mai 2026Podcast · 2 StimmenThe first AI take-private is a $6.3 billion bet that services can grow like softwareModeration: Sarah Guo, Elad GilLong Lake CEO Alexander Taubman tells Elad Gil why his firm is taking American Express Global Business Travel private after 30 AI-driven acquisitions — and why they buy the company instead of selling it a tool.
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.
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Cognitive Revolution "How AI Changes Everything"· 2. Aug. 2025PodcastThe $16 Trillion Services Market Is Being Bought, Not Sold ToModeration: Nathan LabenzMarc Bhargava of General Catalyst explains how AI-enabled rollups turn low-margin service firms into compounding, software-like businesses.
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.
25:13ENNo Priors: AI, Machine Learning, Tech, & Startups· 29. Mai 2025Podcast · 2 StimmenThe AI Table Is Being Cleared: Two or Three Coding Winners, and Forty Years Without a Biotech GiantModeration: Sarah Guo, Elad GilSarah Guo and Elad Gil walk through which AI markets have already consolidated, why rival startups still refuse to merge, and the biotech science sitting unused.
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.
26:08ENNo Priors: AI, Machine Learning, Tech, & Startups· 3. Okt. 2024Podcast · 2 StimmenFewer Than 3% of Deals Get Investigated. Selling to the Monopolist Is What Triggers the FTC.Moderation: Sarah Guo, Elad GilChair Lina Khan tells No Priors how merger review actually works in AI markets, why open-weight models matter, and why the agency banned most non-competes.
29:12ENNo Priors: AI, Machine Learning, Tech, & Startups· 18. Juli 2024Podcast · 2 StimmenGoldman says AI will touch 5% of tasks. Two investors take the report apartModeration: Sarah Guo, Elad GilSarah Guo and Elad Gil use a host-only No Priors episode to dismantle a June 2024 Goldman Sachs note, then map where they would buy, incubate, and hold.
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.
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Lex Fridman· 25. März 2024Podcast · 2 StimmenDana White Built the UFC From What He Loved — and Hated — About BoxingGast: Dana White · Moderation: Lex FridmanThe UFC president tells Lex Fridman how a $2 million bargain, a jiu-jitsu mat, and a lifetime of fight-fan grudges became a global sport.
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.
43:07ENNo Priors: AI, Machine Learning, Tech, & Startups· 12. Okt. 2023Podcast · 2 StimmenThe VCs All Asked Who Else Had Done It. HubSpot’s Answer Was Intuit.Moderation: Sarah Guo, Elad GilBrian Halligan walks through two decades of category creation, a CRM pivot nobody wanted, and why he thinks incumbents — not startups — win this AI round.Mehr laden24 von 30 angezeigt