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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.
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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.
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.
2:44:38ENLex Fridman· 23. Nov. 2021Podcast · 2 StimmenPosting a photo of this moment was not a product category yetGast: Kevin Systrom · Moderation: Lex FridmanKevin Systrom tells Lex Fridman how Instagram began as a failed check-in app, hid a slow upload behind a caption screen, and later sold a thirteen-person company to Facebook for a billion dollars.
1:42:04EN
Lenny's PodcastPodcast · 2 StimmenPaid Growth, Step by Step: Shopify's Performance Marketing Lead on Tests, Signal and Team DesignGast: Timothy Davis · Moderation: Lenny RachitskyTimothy Davis walks through when to start paid, how to run signs-of-life tests, which platforms to try, what to measure and who to hire first.
1:00:51ENLenny's PodcastPodcast · 2 StimmenInflict Pain, But Do It With a Smile: Julia Schottenstein on dbt's Rise and the Art of Getting AcquiredGast: Julia Schottenstein · Moderation: Lenny RachitskyA former NEA investor turned dbt Cloud product leader explains why dbt won, how to approach M&A and pricing, and how venture habits make her a better PM.
1:34:36ENLenny's PodcastPodcast · 2 StimmenFounder Is an Attitude, CEO Is a Craft: Jonathan Lowenhar on Failure Modes, Magic Box Exits and HiringGast: Jonathan Lowenhar · Moderation: Lenny RachitskyEnjoy The Work's Jonathan Lowenhar lays out the skills founders must learn to become CEOs, from avoiding common failure modes to selling a company, hiring, go-to-market and trusting intuition.
1:24:01ENLenny's PodcastPodcastFrom Sandwich Math to Expert Data: Scale AI's CEO on What Actually Makes Models SmarterModeration: Lenny RachitskyJason Droege explains what really happened with Meta's investment in Scale AI, how data labeling turned into expert work, and what Uber Eats taught him about building businesses.
1:34:27ENLenny's PodcastPodcast · 2 StimmenMatt Mullenweg on Open Source Ideals, the WP Engine Fight and Why Llama Isn't Really OpenGast: Matt Mullenweg · Moderation: Lenny RachitskyThe WordPress co-creator and Automattic CEO gives his side of the WP Engine dispute, explains his open source philosophy, and talks AI, community building and acquisitions with Lenny Rachitsky.