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1:00:39EN
a16z· 23. Okt. 2026Podcast · 3 StimmenAmazon CEO Andy Jassy on the $220 Billion AI BuildoutGast: Andy Jassy · Moderation: Ben Horowitz, Erik TorenbergEven at roughly $220 billion of 2026 CapEx, Jassy says Amazon is still turning away AI demand. He tells Ben Horowitz and Erik Torenberg why AWS could become a trillion-dollar run-rate business, and why inference cost, custom chips, and smaller teams matter more than squeezing old customers.
1:00:34ENa16z· 22. Okt. 2026Podcast · 4 StimmenMarc Andreessen, Chris Dixon and Ben Horowitz on AI and the Frontier for FoundersGast: Chris Dixon, Marc Andreessen, Ben Horowitz · Moderation: Erik TorenbergThe a16z partners explain their expanded Frontier mandate and why they think AI is widening the possibilities for entrepreneurs, open models and new media.
1:26:43EN
20VC with Harry Stebbings· 27. Aug. 2026Podcast · 3 Stimmen20VC: AI Funding, Model Competition and the Economics of AgentsGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate capital intensity, AI company economics and where agents may create value.
1:17:47EN20VC with Harry Stebbings· 20. Aug. 2026Podcast · 3 Stimmen20VC: AI Acquisitions, Model Costs and Software ValuationsGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss reported deals, frontier-model economics and the challenges of valuing software in a fast-changing market.
1:29:42EN20VC with Harry Stebbings· 13. Aug. 2026Podcast · 3 Stimmen20VC on AI Competition, Founder Control and Software ValuationsGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate how AI is reshaping software markets, talent, infrastructure and investor incentives.
1:18:23EN20VC with Harry Stebbings· 6. Aug. 2026Podcast · 4 Stimmen20VC on AI Security, Software Deals and the Economics of ComputeGast: Nikesh Arora, Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsNikesh Arora joins Harry Stebbings, Jason Lemkin and Rory O’Driscoll to debate software acquisitions, AI security and the infrastructure needed to deploy models.
1:27:05EN20VC with Harry Stebbings· 9. Juli 2026Podcast · 3 Stimmen20VC on AI Regulation, Compute Economics and Enterprise AdoptionGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported AI policy proposals, infrastructure spending, software deployment and startup liquidity.
1:15:56EN20VC with Harry Stebbings· 11. Juni 2026Podcast · 3 Stimmen20VC on IPO Expectations, Lean AI Startups and Investor RiskGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported listings, AI company economics and the changing cost of building a startup.
1:39:00EN20VC with Harry Stebbings· 4. Juni 2026Podcast · 3 Stimmen20VC on AI Financing, Token Budgets and the Cost of Startup IntensityGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported listings, software valuations, AI spending and demanding work cultures.
1:23:34EN20VC with Harry Stebbings· 23. Mai 2026Podcast · 3 Stimmen20VC on Enterprise Sales Hiring, Compensation and AIGast: Chad Peets, Chris Degnan · Moderation: Harry StebbingsChad Peets and Chris Degnan discuss building sales teams, forecasting revenue and competing for talent while AI changes enterprise markets.
1:12:41EN20VC 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.
1:17:50EN20VC 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.
1:21:20EN20VC 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.
1:25:26EN20VC 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.
1:24:39EN20VC 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.
1:23:12EN20VC 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.
1:30:52EN20VC 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.
1:27:29EN20VC 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.
1:12:54EN20VC 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.
1:21:57EN20VC 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.
1:35:32EN20VC 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.
1:11:42EN20VC 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.
1:32:23EN20VC 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.
1:52:38ENOpen Models, AI Infrastructure, and Search: Four PerspectivesMatthew Berman, Nick Wentz, Himanshu Tyagi, Misha Laskin, Bryan Catanzaro, Robby Stein · Forward FutureForward Future speaks with leaders from Sentient, Reflection AI, NVIDIA, and Google about openness, scaling, safety, and AI-powered search.
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