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1:11:27EN
Invest Like The Best· 27. Okt. 2026Podcast · 2 StimmenCliff Sosin: What Remains Valuable When AI Intelligence Gets CheapGast: Cliff Sosin · Moderation: Patrick O'ShaughnessyThe investor explores the limits of prediction, the economics of AI infrastructure and the assets that may complement abundant intelligence.InvestingAI StrategyAI cost & performance+2
4 Folien55:06EN
SemiAnalysis· 27. Okt. 2026Podcast · 4 StimmenAnthropic's S-1: Revenue, Compute Costs and the Race to ScaleThe SemiAnalysis panel examines Anthropic’s filing, from improving compute economics to customer concentration and competition.AI cost & performanceInfrastruktur & DeploymentEnterprise-KI+2
45:34EN
Citadel Securities· 26. Okt. 2026Podcast · 2 StimmenHenry Paulson on AI Risk, U.S.–China Relations and Crisis LeadershipGast: Henry M. Paulson, Jr. · Moderation: Jim EspositoThe former Treasury secretary discusses today’s economic risks and lessons from the 2008 financial crisis.LeadershipDecision MakingInvesting+2
59:41EN
20VC with Harry Stebbings· 22. Okt. 2026Podcast · 3 Stimmen20VC: Venture Fund Size, AI Valuations and the Changing Software MarketGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O'Driscoll debate venture concentration, infrastructure risk, code review and the assumptions behind fast-growing AI companies.Venture CapitalInvestingAI cost & performance+2
1:11:14EN
20VC with Harry Stebbings· 5. Okt. 2026Podcast · 2 StimmenVenky Ganesan on AI Venture Investing, Ownership and the Cost of Missing OutGast: Venky Ganesan · Moderation: Harry StebbingsMenlo Ventures' partner discusses seed bets, concentrated follow-ons, market cycles, investor liquidity and the discipline needed when AI valuations accelerate.Venture CapitalInvestingAI startups & small teams+1
1:16:29EN
20VC with Harry Stebbings· 14. Sept. 2026Podcast · 2 StimmenDavid Morehead on Endowment Liquidity, Venture Returns and Portfolio ConstructionGast: David Morehead · Moderation: Harry StebbingsBaylor University’s chief investment officer explains how his team balances private assets, public markets and spending needs, and why time matters as much as a return multiple.InvestingVenture CapitalLeadership
1:05:56EN
20VC with Harry Stebbings· 31. Aug. 2026Podcast · 2 StimmenAaron Katz on ClickHouse, AI Revenue Durability and Enterprise DataGast: Aaron Katz · Moderation: Harry StebbingsClickHouse’s CEO discusses agent workloads, open models, fundraising and the metrics he uses to judge durable growth.Unternehmen & StrategieAI StrategyGo-to-Market+2
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.Venture CapitalAI StrategyInvesting+2
1:17:47EN
20VC 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.Venture CapitalAI StrategyInvesting+2
1:29:42EN
20VC 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.SaaSAI StrategyVenture Capital+2
1:30:48EN
20VC with Harry Stebbings· 8. Aug. 2026Podcast · 2 StimmenDavid Frankel on Seed Investing, AI Winners and the Value of PatienceGast: David Frankel · Moderation: Harry StebbingsFounder Collective’s co-founder debates fund size, valuations and exits with Harry Stebbings, and explains why he expects both transformative AI companies and heavy losses.Venture CapitalInvestingFounders+2
1:06:45EN
20VC with Harry Stebbings· 27. Juli 2026Podcast · 2 StimmenMatt Murphy on Anthropic, Open Models and the New Venture PlaybookGast: Matt Murphy · Moderation: Harry StebbingsThe Menlo Ventures partner explains his investments in Anthropic, Lovable and Legora, and debates AI margins, model competition and venture fund strategy.Venture CapitalAI StrategyInvesting+2
1:15:56EN
20VC 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.Venture CapitalInvestingAI startups & small teams+2
1:39:00EN
20VC 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.Venture CapitalAI cost & performanceFuture of Work+2
1:27:17EN
20VC with Harry Stebbings· 21. Mai 2026Podcast · 3 StimmenAI Funding, IPO Expectations and the Politics of Layoffs: Jason Lemkin and Rory O’DriscollGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsA 20VC roundtable examines reported Anthropic financing, AI spending, software valuations, chip infrastructure and speculative IPOs, then considers the politics of job losses.Venture CapitalAI cost & performanceEnterprise-KI+2
1:19:05EN
20VC with Harry Stebbings· 14. Mai 2026Podcast · 3 StimmenAI Compute Deals, Cerebras’s IPO and the Cost of Building: A 20VC RoundtableGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsJason Lemkin and Rory O’Driscoll debate AI infrastructure, software competition and IPO valuations, then discuss the personal demands of founding a company.Venture CapitalAI cost & performanceEnterprise-KI+2
1:36:35EN
20VC with Harry Stebbings· 7. Mai 2026Podcast · 3 StimmenAI Spending, Software Stocks and IPO Speculation: A 20VC Earnings RoundtableGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsJason Lemkin and Rory O’Driscoll assess technology earnings, software growth and reported AI funding, then debate how leaders and workers adapt to AI.Venture CapitalAI cost & performanceEnterprise-KI+2
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
1:20:29EN
20VC with Harry Stebbings· 27. Apr. 2026Podcast · 2 StimmenAdam Foroughi on AppLovin, AI and Building a Lean CompanyGast: Adam Foroughi · Moderation: Harry StebbingsAppLovin’s CEO discusses staff cuts, AI-assisted engineering, compensation and public-market decisions, offering his account of a volatile company turnaround.Company BuildingLeadershipAI Adoption+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
1:03:25EN
20VC with Harry Stebbings· 18. Apr. 2026Podcast · 3 StimmenJake Paul and Geoffrey Woo on Attention, Investing and BoxingGast: Jake Paul, Geoffrey Woo · Moderation: Harry StebbingsThe Anti Fund partners discuss their venture strategy, creator culture, public life and ambitions in sport and business.Venture CapitalCreator EconomyInvesting+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
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