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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.
1:17:09EN20VC with Harry Stebbings· 15. Okt. 2026Podcast · 3 Stimmen20VC on Pro Rata Rights, AI Pricing and the Changing Software MarketGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate investor rights, model economics and the choices facing software companies and their employees.
1:19:28EN20VC with Harry Stebbings· 17. Sept. 2026Podcast · 3 StimmenAI Safety, Personal Agents and the Venture Market’s Uneven ExitsGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate oversight of advanced AI, the economics of personal assistants and what a weaker software exit market means for investors.
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.
1:30:48EN20VC 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.
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.
1:04:36EN20VC with Harry Stebbings· 13. Juli 2026Podcast · 2 StimmenWix CEO Avishai Abrahami on Base44, AI and Building for Small BusinessesGast: Avishai Abrahami · Moderation: Harry StebbingsThe Wix co-founder discusses AI-assisted application building, software economics, customer support and leadership through market uncertainty.
1:18:07EN20VC with Harry Stebbings· 2. Juli 2026Podcast · 3 Stimmen20VC Roundtable: AI Spending, Model Competition and Software AcquisitionsGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate enterprise AI returns, prediction markets, SaaS roll-ups and the cost of raising capital.
1:28:19EN20VC 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.
1:19:18EN20VC with Harry Stebbings· 26. März 2026Podcast · 3 StimmenSeries A Fund Math, SpaceX Ambitions and the AI Valuation DebateGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll examine AI competition, speculative space infrastructure and the rising cost of venture investing.
1:04:15EN20VC with Harry Stebbings· 7. März 2026Podcast · 2 StimmenMitchell Green on Software Stocks, Venture Liquidity and Investing Through AI ChangeGast: Mitchell Green · Moderation: Harry StebbingsThe Lead Edge founder explains his approach to buying, selling and assessing retention while debating AI disruption and venture-fund economics.
1:14:16EN20VC with Harry Stebbings· 2. März 2026Podcast · 2 StimmenEran Zinman on Monday.com’s AI Pivot, Pricing and Software MarketsGast: Eran Zinman · Moderation: Harry StebbingsThe Monday.com CEO discusses AI-built software, agent workflows, sales automation and leading a public company through a difficult market.
1:06:37EN20VC with Harry Stebbings· 23. Feb. 2026Podcast · 2 StimmenLucas Swisher on AI Growth Investing, Fund Size and the Price of ScaleGast: Lucas Swisher · Moderation: Harry StebbingsThe Coatue growth investor discusses software valuations, concentrated funds, AI economics and the judgment behind follow-on investments.
1:37:01EN20VC with Harry Stebbings· 19. Feb. 2026Podcast · 3 StimmenAnthropic, OpenClaw and Software Valuations: A 20VC Investor RoundtableGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate the concentration of AI capital, the pressure on software companies and the risks of autonomous agents.
1:29:46EN20VC with Harry Stebbings· 16. Feb. 2026Podcast · 2 StimmenKlarna CEO Sebastian Siemiatkowski on AI, Software and the Future of BankingGast: Sebastian Siemiatkowski · Moderation: Harry StebbingsThe Klarna cofounder explains his predictions about software switching costs, customer service and a digital financial assistant, while discussing the pressures of building a public company.
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.
1:20:02EN20VC with Harry Stebbings· 9. Feb. 2026Podcast · 2 StimmenAnish Acharya on AI Software, Investment Judgment and the Limits of AutomationGast: Anish Acharya · Moderation: Harry StebbingsThe a16z investor discusses incumbent software, agent products, pricing, margins and the choices founders face in a fast-moving market.
1:37:14EN20VC with Harry Stebbings· 5. Feb. 2026Podcast · 3 StimmenSoftware Stocks, AI Financing and Autonomous Agents: A 20VC RoundtableGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss software valuations, infrastructure financing, autonomous driving and the risks of networked agents.
1:18:04EN20VC with Harry Stebbings· 29. Jan. 2026Podcast · 3 StimmenBrex, AI Inference Costs and the IPO Market: A 20VC RoundtableGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported deals, AI economics and public-market exits. Their valuations, financial figures and predictions are estimates or reported claims, not independently verified results.
1:13:37EN
Lenny's PodcastPodcast · 2 StimmenTen Hot Takes From a Bootstrapped SaaS Founder: Pricing, Retention, Tempo and the Middle of the FunnelGast: Patrick Campbell · Moderation: Lenny RachitskyPatrick Campbell, who sold ProfitWell for more than $200 million without outside funding, runs through ten operating topics, from team culture and bootstrapping to pricing, churn and freemium.
1:06:47ENLenny's PodcastPodcastStop Pushing Customers Through a Funnel: Georgiana Laudi's Customer-Led Growth PlaybookModeration: Lenny RachitskyHow to replace pirate metrics with customer research, jobs-to-be-done, measurable value milestones, and messaging that actually converts.