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ThemaAI cost & performancePersonHarry StebbingsStimmen3 oder mehr
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
1:17:09EN
20VC 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.Venture CapitalAI cost & performanceRobotics+2
1:20:43EN
20VC with Harry Stebbings· 24. Sept. 2026Podcast · 3 StimmenAI Agents, Venture Pricing and the Tradeoffs Behind the Funding BoomGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI products, high-priced venture rounds, enterprise software and infrastructure risk.Venture CapitalAI agentsEnterprise-KI+2
1:26:12EN
20VC 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.Enterprise-KIAI cost & performanceVenture Capital+2
1:18:07EN
20VC 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.AI cost & performanceVenture CapitalEnterprise-KI+2
1:28:02EN
20VC with Harry Stebbings· 25. Juni 2026Podcast · 3 Stimmen20VC Roundtable: Open Models, AI Spending and the Cost of CompetitionGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI talent, model economics, consulting and whether labs should build their own chips.AI cost & performanceOpen-weight modelsVenture Capital+2
1:28:10EN
20VC with Harry Stebbings· 18. Juni 2026Podcast · 3 Stimmen20VC Roundtable: AI Policy, Software Valuations and RoboticsGast: Rory O’Driscoll, Everett Randle · Moderation: Harry StebbingsHarry Stebbings, Rory O’Driscoll and Everett Randle debate reported AI restrictions, enterprise software competition and the practical challenges of robotics.AI RegulationVenture CapitalEnterprise-KI+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
1:27:44EN
20VC with Harry Stebbings· 28. Mai 2026Podcast · 3 StimmenAI Spending, Layoffs and IPO Speculation: Jason Lemkin and Rory O’Driscoll on the Economics of AgentsGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsA 20VC roundtable examines how businesses weigh AI tokens against human work, and how investors assess infrastructure startups amid uncertain valuations and reported IPO plans.AI cost & performanceVenture CapitalEnterprise-KI+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
1:50:05EN
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
1:30:31EN
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
1:19:18EN
20VC 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.Venture CapitalInvestingEnterprise-KI+2
1:18:04EN
20VC 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.Venture CapitalAI cost & performanceInvesting+2
1:34:12EN
20VC with Harry Stebbings· 23. Okt. 2025Podcast · 3 StimmenThe Venture Capital Cycle: AI Markets, Compute and the Cost of Moving Too FastGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to debate AI market size, infrastructure spending and how venture investors can survive a boom.Venture CapitalInvestingAI Strategy+2
1:14:45EN
20VC with Harry Stebbings· 4. Sept. 2025Podcast · 4 StimmenAnthropic, Statsig and the Economics of AI Growth: Cliff Obrecht and 20VCGast: Cliff Obrecht, Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsCanva’s Cliff Obrecht joins Harry Stebbings and investors to discuss AI financing, employee liquidity and the real cost of putting models into software.Venture CapitalAnthropicAI cost & performance+2
1:34:58EN
20VC with Harry Stebbings· 21. Aug. 2025Podcast · 3 StimmenDatabricks Valuation, CoreWeave Debt and the Risks Behind AI GrowthGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to discuss private valuations, fintech and the financing of AI infrastructure.Venture CapitalInvestingFintech+2
1:28:12EN
20VC with Harry Stebbings· 31. Juli 2025Podcast · 3 StimmenApple, Google and the Race to Fund AI GrowthGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate venture-fund scale, AI infrastructure and how large technology companies can respond to new competition.Venture CapitalAI StrategyInvesting+2