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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.
1:25:13EN20VC with Harry Stebbings· 16. Okt. 2025Podcast · 4 StimmenThinking Machines, AI Infrastructure and the Venture Portfolio TradeoffGast: Roger Ehrenberg, Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings and three investors examine founder commitments, the economics of selling a venture platform and how to allocate capital as AI markets accelerate.
1:25:48EN20VC with Harry Stebbings· 25. Sept. 2025Podcast · 3 StimmenNvidia’s OpenAI Commitment, H-1B Policy and the Venture Investor’s RiskGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss AI infrastructure financing, IPO liquidity and how startup investors weigh concentrated bets.