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1:11:14ENVenky 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.
1:20:28ENAI Valuations, Talent Wars and the Venture Capital Tradeoffs Behind ThemGast: Jack Altman, Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jack Altman, Jason Lemkin and Rory O’Driscoll debate large early-stage bets, open-weight models and the changing market for exits.
1:15:42ENAlex Mashrabov on Higgsfield's AI Video Business, Model Costs and GrowthGast: Alex Mashrabov · Moderation: Harry StebbingsHiggsfield's founder explains the search for product-market fit, how he calculates annualized revenue and why creative workflows matter more than chasing model benchmarks.
1:05:02ENJoon Sung Park on Simulating Human Behavior and Building SimileGast: Joon Sung Park · Moderation: Harry StebbingsThe Simile co-founder explains his research on generative agents, the challenges of validating simulations, and his ambitions for a business built around modeling people.
1:15:56EN20VC 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.
1:18:29ENBase44 Founder Maor Shlomo on AI App Building and CompetitionGast: Maor Shlomo · Moderation: Harry StebbingsShlomo explains why he joined Wix, how he thinks about app-builder defensibility and why the future of software remains contested.
1:26:49ENOpenAI’s Restructuring, Mercor’s Valuation and the Math of Venture ReturnsGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI financing, large venture platforms and what investors really get for a high entry price.
1:25:13ENThinking 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.
1:32:36ENOpenAI’s AMD Deal and the Venture Math Behind AI’s Biggest RoundsGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss conditional chip warrants, AI development tools and what high valuations demand from investors.
1:00:35ENMercor CEO Brendan Foody on Expert Data, AI Evaluations and GrowthGast: Brendan Foody · Moderation: Harry StebbingsFoody explains Mercor’s marketplace, reported revenue run rate and views on model development, margins and company culture.
1:22:04ENElevenLabs CEO Mati Staniszewski on Voice AI, Growth and Building from EuropeGast: Mati Staniszewski · Moderation: Harry StebbingsStaniszewski discusses the company’s origins in dubbing, its financing and reported ARR, and the challenges of scaling voice products.
1:14:08ENLovable CEO Anton Osika on AI App Building, Economics and SecurityGast: Anton Osika · Moderation: Harry StebbingsOsika discusses Lovable’s reported growth, model costs and product strategy while Stebbings challenges its defensibility and security.
1:04:56ENVarun Mohan on Windsurf, Coding Agents and Startup FocusGast: Varun Mohan · Moderation: Harry StebbingsThe Windsurf co-founder discusses pivots, rapid product experimentation, coding agents and competition among AI model providers.
1:12:26ENVictor Lazarte on Founders, AI and Investing Through a Technology ShiftGast: Victor Lazarte · Moderation: Harry StebbingsThe Benchmark partner discusses founder selection, AI revenue quality, the future of work and the role of a venture investor.
49:39ENAnton Osika on Lovable’s Launch, Early Retention and Building AI Products in EuropeGast: Anton Osika · Moderation: Harry StebbingsThe Lovable co-founder explains the transition from an open-source experiment to a fast-growing app builder, and discusses hiring, fundraising and the limits of early retention data.
46:23ENAdarsh Hiremath on Mercor, AI Recruiting and the Future of WorkGast: Adarsh Hiremath · Moderation: Harry StebbingsThe Mercor co-founder discusses expert labor for AI labs, automated interviews, fundraising and his vision for a global labor marketplace.
1:16:31ENHussein Kanji on European Venture Capital and the AI OpportunityGast: Hussein Kanji · Moderation: Harry StebbingsThe Hoxton Ventures founder discusses fund size, company-building and why European AI startups can compete while still relying on US capital to scale.
48:30ENGuy Podjarny on AI Coding Tools and the Future of Software DevelopmentGast: Guy Podjarny · Moderation: Harry StebbingsThe Tessl CEO examines coding assistants, agentic development, security and the business choices surrounding AI.
39:21ENSam Altman on Model Improvements, Agents and Startup OpportunitiesGast: Sam Altman · Moderation: Harry StebbingsThe OpenAI CEO discusses where startups may build as models improve, and reflects on reasoning, infrastructure and leadership.
1:03:41ENMamoon Hamid on AI Investing, Founder Conviction and Venture ReturnsGast: Mamoon Hamid · Moderation: Harry StebbingsThe Kleiner Perkins investor discusses application-layer opportunities, reserve decisions, exits and the founders behind his investments.
1:30:52ENDavid Frankel on Seed Investing, Liquidity and Backing FoundersGast: David Frankel · Moderation: Harry StebbingsThe Founder Collective investor discusses reserves, fund economics, competing with incumbents and the long journey to returns.
1:19:00ENEiso Kant on Poolside, Compute and AI for Software DevelopmentGast: Eiso Kant · Moderation: Harry StebbingsPoolside’s CTO explains code-execution feedback, the cost of model development and his company’s ambitions in the AI race.
1:07:40ENSaam Motamedi on AI Valuations, Series B Risk and Backing FoundersGast: Saam Motamedi · Moderation: Harry StebbingsThe Greylock partner explains why he sees exuberant AI pricing, questions a universal Series A revenue threshold, and favors founder and market judgment over simple checklists.







