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1:12:06ENMax Freeman on Building Ramp’s Sales MachineGast: Max Freeman · Moderation: Harry StebbingsRamp’s sales leader explains how he hires, trains and equips sellers, from early outbound experiments to enterprise forecasting and AI-assisted research.
1:05:01ENChase Lochmiller on AI Data Centers, Energy and GPU EconomicsGast: Chase Lochmiller · Moderation: Harry StebbingsCrusoe’s CEO discusses the constraints on AI infrastructure, the economics of GPU capacity and his company’s approach to energy and managed inference.
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.
1:08:54ENParag Agrawal on Web Search and Business Models for AI AgentsGast: Parag Agrawal · Moderation: Harry StebbingsParallel’s co-founder explains why agent search needs different economics, how content owners might be paid and why agent safety requires more than model capability.
1:19:28ENAI 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.
1:21:52ENMatteo Franceschetti on Eight Sleep, AI Teams and the Cost of AmbitionGast: Matteo Franceschetti · Moderation: Harry StebbingsEight Sleep's CEO discusses customer acquisition, hardware economics, AI-assisted operations and the personal trade-offs behind building a company.
1:04:35ENCliff Weitzman on Owning GPUs, Voice AI and Building SpeechifyGast: Cliff Weitzman · Moderation: Harry StebbingsSpeechify's CEO makes the case for owning part of a compute fleet, reflects on a missed business-software opportunity and discusses AI-assisted teams.
1:05:56ENAaron 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.
1:26:43EN20VC: 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.
1:28:28ENJulien Bek on Sequoia’s Investment Process, Founder Judgment and AI MarketsGast: Julien Bek · Moderation: Harry StebbingsThe Sequoia partner explains how he develops conviction, evaluates founders and thinks about a market where AI agents may become customers.
1:17:47EN20VC: 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.
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.
1:04:36ENWix 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.
1:11:53ENSierra Co-founder Clay Bavor on Open Models, Enterprise AI and Building TeamsGast: Clay Bavor · Moderation: Harry StebbingsBavor discusses model selection and compute costs, deploying AI agents for enterprises, and how Sierra approaches hiring and company culture.
1:06:10ENK. R. Sridhar on Distributed Power, AI Demand and Energy AccessGast: K. R. Sridhar · Moderation: Harry StebbingsBloom Energy’s CEO discusses data-center power, manufacturing, natural gas and his vision for broader electricity access.
54:29ENfomo CEO Paul Erlanger on Social Trading, Fundraising and Product GrowthGast: Paul Erlanger · Moderation: Harry StebbingsErlanger discusses building a trading app, raising from angels and venture firms, and combining social features with financial products.
1:20:59ENFlexport CEO Ryan Petersen on Logistics, AI and FundraisingGast: Ryan Petersen · Moderation: Harry StebbingsPetersen discusses the economics of global freight, automating operational work, venture financing and the lessons he has taken from building Flexport.
56:55ENNico Laqua on Corgi’s Work Culture, Fundraising and AIGast: Nico Laqua · Moderation: Harry StebbingsCorgi’s co-founder describes a seven-day work culture, the company’s cafe and equity practices, and his approach to investors and AI.
1:23:34EN20VC on Enterprise Sales Hiring, Compensation and AIGast: Chad Peets, Chris Degnan · Moderation: Harry StebbingsChad Peets and Chris Degnan discuss building sales teams, forecasting revenue and competing for talent while AI changes enterprise markets.
1:35:14ENJosh Browder on Early Investing, DoNotPay and Founder DecisionsGast: Josh Browder · Moderation: Harry StebbingsThe DoNotPay founder discusses backing young founders, fundraising, company operations and his personal investment views.
1:08:23ENShiv Rao on Building Abridge, Clinical Workflows and AIGast: Shiv Rao · Moderation: Harry StebbingsThe Abridge co-founder discusses years of market development, model choices, data trust and the limits of automating clinical work.
1:13:48ENPatrick Forquer on Selling Legal AI and Scaling Legora’s Revenue TeamGast: Patrick Forquer · Moderation: Harry StebbingsLegora’s chief revenue officer explains how his team runs pilots, trains salespeople and forecasts rapid growth, and shares company-reported performance figures.
1:57:54ENCliff Weitzman on Speechify, AI Tools and Learning Through IterationGast: Cliff Weitzman · Moderation: Harry StebbingsThe Speechify founder discusses growth experiments, engineering culture, personal health experiences and the promise and risks he sees in AI.
1:20:30ENTobi Lütke on Building Shopify, AI and the Future of WorkGast: Tobi Lütke · Moderation: Harry StebbingsShopify’s CEO discusses long-term leadership, AI-assisted engineering and his views on employment and public policy.
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