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1:29:42EN20VC 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.
1:30:48ENDavid 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.
1:35:14ENJosh 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.
1:16:32ENMarc Andreessen on Venture Investing, AI and the Work of BuildingGast: Marc Andreessen · Moderation: Harry StebbingsThe a16z co-founder discusses founder selection, venture economics, AI and why his firm has no current need to go public.
1:04:15ENMitchell 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.
1:15:08ENOren Zeev on AI, Venture Fund Economics and Investing Against ConsensusGast: Oren Zeev · Moderation: Harry StebbingsThe solo investor discusses growth, concentrated portfolios, fund incentives and the uncertainty facing venture firms as AI changes markets.
1:13:24ENWinston Weinberg on Building Harvey, Enterprise AI and the Art of DealsGast: Winston Weinberg · Moderation: Harry StebbingsHarvey’s co-founder explains how he thinks about founder focus, enterprise adoption, hiring and negotiating while legal AI changes.
1:15:19ENAlex Rampell on Venture Scale, Founder Judgment and Durable AI BusinessesGast: Alex Rampell · Moderation: Harry StebbingsThe Andreessen Horowitz investor explains how he weighs ownership, founder motivation and customer retention as venture funds and AI markets grow.
1:06:10ENFuse CEO Alan Chang on Revolut, Energy and Building at SpeedGast: Alan Chang · Moderation: Harry StebbingsChang discusses his management approach, energy policy and Fuse’s growth while Harry Stebbings challenges several of his assumptions.
1:11:52ENDavid George on Venture Fund Scale, AI Economics and Backing FoundersGast: David George · Moderation: Harry StebbingsThe Andreessen Horowitz growth investor discusses private-market returns, AI company valuations and the judgment behind the firm’s investments.
47:45ENTarek Mansour on Kalshi’s Funding, Prediction Markets and CompetitionGast: Tarek Mansour · Moderation: Harry StebbingsThe Kalshi CEO discusses its $1 billion raise, media partnerships, regulatory history and rivalry with Polymarket.
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.
1:26:42ENEverett Randle on Venture Fund Size, AI Margins and Founder PartnershipsGast: Everett Randle · Moderation: Harry StebbingsThe new Benchmark partner discusses lessons from former colleagues, investment trade-offs and the challenge of measuring AI businesses.
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.
1:25:48ENNvidia’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.
1:22:51ENMartin Mignot on Index Ventures, Revolut and Investing in FoundersGast: Martin Mignot · Moderation: Harry StebbingsThe Index Ventures partner explains how he evaluates early-stage companies, manages concentrated returns and learns from missed opportunities.
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.
1:15:28ENMike Maples on Seed Investing, Founder Fit and When to SellGast: Mike Maples · Moderation: Harry StebbingsThe Floodgate investor explains his approach to fund economics, exceptional founders, follow-ons and partial exits.
1:13:21ENKlaus Hommels on Venture Portfolios, European Defense and Backing FoundersGast: Klaus Hommels · Moderation: Harry StebbingsThe Lakestar founder explains his concentrated investment style, argues for more European innovation funding and recounts how he backed several prominent companies.
1:04:51ENCem Sertoglu on UiPath, Venture Risk and Backing FoundersGast: Cem Sertoglu · Moderation: Harry StebbingsThe investor recounts the decisions behind UiPath’s returns and explains how he thinks about founder relationships, reserves, valuation and liquidity.
56:18ENMark Goldberg on Building Chemistry and Rethinking Venture PartnershipsGast: Mark Goldberg · Moderation: Harry StebbingsThe former Index partner discusses his new fund’s decision-making, reserves and founder relationships, while debating valuations and the pressures on large venture firms.
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.
1:08:33ENEric Vishria on AI Value, Founder Insight and Benchmark’s Investment ProcessGast: Eric Vishria · Moderation: Harry StebbingsThe Benchmark partner discusses durable AI revenue, startup distribution, chip competition and how partners challenge investment decisions.
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