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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
1:19:28EN
20VC with Harry Stebbings· 17. Sept. 2026Podcast · 3 StimmenAI 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.AI SafetyAI agentsVenture Capital+2
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.SaaSAI StrategyVenture Capital+2
1:18:23EN
20VC with Harry Stebbings· 6. Aug. 2026Podcast · 4 Stimmen20VC on AI Security, Software Deals and the Economics of ComputeGast: Nikesh Arora, Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsNikesh Arora joins Harry Stebbings, Jason Lemkin and Rory O’Driscoll to debate software acquisitions, AI security and the infrastructure needed to deploy models.CybersecurityAI StrategyVenture 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
1:28:19EN
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
1:19:18EN
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
1:37:01EN
20VC with Harry Stebbings· 19. Feb. 2026Podcast · 3 StimmenAnthropic, OpenClaw and Software Valuations: A 20VC Investor RoundtableGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate the concentration of AI capital, the pressure on software companies and the risks of autonomous agents.Venture CapitalSaaSAI agents+2
1:24:39EN
20VC with Harry Stebbings· 12. Feb. 2026Podcast · 4 StimmenMike Cannon-Brookes and 20VC on AI, Software Markets and LeadershipGast: Mike Cannon-Brookes, Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsThe Atlassian co-founder joins Harry Stebbings, Jason Lemkin and Rory O’Driscoll to debate AI spending, legal and support software, advertising and the demands on founders. Their financial figures and forecasts are claims or estimates, not independently verified results.AI StrategyVenture CapitalSaaS+2
1:37:14EN
20VC with Harry Stebbings· 5. Feb. 2026Podcast · 3 StimmenSoftware Stocks, AI Financing and Autonomous Agents: A 20VC RoundtableGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss software valuations, infrastructure financing, autonomous driving and the risks of networked agents.SaaSInvestingVenture Capital+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