Rory O’Driscoll
General partner39Podcast-Folgen1Sendungen2026Zeitraum
Podcast-Auftritte
39 Folgen · neueste zuerst202639 Folgen
20VC: Venture Fund Size, AI Valuations and the Changing Software MarketModeration: Harry Stebbings · Mit: Jason LemkinGastEN
20VC on Pro Rata Rights, AI Pricing and the Changing Software MarketModeration: Harry Stebbings · Mit: Jason LemkinGastEN
The AI Race, Founder Loyalty and the New Rules of Enterprise SoftwareModeration: Harry Stebbings · Mit: Dev Ittycheria, Jason LemkinGastEN
AI Valuations, Talent Wars and the Venture Capital Tradeoffs Behind ThemModeration: Harry Stebbings · Mit: Jack Altman, Jason LemkinGastEN
AI Agents, Venture Pricing and the Tradeoffs Behind the Funding BoomModeration: Harry Stebbings · Mit: Jason LemkinGastEN
AI Safety, Personal Agents and the Venture Market’s Uneven ExitsModeration: Harry Stebbings · Mit: Jason LemkinGastEN
AI Assistants, Enterprise Adoption and the Venture Market’s New RisksModeration: Harry Stebbings · Mit: Jason LemkinGastEN
AI Compute, Agent Security and the Race to Build More SoftwareModeration: Harry Stebbings · Mit: Jason LemkinGastEN
20VC: AI Funding, Model Competition and the Economics of AgentsModeration: Harry Stebbings · Mit: Jason LemkinGastEN
20VC: AI Acquisitions, Model Costs and Software ValuationsModeration: Harry Stebbings · Mit: Jason LemkinGastEN
20VC on AI Competition, Founder Control and Software ValuationsModeration: Harry Stebbings · Mit: Jason LemkinGastEN
20VC on AI Security, Software Deals and the Economics of ComputeModeration: Harry Stebbings · Mit: Nikesh Arora, Jason LemkinGastEN
20VC Roundtable on Open Weights, AI Spending and Software InvestingModeration: Harry Stebbings · Mit: Jason LemkinGastEN
20VC Roundtable on Open Models, AI Economics and Payments DealsModeration: Harry Stebbings · Mit: Jason LemkinGastEN
20VC Roundtable on AI Competition, Enterprise Spending and Venture CapitalModeration: Harry Stebbings · Mit: Jason LemkinGastEN
20VC on AI Regulation, Compute Economics and Enterprise AdoptionModeration: Harry Stebbings · Mit: Jason LemkinGastEN
20VC Roundtable: AI Spending, Model Competition and Software AcquisitionsModeration: Harry Stebbings · Mit: Jason LemkinGastEN
20VC Roundtable: Open Models, AI Spending and the Cost of CompetitionModeration: Harry Stebbings · Mit: Jason LemkinGastEN
20VC Roundtable: AI Policy, Software Valuations and RoboticsModeration: Harry Stebbings · Mit: Everett RandleGastEN
20VC on IPO Expectations, Lean AI Startups and Investor RiskModeration: Harry Stebbings · Mit: Jason LemkinGastEN
20VC on AI Financing, Token Budgets and the Cost of Startup IntensityModeration: Harry Stebbings · Mit: Jason LemkinGastEN
AI Spending, Layoffs and IPO Speculation: Jason Lemkin and Rory O’Driscoll on the Economics of AgentsModeration: Harry Stebbings · Mit: Jason LemkinGastEN
AI Funding, IPO Expectations and the Politics of Layoffs: Jason Lemkin and Rory O’DriscollModeration: Harry Stebbings · Mit: Jason LemkinGastEN
AI Compute Deals, Cerebras’s IPO and the Cost of Building: A 20VC RoundtableModeration: Harry Stebbings · Mit: Jason LemkinGastEN
AI Spending, Software Stocks and IPO Speculation: A 20VC Earnings RoundtableModeration: Harry Stebbings · Mit: Jason LemkinGastEN
AI Compute, Private Equity and the Narrowing Exit: A 20VC RoundtableModeration: Harry Stebbings · Mit: Jason LemkinGastEN
Cursor Deal Claims, AI Valuations and the Enterprise Agent Race: A 20VC RoundtableModeration: Harry Stebbings · Mit: Jason LemkinGastEN
AI Security, Software Valuations and SpaceX IPO Speculation: A 20VC RoundtableModeration: Harry Stebbings · Mit: Jason LemkinGastEN
AI Financing, Model Routing and Security Risks: A 20VC RoundtableModeration: Harry Stebbings · Mit: Jason LemkinGastEN
AI Security, Revenue Claims and Wearable Economics: A 20VC Investor RoundtableModeration: Harry Stebbings · Mit: Jason LemkinGastEN
Series A Fund Math, SpaceX Ambitions and the AI Valuation DebateModeration: Harry Stebbings · Mit: Jason LemkinGastEN
Nvidia’s AI Spending Outlook, Anduril’s Army Contract and the Venture Math Behind Big BetsModeration: Harry Stebbings · Mit: Jason LemkinGastEN
Anthropic’s Pentagon Dispute, AI Infrastructure and the Venture Investors’ Market DebateModeration: Harry Stebbings · Mit: Jason LemkinGastEN
Anthropic, Block and Cursor: A 20VC Roundtable on AI and SoftwareModeration: Harry Stebbings · Mit: Jason LemkinGastEN
Citrini’s Hypothetical 2028 Scenario, AI Agents and Figma: A 20VC RoundtableModeration: Harry Stebbings · Mit: Jason LemkinGastEN
Anthropic, OpenClaw and Software Valuations: A 20VC Investor RoundtableModeration: Harry Stebbings · Mit: Jason LemkinGastEN
Mike Cannon-Brookes and 20VC on AI, Software Markets and LeadershipModeration: Harry Stebbings · Mit: Mike Cannon-Brookes, Jason LemkinGastEN
Software Stocks, AI Financing and Autonomous Agents: A 20VC RoundtableModeration: Harry Stebbings · Mit: Jason LemkinGastEN
Brex, AI Inference Costs and the IPO Market: A 20VC RoundtableModeration: Harry Stebbings · Mit: Jason LemkinGastEN