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1:18:23EN
20VC with Harry Stebbings· Aug 6, 2026Podcast · 4 speakers20VC on AI Security, Software Deals and the Economics of ComputeGuest Nikesh Arora, Jason Lemkin, Rory O’Driscoll · Host 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.
1:12:41EN20VC with Harry Stebbings· Apr 2, 2026Podcast · 3 speakersAI Security, Revenue Claims and Wearable Economics: A 20VC Investor RoundtableGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI product strategy, security spending, startup valuations and the durability of consumer subscriptions. Their discussion includes reported developments and unverified estimates, as well as O’Driscoll’s disclosure of an indirect Oura investment.
58:26EN20VC with Harry Stebbings· Mar 28, 2026Podcast · 2 speakersGili Raanan on Venture Entry Prices, Growth and Private-Market LiquidityGuest Gili Raanan · Host Harry StebbingsThe Cyberstarts founder explains his approach to cybersecurity investing, when he discusses margins and why secondary sales can help employees and limited partners.
57:04EN20VC with Harry Stebbings· Mar 23, 2026Podcast · 2 speakersMatthew Steckman on Anduril’s Defense Business, Procurement and Product BetsGuest Matthew Steckman · Host Harry StebbingsAnduril’s president explains a $20 billion procurement ceiling, the company’s approach to building military products and his view of the responsibilities of defense suppliers. His forecasts and company claims reflect his position as an interested executive.
49:33EN20VC with Harry Stebbings· Sep 16, 2024Podcast · 2 speakersShardul Shah on Venture Conviction, Outliers and Decisions at IndexGuest Shardul Shah · Host Harry StebbingsThe Index Ventures partner explains how he evaluates founders, revisits follow-on investments and works through disagreement.
50:15EN20VC with Harry Stebbings· Jul 24, 2024Podcast · 2 speakersJason Lemkin on Wiz, CrowdStrike and the SaaS Liquidity CrunchGuest Jason Lemkin · Host Harry StebbingsThe SaaStr founder discusses a reported acquisition approach, a major outage and the economics of legal-tech and venture exits.
54:32EN20VC with Harry Stebbings· May 20, 2024Podcast · 2 speakersNikesh Arora on Competition, Acquisitions and Leading Through ChangeGuest Nikesh Arora · Host Harry StebbingsThe Palo Alto Networks CEO discusses product advantages, acquisition discipline, communication and the personal tradeoffs of leadership.
1:09:17EN20VC with Harry Stebbings· Mar 18, 2024Podcast · 2 speakersGili Raanan on Seed Investing, Founder Selection and Cyberstarts’ Sunrise ProcessGuest Gili Raanan · Host Harry StebbingsThe Cyberstarts founder explains his focus on teams, structured customer discovery and building cybersecurity companies.