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54:29ENfomo CEO Paul Erlanger on Social Trading, Fundraising and Product GrowthGuest Paul Erlanger · Host Harry StebbingsErlanger discusses building a trading app, raising from angels and venture firms, and combining social features with financial products.
1:37:01ENAnthropic, OpenClaw and Software Valuations: A 20VC Investor RoundtableGuest Jason Lemkin, Rory O’Driscoll · Host 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.
1:29:46ENKlarna CEO Sebastian Siemiatkowski on AI, Software and the Future of BankingGuest Sebastian Siemiatkowski · Host Harry StebbingsThe Klarna cofounder explains his predictions about software switching costs, customer service and a digital financial assistant, while discussing the pressures of building a public company.
1:18:04ENBrex, AI Inference Costs and the IPO Market: A 20VC RoundtableGuest Jason Lemkin, Rory O’Driscoll · Host 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.
47:45ENTarek Mansour on Kalshi’s Funding, Prediction Markets and CompetitionGuest Tarek Mansour · Host Harry StebbingsThe Kalshi CEO discusses its $1 billion raise, media partnerships, regulatory history and rivalry with Polymarket.
1:34:12ENOpenAI Secondaries, Ramp and the Price of AI GrowthGuest Jason Lemkin, Rory O’Driscoll, Jeff Lawson · Host Harry StebbingsJason Lemkin, Rory O’Driscoll and Jeff Lawson join Harry Stebbings to debate AI funding, founder incentives and the risks of moving too fast.
1:34:58ENDatabricks Valuation, CoreWeave Debt and the Risks Behind AI GrowthGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to discuss private valuations, fintech and the financing of AI infrastructure.
1:22:51ENMartin Mignot on Index Ventures, Revolut and Investing in FoundersGuest Martin Mignot · Host Harry StebbingsThe Index Ventures partner explains how he evaluates early-stage companies, manages concentrated returns and learns from missed opportunities.
1:02:16ENVlad Tenev on Robinhood, Tokenized Assets and Building Financial ProductsGuest Vlad Tenev · Host Harry StebbingsThe Robinhood CEO discusses active traders, AI adoption, private-market tokens and the company’s plans for broader financial services.
1:09:30ENChime’s IPO, Scale AI’s Deal and the Return of Public-Market LiquidityGuest Rory O’Driscoll, Jason Lemkin, Garrett · Host Harry StebbingsHarry Stebbings, Rory O’Driscoll, Jason Lemkin and Garrett from Handshake discuss AI suppliers, venture exits and the IPO market in June 2025.
1:35:12ENJack Zhang on Building Airwallex and Scaling Global PaymentsGuest Jack Zhang · Host Harry StebbingsThe Airwallex founder recounts early funding, product pivots, a proposed Stripe deal and the costs of international expansion.
1:04:29ENImmad Akhund on Mercury, Angel Investing and His New FundGuest Immad Akhund · Host Harry StebbingsThe Mercury CEO discusses a $26 million institutional fund, early-stage investing, AI valuations and the demands of running both.
1:01:21ENJason Wilk on Dave’s Turnaround, Credit and Digital BankingGuest Jason Wilk · Host Harry StebbingsThe Dave founder discusses going public, AI underwriting, customer acquisition and competing to serve consumers with short-term credit.
1:03:51ENMax Levchin on Hiring, Postmortems and Leading AffirmGuest Max Levchin · Host Harry StebbingsThe Affirm founder discusses candid feedback, calculated risk, durable product work and staying focused through public-market volatility.
1:06:04ENDan Gill on Carvana’s Unit Economics, Product Decisions and TurnaroundGuest Dan Gill · Host Harry StebbingsThe Carvana product leader discusses financing, logistics, prioritization and leading through a dramatic market-cap decline.
45:35ENNik Storonsky on Revolut’s Product Bets and Global Banking AmbitionsGuest Nik Storonsky · Host Harry StebbingsThe Revolut founder discusses management, banking licenses, product experiments and a possible public listing, as well as his data-driven investment firm.
55:01ENVlad Tenev on GameStop, Robinhood’s Growth and AI in FinanceGuest Vlad Tenev · Host Harry StebbingsThe Robinhood CEO reflects on a turbulent trading crisis, company culture, financial products and the potential role of AI.
1:01:49ENAntoine Le Nel on Revolut’s Growth Engine and Marketing MeasurementGuest Antoine Le Nel · Host Harry StebbingsRevolut’s growth chief discusses experimentation, cohort economics, brand marketing and remote teams, drawing on his earlier work at King.
50:38ENZach Perret on Founder Mode, Product Expansion and Building PlaidGuest Zach Perret · Host Harry StebbingsThe Plaid co-founder discusses delegation, difficult integration work, fundraising and the trade-offs of growing a multi-product company.
1:09:13ENMike Hudack on Product Simplicity, Experimentation and Building TeamsGuest Mike Hudack · Host Harry StebbingsThe Sling Money founder shares lessons from Facebook, Deliveroo and Monzo on customer choice, data and product leadership.
1:07:38ENAman Narang on Building Toast: Speed, Focus and Scaling a Restaurant PlatformGuest Aman Narang · Host Harry StebbingsThe Toast co-founder explains how the company pivoted to point of sale, learned to scale its team and expanded into payments and lending.







