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1:30:48ENDavid Frankel on Seed Investing, AI Winners and the Value of PatienceGuest David Frankel · Host 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.
1:04:36ENWix CEO Avishai Abrahami on Base44, AI and Building for Small BusinessesGuest Avishai Abrahami · Host Harry StebbingsThe Wix co-founder discusses AI-assisted application building, software economics, customer support and leadership through market uncertainty.
1:04:15ENMitchell Green on Software Stocks, Venture Liquidity and Investing Through AI ChangeGuest Mitchell Green · Host Harry StebbingsThe Lead Edge founder explains his approach to buying, selling and assessing retention while debating AI disruption and venture-fund economics.
1:14:16ENEran Zinman on Monday.com’s AI Pivot, Pricing and Software MarketsGuest Eran Zinman · Host Harry StebbingsThe Monday.com CEO discusses AI-built software, agent workflows, sales automation and leading a public company through a difficult market.
1:06:37ENLucas Swisher on AI Growth Investing, Fund Size and the Price of ScaleGuest Lucas Swisher · Host Harry StebbingsThe Coatue growth investor discusses software valuations, concentrated funds, AI economics and the judgment behind follow-on investments.
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.
1:20:02ENAnish Acharya on AI Software, Investment Judgment and the Limits of AutomationGuest Anish Acharya · Host Harry StebbingsThe a16z investor discusses incumbent software, agent products, pricing, margins and the choices founders face in a fast-moving market.
1:18:29ENBase44 Founder Maor Shlomo on AI App Building and CompetitionGuest Maor Shlomo · Host Harry StebbingsShlomo explains why he joined Wix, how he thinks about app-builder defensibility and why the future of software remains contested.
1:23:11ENBessemer’s Byron Deeter on AI Growth, Venture Scale and LiquidityGuest Byron Deeter · Host Harry StebbingsDeeter discusses AI software economics, follow-on investments and the trade-offs facing venture firms and their limited partners.
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.
1:05:48ENKaz Nejatian on Shopify: Building Complete Products and a Company for the Long TermGuest Kaz Nejatian · Host Harry StebbingsShopify’s COO explains its product culture, internal tools and partnerships, and reflects on remote work, information flow and leadership.
50:08ENDax Dasilva on Bootstrapping Lightspeed, Growth and Returning as CEOGuest Dax Dasilva · Host Harry StebbingsThe Lightspeed founder explains how close customer observation shaped its product, why he returned to lead a profitable-growth transition, and what acquisitions left unfinished.
1:07:40ENSaam Motamedi on AI Valuations, Series B Risk and Backing FoundersGuest Saam Motamedi · Host Harry StebbingsThe Greylock partner explains why he sees exuberant AI pricing, questions a universal Series A revenue threshold, and favors founder and market judgment over simple checklists.
45:11ENMark Roberge on Sales Hiring, Unit Economics and Moving UpmarketGuest Mark Roberge · Host Harry StebbingsThe former HubSpot sales leader explains how founders can build a sales motion, align incentives and decide when enterprise customers are worth pursuing.
1:20:50ENJason Lemkin on SaaS Valuations, Private Equity and the Liquidity ProblemGuest Jason Lemkin · Host Harry StebbingsThe SaaStr founder discusses slowing software growth, AI budgets, venture returns and why the next exit may be harder to find.
1:24:54ENJason Lemkin on SaaS Investing, Churn and Seed ValuationsGuest Jason Lemkin · Host Harry StebbingsThe SaaStr founder revisits successful and disappointing deals, explains his diligence process and assesses the economics of seed investing.
59:47ENAaron Levie on AI Agents, SaaS Pricing and the Race Between Startups and IncumbentsGuest Aaron Levie · Host Harry StebbingsThe Box CEO considers how AI might change business workflows, employment and software pricing, and why established companies and startups both have a chance.
52:52ENGirish Mathrubootham on Freshworks Pricing, Products and ScalingGuest Girish Mathrubootham · Host Harry StebbingsThe Freshworks founder shares lessons from self-service software, a multi-product strategy, executive hiring and investing in Indian startups.
1:12:20ENDave Kellogg on SaaS Metrics, Sales Forecasting and Efficient GrowthGuest Dave Kellogg · Host Harry StebbingsThe software executive explains why he separates acquisition, retention and margin, and offers practical ways to improve forecasting and customer relationships.
1:32:52ENJason Lemkin on SaaS, Venture and His 2024 PredictionsGuest Jason Lemkin · Host Harry StebbingsThe SaaStr founder reviews a difficult 2023, reconsiders exit advice and debates what could change for startups in 2024.
55:24ENSteve Goldberg on Selling to CFOs, Reviewing Deals and Building Customer TrustGuest Steve Goldberg · Host Harry StebbingsThe Salesloft revenue leader explains how to find a real champion, demonstrate business outcomes and make renewals part of the sales process.
1:25:06ENTooey Courtemanche on Procore's Long Road to Growth and the Work of LeadingGuest Tooey Courtemanche · Host Harry StebbingsThe construction software founder discusses surviving a slow market, building a product platform, delegating and balancing a company with family life.
57:34ENChris Degnan on Building Snowflake's Sales Team from the First CustomerGuest Chris Degnan · Host Harry StebbingsSnowflake's revenue chief explains prospecting, customer feedback, forecasting and his unconventional view of customer success.
50:31ENEd Sim on Seed Valuations, Inception Investing and Reserving for GrowthGuest Ed Sim · Host Harry StebbingsThe Boldstart founder explains his early financing framework, the risks of excess capital and why follow-on discipline matters.
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