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Channel
20VC with Harry Stebbings
Topic
Agent orchestration
Speakers
3 or more
1:50:05
EN
20VC with Harry Stebbings
· Apr 23, 2026
Podcast · 3 speakers
Cursor Deal Claims, AI Valuations and the Enterprise Agent Race: A 20VC Roundtable
HS
JL
RO
Guest Jason Lemkin, Rory O’Driscoll · Host Harry Stebbings
Jason Lemkin and Rory O’Driscoll weigh a purported Cursor transaction, design software and enterprise agent infrastructure, while debating IPO and valuation risk.
Venture Capital
Enterprise AI
Investing
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