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1:25:26EN
20VC with Harry Stebbings· Mar 5, 2026Podcast · 3 speakersAnthropic, Block and Cursor: A 20VC Roundtable on AI and SoftwareGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate government oversight of AI, software valuations, layoffs and coding tools. Their financial figures and predictions are estimates or reported claims, not independently verified results.
1:26:40EN20VC with Harry Stebbings· Nov 20, 2025Podcast · 4 speakersAI Coding Valuations, NVIDIA Risk and the Future of Private MarketsGuest Tomasz Tunguz, Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Tomasz Tunguz, Jason Lemkin and Rory O’Driscoll debate coding tools, infrastructure risk, venture financing and secondary liquidity.
1:26:43EN20VC with Harry Stebbings· Jul 24, 2025Podcast · 3 speakersAnthropic Dependency, Figma’s IPO and the Changing Seed MarketGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to discuss AI platform risk, public listings and competition for early-stage deals.
1:22:54EN20VC with Harry Stebbings· Jul 17, 2025Podcast · 3 speakersWindsurf, Google and Cognition: A Deal Breakdown and the AI Coding MarketGuest Rory O’Driscoll, Jason Lemkin · Host Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin discuss a complex set of transactions, AI coding tools, retention and model competition.