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1:11:27EN
Invest Like The Best· Oct 27, 2026Podcast · 2 speakersCliff Sosin: What Remains Valuable When AI Intelligence Gets CheapGuest Cliff Sosin · Host Patrick O'ShaughnessyThe investor explores the limits of prediction, the economics of AI infrastructure and the assets that may complement abundant intelligence.
55:06EN
SemiAnalysis· Oct 27, 2026Podcast · 4 speakersAnthropic's S-1: Revenue, Compute Costs and the Race to ScaleThe SemiAnalysis panel examines Anthropic’s filing, from improving compute economics to customer concentration and competition.
45:34EN
Citadel Securities· Oct 26, 2026Podcast · 2 speakersHenry Paulson on AI Risk, U.S.–China Relations and Crisis LeadershipGuest Henry M. Paulson, Jr. · Host Jim EspositoThe former Treasury secretary discusses today’s economic risks and lessons from the 2008 financial crisis.
59:41EN
20VC with Harry Stebbings· Oct 22, 2026Podcast · 3 speakers20VC: Venture Fund Size, AI Valuations and the Changing Software MarketGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O'Driscoll debate venture concentration, infrastructure risk, code review and the assumptions behind fast-growing AI companies.
1:11:14EN20VC with Harry Stebbings· Oct 5, 2026Podcast · 2 speakersVenky Ganesan on AI Venture Investing, Ownership and the Cost of Missing OutGuest Venky Ganesan · Host Harry StebbingsMenlo Ventures' partner discusses seed bets, concentrated follow-ons, market cycles, investor liquidity and the discipline needed when AI valuations accelerate.
1:16:29EN20VC with Harry Stebbings· Sep 14, 2026Podcast · 2 speakersDavid Morehead on Endowment Liquidity, Venture Returns and Portfolio ConstructionGuest David Morehead · Host Harry StebbingsBaylor University’s chief investment officer explains how his team balances private assets, public markets and spending needs, and why time matters as much as a return multiple.
1:25:00EN
Jane Street· Sep 2, 2026Eric Mannes on Turning Messy External Data Into Trading ResearchYaron Minsky, Eric Mannes · Jane StreetFrom commodity futures and an Excel risk system to point-in-time datasets and AI, Eric Mannes explains the domain knowledge behind data engineering at Jane Street.
1:05:56EN20VC with Harry Stebbings· Aug 31, 2026Podcast · 2 speakersAaron Katz on ClickHouse, AI Revenue Durability and Enterprise DataGuest Aaron Katz · Host Harry StebbingsClickHouse’s CEO discusses agent workloads, open models, fundraising and the metrics he uses to judge durable growth.
1:26:43EN20VC with Harry Stebbings· Aug 27, 2026Podcast · 3 speakers20VC: AI Funding, Model Competition and the Economics of AgentsGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate capital intensity, AI company economics and where agents may create value.
1:17:47EN20VC with Harry Stebbings· Aug 20, 2026Podcast · 3 speakers20VC: AI Acquisitions, Model Costs and Software ValuationsGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss reported deals, frontier-model economics and the challenges of valuing software in a fast-changing market.
1:29:42EN20VC with Harry Stebbings· Aug 13, 2026Podcast · 3 speakers20VC on AI Competition, Founder Control and Software ValuationsGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate how AI is reshaping software markets, talent, infrastructure and investor incentives.
1:30:48EN20VC with Harry Stebbings· Aug 8, 2026Podcast · 2 speakersDavid 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.
1:06:45EN20VC with Harry Stebbings· Jul 27, 2026Podcast · 2 speakersMatt Murphy on Anthropic, Open Models and the New Venture PlaybookGuest Matt Murphy · Host Harry StebbingsThe Menlo Ventures partner explains his investments in Anthropic, Lovable and Legora, and debates AI margins, model competition and venture fund strategy.
1:15:56EN20VC with Harry Stebbings· Jun 11, 2026Podcast · 3 speakers20VC on IPO Expectations, Lean AI Startups and Investor RiskGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported listings, AI company economics and the changing cost of building a startup.
1:39:00EN20VC with Harry Stebbings· Jun 4, 2026Podcast · 3 speakers20VC on AI Financing, Token Budgets and the Cost of Startup IntensityGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported listings, software valuations, AI spending and demanding work cultures.
1:27:17EN20VC with Harry Stebbings· May 21, 2026Podcast · 3 speakersAI Funding, IPO Expectations and the Politics of Layoffs: Jason Lemkin and Rory O’DriscollGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsA 20VC roundtable examines reported Anthropic financing, AI spending, software valuations, chip infrastructure and speculative IPOs, then considers the politics of job losses.
1:19:05EN20VC with Harry Stebbings· May 14, 2026Podcast · 3 speakersAI Compute Deals, Cerebras’s IPO and the Cost of Building: A 20VC RoundtableGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsJason Lemkin and Rory O’Driscoll debate AI infrastructure, software competition and IPO valuations, then discuss the personal demands of founding a company.
1:36:35EN20VC with Harry Stebbings· May 7, 2026Podcast · 3 speakersAI Spending, Software Stocks and IPO Speculation: A 20VC Earnings RoundtableGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsJason Lemkin and Rory O’Driscoll assess technology earnings, software growth and reported AI funding, then debate how leaders and workers adapt to AI.
1:28:19EN20VC with Harry Stebbings· Apr 30, 2026Podcast · 3 speakersAI Compute, Private Equity and the Narrowing Exit: A 20VC RoundtableGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsJason Lemkin and Rory O’Driscoll debate reported AI financing, software’s future and what private-equity losses could mean for venture investors.
1:20:29EN20VC with Harry Stebbings· Apr 27, 2026Podcast · 2 speakersAdam Foroughi on AppLovin, AI and Building a Lean CompanyGuest Adam Foroughi · Host Harry StebbingsAppLovin’s CEO discusses staff cuts, AI-assisted engineering, compensation and public-market decisions, offering his account of a volatile company turnaround.
1:50:05EN20VC with Harry Stebbings· Apr 23, 2026Podcast · 3 speakersCursor Deal Claims, AI Valuations and the Enterprise Agent Race: A 20VC RoundtableGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsJason Lemkin and Rory O’Driscoll weigh a purported Cursor transaction, design software and enterprise agent infrastructure, while debating IPO and valuation risk.
1:03:25EN20VC with Harry Stebbings· Apr 18, 2026Podcast · 3 speakersJake Paul and Geoffrey Woo on Attention, Investing and BoxingGuest Jake Paul, Geoffrey Woo · Host Harry StebbingsThe Anti Fund partners discuss their venture strategy, creator culture, public life and ambitions in sport and business.
1:30:31EN20VC with Harry Stebbings· Apr 16, 2026Podcast · 3 speakersAI Security, Software Valuations and SpaceX IPO Speculation: A 20VC RoundtableGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsJason Lemkin and Rory O’Driscoll debate AI security claims, enterprise software and the assumptions behind reported private-company valuations.
1:32:21EN20VC with Harry Stebbings· Apr 9, 2026Podcast · 3 speakersAI Financing, Model Routing and Security Risks: A 20VC RoundtableGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsJason Lemkin and Rory O’Driscoll debate reported OpenAI and Anthropic finances, model routing, database infrastructure and security, with attention to uncertainty and conflicts.Load moreShowing 24 of 228