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1:13:26EN
20VC with Harry Stebbings· Oct 24, 2026Podcast · 2 speakersNaveen Rao on Energy, AI Hardware, Verification and the Future of RoboticsGuest Naveen Rao · Host Harry StebbingsThe Unconventional AI founder argues that energy efficiency will shape AI hardware, while the growing volume of model output makes verification more valuable.EnergySemiconductorsInference+2
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.Venture CapitalInvestingAI cost & performance+2
1:19:50EN
20VC with Harry Stebbings· Oct 19, 2026Podcast · 2 speakersSameer Dholakia on AI Investing, Bessemer's Growth Strategy and Company CultureGuest Sameer Dholakia · Host Harry StebbingsThe Bessemer partner explains his approach to pricing fast-growing AI companies, backing founders and building teams, while discussing the risks behind his optimistic forecasts.Venture CapitalAI StrategyLeadership+2
1:03:05EN
20VC with Harry Stebbings· Oct 17, 2026Podcast · 2 speakersHarrison Chase on Building Reliable Agents, Model Routing and MemoryGuest Harrison Chase · Host Harry StebbingsThe LangChain co-founder explains why agents remain difficult to control, where domain expertise matters, and how his team manages coding-agent costs.AI agentsAgent orchestrationEvals+2
1:17:09EN
20VC with Harry Stebbings· Oct 15, 2026Podcast · 3 speakers20VC on Pro Rata Rights, AI Pricing and the Changing Software MarketGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate investor rights, model economics and the choices facing software companies and their employees.Venture CapitalAI cost & performanceRobotics+2
58:54EN
20VC with Harry Stebbings· Oct 12, 2026Podcast · 2 speakersMike Cannon-Brookes on AI Agents, Enterprise Context and the Future of InterfacesGuest Mike Cannon-Brookes · Host Harry StebbingsAtlassian's CEO argues that agents make product design more important, explains the trade-offs in enterprise AI, and makes the case for slower thinking.AI interface designEnterprise AIAI agents+2
1:12:06EN
20VC with Harry Stebbings· Oct 10, 2026Podcast · 2 speakersMax Freeman on Building Ramp’s Sales MachineGuest Max Freeman · Host Harry StebbingsRamp’s sales leader explains how he hires, trains and equips sellers, from early outbound experiments to enterprise forecasting and AI-assisted research.SalesGo-to-MarketCompany Building+2
1:15:51EN
20VC with Harry Stebbings· Oct 8, 2026Podcast · 4 speakersThe AI Race, Founder Loyalty and the New Rules of Enterprise SoftwareGuest Dev Ittycheria, Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Dev Ittycheria, Jason Lemkin and Rory O’Driscoll debate model competition, startup exits and what happens when AI agents choose vendors.Enterprise AIFoundation ModelsStartups+2
1:11:14EN
20VC 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.Venture CapitalInvestingAI startups & small teams+1
1:05:01EN
20VC with Harry Stebbings· Oct 3, 2026Podcast · 2 speakersChase Lochmiller on AI Data Centers, Energy and GPU EconomicsGuest Chase Lochmiller · Host Harry StebbingsCrusoe’s CEO discusses the constraints on AI infrastructure, the economics of GPU capacity and his company’s approach to energy and managed inference.Infrastructure & deploymentEnergyInference+2
1:20:28EN
20VC with Harry Stebbings· Oct 1, 2026Podcast · 4 speakersAI Valuations, Talent Wars and the Venture Capital Tradeoffs Behind ThemGuest Jack Altman, Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jack Altman, Jason Lemkin and Rory O’Driscoll debate large early-stage bets, open-weight models and the changing market for exits.Venture CapitalAI startups & small teamsInference+2
1:15:42EN
20VC with Harry Stebbings· Sep 28, 2026Podcast · 2 speakersAlex Mashrabov on Higgsfield's AI Video Business, Model Costs and GrowthGuest Alex Mashrabov · Host Harry StebbingsHiggsfield's founder explains the search for product-market fit, how he calculates annualized revenue and why creative workflows matter more than chasing model benchmarks.Generative mediaAI startups & small teamsProduct Strategy+2
1:08:54EN
20VC with Harry Stebbings· Sep 26, 2026Podcast · 2 speakersParag Agrawal on Web Search and Business Models for AI AgentsGuest Parag Agrawal · Host Harry StebbingsParallel’s co-founder explains why agent search needs different economics, how content owners might be paid and why agent safety requires more than model capability.Search & retrievalAI agentsAI security+2
1:20:43EN
20VC with Harry Stebbings· Sep 24, 2026Podcast · 3 speakersAI Agents, Venture Pricing and the Tradeoffs Behind the Funding BoomGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI products, high-priced venture rounds, enterprise software and infrastructure risk.Venture CapitalAI agentsEnterprise AI+2
1:19:04EN
20VC with Harry Stebbings· Sep 21, 2026Podcast · 2 speakersDaniel Dines on AI Agents, Enterprise Work and the Limits of AutomationGuest Daniel Dines · Host Harry StebbingsThe UiPath co-founder argues that companies need a map of work and reliable automation alongside AI, while Harry Stebbings challenges his assumptions about how fast jobs will change.Enterprise AIWorkflow automationAI agents+2
1:19:54EN
20VC with Harry Stebbings· Sep 19, 2026Podcast · 2 speakersThomas Sohmers on AI Inference, Memory and Data-Center GrowthGuest Thomas Sohmers · Host Harry StebbingsPositron’s co-founder discusses the engineering economics of inference, his views on AI infrastructure and regulation, and the risks he sees in financing and concentration.InferenceSemiconductorsAI cost & performance+2
1:19:28EN
20VC with Harry Stebbings· Sep 17, 2026Podcast · 3 speakersAI Safety, Personal Agents and the Venture Market’s Uneven ExitsGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate oversight of advanced AI, the economics of personal assistants and what a weaker software exit market means for investors.AI SafetyAI agentsVenture Capital+2
1:16:29EN
20VC 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.InvestingVenture CapitalLeadership
1:21:52EN
20VC with Harry Stebbings· Sep 12, 2026Podcast · 2 speakersMatteo Franceschetti on Eight Sleep, AI Teams and the Cost of AmbitionGuest Matteo Franceschetti · Host Harry StebbingsEight Sleep's CEO discusses customer acquisition, hardware economics, AI-assisted operations and the personal trade-offs behind building a company.Company BuildingAI AdoptionProduct Strategy+2
1:22:31EN
20VC with Harry Stebbings· Sep 10, 2026Podcast · 3 speakersAI Assistants, Enterprise Adoption and the Venture Market’s New RisksGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate personal agents, legal AI, autonomous vehicles and the economics of financing AI companies.AI agentsEnterprise AIAI Safety+2
1:16:00EN
20VC with Harry Stebbings· Sep 7, 2026Podcast · 2 speakersJD Grèze on Building Town and Competing in AI AssistantsGuest Jean-Denis Greze · Host Harry StebbingsTown’s co-founder discusses privacy, model costs, competition and why he prioritizes customer value over token consumption.AI agentsAI cost & performanceProduct Strategy+2
1:04:35EN
20VC with Harry Stebbings· Sep 5, 2026Podcast · 2 speakersCliff Weitzman on Owning GPUs, Voice AI and Building SpeechifyGuest Cliff Weitzman · Host Harry StebbingsSpeechify's CEO makes the case for owning part of a compute fleet, reflects on a missed business-software opportunity and discusses AI-assisted teams.Infrastructure & deploymentVoice AIAI cost & performance+2
1:20:29EN
20VC with Harry Stebbings· Sep 3, 2026Podcast · 3 speakersAI Compute, Agent Security and the Race to Build More SoftwareGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss chip demand, personal agents, software competition and how AI may change enterprise buying.AI agentsInferenceAI security+2
1:05:56EN
20VC 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.Enterprise & strategyAI StrategyGo-to-Market+2
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