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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.
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.
1:25:00ENEric Mannes on Turning Messy External Data Into Trading ResearchRon, 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.
1:30:48EN20VC 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.
1:20:29EN20VC 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.
58:26EN20VC with Harry Stebbings· Mar 28, 2026Podcast · 2 speakersGili Raanan on Venture Entry Prices, Growth and Private-Market LiquidityGuest Gili Raanan · Host Harry StebbingsThe Cyberstarts founder explains his approach to cybersecurity investing, when he discusses margins and why secondary sales can help employees and limited partners.
1:18:06EN20VC with Harry Stebbings· Mar 16, 2026Podcast · 2 speakersGokul Rajaram on Software Moats, AI Products and Venture ReturnsGuest Gokul Rajaram · Host Harry StebbingsThe operator and investor explains his eight-part framework for software defensibility and debates how AI changes product strategy, growth and venture investing. His company assessments and forecasts are opinions, and he has investments or board roles in several businesses discussed.
1:03:53EN20VC with Harry Stebbings· Mar 9, 2026Podcast · 2 speakersMiles Clements on Cursor, AI Investing and Venture Fund DecisionsGuest Miles Clements · Host Harry StebbingsThe Accel partner discusses AI product durability, pricing fast-growing companies and the choices investors face around ownership and liquidity. Accel has invested in Cursor, Anthropic and other companies he discusses.
1:04:15EN20VC with Harry Stebbings· Mar 7, 2026Podcast · 2 speakersMitchell 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.
1:00:33EN20VC with Harry Stebbings· Feb 28, 2026Podcast · 2 speakersJerry Murdock on Autonomous Agents, Software Investing and Adapting to ChangeGuest Jerry Murdock · Host Harry StebbingsThe Insight Partners co-founder discusses agent infrastructure, investment judgment, employment and lessons from previous technology cycles.
1:06:37EN20VC with Harry Stebbings· Feb 23, 2026Podcast · 2 speakersLucas 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.
1:20:02EN20VC with Harry Stebbings· Feb 9, 2026Podcast · 2 speakersAnish 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.
1:15:08EN20VC with Harry Stebbings· Feb 2, 2026Podcast · 2 speakersOren Zeev on AI, Venture Fund Economics and Investing Against ConsensusGuest Oren Zeev · Host Harry StebbingsThe solo investor discusses growth, concentrated portfolios, fund incentives and the uncertainty facing venture firms as AI changes markets.
1:15:19EN20VC with Harry Stebbings· Jan 12, 2026Podcast · 2 speakersAlex Rampell on Venture Scale, Founder Judgment and Durable AI BusinessesGuest Alex Rampell · Host Harry StebbingsThe Andreessen Horowitz investor explains how he weighs ownership, founder motivation and customer retention as venture funds and AI markets grow.
1:11:52EN20VC with Harry Stebbings· Dec 15, 2025Podcast · 2 speakersDavid George on Venture Fund Scale, AI Economics and Backing FoundersGuest David George · Host Harry StebbingsThe Andreessen Horowitz growth investor discusses private-market returns, AI company valuations and the judgment behind the firm’s investments.
1:06:06EN20VC with Harry Stebbings· Nov 17, 2025Podcast · 2 speakersAndrew Ng on AI Infrastructure, Open Models and Building Useful ApplicationsGuest Andrew Ng · Host Harry StebbingsThe AI Fund general partner discusses computing constraints, geopolitics, adoption and the economics of AI products.
1:26:42EN20VC with Harry Stebbings· Nov 10, 2025Podcast · 2 speakersEverett Randle on Venture Fund Size, AI Margins and Founder PartnershipsGuest Everett Randle · Host Harry StebbingsThe new Benchmark partner discusses lessons from former colleagues, investment trade-offs and the challenge of measuring AI businesses.
1:38:05EN20VC with Harry Stebbings· Sep 22, 2025Podcast · 2 speakersHemant Taneja on Scaling General Catalyst, AI and the Future of VentureGuest Hemant Taneja · Host Harry StebbingsThe General Catalyst CEO discusses early-stage returns, AI’s effect on work and the difficulty of investing through rapid technological change.
1:23:11EN20VC with Harry Stebbings· Aug 25, 2025Podcast · 2 speakersBessemer’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.
1:22:51EN20VC with Harry Stebbings· Aug 11, 2025Podcast · 2 speakersMartin Mignot on Index Ventures, Revolut and Investing in FoundersGuest Martin Mignot · Host Harry StebbingsThe Index Ventures partner explains how he evaluates early-stage companies, manages concentrated returns and learns from missed opportunities.
1:30:36EN20VC with Harry Stebbings· Aug 4, 2025Podcast · 2 speakersMiles Dieffenbach on Endowment Investing, Venture Returns and LiquidityGuest Miles Dieffenbach · Host Harry StebbingsThe Carnegie Mellon allocator explains how he compares venture funds with public markets and evaluates fund size, fees and private marks.
1:04:33EN20VC with Harry Stebbings· Jun 30, 2025Podcast · 2 speakersPhilipp Freise on KKR’s European Investing and Private-Market LiquidityGuest Philipp Freise · Host Harry StebbingsThe KKR investor discusses deployment discipline, AI, European capital markets and broader access to private investments.Load moreShowing 24 of 75