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1:18:23EN20VC on AI Security, Software Deals and the Economics of ComputeGuest Nikesh Arora, Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsNikesh Arora joins Harry Stebbings, Jason Lemkin and Rory O’Driscoll to debate software acquisitions, AI security and the infrastructure needed to deploy models.
1:12:41ENAI Security, Revenue Claims and Wearable Economics: A 20VC Investor RoundtableGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI product strategy, security spending, startup valuations and the durability of consumer subscriptions. Their discussion includes reported developments and unverified estimates, as well as O’Driscoll’s disclosure of an indirect Oura investment.
58:26ENGili 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.
57:04ENMatthew Steckman on Anduril’s Defense Business, Procurement and Product BetsGuest Matthew Steckman · Host Harry StebbingsAnduril’s president explains a $20 billion procurement ceiling, the company’s approach to building military products and his view of the responsibilities of defense suppliers. His forecasts and company claims reflect his position as an interested executive.
2:56:02ENThe FBI Never Cracked a Password the Day They Took Silk RoadGuest Chris Tarbell · Host Lex FridmanFormer agent Chris Tarbell tells Lex Fridman how a timezone setting, a Gmail address, and an undercover admin brought down Ross Ulbricht — and why the best hackers are still out there.
3:47:25ENThe Original Internet Godfather Built Trust Among CybercriminalsGuest Brett Johnson · Host Lex FridmanLex Fridman talks with Brett Johnson about ShadowCrew, social engineering, prison, and why most attacks still use holes everyone already knows about.
2:01:35ENA no-click iPhone exploit sold for $2.5 million. Silence was the only condition.Guest Nicole Perlroth · Host Lex FridmanNicole Perlroth tells Lex Fridman how zero-days, ransomware, and a privately owned power grid turned curiosity into everyday cyberwar.
45:27ENThe Agent State: How AI Flattened the Adversary Pyramid and Why Defenders Need Their Own Frontier ModelsHost Sarah Guo, Elad GilCrowdStrike CEO George Kurtz explains how low-skill attackers now wield nation-state tradecraft through AI agents, and how CrowdStrike and Nvidia are training security-specific models to fight back.
41:23ENThe Vulnerability Flood: Cloudflare's CTO on Security, Agent Traffic and an AI-First CompanyHost Sarah Guo, Elad GilCloudflare CTO Dane Knecht tells Sarah Guo how AI is accelerating vulnerability discovery, why agents need a new economic model for the web, and how Cloudflare is reorganizing around AI.








