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1:29:42EN
20VC 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.
1:25:13EN20VC with Harry Stebbings· Oct 16, 2025Podcast · 4 speakersThinking Machines, AI Infrastructure and the Venture Portfolio TradeoffGuest Roger Ehrenberg, Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings and three investors examine founder commitments, the economics of selling a venture platform and how to allocate capital as AI markets accelerate.
1:25:48EN20VC with Harry Stebbings· Sep 25, 2025Podcast · 3 speakersNvidia’s OpenAI Commitment, H-1B Policy and the Venture Investor’s RiskGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss AI infrastructure financing, IPO liquidity and how startup investors weigh concentrated bets.
1:32:52EN20VC with Harry Stebbings· Jan 4, 2024Podcast · 2 speakersJason Lemkin on SaaS, Venture and His 2024 PredictionsGuest Jason Lemkin · Host Harry StebbingsThe SaaStr founder reviews a difficult 2023, reconsiders exit advice and debates what could change for startups in 2024.
57:16EN20VC with Harry Stebbings· Nov 3, 2023Podcast · 4 speakersJack Altman, Auren Hoffman and Jason Lemkin Debate Founder-Led Venture FundsGuest Jack Altman, Auren Hoffman, Jason Lemkin · Host Harry StebbingsThe operators and investors discuss founder advice, limited-partner obligations, time trade-offs and whether their model can scale.
1:24:10EN20VC with Harry Stebbings· Sep 20, 2023Podcast · 4 speakersIs the Venture Capital Model Broken? A Debate on Prices, Product-Market Fit and ReturnsGuest Eric Paley, Mike Maples, Jason Lemkin · Host Harry StebbingsEric Paley, Mike Maples and Jason Lemkin debate seed valuations, AI hype, fund returns and the choices founders face after raising too much.
1:12:29EN20VC with Harry Stebbings· Aug 23, 2023Podcast · 3 speakersJason Lemkin and Rick Zullo Debate Venture Fund Size, Paper Marks and Founder RelationshipsGuest Jason Lemkin, Rick Zullo · Host Harry StebbingsThe investors disagree over pitching and portfolio construction while examining how fund economics shape founders, boards and returns.
1:03:10EN20VC with Harry Stebbings· Aug 11, 2023Podcast · 4 speakersJason Lemkin, Sam Lessin and Frank Rotman Debate the Future of Seed InvestingGuest Jason Lemkin, Sam Lessin, Frank Rotman · Host Harry StebbingsThe investors disagree over startup financing, fund size and founder support while examining how seed prices and capital efficiency affect returns.
1:15:36EN20VC with Harry Stebbings· Aug 9, 2023Podcast · 2 speakersJason Lemkin on Seed Investing, Due Diligence and the 2023 Venture MarketGuest Jason Lemkin · Host Harry StebbingsThe SaaStr founder discusses early-stage valuations, founder support, growth financing and a conditional prediction for the 2024 IPO market.