Matthew Bermanyesterday +1
20VC with Harry Stebbingsyesterday +4
No Priors: AI, Machine Learning, Tech, & Startupsyesterday +1
Sequoia Capitalyesterday +6
AI Engineeryesterday +1
The Buildersyesterday +4
Everyyesterday +1
Uncapped with Jack Altmanyesterday +1
Chris Williamsonyesterday +2
Cheeky Pintyesterday +1Results
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1:20:28ENAI 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.
1:15:56EN20VC 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.
1:26:49ENOpenAI’s Restructuring, Mercor’s Valuation and the Math of Venture ReturnsGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI financing, large venture platforms and what investors really get for a high entry price.
1:25:13ENThinking 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.
1:32:36ENOpenAI’s AMD Deal and the Venture Math Behind AI’s Biggest RoundsGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss conditional chip warrants, AI development tools and what high valuations demand from investors.
54:54ENJason Lemkin, Woody Marshall and Deven Parekh Debate Growth Investing and IPOsGuest Jason Lemkin, Woody Marshall, Deven Parekh · Host Harry StebbingsThe investors examine valuation resets, structured rounds, profitability and the uncertain reopening of public markets in 2023.