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1:26:49EN
20VC with Harry Stebbings· Oct 30, 2025Podcast · 3 speakersOpenAI’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.
1:32:36EN20VC with Harry Stebbings· Oct 9, 2025Podcast · 3 speakersOpenAI’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.
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.
1:34:20EN20VC with Harry Stebbings· Aug 14, 2025Podcast · 3 speakersGPT-5, Palantir and the Economics of AI GrowthGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI competition, the price of growth and what leaner companies could mean for workers.
24:14ENGPT-4o Image Generation: Launch Demos, Editing, and LimitationsMatthew Berman, Sam Altman · Forward FutureMatthew Berman reviews OpenAI's March 2025 image-generation launch, testing text rendering, image editing, and visual consistency.