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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.
1:30:48EN20VC 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.
1:01:27EN
No Priors: AI, Machine Learning, Tech, & Startups· Jul 2, 2026Podcast · 2 speakersTwo Years and Four Months to a Live Reactor: Valar Atomics Wants Energy Ten Times CheaperHost Sarah Guo, Elad GilIsaiah Taylor walks Sarah Guo through Ward 250 in Utah and argues that nuclear is a hardware-iteration problem, not a paper-design one.
1:35:14EN20VC with Harry Stebbings· May 18, 2026Podcast · 2 speakersJosh Browder on Early Investing, DoNotPay and Founder DecisionsGuest Josh Browder · Host Harry StebbingsThe DoNotPay founder discusses backing young founders, fundraising, company operations and his personal investment views.
1:16:32EN20VC with Harry Stebbings· Mar 30, 2026Podcast · 2 speakersMarc Andreessen on Venture Investing, AI and the Work of BuildingGuest Marc Andreessen · Host Harry StebbingsThe a16z co-founder discusses founder selection, venture economics, AI and why his firm has no current need to go public.
44:19EN
Sequoia Capital· Mar 17, 2026PodcastThe $500-per-Kilogram Line: Why Starcloud Thinks Data Centers Belong in SpaceStarcloud founder Philip Johnston walks through the physics, launch economics, and business model of putting AI compute in orbit.
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.
1:15:08EN20VC 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.
1:13:24EN20VC with Harry Stebbings· Jan 19, 2026Podcast · 2 speakersWinston Weinberg on Building Harvey, Enterprise AI and the Art of DealsGuest Winston Weinberg · Host Harry StebbingsHarvey’s co-founder explains how he thinks about founder focus, enterprise adoption, hiring and negotiating while legal AI changes.
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.
1:06:10EN20VC with Harry Stebbings· Jan 5, 2026Podcast · 2 speakersFuse CEO Alan Chang on Revolut, Energy and Building at SpeedGuest Alan Chang · Host Harry StebbingsChang discusses his management approach, energy policy and Fuse’s growth while Harry Stebbings challenges several of his assumptions.
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.
47:45EN20VC with Harry Stebbings· Dec 8, 2025Podcast · 2 speakersTarek Mansour on Kalshi’s Funding, Prediction Markets and CompetitionGuest Tarek Mansour · Host Harry StebbingsThe Kalshi CEO discusses its $1 billion raise, media partnerships, regulatory history and rivalry with Polymarket.
1:18:29EN20VC with Harry Stebbings· Nov 24, 2025Podcast · 2 speakersBase44 Founder Maor Shlomo on AI App Building and CompetitionGuest Maor Shlomo · Host Harry StebbingsShlomo explains why he joined Wix, how he thinks about app-builder defensibility and why the future of software remains contested.
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.
2:45:26EN
Lex Fridman· Oct 31, 2025Podcast · 2 speakersDan Houser on Fake Worlds You Want to Live InGuest Dan Houser · Host Lex FridmanThe Rockstar co-founder talks with Lex Fridman about GTA, Red Dead Redemption, character craft, leaving the company, and why language models will not write the last five percent.
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.
31:57ENNo Priors: AI, Machine Learning, Tech, & Startups· Oct 15, 2025Podcast · 2 speakersPeak 700 GW, average 300 GW: Base Power is wiring home batteries into a power plantHost Sarah Guo, Elad GilZach Dell tells Elad Gil how a $1.3 billion raise, a Texas-only retail business, and a Tesla-and-SpaceX hiring bench are meant to cut the cost of moving an electron.
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.
1:22:51EN20VC 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.
4:25:19ENLex Fridman· Apr 30, 2025Podcast · 2 speakersA shareware text editor, a 30-hour binge, and a five-year war with AppleGuest Tim Sweeney · Host Lex FridmanTim Sweeney traces Unreal Engine’s thirty-year climb, the four-week birth of Fortnite Battle Royale, a new language for the metaverse, and why he thinks Apple is on the wrong side of computing history.
3:29:02ENLex Fridman· Apr 17, 2025Podcast · 2 speakersRobert Rodriguez: Sift the Ashes, Keep the Pipe Open, Don't BlinkGuest Robert Rodriguez · Host Lex FridmanThe director of El Mariachi, Desperado, Sin City, and Alita: Battle Angel tells Lex Fridman how limitation, failure, sound, and identity became his method.
1:12:26EN20VC with Harry Stebbings· Apr 14, 2025Podcast · 2 speakersVictor Lazarte on Founders, AI and Investing Through a Technology ShiftGuest Victor Lazarte · Host Harry StebbingsThe Benchmark partner discusses founder selection, AI revenue quality, the future of work and the role of a venture investor.
1:47:08ENLex Fridman· Mar 10, 2024Podcast · 2 speakersKimbal Musk Cooks So People Will Sit DownGuest Kimbal Musk · Host Lex FridmanThe chef, Tesla board member, and author of The Kitchen Cookbook talks with Lex Fridman about apartheid South Africa, a broken neck, Zip2, and why a table beats a nightclub.Load moreShowing 24 of 38