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1:29:42EN20VC 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.
1:25:13ENThinking 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.
1:25:48ENNvidia’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.
44:53ENKeith Rabois and Eric Glyman on Ramp, Execution and Building MomentumGuest Keith Rabois, Eric Glyman · Host Harry StebbingsThe investor and Ramp CEO explain business equations, time audits and management practices, while discussing the company’s finance automation ambitions.
1:00:45ENChristian Hecker and Johan Brenner on Trade Republic’s Fundraising and GrowthGuest Christian Hecker, Johan Brenner · Host Harry StebbingsThe founder and investor discuss early financing, customer acquisition, board relationships and their long-term savings thesis.
1:38:44ENDavid Tisch and Terrence Rohan on Seed Investing, Conviction and Founder RelationshipsGuest David Tisch, Terrence Rohan · Host Harry StebbingsTwo seed investors discuss price, group decisions, follow-on capital and the limits of investor influence—and disagree on signaling.
1:06:44ENKeith Rabois and Mike Shebat on Work Ethic, Startup Culture and Founder JudgmentGuest Keith Rabois, Mike Shebat · Host Harry StebbingsThe investor and Traba CEO discuss demanding schedules, hiring, advice and the trade-offs behind building an ambitious company.
57:16ENJack 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.
1:24:10ENIs 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.
1:12:29ENJason 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.
1:03:10ENJason 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.
1:20:58ENKevin Systrom and Mike Krieger on Partnership, Recommendations and ArtifactGuest Kevin Systrom, Mike Krieger · Host Harry StebbingsInstagram’s founders discuss building together again, the cold-start problem in personalized feeds and the lessons they brought to a new startup.
1:22:05ENHunter Walk and Satya Patel on Homebrew’s Partnership and Personal-Capital StrategyGuest Hunter Walk, Satya Patel · Host Harry StebbingsThe Homebrew partners explain why they shifted from raising new institutional funds to investing their own money, and how that changes their decisions.
49:22ENJeffrey Katzenberg and Sujay Jaswa on Quibi, Talent and Building WndrCoGuest Jeffrey Katzenberg, Sujay Jaswa · Host Harry StebbingsThe WndrCo co-founders discuss what they learned from Dropbox, DreamWorks and Quibi, and debate hiring and the role of in-person work.









