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1:17:50ENNvidia’s AI Spending Outlook, Anduril’s Army Contract and the Venture Math Behind Big BetsGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate infrastructure spending, AI-driven organizational change and the challenge of investing in huge markets.
1:24:39ENMike Cannon-Brookes and 20VC on AI, Software Markets and LeadershipGuest Mike Cannon-Brookes, Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsThe Atlassian co-founder joins Harry Stebbings, Jason Lemkin and Rory O’Driscoll to debate AI spending, legal and support software, advertising and the demands on founders. Their financial figures and forecasts are claims or estimates, not independently verified results.
1:19:24ENOpenAI’s Jony Ive Deal, YC’s Scale and the Math Behind Venture ReturnsGuest Rory O’Driscoll, Jason Lemkin · Host Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin debate hardware, IPO terms, dilution and the changing economics of venture investing.
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.
53:06ENSam Altman and Brad Lightcap on OpenAI, Compute and AI StartupsGuest Sam Altman, Brad Lightcap · Host Harry StebbingsOpenAI’s CEO and COO discuss their partnership, model progress, enterprise adoption and how startups might build alongside improving AI.
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.
1:13:49ENMarcelo Claure and Shu Nyatta on Building Bicycle Capital in Latin AmericaGuest Marcelo Claure, Shu Nyatta · Host Harry StebbingsThe former SoftBank partners discuss a proposed growth fund, regional liquidity and lessons from missed opportunities and investment mistakes.
1:10:50ENSix Sales Leaders on Building Careers and Raising FamiliesGuest Jessica Arnold, Lauren Schwartz, Stevie Case, Renu Gupta, Maggie Hott, Julie Maresca · Host Harry StebbingsA 20Sales panel discusses boundaries, parental leave, supportive managers and the realities of working motherhood.
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.









