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1:12:41ENAI Security, Revenue Claims and Wearable Economics: A 20VC Investor RoundtableGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI product strategy, security spending, startup valuations and the durability of consumer subscriptions. Their discussion includes reported developments and unverified estimates, as well as O’Driscoll’s disclosure of an indirect Oura investment.
1:21:57ENCursor, Figma and the Race to Build Across AI WorkflowsGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss venture scale, software convergence and the risks of growth valuations.
1:17:11ENAI Defensibility, Venture Risk and the Difficulty of Timing a ShortGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate fast-moving AI markets, investment risk and how founders approach fundraising.
1:23:43ENThomas Plantenga and Alex Taussig on Vinted’s Turnaround and Marketplace GrowthGuest Thomas Plantenga, Alex Taussig · Host Harry StebbingsThe Vinted CEO and Lightspeed investor discuss pricing, cross-border expansion, acquisition economics and the limits of simple metrics.
55:54ENSpotify, Adobe and LinkedIn Product Leaders on Designing for AIGuest Gustav Soderstrom, Scott Belsky, Tomer Cohen · Host Harry StebbingsGustav Söderström, Scott Belsky and Tomer Cohen discuss interfaces, model costs, data and business models in an AI transition.
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.









