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20VC with Harry Stebbings· Jul 17, 2025Podcast · 3 speakersWindsurf, Google and Cognition: A Deal Breakdown and the AI Coding MarketGuest Rory O’Driscoll, Jason Lemkin · Host Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin discuss a complex set of transactions, AI coding tools, retention and model competition.
1:23:01EN20VC with Harry Stebbings· Sep 20, 2024Podcast · 2 speakersPhil Carter on Growth Loops and Consumer Subscription EconomicsGuest Phil Carter · Host Harry StebbingsThe growth advisor explains acquisition, retention, paywalls and pricing, and why sustainable consumer subscriptions require more than buying traffic.