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Topic
Foundation Models
Person
Jason Lemkin
1:15:51
EN
20VC with Harry Stebbings
· Oct 8, 2026
Podcast · 4 speakers
The AI Race, Founder Loyalty and the New Rules of Enterprise Software
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Guest Dev Ittycheria, Jason Lemkin, Rory O’Driscoll · Host Harry Stebbings
Harry Stebbings, Dev Ittycheria, Jason Lemkin and Rory O’Driscoll debate model competition, startup exits and what happens when AI agents choose vendors.
Enterprise AI
Foundation Models
Startups
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