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1:15:51ENThe AI Race, Founder Loyalty and the New Rules of Enterprise SoftwareInvitado: Dev Ittycheria, Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Dev Ittycheria, Jason Lemkin and Rory O’Driscoll debate model competition, startup exits and what happens when AI agents choose vendors.
1:16:00ENJD Grèze on Building Town and Competing in AI AssistantsInvitado: Jean-Denis Greze · Presenta: Harry StebbingsTown’s co-founder discusses privacy, model costs, competition and why he prioritizes customer value over token consumption.
1:32:50ENKaz Nejatian on Opendoor, AI Financing and the Cost of GrowthInvitado: Kaz Nejatian, Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsOpendoor’s new CEO explains his housing strategy; Harry Stebbings and investors examine AI infrastructure commitments, software margins and the return of IPOs.
1:10:18ENTom Blomfield on YC, Fundraising and the Founder’s JobInvitado: Tom Blomfield · Presenta: Harry StebbingsThe Monzo co-founder and YC partner discusses selecting founders, running a batch and balancing a large vision with immediate execution.
48:02ENBrendon Cassidy on Early Sales Hiring, Discovery and OutboundInvitado: Brendon Cassidy · Presenta: Harry StebbingsThe sales leader explains how he evaluates first hires, builds a customer-centered playbook and reviews deals, while questioning conventional outbound tactics.
1:38:44ENDavid Tisch and Terrence Rohan on Seed Investing, Conviction and Founder RelationshipsInvitado: David Tisch, Terrence Rohan · Presenta: Harry StebbingsTwo seed investors discuss price, group decisions, follow-on capital and the limits of investor influence—and disagree on signaling.
1:14:40ENEd Sim and Jamin Ball on Startup Exits, IPOs and the 2024 Funding ResetInvitado: Ed Sim, Jamin Ball · Presenta: Harry StebbingsTwo investors discuss the consequences of high private valuations, founder and investor incentives, acquisition markets and the path to an IPO.
41:30ENRebecca Kaden, Nicole Quinn and Eurie Kim Debate Venture Pricing and AIInvitado: Rebecca Kaden, Nicole Quinn, Eurie Kim · Presenta: Harry StebbingsThe investors discuss seed competition, a tighter Series B market, AI opportunities and how to finance companies after high valuations.
50:31ENEd Sim on Seed Valuations, Inception Investing and Reserving for GrowthInvitado: Ed Sim · Presenta: Harry StebbingsThe Boldstart founder explains his early financing framework, the risks of excess capital and why follow-on discipline matters.
1:01:06ENEly Lerner on Startup Advisors, Growth Strategy and FocusInvitado: Ely Lerner · Presenta: Harry StebbingsThe former Yelp and Chime product leader explains how to choose and compensate advisors, identify a growth lever, and balance strategic bets with essential defensive work.
53:34ENMatthieu Rouif on PhotoRoom's Focus, Mobile Growth and AI DesignInvitado: Matthieu Rouif · Presenta: Harry StebbingsThe PhotoRoom co-founder explains how user testing, a narrow audience and mobile distribution shaped the photo-editing business.
46:15ENMichael Eisenberg and Adi Levanon on Israel’s Tech Community After the October 2023 AttackInvitado: Michael Eisenberg, Adi Levanon · Presenta: Harry StebbingsIn an interview published days after the Hamas-led attack, two investors describe family mobilisation, community support and disruption to startups.
1:24:10ENIs the Venture Capital Model Broken? A Debate on Prices, Product-Market Fit and ReturnsInvitado: Eric Paley, Mike Maples, Jason Lemkin · Presenta: Harry StebbingsEric Paley, Mike Maples and Jason Lemkin debate seed valuations, AI hype, fund returns and the choices founders face after raising too much.







