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1:18:23EN
20VC with Harry Stebbings· 6 ago 2026Pódcast · 4 voces20VC on AI Security, Software Deals and the Economics of ComputeInvitado: Nikesh Arora, Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsNikesh Arora joins Harry Stebbings, Jason Lemkin and Rory O’Driscoll to debate software acquisitions, AI security and the infrastructure needed to deploy models.
1:12:41EN20VC with Harry Stebbings· 2 abr 2026Pódcast · 3 vocesAI Security, Revenue Claims and Wearable Economics: A 20VC Investor RoundtableInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: 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.
58:26EN20VC with Harry Stebbings· 28 mar 2026Pódcast · 2 vocesGili Raanan on Venture Entry Prices, Growth and Private-Market LiquidityInvitado: Gili Raanan · Presenta: Harry StebbingsThe Cyberstarts founder explains his approach to cybersecurity investing, when he discusses margins and why secondary sales can help employees and limited partners.
57:04EN20VC with Harry Stebbings· 23 mar 2026Pódcast · 2 vocesMatthew Steckman on Anduril’s Defense Business, Procurement and Product BetsInvitado: Matthew Steckman · Presenta: Harry StebbingsAnduril’s president explains a $20 billion procurement ceiling, the company’s approach to building military products and his view of the responsibilities of defense suppliers. His forecasts and company claims reflect his position as an interested executive.
49:33EN20VC with Harry Stebbings· 16 sept 2024Pódcast · 2 vocesShardul Shah on Venture Conviction, Outliers and Decisions at IndexInvitado: Shardul Shah · Presenta: Harry StebbingsThe Index Ventures partner explains how he evaluates founders, revisits follow-on investments and works through disagreement.
50:15EN20VC with Harry Stebbings· 24 jul 2024Pódcast · 2 vocesJason Lemkin on Wiz, CrowdStrike and the SaaS Liquidity CrunchInvitado: Jason Lemkin · Presenta: Harry StebbingsThe SaaStr founder discusses a reported acquisition approach, a major outage and the economics of legal-tech and venture exits.
54:32EN20VC with Harry Stebbings· 20 may 2024Pódcast · 2 vocesNikesh Arora on Competition, Acquisitions and Leading Through ChangeInvitado: Nikesh Arora · Presenta: Harry StebbingsThe Palo Alto Networks CEO discusses product advantages, acquisition discipline, communication and the personal tradeoffs of leadership.
1:09:17EN20VC with Harry Stebbings· 18 mar 2024Pódcast · 2 vocesGili Raanan on Seed Investing, Founder Selection and Cyberstarts’ Sunrise ProcessInvitado: Gili Raanan · Presenta: Harry StebbingsThe Cyberstarts founder explains his focus on teams, structured customer discovery and building cybersecurity companies.