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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.
1:32:50ENKaz 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.
1:38:44ENDavid 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.
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.
1:06:16ENQuick-Commerce Economics: Airlift, JOKR and Zepto Founders Debate Emerging MarketsInvitado: Usman Gul, Ralf Wenzel, Aadit Palicha · Presenta: Harry StebbingsIn a 2022 roundtable, three founders compare fulfillment costs, basket size, fees and advertising while disagreeing about the economics of delivery speed.









