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1:19:50ENSameer Dholakia on AI Investing, Bessemer's Growth Strategy and Company CultureInvitado: Sameer Dholakia · Presenta: Harry StebbingsThe Bessemer partner explains his approach to pricing fast-growing AI companies, backing founders and building teams, while discussing the risks behind his optimistic forecasts.
1:05:56ENAaron Katz on ClickHouse, AI Revenue Durability and Enterprise DataInvitado: Aaron Katz · Presenta: Harry StebbingsClickHouse’s CEO discusses agent workloads, open models, fundraising and the metrics he uses to judge durable growth.
1:26:43EN20VC: AI Funding, Model Competition and the Economics of AgentsInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate capital intensity, AI company economics and where agents may create value.
1:17:47EN20VC: AI Acquisitions, Model Costs and Software ValuationsInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss reported deals, frontier-model economics and the challenges of valuing software in a fast-changing market.
1:29:42EN20VC on AI Competition, Founder Control and Software ValuationsInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate how AI is reshaping software markets, talent, infrastructure and investor incentives.
1:30:48ENDavid Frankel on Seed Investing, AI Winners and the Value of PatienceInvitado: David Frankel · Presenta: Harry StebbingsFounder Collective’s co-founder debates fund size, valuations and exits with Harry Stebbings, and explains why he expects both transformative AI companies and heavy losses.
1:18:23EN20VC 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.
1:06:45ENMatt Murphy on Anthropic, Open Models and the New Venture PlaybookInvitado: Matt Murphy · Presenta: Harry StebbingsThe Menlo Ventures partner explains his investments in Anthropic, Lovable and Legora, and debates AI margins, model competition and venture fund strategy.
1:04:36ENWix CEO Avishai Abrahami on Base44, AI and Building for Small BusinessesInvitado: Avishai Abrahami · Presenta: Harry StebbingsThe Wix co-founder discusses AI-assisted application building, software economics, customer support and leadership through market uncertainty.
1:27:05EN20VC on AI Regulation, Compute Economics and Enterprise AdoptionInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported AI policy proposals, infrastructure spending, software deployment and startup liquidity.
1:11:01ENMike Mignano on AI Applications, Open Models and Venture StrategyInvitado: Mike Mignano · Presenta: Harry StebbingsThe USV partner discusses AI agents, token spending and the opportunities and risks for startups building above the model layer.
1:06:10ENK. R. Sridhar on Distributed Power, AI Demand and Energy AccessInvitado: K. R. Sridhar · Presenta: Harry StebbingsBloom Energy’s CEO discusses data-center power, manufacturing, natural gas and his vision for broader electricity access.
1:35:16ENPerplexity CEO Aravind Srinivas on AI Agents, Compute and CompetitionInvitado: Aravind Srinivas · Presenta: Harry StebbingsSrinivas discusses the future of AI products, infrastructure constraints, export controls and the challenge of building a business around model advances.
1:15:56EN20VC on IPO Expectations, Lean AI Startups and Investor RiskInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported listings, AI company economics and the changing cost of building a startup.
1:39:00EN20VC on AI Financing, Token Budgets and the Cost of Startup IntensityInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported listings, software valuations, AI spending and demanding work cultures.
56:55ENNico Laqua on Corgi’s Work Culture, Fundraising and AIInvitado: Nico Laqua · Presenta: Harry StebbingsCorgi’s co-founder describes a seven-day work culture, the company’s cafe and equity practices, and his approach to investors and AI.
1:23:34EN20VC on Enterprise Sales Hiring, Compensation and AIInvitado: Chad Peets, Chris Degnan · Presenta: Harry StebbingsChad Peets and Chris Degnan discuss building sales teams, forecasting revenue and competing for talent while AI changes enterprise markets.
1:08:23ENShiv Rao on Building Abridge, Clinical Workflows and AIInvitado: Shiv Rao · Presenta: Harry StebbingsThe Abridge co-founder discusses years of market development, model choices, data trust and the limits of automating clinical work.
1:57:54ENCliff Weitzman on Speechify, AI Tools and Learning Through IterationInvitado: Cliff Weitzman · Presenta: Harry StebbingsThe Speechify founder discusses growth experiments, engineering culture, personal health experiences and the promise and risks he sees in AI.
48:49ENAmjad Masad on Replit, Coding Agents and the Future of SoftwareInvitado: Amjad Masad · Presenta: Harry StebbingsReplit’s CEO discusses model routing, software economics, maintenance and the changing roles of builders and engineers.
54:54ENAaron Levie on Enterprise AI, Software Value and the Future of WorkInvitado: Aaron Levie · Presenta: Harry StebbingsThe Box CEO discusses how agents could reshape enterprise workflows, token budgets and software markets while humans remain involved.
1:15:19ENAnj Midha on Anthropic, Compute Bottlenecks and Building Frontier AIInvitado: Anjney Midha · Presenta: Harry StebbingsThe AMP founder recounts Anthropic’s early fundraising and explains his investment thesis around scientific feedback, compute coordination and AI infrastructure.
1:12:41ENAI 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.
1:16:32ENMarc Andreessen on Venture Investing, AI and the Work of BuildingInvitado: Marc Andreessen · Presenta: Harry StebbingsThe a16z co-founder discusses founder selection, venture economics, AI and why his firm has no current need to go public.
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