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1:27:29ENAI Chip Deals, Founder Exits and the Future of WorkInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss reported Groq and Manus deals, AI compensation, public markets and hiring.
1:12:54ENInvestors’ 2026 Predictions: AI, Software Valuations and EmploymentInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll review 2025 and debate software stocks, possible IPOs and AI’s labor-market effects.
1:55:39ENAI Infrastructure, Gemini and Prediction Markets: Forward Future LiveMatthew Berman, Nick Wentz, Doug O’Laughlin, Koray Kavukcuoglu, Logan Kilpatrick, Abhishek Fatehpuria · Forward FutureSemiAnalysis, Google DeepMind and Robinhood guests join Matthew Berman and Nick Wentz to discuss model speed, chip supply, research, safety and financial products.
1:21:57ENCursor, Figma and the Race to Build Across AI WorkflowsInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss venture scale, software convergence and the risks of growth valuations.
1:35:32ENSpaceX Valuations, Harvey’s Growth and the Risks Behind AI DealsInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll examine private-market prices, a proposed media deal, AI applications and fintech competition.
1:11:42ENEventbrite, Databricks and the Search for Durable Software GrowthInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate software-market limits, AI pricing and what makes a venture investment last.
1:32:23ENAnthropic’s Financing, NVIDIA’s Chip Risks and the Enterprise AI RaceInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss infrastructure commitments, customer-support software, AI marketing and IPO valuations.
1:26:40ENAI Coding Valuations, NVIDIA Risk and the Future of Private MarketsInvitado: Tomasz Tunguz, Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Tomasz Tunguz, Jason Lemkin and Rory O’Driscoll debate coding tools, infrastructure risk, venture financing and secondary liquidity.
2:08:20ENAI Markets, Agentic Commerce and Consciousness: Forward Future LiveMatthew Berman, Nick Wentz, Henrik Zeberg Jensen, Kuo Zhang, Cameron Berg · Forward FutureMatthew Berman and Nick Wentz discuss AI economics with Henrik Zeberg Jensen, sourcing with Alibaba.com’s Kuo Zhang, and consciousness research with Cameron Berg.
1:17:11ENAI Defensibility, Venture Risk and the Difficulty of Timing a ShortInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate fast-moving AI markets, investment risk and how founders approach fundraising.
1:18:47ENNavan’s IPO, Harvey’s Valuation and the New Economics of VentureInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss liquidity, AI software growth, public-market competition and board oversight.
1:26:49ENOpenAI’s Restructuring, Mercor’s Valuation and the Math of Venture ReturnsInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI financing, large venture platforms and what investors really get for a high entry price.
1:34:12ENThe Venture Capital Cycle: AI Markets, Compute and the Cost of Moving Too FastInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to debate AI market size, infrastructure spending and how venture investors can survive a boom.
1:25:13ENThinking Machines, AI Infrastructure and the Venture Portfolio TradeoffInvitado: Roger Ehrenberg, Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings and three investors examine founder commitments, the economics of selling a venture platform and how to allocate capital as AI markets accelerate.
1:32:36ENOpenAI’s AMD Deal and the Venture Math Behind AI’s Biggest RoundsInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss conditional chip warrants, AI development tools and what high valuations demand from investors.
1:24:58ENAI Burn Multiples, Infrastructure Financing and the Venture MarketInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to debate funding, energy demand and the risks behind rapid AI growth.
1:25:48ENNvidia’s OpenAI Commitment, H-1B Policy and the Venture Investor’s RiskInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss AI infrastructure financing, IPO liquidity and how startup investors weigh concentrated bets.
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.
1:34:12ENOpenAI Secondaries, Ramp and the Price of AI GrowthInvitado: Jason Lemkin, Rory O’Driscoll, Jeff Lawson · Presenta: Harry StebbingsJason Lemkin, Rory O’Driscoll and Jeff Lawson join Harry Stebbings to debate AI funding, founder incentives and the risks of moving too fast.
1:14:45ENAnthropic, Statsig and the Economics of AI Growth: Cliff Obrecht and 20VCInvitado: Cliff Obrecht, Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsCanva’s Cliff Obrecht joins Harry Stebbings and investors to discuss AI financing, employee liquidity and the real cost of putting models into software.
1:14:44ENMarc Benioff on Enterprise AI, Anthropic’s Funding and Klarna’s IPOInvitado: Marc Benioff, Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsThe Salesforce CEO joins Harry Stebbings, Jason Lemkin and Rory O’Driscoll to discuss AI agents, software growth and the economics of today’s venture market.
1:34:58ENDatabricks Valuation, CoreWeave Debt and the Risks Behind AI GrowthInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to discuss private valuations, fintech and the financing of AI infrastructure.
1:34:20ENGPT-5, Palantir and the Economics of AI GrowthInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI competition, the price of growth and what leaner companies could mean for workers.
1:28:36ENFigma’s IPO, Executive Pay and the Price of AI GrowthInvitado: Brian Halligan, Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHubSpot co-founder Brian Halligan joins Harry Stebbings, Jason Lemkin and Rory O’Driscoll to unpack IPO pricing, public ownership and venture strategy.









