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1:27:29EN
20VC with Harry Stebbings· 8 ene 2026Pódcast · 3 vocesAI 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.Venture CapitalAI StrategyInvesting+2
1:12:54EN
20VC with Harry Stebbings· 22 dic 2025Pódcast · 3 vocesInvestors’ 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.Venture CapitalInvestingAI Strategy+2
Diapositivas1:55:39EN
Matthew Berman· 20 dic 2025AI 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.Infraestructura y despliegueAI cost & performanceAI research+2
1:21:57EN
20VC with Harry Stebbings· 18 dic 2025Pódcast · 3 vocesCursor, 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.Venture CapitalAI StrategyProduct Strategy+2
1:35:32EN
20VC with Harry Stebbings· 11 dic 2025Pódcast · 3 vocesSpaceX 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.Venture CapitalInvestingAI Strategy+2
1:11:42EN
20VC with Harry Stebbings· 4 dic 2025Pódcast · 3 vocesEventbrite, 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.Venture CapitalSaaSAI Strategy+2
1:32:23EN
20VC with Harry Stebbings· 27 nov 2025Pódcast · 3 vocesAnthropic’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.AI StrategyVenture CapitalIA empresarial+2
1:26:40EN
20VC with Harry Stebbings· 20 nov 2025Pódcast · 4 vocesAI 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.Venture CapitalInvestingAgentes de programación+2
2 diapositivas2:08:20EN
Matthew Berman· 15 nov 2025AI 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.AI StrategyAI agentsAgentic commerce+2
1:17:11EN
20VC with Harry Stebbings· 13 nov 2025Pódcast · 3 vocesAI 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.Venture CapitalInvestingAI Strategy+2
1:18:47EN
20VC with Harry Stebbings· 6 nov 2025Pódcast · 3 vocesNavan’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.Venture CapitalInvestingIA empresarial+2
1:26:49EN
20VC with Harry Stebbings· 30 oct 2025Pódcast · 3 vocesOpenAI’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.Venture CapitalOpenAIAI startups & small teams+2
1:34:12EN
20VC with Harry Stebbings· 23 oct 2025Pódcast · 3 vocesThe 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.Venture CapitalInvestingAI Strategy+2
1:25:13EN
20VC with Harry Stebbings· 16 oct 2025Pódcast · 4 vocesThinking 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.Venture CapitalInvestingAI startups & small teams+2
1:32:36EN
20VC with Harry Stebbings· 9 oct 2025Pódcast · 3 vocesOpenAI’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.Venture CapitalOpenAIAI Strategy+2
1:24:58EN
20VC with Harry Stebbings· 2 oct 2025Pódcast · 3 vocesAI 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.Venture CapitalAI StrategyInvesting+2
1:25:48EN
20VC with Harry Stebbings· 25 sept 2025Pódcast · 3 vocesNvidia’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.Venture CapitalOpenAIInvesting+2
1:32:50EN
20VC with Harry Stebbings· 18 sept 2025Pódcast · 4 vocesKaz 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.Company BuildingVenture CapitalAI Strategy+2
1:34:12EN
20VC with Harry Stebbings· 11 sept 2025Pódcast · 4 vocesOpenAI 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.Venture CapitalInvestingAI Strategy+2
1:14:45EN
20VC with Harry Stebbings· 4 sept 2025Pódcast · 4 vocesAnthropic, 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.Venture CapitalAnthropicAI cost & performance+2
1:14:44EN
20VC with Harry Stebbings· 28 ago 2025Pódcast · 4 vocesMarc 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.Venture CapitalIA empresarialAnthropic+2
1:34:58EN
20VC with Harry Stebbings· 21 ago 2025Pódcast · 3 vocesDatabricks 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.Venture CapitalInvestingFintech+2
1:34:20EN
20VC with Harry Stebbings· 14 ago 2025Pódcast · 3 vocesGPT-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.Venture CapitalOpenAIAI Strategy+2
1:28:36EN
20VC with Harry Stebbings· 7 ago 2025Pódcast · 4 vocesFigma’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.Venture CapitalInvestingCompany Building+2