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1:17:50EN
20VC with Harry Stebbings· 19 mar 2026Pódcast · 3 vocesNvidia’s AI Spending Outlook, Anduril’s Army Contract and the Venture Math Behind Big BetsInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate infrastructure spending, AI-driven organizational change and the challenge of investing in huge markets.
1:18:06EN20VC with Harry Stebbings· 16 mar 2026Pódcast · 2 vocesGokul Rajaram on Software Moats, AI Products and Venture ReturnsInvitado: Gokul Rajaram · Presenta: Harry StebbingsThe operator and investor explains his eight-part framework for software defensibility and debates how AI changes product strategy, growth and venture investing. His company assessments and forecasts are opinions, and he has investments or board roles in several businesses discussed.
1:21:20EN20VC with Harry Stebbings· 12 mar 2026Pódcast · 3 vocesAnthropic’s Pentagon Dispute, AI Infrastructure and the Venture Investors’ Market DebateInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate an unresolved government dispute, the economics of compute, junior hiring and software valuations.
1:03:53EN20VC with Harry Stebbings· 9 mar 2026Pódcast · 2 vocesMiles Clements on Cursor, AI Investing and Venture Fund DecisionsInvitado: Miles Clements · Presenta: Harry StebbingsThe Accel partner discusses AI product durability, pricing fast-growing companies and the choices investors face around ownership and liquidity. Accel has invested in Cursor, Anthropic and other companies he discusses.
1:04:15EN20VC with Harry Stebbings· 7 mar 2026Pódcast · 2 vocesMitchell Green on Software Stocks, Venture Liquidity and Investing Through AI ChangeInvitado: Mitchell Green · Presenta: Harry StebbingsThe Lead Edge founder explains his approach to buying, selling and assessing retention while debating AI disruption and venture-fund economics.
1:00:33EN20VC with Harry Stebbings· 28 feb 2026Pódcast · 2 vocesJerry Murdock on Autonomous Agents, Software Investing and Adapting to ChangeInvitado: Jerry Murdock · Presenta: Harry StebbingsThe Insight Partners co-founder discusses agent infrastructure, investment judgment, employment and lessons from previous technology cycles.
1:21:53EN20VC with Harry Stebbings· 26 feb 2026Pódcast · 3 vocesCitrini’s Hypothetical 2028 Scenario, AI Agents and Figma: A 20VC RoundtableInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI adoption, employment, security and software valuations, separating a hypothetical crisis scenario from their investment views.
1:06:37EN20VC with Harry Stebbings· 23 feb 2026Pódcast · 2 vocesLucas Swisher on AI Growth Investing, Fund Size and the Price of ScaleInvitado: Lucas Swisher · Presenta: Harry StebbingsThe Coatue growth investor discusses software valuations, concentrated funds, AI economics and the judgment behind follow-on investments.
1:37:01EN20VC with Harry Stebbings· 19 feb 2026Pódcast · 3 vocesAnthropic, OpenClaw and Software Valuations: A 20VC Investor RoundtableInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate the concentration of AI capital, the pressure on software companies and the risks of autonomous agents.
1:20:02EN20VC with Harry Stebbings· 9 feb 2026Pódcast · 2 vocesAnish Acharya on AI Software, Investment Judgment and the Limits of AutomationInvitado: Anish Acharya · Presenta: Harry StebbingsThe a16z investor discusses incumbent software, agent products, pricing, margins and the choices founders face in a fast-moving market.
1:37:14EN20VC with Harry Stebbings· 5 feb 2026Pódcast · 3 vocesSoftware Stocks, AI Financing and Autonomous Agents: A 20VC RoundtableInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss software valuations, infrastructure financing, autonomous driving and the risks of networked agents.
1:15:08EN20VC with Harry Stebbings· 2 feb 2026Pódcast · 2 vocesOren Zeev on AI, Venture Fund Economics and Investing Against ConsensusInvitado: Oren Zeev · Presenta: Harry StebbingsThe solo investor discusses growth, concentrated portfolios, fund incentives and the uncertainty facing venture firms as AI changes markets.
1:18:04EN20VC with Harry Stebbings· 29 ene 2026Pódcast · 3 vocesBrex, AI Inference Costs and the IPO Market: A 20VC RoundtableInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported deals, AI economics and public-market exits. Their valuations, financial figures and predictions are estimates or reported claims, not independently verified results.
1:23:12EN20VC with Harry Stebbings· 22 ene 2026Pódcast · 3 vocesVenture Returns, OpenAI Litigation and the Economics of AI GrowthInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate public software prices, research talent, AI advertising and late-stage venture valuations.
1:30:52EN20VC with Harry Stebbings· 15 ene 2026Pódcast · 3 vocesAI Financing, Venture Scale and the Risks Behind Growth ValuationsInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate model-provider competition, large venture funds and a proposed wealth tax.
1:15:19EN20VC with Harry Stebbings· 12 ene 2026Pódcast · 2 vocesAlex Rampell on Venture Scale, Founder Judgment and Durable AI BusinessesInvitado: Alex Rampell · Presenta: Harry StebbingsThe Andreessen Horowitz investor explains how he weighs ownership, founder motivation and customer retention as venture funds and AI markets grow.
1:27:29EN20VC 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.
1:12:54EN20VC 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.
1:55:39EN
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.
1:21:57EN20VC 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.
0:37EN20VC with Harry Stebbings· 16 dic 2025PódcastA Venture Investor’s Case That Large Funds Can SucceedA short 20VC clip uses one fund’s reported investments to argue that fund size does not determine performance alone.
1:11:52EN20VC with Harry Stebbings· 15 dic 2025Pódcast · 2 vocesDavid George on Venture Fund Scale, AI Economics and Backing FoundersInvitado: David George · Presenta: Harry StebbingsThe Andreessen Horowitz growth investor discusses private-market returns, AI company valuations and the judgment behind the firm’s investments.
1:35:32EN20VC 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.
1:11:42EN20VC 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.Cargar másMostrando 24 de 266