Resultados
Ordenar
1:20:29ENAdam Foroughi on AppLovin, AI and Building a Lean CompanyInvitado: Adam Foroughi · Presenta: Harry StebbingsAppLovin’s CEO discusses staff cuts, AI-assisted engineering, compensation and public-market decisions, offering his account of a volatile company turnaround.
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.
57:04ENMatthew Steckman on Anduril’s Defense Business, Procurement and Product BetsInvitado: Matthew Steckman · Presenta: Harry StebbingsAnduril’s president explains a $20 billion procurement ceiling, the company’s approach to building military products and his view of the responsibilities of defense suppliers. His forecasts and company claims reflect his position as an interested executive.
1:05:06ENShaunt Voskanian on Figma’s Sales Motion, Quotas and CoachingInvitado: Shaunt Voskanian · Presenta: Harry StebbingsFigma’s chief revenue officer explains how self-service adoption connects to enterprise sales, and why quota targets are only one part of evaluating a representative.
1:18:06ENGokul 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.
1:10:56ENElena Verna on Lovable’s Growth, Trust and Product-Led MarketingInvitado: Elena Verna · Presenta: Harry StebbingsLovable’s head of growth discusses employee-led social channels, meaningful engagement, pricing and the limits of paid acquisition.
1:03:53ENMiles 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.
1:29:46ENKlarna CEO Sebastian Siemiatkowski on AI, Software and the Future of BankingInvitado: Sebastian Siemiatkowski · Presenta: Harry StebbingsThe Klarna cofounder explains his predictions about software switching costs, customer service and a digital financial assistant, while discussing the pressures of building a public company.
1:06:37ENLegora CEO Max Junestrand on Legal AI, Growth and CompetitionInvitado: Max Junestrand · Presenta: Harry StebbingsThe founder discusses enterprise adoption, model choices and pricing, as well as his predictions for legal work and the structure of the market.
1:23:12ENVenture 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.
1:13:24ENWinston Weinberg on Building Harvey, Enterprise AI and the Art of DealsInvitado: Winston Weinberg · Presenta: Harry StebbingsHarvey’s co-founder explains how he thinks about founder focus, enterprise adoption, hiring and negotiating while legal AI changes.
1:15:19ENAlex 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.
1:06:10ENFuse CEO Alan Chang on Revolut, Energy and Building at SpeedInvitado: Alan Chang · Presenta: Harry StebbingsChang discusses his management approach, energy policy and Fuse’s growth while Harry Stebbings challenges several of his assumptions.
1:25:57ENMatt Fitzpatrick on Enterprise AI, Expert Data and Deploying What WorksInvitado: Matt Fitzpatrick · Presenta: Harry StebbingsInvisible Technologies’ CEO explains his approach to validating AI deployments, sourcing specialists and building customer-specific workflows.
47:45ENTarek Mansour on Kalshi’s Funding, Prediction Markets and CompetitionInvitado: Tarek Mansour · Presenta: Harry StebbingsThe Kalshi CEO discusses its $1 billion raise, media partnerships, regulatory history and rivalry with Polymarket.
1:26:42ENEverett Randle on Venture Fund Size, AI Margins and Founder PartnershipsInvitado: Everett Randle · Presenta: Harry StebbingsThe new Benchmark partner discusses lessons from former colleagues, investment trade-offs and the challenge of measuring AI businesses.
1:13:29ENDavid Cahn on AI Infrastructure, Startup Growth and Defense InvestingInvitado: David Cahn · Presenta: Harry StebbingsThe Sequoia partner explains why he sees an AI bubble, how he evaluates startup growth and where he sees opportunities in defense.
1:17:01ENDeel CEO Alex Bouaziz on Fundraising, Acquisitions and Global PayrollInvitado: Alex Bouaziz · Presenta: Harry StebbingsBouaziz discusses Deel’s financing, hands-on leadership, acquisition playbook and the company’s ambitions amid a dispute with Rippling.
1:03:45ENMike Cannon-Brookes on AI Valuations, Software Design and Building Atlassian to LastInvitado: Mike Cannon-Brookes · Presenta: Harry StebbingsThe Atlassian CEO explains why he expects more software engineers, how he evaluates AI bets, and why creativity matters across technology cycles.
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.
1:00:35ENMercor CEO Brendan Foody on Expert Data, AI Evaluations and GrowthInvitado: Brendan Foody · Presenta: Harry StebbingsFoody explains Mercor’s marketplace, reported revenue run rate and views on model development, margins and company culture.
1:22:04ENElevenLabs CEO Mati Staniszewski on Voice AI, Growth and Building from EuropeInvitado: Mati Staniszewski · Presenta: Harry StebbingsStaniszewski discusses the company’s origins in dubbing, its financing and reported ARR, and the challenges of scaling voice products.









