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1:27:44EN
20VC with Harry Stebbings· 28 may 2026Pódcast · 3 vocesAI Spending, Layoffs and IPO Speculation: Jason Lemkin and Rory O’Driscoll on the Economics of AgentsInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsA 20VC roundtable examines how businesses weigh AI tokens against human work, and how investors assess infrastructure startups amid uncertain valuations and reported IPO plans.
1:07:45EN20VC with Harry Stebbings· 26 may 2026Pódcast · 2 vocesAndrew Feldman on AI Chips, Data Centers and Compute DemandInvitado: Andrew Feldman · Presenta: Harry StebbingsCerebras’s CEO discusses memory supply, inference speed, community impacts and US chip policy.
1:27:17EN20VC with Harry Stebbings· 21 may 2026Pódcast · 3 vocesAI Funding, IPO Expectations and the Politics of Layoffs: Jason Lemkin and Rory O’DriscollInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsA 20VC roundtable examines reported Anthropic financing, AI spending, software valuations, chip infrastructure and speculative IPOs, then considers the politics of job losses.
1:19:05EN20VC with Harry Stebbings· 14 may 2026Pódcast · 3 vocesAI Compute Deals, Cerebras’s IPO and the Cost of Building: A 20VC RoundtableInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsJason Lemkin and Rory O’Driscoll debate AI infrastructure, software competition and IPO valuations, then discuss the personal demands of founding a company.
1:36:35EN20VC with Harry Stebbings· 7 may 2026Pódcast · 3 vocesAI Spending, Software Stocks and IPO Speculation: A 20VC Earnings RoundtableInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsJason Lemkin and Rory O’Driscoll assess technology earnings, software growth and reported AI funding, then debate how leaders and workers adapt to AI.
1:28:19EN20VC with Harry Stebbings· 30 abr 2026Pódcast · 3 vocesAI Compute, Private Equity and the Narrowing Exit: A 20VC RoundtableInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsJason Lemkin and Rory O’Driscoll debate reported AI financing, software’s future and what private-equity losses could mean for venture investors.
1:50:05EN20VC with Harry Stebbings· 23 abr 2026Pódcast · 3 vocesCursor Deal Claims, AI Valuations and the Enterprise Agent Race: A 20VC RoundtableInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsJason Lemkin and Rory O’Driscoll weigh a purported Cursor transaction, design software and enterprise agent infrastructure, while debating IPO and valuation risk.
1:30:31EN20VC with Harry Stebbings· 16 abr 2026Pódcast · 3 vocesAI Security, Software Valuations and SpaceX IPO Speculation: A 20VC RoundtableInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsJason Lemkin and Rory O’Driscoll debate AI security claims, enterprise software and the assumptions behind reported private-company valuations.
1:19:18EN20VC with Harry Stebbings· 26 mar 2026Pódcast · 3 vocesSeries A Fund Math, SpaceX Ambitions and the AI Valuation DebateInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll examine AI competition, speculative space infrastructure and the rising cost of venture investing.
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.
1:34:12EN20VC 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.
1:20:12EN20VC with Harry Stebbings· 6 oct 2025Pódcast · 2 vocesCerebras CEO Andrew Feldman on AI Chips, Demand and Infrastructure RiskInvitado: Andrew Feldman · Presenta: Harry StebbingsFeldman discusses Cerebras financing, chip design and data centers, while weighing talent, energy and market concentration.
1:31:19EN20VC with Harry Stebbings· 29 sept 2025Pódcast · 2 vocesGroq Founder Jonathan Ross on AI Compute, Chip Competition and EnergyInvitado: Jonathan Ross · Presenta: Harry StebbingsRoss explains his view of inference demand, custom chips and infrastructure economics, and makes predictions about AI’s effects on markets and work.
1:14:45EN20VC 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.
1:34:58EN20VC 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.
1:28:12EN20VC with Harry Stebbings· 31 jul 2025Pódcast · 3 vocesApple, Google and the Race to Fund AI GrowthInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate venture-fund scale, AI infrastructure and how large technology companies can respond to new competition.
47:04EN20VC with Harry Stebbings· 31 mar 2025Pódcast · 2 vocesKevin Scott on AI Products, DeepSeek and the Future of SoftwareInvitado: Kevin Scott · Presenta: Harry StebbingsMicrosoft’s CTO discusses model efficiency, agents, coding and why useful products matter in an AI transition.
1:14:36EN20VC with Harry Stebbings· 24 mar 2025Pódcast · 2 vocesAndrew Feldman on AI Chips, Inference and Competing With NvidiaInvitado: Andrew Feldman · Presenta: Harry StebbingsThe Cerebras CEO explains wafer-scale computing, argues inference demand will grow and discusses the limits of his industry’s infrastructure.
1:18:09EN20VC with Harry Stebbings· 24 feb 2025Pódcast · 2 vocesSteeve Morin on AI Inference, Chips and the Cost of Switching HardwareInvitado: Steeve Morin · Presenta: Harry StebbingsThe ZML founder explains the difference between training and production inference and offers a competitive view of the AI hardware market.
1:25:52EN20VC with Harry Stebbings· 17 feb 2025Pódcast · 2 vocesJonathan Ross on Groq, Inference Economics and the AI Infrastructure RaceInvitado: Jonathan Ross · Presenta: Harry StebbingsThe Groq CEO explains his bet on inference chips, compares his company’s architecture with GPUs, and discusses the financing and power needed to scale.
1:00:02EN20VC with Harry Stebbings· 29 ene 2025Pódcast · 2 vocesJonathan Ross on DeepSeek, Open Models and AI InfrastructureInvitado: Jonathan Ross · Presenta: Harry StebbingsThe Groq CEO discusses reported training costs, inference demand, competitive strategy and the security concerns surrounding AI.
1:03:26EN20VC with Harry Stebbings· 19 ago 2024Pódcast · 2 vocesAidan Gomez on Model Scaling, Data and Enterprise AIInvitado: Aidan Gomez · Presenta: Harry StebbingsThe Cohere CEO discusses the economics of foundation models, enterprise adoption, AI agents and the future he hopes the technology will enable.
1:13:02EN20VC with Harry Stebbings· 5 ago 2024Pódcast · 2 vocesDavid Cahn on AI Infrastructure, Capital Spending and Venture ConvictionInvitado: David Cahn · Presenta: Harry StebbingsThe Sequoia investor examines data centers, chips and power before explaining how he evaluates companies and builds conviction.
51:00EN20VC with Harry Stebbings· 29 abr 2024Pódcast · 2 vocesArthur Mensch on Mistral’s Open Models, Compute and Developer StrategyInvitado: Arthur Mensch · Presenta: Harry StebbingsThe Mistral AI co-founder explains the company’s mix of open and commercial models, its compute constraints and its bet on efficient developer tools.