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42:44EN
No Priors: AI, Machine Learning, Tech, & Startups· 24 sept 2026Pódcast · 2 vocesThey Paid $7.7 Billion for a Broker — and Intend to Do One Deal a YearPresenta: Sarah Guo, Elad GilSequence Holdings co-founder Michael Lee tells No Priors why owning a market leader, not selling it software, is how AI actually remakes an incumbent.
1:27:39EN
20VC with Harry Stebbings· 23 jul 2026Pódcast · 3 voces20VC Roundtable on Open Models, AI Economics and Payments DealsInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss model security, inference investment and a reported PayPal proposal.
1:26:12EN20VC with Harry Stebbings· 16 jul 2026Pódcast · 3 voces20VC Roundtable on AI Competition, Enterprise Spending and Venture CapitalInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss a reported Apple lawsuit, AI pricing, memory markets and venture financing.
1:17:01EN20VC with Harry Stebbings· 20 oct 2025Pódcast · 2 vocesDeel 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.
1:27:01EN
Cognitive Revolution "How AI Changes Everything"· 2 ago 2025PódcastThe $16 Trillion Services Market Is Being Bought, Not Sold ToPresenta: Nathan LabenzMarc Bhargava of General Catalyst explains how AI-enabled rollups turn low-margin service firms into compounding, software-like businesses.
51:06EN20VC with Harry Stebbings· 18 jul 2025Pódcast · 2 vocesScott Wu on Cognition's Windsurf Deal and the Future of AI CodingInvitado: Scott Wu · Presenta: Harry StebbingsThe Cognition CEO explains the fast-moving acquisition, the role of AI agents in engineering, and his predictions for software development.
1:22:54EN20VC with Harry Stebbings· 17 jul 2025Pódcast · 3 vocesWindsurf, Google and Cognition: A Deal Breakdown and the AI Coding MarketInvitado: Rory O’Driscoll, Jason Lemkin · Presenta: Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin discuss a complex set of transactions, AI coding tools, retention and model competition.
1:12:57EN20VC with Harry Stebbings· 10 jul 2025Pódcast · 3 vocesMeta’s AI Talent Drive, Microsoft Layoffs and the Economics of Startup GrowthInvitado: Rory O’Driscoll, Jason Lemkin · Presenta: Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin examine talent competition, stock compensation, acquisitions and the changing market for venture-backed companies.
1:15:40EN20VC with Harry Stebbings· 3 jul 2025Pódcast · 3 vocesFigma’s IPO Filing, Melio’s Sale and the Pressure on Software InvestorsInvitado: Rory O’Driscoll, Jason Lemkin · Presenta: Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin examine software valuations, venture returns and the AI market’s changing economics.
1:19:29EN20VC with Harry Stebbings· 22 may 2025Pódcast · 3 vocesChime’s Planned IPO, Venture Liquidity and the Rippling–Deel DisputeInvitado: Rory O’Driscoll, Jason Lemkin · Presenta: Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin discuss late-stage financing, contested litigation and AI software competition.
1:26:55EN20VC with Harry Stebbings· 24 abr 2025Pódcast · 3 vocesVenture Liquidity, Endowments and AI Investing in 2025Invitado: Rory O’Driscoll, Jason Lemkin · Presenta: Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin discuss private-market liquidity, fund construction and the economics of AI businesses.
1:30:20EN
Lex Fridman· 25 mar 2024Pódcast · 2 vocesDana White Built the UFC From What He Loved — and Hated — About BoxingInvitado: Dana White · Presenta: Lex FridmanThe UFC president tells Lex Fridman how a $2 million bargain, a jiu-jitsu mat, and a lifetime of fight-fan grudges became a global sport.
43:07ENNo Priors: AI, Machine Learning, Tech, & Startups· 12 oct 2023Pódcast · 2 vocesThe VCs All Asked Who Else Had Done It. HubSpot’s Answer Was Intuit.Presenta: Sarah Guo, Elad GilBrian Halligan walks through two decades of category creation, a CRM pivot nobody wanted, and why he thinks incumbents — not startups — win this AI round.
2:44:38ENLex Fridman· 23 nov 2021Pódcast · 2 vocesPosting a photo of this moment was not a product category yetInvitado: Kevin Systrom · Presenta: Lex FridmanKevin Systrom tells Lex Fridman how Instagram began as a failed check-in app, hid a slow upload behind a caption screen, and later sold a thirteen-person company to Facebook for a billion dollars.
1:42:04EN
Lenny's PodcastPódcast · 2 vocesPaid Growth, Step by Step: Shopify's Performance Marketing Lead on Tests, Signal and Team DesignInvitado: Timothy Davis · Presenta: Lenny RachitskyTimothy Davis walks through when to start paid, how to run signs-of-life tests, which platforms to try, what to measure and who to hire first.
1:00:51ENLenny's PodcastPódcast · 2 vocesInflict Pain, But Do It With a Smile: Julia Schottenstein on dbt's Rise and the Art of Getting AcquiredInvitado: Julia Schottenstein · Presenta: Lenny RachitskyA former NEA investor turned dbt Cloud product leader explains why dbt won, how to approach M&A and pricing, and how venture habits make her a better PM.
1:34:36ENLenny's PodcastPódcast · 2 vocesFounder Is an Attitude, CEO Is a Craft: Jonathan Lowenhar on Failure Modes, Magic Box Exits and HiringInvitado: Jonathan Lowenhar · Presenta: Lenny RachitskyEnjoy The Work's Jonathan Lowenhar lays out the skills founders must learn to become CEOs, from avoiding common failure modes to selling a company, hiring, go-to-market and trusting intuition.
1:24:01ENLenny's PodcastPódcastFrom Sandwich Math to Expert Data: Scale AI's CEO on What Actually Makes Models SmarterPresenta: Lenny RachitskyJason Droege explains what really happened with Meta's investment in Scale AI, how data labeling turned into expert work, and what Uber Eats taught him about building businesses.
1:34:27ENLenny's PodcastPódcast · 2 vocesMatt Mullenweg on Open Source Ideals, the WP Engine Fight and Why Llama Isn't Really OpenInvitado: Matt Mullenweg · Presenta: Lenny RachitskyThe WordPress co-creator and Automattic CEO gives his side of the WP Engine dispute, explains his open source philosophy, and talks AI, community building and acquisitions with Lenny Rachitsky.