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1:27:39EN20VC 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 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.
1:17:01ENDeel 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.
51:06ENScott 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.
1:22:54ENWindsurf, 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.
1:12:57ENMeta’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.
1:15:40ENFigma’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.
1:19:29ENChime’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.
1:26:55ENVenture 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.
1:20:50ENJason Lemkin on SaaS Valuations, Private Equity and the Liquidity ProblemInvitado: Jason Lemkin · Presenta: Harry StebbingsThe SaaStr founder discusses slowing software growth, AI budgets, venture returns and why the next exit may be harder to find.
54:32ENNikesh Arora on Competition, Acquisitions and Leading Through ChangeInvitado: Nikesh Arora · Presenta: Harry StebbingsThe Palo Alto Networks CEO discusses product advantages, acquisition discipline, communication and the personal tradeoffs of leadership.
59:00ENMark Suster on Venture Fundraising, Liquidity and Exit PricesInvitado: Mark Suster · Presenta: Harry StebbingsThe Upfront Ventures partner explains his fundraising approach, investment reserves and view of private equity as a buyer of venture-backed companies.
1:08:30ENBastian Lehmann on Selling Postmates, Starting Again and the Future of AIInvitado: Bastian Lehmann · Presenta: Harry StebbingsThe former Postmates CEO recounts the Uber stock deal, discusses his approach to investors and shares predictions about personal AI and new devices.
1:02:30ENLuca Ferrari on Bending Spoons, Acquisitions and Learning From RiskInvitado: Luca Ferrari · Presenta: Harry StebbingsThe co-founder explains how his company buys and improves established products, allocates capital and evaluates talent.
1:08:17ENFrank Quattrone on Technology M&A, IPOs and the Amazon Pricing DebateInvitado: Frank Quattrone · Presenta: Harry StebbingsThe Qatalyst founder recounts deals involving Qualtrics, LinkedIn and Amazon, and explains how markets, financing and regulation shape transactions.
1:14:40ENEd Sim and Jamin Ball on Startup Exits, IPOs and the 2024 Funding ResetInvitado: Ed Sim, Jamin Ball · Presenta: Harry StebbingsTwo investors discuss the consequences of high private valuations, founder and investor incentives, acquisition markets and the path to an IPO.
1:13:41ENTJ Parker on Building PillPack and Selling to AmazonInvitado: TJ Parker · Presenta: Harry StebbingsThe pharmacist and founder recounts the early customer-acquisition challenge, network disputes, leadership decisions and acquisition process.
48:44ENDara Khosrowshahi on Leading Uber, Marketplace Trade-offs and Learning from MistakesInvitado: Dara Khosrowshahi · Presenta: Harry StebbingsUber’s CEO discusses the move from Expedia, the company’s bets on delivery and acquisitions, and why reversible decisions deserve a different pace.









