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1:15:42ENAlex Mashrabov on Higgsfield's AI Video Business, Model Costs and GrowthInvitado: Alex Mashrabov · Presenta: Harry StebbingsHiggsfield's founder explains the search for product-market fit, how he calculates annualized revenue and why creative workflows matter more than chasing model benchmarks.
1:21:52ENMatteo Franceschetti on Eight Sleep, AI Teams and the Cost of AmbitionInvitado: Matteo Franceschetti · Presenta: Harry StebbingsEight Sleep's CEO discusses customer acquisition, hardware economics, AI-assisted operations and the personal trade-offs behind building a company.
1:16:00ENJD Grèze on Building Town and Competing in AI AssistantsInvitado: Jean-Denis Greze · Presenta: Harry StebbingsTown’s co-founder discusses privacy, model costs, competition and why he prioritizes customer value over token consumption.
1:09:44ENAndrew Macdonald on Uber’s Membership Strategy, Autonomy and AIInvitado: Andrew Macdonald · Presenta: Harry StebbingsUber’s president and COO discusses marketplace incentives, autonomous vehicles, the company’s China exit and the challenge of measuring AI’s value.
1:04:36ENWix CEO Avishai Abrahami on Base44, AI and Building for Small BusinessesInvitado: Avishai Abrahami · Presenta: Harry StebbingsThe Wix co-founder discusses AI-assisted application building, software economics, customer support and leadership through market uncertainty.
54:29ENfomo CEO Paul Erlanger on Social Trading, Fundraising and Product GrowthInvitado: Paul Erlanger · Presenta: Harry StebbingsErlanger discusses building a trading app, raising from angels and venture firms, and combining social features with financial products.
1:03:40ENAndrew Dudum on Hims & Hers, Preventive Care and Building a Public CompanyInvitado: Andrew Dudum · Presenta: Harry StebbingsThe Hims & Hers CEO discusses management, healthcare distribution, marketing and expansion. His medical and commercial claims are presented as his views, not independently verified evidence.
1:12:41ENAI Security, Revenue Claims and Wearable Economics: A 20VC Investor RoundtableInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI product strategy, security spending, startup valuations and the durability of consumer subscriptions. Their discussion includes reported developments and unverified estimates, as well as O’Driscoll’s disclosure of an indirect Oura investment.
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.
1:14:16ENEran Zinman on Monday.com’s AI Pivot, Pricing and Software MarketsInvitado: Eran Zinman · Presenta: Harry StebbingsThe Monday.com CEO discusses AI-built software, agent workflows, sales automation and leading a public company through a difficult market.
1:03:18ENAlexander Embiricos on Codex, Coding Agents and the Future of BuildingInvitado: Alexander Embiricos · Presenta: Harry StebbingsOpenAI’s Codex product lead discusses delegation, review, enterprise adoption and his vision for general-purpose agents. His product claims and forecasts reflect his role at OpenAI and are not independently tested in the interview.
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.
1:21:57ENCursor, 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.
1:18:29ENBase44 Founder Maor Shlomo on AI App Building and CompetitionInvitado: Maor Shlomo · Presenta: Harry StebbingsShlomo explains why he joined Wix, how he thinks about app-builder defensibility and why the future of software remains contested.
1:17:11ENAI Defensibility, Venture Risk and the Difficulty of Timing a ShortInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate fast-moving AI markets, investment risk and how founders approach fundraising.
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.
1:14:08ENLovable CEO Anton Osika on AI App Building, Economics and SecurityInvitado: Anton Osika · Presenta: Harry StebbingsOsika discusses Lovable’s reported growth, model costs and product strategy while Stebbings challenges its defensibility and security.
1:56:42ENDuolingo’s Severin Hacker on AI Tutors, Learning and Building a CompanyInvitado: Severin Hacker · Presenta: Harry StebbingsThe co-founder explains how Duolingo uses AI, where he sees limits in current tools and why his forecasts about education and work remain uncertain.
56:42ENYamini Rangan on HubSpot, AI and Competing in the MidmarketInvitado: Yamini Rangan · Presenta: Harry StebbingsThe HubSpot CEO discusses founder transitions, product-led growth, AI pricing and serving larger customers without abandoning smaller ones.
49:39ENAnton Osika on Lovable’s Launch, Early Retention and Building AI Products in EuropeInvitado: Anton Osika · Presenta: Harry StebbingsThe Lovable co-founder explains the transition from an open-source experiment to a fast-growing app builder, and discusses hiring, fundraising and the limits of early retention data.
1:02:41ENMike Krieger on AI Products, Model Competition and the Future of CodingInvitado: Mike Krieger · Presenta: Harry StebbingsAnthropic’s chief product officer explains how he thinks about product design, model differentiation and the limits of current AI tools.
1:20:53ENSolly Solomou on Building LADbible, Social Media and Expanding to the USInvitado: Solly Solomou · Presenta: Harry StebbingsThe founder recounts buying a Facebook page, creating a media business and learning to lead through rapid change.
1:15:33ENFabien Pinckaers on Odoo’s Business Model, Culture and CompetitionInvitado: Fabien Pinckaers · Presenta: Harry StebbingsThe Odoo founder discusses open core, pricing, ownership and his approach to building an integrated business software suite.
55:38ENSridhar Ramaswamy on Snowflake, AI Competition and Leading Through ChangeInvitado: Sridhar Ramaswamy · Presenta: Harry StebbingsThe Snowflake CEO discusses the overlap between models and applications, the importance of distribution, and how leaders can manage difficult transitions.
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