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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.
1:23:01ENPhil Carter on Growth Loops and Consumer Subscription EconomicsInvitado: Phil Carter · Presenta: Harry StebbingsThe growth advisor explains acquisition, retention, paywalls and pricing, and why sustainable consumer subscriptions require more than buying traffic.
1:24:54ENJason Lemkin on SaaS Investing, Churn and Seed ValuationsInvitado: Jason Lemkin · Presenta: Harry StebbingsThe SaaStr founder revisits successful and disappointing deals, explains his diligence process and assesses the economics of seed investing.
52:14ENJoey Zwillinger on Allbirds’ Market Decline and Turnaround PlanInvitado: Joey Zwillinger · Presenta: Harry StebbingsThe Allbirds co-founder discusses the company’s 2023 share-price decline, inventory and distribution changes, and its goals for profitability.









