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1:11:27EN
Invest Like The Best· 27 oct 2026Pódcast · 2 vocesCliff Sosin: What Remains Valuable When AI Intelligence Gets CheapInvitado: Cliff Sosin · Presenta: Patrick O'ShaughnessyThe investor explores the limits of prediction, the economics of AI infrastructure and the assets that may complement abundant intelligence.
55:06EN
SemiAnalysis· 27 oct 2026Pódcast · 4 vocesAnthropic's S-1: Revenue, Compute Costs and the Race to ScaleThe SemiAnalysis panel examines Anthropic’s filing, from improving compute economics to customer concentration and competition.
45:34EN
Citadel Securities· 26 oct 2026Pódcast · 2 vocesHenry Paulson on AI Risk, U.S.–China Relations and Crisis LeadershipInvitado: Henry M. Paulson, Jr. · Presenta: Jim EspositoThe former Treasury secretary discusses today’s economic risks and lessons from the 2008 financial crisis.
59:41EN
20VC with Harry Stebbings· 22 oct 2026Pódcast · 3 voces20VC: Venture Fund Size, AI Valuations and the Changing Software MarketInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O'Driscoll debate venture concentration, infrastructure risk, code review and the assumptions behind fast-growing AI companies.
1:11:14EN20VC with Harry Stebbings· 5 oct 2026Pódcast · 2 vocesVenky Ganesan on AI Venture Investing, Ownership and the Cost of Missing OutInvitado: Venky Ganesan · Presenta: Harry StebbingsMenlo Ventures' partner discusses seed bets, concentrated follow-ons, market cycles, investor liquidity and the discipline needed when AI valuations accelerate.
1:16:29EN20VC with Harry Stebbings· 14 sept 2026Pódcast · 2 vocesDavid Morehead on Endowment Liquidity, Venture Returns and Portfolio ConstructionInvitado: David Morehead · Presenta: Harry StebbingsBaylor University’s chief investment officer explains how his team balances private assets, public markets and spending needs, and why time matters as much as a return multiple.
1:05:56EN20VC with Harry Stebbings· 31 ago 2026Pódcast · 2 vocesAaron Katz on ClickHouse, AI Revenue Durability and Enterprise DataInvitado: Aaron Katz · Presenta: Harry StebbingsClickHouse’s CEO discusses agent workloads, open models, fundraising and the metrics he uses to judge durable growth.
1:26:43EN20VC with Harry Stebbings· 27 ago 2026Pódcast · 3 voces20VC: AI Funding, Model Competition and the Economics of AgentsInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate capital intensity, AI company economics and where agents may create value.
1:17:47EN20VC with Harry Stebbings· 20 ago 2026Pódcast · 3 voces20VC: AI Acquisitions, Model Costs and Software ValuationsInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss reported deals, frontier-model economics and the challenges of valuing software in a fast-changing market.
1:29:42EN20VC with Harry Stebbings· 13 ago 2026Pódcast · 3 voces20VC on AI Competition, Founder Control and Software ValuationsInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate how AI is reshaping software markets, talent, infrastructure and investor incentives.
1:30:48EN20VC with Harry Stebbings· 8 ago 2026Pódcast · 2 vocesDavid Frankel on Seed Investing, AI Winners and the Value of PatienceInvitado: David Frankel · Presenta: Harry StebbingsFounder Collective’s co-founder debates fund size, valuations and exits with Harry Stebbings, and explains why he expects both transformative AI companies and heavy losses.
1:06:45EN20VC with Harry Stebbings· 27 jul 2026Pódcast · 2 vocesMatt Murphy on Anthropic, Open Models and the New Venture PlaybookInvitado: Matt Murphy · Presenta: Harry StebbingsThe Menlo Ventures partner explains his investments in Anthropic, Lovable and Legora, and debates AI margins, model competition and venture fund strategy.
1:15:56EN20VC with Harry Stebbings· 11 jun 2026Pódcast · 3 voces20VC on IPO Expectations, Lean AI Startups and Investor RiskInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported listings, AI company economics and the changing cost of building a startup.
1:39:00EN20VC with Harry Stebbings· 4 jun 2026Pódcast · 3 voces20VC on AI Financing, Token Budgets and the Cost of Startup IntensityInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported listings, software valuations, AI spending and demanding work cultures.
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.
1:20:29EN20VC with Harry Stebbings· 27 abr 2026Pódcast · 2 vocesAdam Foroughi on AppLovin, AI and Building a Lean CompanyInvitado: Adam Foroughi · Presenta: Harry StebbingsAppLovin’s CEO discusses staff cuts, AI-assisted engineering, compensation and public-market decisions, offering his account of a volatile company turnaround.
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.
1:03:25EN20VC with Harry Stebbings· 18 abr 2026Pódcast · 3 vocesJake Paul and Geoffrey Woo on Attention, Investing and BoxingInvitado: Jake Paul, Geoffrey Woo · Presenta: Harry StebbingsThe Anti Fund partners discuss their venture strategy, creator culture, public life and ambitions in sport and business.
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.
1:32:21EN20VC with Harry Stebbings· 9 abr 2026Pódcast · 3 vocesAI Financing, Model Routing and Security Risks: A 20VC RoundtableInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsJason Lemkin and Rory O’Driscoll debate reported OpenAI and Anthropic finances, model routing, database infrastructure and security, with attention to uncertainty and conflicts.
1:12:41EN20VC with Harry Stebbings· 2 abr 2026Pódcast · 3 vocesAI 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.Cargar másMostrando 24 de 225