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27:55ENTheo on Anthropic’s Reported Profit Forecast and AI Revenue GrowthTheoA discussion of annualized revenue, cloud distribution, usage-based pricing and the limits of a reported quarterly forecast.
58:26ENGili Raanan on Venture Entry Prices, Growth and Private-Market LiquidityInvitado: Gili Raanan · Presenta: Harry StebbingsThe Cyberstarts founder explains his approach to cybersecurity investing, when he discusses margins and why secondary sales can help employees and limited partners.
51:08ENThe Transformer Co-Author Who Says Scaling Hit a WallPresenta: Jacob EffronCohere CEO Aidan Gomez tells Redpoint that a $100 million model is still an amnesiac genius, and that enterprise AI money is concentrating in support, research, and the back office.
1:01:53ENOpen-source models are 5% of enterprise use — and GPT wrappers wonPresenta: Jacob EffronLatent Space's Swyx and Alessio join Redpoint to map what actually has product-market fit in AI, and why the application layer is the fight that matters.
51:16ENGoogle Labs Pops Champagne at 10,000 Weekly UsersJosh Woodward on fifty-day sprints, fading paragraph prompts, and why a number Search would never notice is the point of an AI incubator.
1:15:28ENMike Maples on Seed Investing, Founder Fit and When to SellInvitado: Mike Maples · Presenta: Harry StebbingsThe Floodgate investor explains his approach to fund economics, exceptional founders, follow-ons and partial exits.
52:15ZH朱啸虎谈 AI 投资:先找客户需求,再考虑模型Invitado: 朱啸虎 · Presenta: 张小珺金沙江主管合伙人解释他偏好应用层和企业服务的原因,也回顾错过字节跳动与投资饿了么的经历。
50:08ENDax Dasilva on Bootstrapping Lightspeed, Growth and Returning as CEOInvitado: Dax Dasilva · Presenta: Harry StebbingsThe Lightspeed founder explains how close customer observation shaped its product, why he returned to lead a profitable-growth transition, and what acquisitions left unfinished.
39:59ENFrom $6 million to $30 million ARR in three months: Garry Tan on YC’s AI boomPresenta: Sarah Guo, Elad GilThe Y Combinator president tells Sarah Guo and Elad Gil why this batch looks like nothing he has seen in twenty years, and why a weak elephant is good news for startups.
1:10:18ENTom Blomfield on YC, Fundraising and the Founder’s JobInvitado: Tom Blomfield · Presenta: Harry StebbingsThe Monzo co-founder and YC partner discusses selecting founders, running a batch and balancing a large vision with immediate execution.
1:02:14ENRujul Zaparde on Building Zip, Hiring for Potential and Moving FastInvitado: Rujul Zaparde · Presenta: Harry StebbingsThe Zip co-founder explains how a procurement problem became a company, why repeatability matters, and how he balances speed with creativity and careful hiring.
1:44:48ENDaniel Dines on Building UiPath, Risk and Finding PeaceInvitado: Daniel Dines · Presenta: Harry StebbingsThe UiPath founder traces his path from learning C++ without a computer to finding a global market for automation, and reflects on leadership, money and the costs of growth.
52:54ENVickie Peng on Building Less, Measuring Customer Value and Finding Product-Market FitInvitado: Vickie Peng · Presenta: Harry StebbingsThe Sequoia product leader explains how to learn with less product, choose meaningful metrics and recognize different customer mindsets.
1:09:17ENGili Raanan on Seed Investing, Founder Selection and Cyberstarts’ Sunrise ProcessInvitado: Gili Raanan · Presenta: Harry StebbingsThe Cyberstarts founder explains his focus on teams, structured customer discovery and building cybersecurity companies.
26:40ENMatthew Prince and Harry Stebbings Debate How Narrowly Startups Should FocusInvitado: Matthew Prince · Presenta: Harry StebbingsThe Cloudflare co-founder and 20VC host examine early customers, ambitious visions and the different goals of venture-backed and bootstrapped companies.
1:24:10ENIs the Venture Capital Model Broken? A Debate on Prices, Product-Market Fit and ReturnsInvitado: Eric Paley, Mike Maples, Jason Lemkin · Presenta: Harry StebbingsEric Paley, Mike Maples and Jason Lemkin debate seed valuations, AI hype, fund returns and the choices founders face after raising too much.
1:10:10ENBrian Balfour on Growth Loops, Channel Fit and Building a Repeatable Growth SystemInvitado: Brian Balfour · Presenta: Harry StebbingsThe Reforge founder and former HubSpot growth leader explains how to identify constraints, choose channels and avoid mistaking attention for sustainable growth.
1:18:41ENGuy Podjarny on Snyk, Product-Market Fit and Building Durable AdvantageInvitado: Guy Podjarny · Presenta: Harry StebbingsThe Snyk founder and angel investor explains how to reason about future markets, focus messaging and learn through iteration.
1:33:36ENMike Salguero on Bootstrapping ButcherBox and Subscription EconomicsInvitado: Mike Salguero · Presenta: Harry StebbingsThe ButcherBox founder explains customer acquisition, per-box margins and the trade-offs behind building without venture capital.
1:03:08ENJag Duggal on Customer Discovery, Product Strategy and Scaling NubankInvitado: Jag Duggal · Presenta: Harry StebbingsNubank’s product leader explains why clear hypotheses, customer love and small autonomous teams matter as a company grows.
1:03:41ENAdam Grenier on Building Growth into the BusinessInvitado: Adam Grenier · Presenta: Harry StebbingsThe former Uber growth leader explains marketplace acquisition, hiring, retention and the limits of attribution through lessons from Uber, Lambda School and MasterClass.
1:01:55ENMike Duboe on Growth Teams, Experiments and Paid MarketingInvitado: Mike Duboe · Presenta: Harry StebbingsThe former Stitch Fix growth leader explains how to choose meaningful metrics, hire for growth and test whether marketing actually creates demand.
48:52ENUsers Wanted a Better Brush. Runway Built One-Click GreenscreenPresenta: Sarah Guo, Elad GilRunway CEO Cristobal Valenzuela on why a model is not a product, why filmmakers hacked a four-frame-per-second tool, and why 80 percent is enough when nobody dies.
37:15ENJeff Jordan on Building Two-Sided MarketplacesInvitado: Jeff Jordan · Presenta: Harry StebbingsThe former OpenTable CEO and a16z investor explains supply, demand, unit economics and marketplace timing through lessons from OpenTable, Airbnb, eBay and Instacart.
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