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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.
1:17:09EN20VC with Harry Stebbings· 15 oct 2026Pódcast · 3 voces20VC on Pro Rata Rights, AI Pricing and the Changing Software MarketInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate investor rights, model economics and the choices facing software companies and their employees.
1:20:43EN20VC with Harry Stebbings· 24 sept 2026Pódcast · 3 vocesAI Agents, Venture Pricing and the Tradeoffs Behind the Funding BoomInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI products, high-priced venture rounds, enterprise software and infrastructure risk.
1:26:12EN20VC with Harry Stebbings· 16 jul 2026Pódcast · 3 voces20VC 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.
1:18:07EN20VC with Harry Stebbings· 2 jul 2026Pódcast · 3 voces20VC Roundtable: AI Spending, Model Competition and Software AcquisitionsInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate enterprise AI returns, prediction markets, SaaS roll-ups and the cost of raising capital.
1:28:02EN20VC with Harry Stebbings· 25 jun 2026Pódcast · 3 voces20VC Roundtable: Open Models, AI Spending and the Cost of CompetitionInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI talent, model economics, consulting and whether labs should build their own chips.
1:28:10EN20VC with Harry Stebbings· 18 jun 2026Pódcast · 3 voces20VC Roundtable: AI Policy, Software Valuations and RoboticsInvitado: Rory O’Driscoll, Everett Randle · Presenta: Harry StebbingsHarry Stebbings, Rory O’Driscoll and Everett Randle debate reported AI restrictions, enterprise software competition and the practical challenges of robotics.
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.
1:27:44EN20VC with Harry Stebbings· 28 may 2026Pódcast · 3 vocesAI Spending, Layoffs and IPO Speculation: Jason Lemkin and Rory O’Driscoll on the Economics of AgentsInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsA 20VC roundtable examines how businesses weigh AI tokens against human work, and how investors assess infrastructure startups amid uncertain valuations and reported IPO plans.
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.
1:50:05EN20VC 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.
1:30:31EN20VC 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.
1:19:18EN20VC with Harry Stebbings· 26 mar 2026Pódcast · 3 vocesSeries A Fund Math, SpaceX Ambitions and the AI Valuation DebateInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll examine AI competition, speculative space infrastructure and the rising cost of venture investing.
1:18:04EN20VC with Harry Stebbings· 29 ene 2026Pódcast · 3 vocesBrex, AI Inference Costs and the IPO Market: A 20VC RoundtableInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported deals, AI economics and public-market exits. Their valuations, financial figures and predictions are estimates or reported claims, not independently verified results.
1:34:12EN20VC with Harry Stebbings· 23 oct 2025Pódcast · 3 vocesThe Venture Capital Cycle: AI Markets, Compute and the Cost of Moving Too FastInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to debate AI market size, infrastructure spending and how venture investors can survive a boom.
1:14:45EN20VC with Harry Stebbings· 4 sept 2025Pódcast · 4 vocesAnthropic, Statsig and the Economics of AI Growth: Cliff Obrecht and 20VCInvitado: Cliff Obrecht, Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsCanva’s Cliff Obrecht joins Harry Stebbings and investors to discuss AI financing, employee liquidity and the real cost of putting models into software.
1:34:58EN20VC with Harry Stebbings· 21 ago 2025Pódcast · 3 vocesDatabricks Valuation, CoreWeave Debt and the Risks Behind AI GrowthInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to discuss private valuations, fintech and the financing of AI infrastructure.
1:28:12EN20VC with Harry Stebbings· 31 jul 2025Pódcast · 3 vocesApple, Google and the Race to Fund AI GrowthInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate venture-fund scale, AI infrastructure and how large technology companies can respond to new competition.