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1:37:01ENAnthropic, OpenClaw and Software Valuations: A 20VC Investor RoundtableInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate the concentration of AI capital, the pressure on software companies and the risks of autonomous agents.
1:18:04ENBrex, 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.
1:34:12ENOpenAI Secondaries, Ramp and the Price of AI GrowthInvitado: Jason Lemkin, Rory O’Driscoll, Jeff Lawson · Presenta: Harry StebbingsJason Lemkin, Rory O’Driscoll and Jeff Lawson join Harry Stebbings to debate AI funding, founder incentives and the risks of moving too fast.
1:34:58ENDatabricks 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.
1:09:30ENChime’s IPO, Scale AI’s Deal and the Return of Public-Market LiquidityInvitado: Rory O’Driscoll, Jason Lemkin, Garrett · Presenta: Harry StebbingsHarry Stebbings, Rory O’Driscoll, Jason Lemkin and Garrett from Handshake discuss AI suppliers, venture exits and the IPO market in June 2025.







