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1:18:23EN
20VC with Harry Stebbings· 6 ago 2026Pódcast · 4 voces20VC on AI Security, Software Deals and the Economics of ComputeInvitado: Nikesh Arora, Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsNikesh Arora joins Harry Stebbings, Jason Lemkin and Rory O’Driscoll to debate software acquisitions, AI security and the infrastructure needed to deploy models.CybersecurityAI StrategyVenture Capital+2
1:12:41EN
20VC 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.AI StrategyVenture CapitalCybersecurity+2
58:26EN
20VC with Harry Stebbings· 28 mar 2026Pódcast · 2 vocesGili 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.Venture CapitalInvestingProduct-Market Fit+2
57:04EN
20VC with Harry Stebbings· 23 mar 2026Pódcast · 2 vocesMatthew Steckman on Anduril’s Defense Business, Procurement and Product BetsInvitado: Matthew Steckman · Presenta: Harry StebbingsAnduril’s president explains a $20 billion procurement ceiling, the company’s approach to building military products and his view of the responsibilities of defense suppliers. His forecasts and company claims reflect his position as an interested executive.Company BuildingGeopoliticsRobotics+2
49:33EN
20VC with Harry Stebbings· 16 sept 2024Pódcast · 2 vocesShardul Shah on Venture Conviction, Outliers and Decisions at IndexInvitado: Shardul Shah · Presenta: Harry StebbingsThe Index Ventures partner explains how he evaluates founders, revisits follow-on investments and works through disagreement.Venture CapitalInvestingDecision Making+2