Rory O’Driscoll
General partner79episodios de pódcast1programas2025 – 2026años
Apariciones en pódcasts
79 episodios · más recientes primero202642 episodios
20VC: Venture Fund Size, AI Valuations and the Changing Software MarketPresenta: Harry Stebbings · Con: Jason LemkinInvitadoEN
20VC on Pro Rata Rights, AI Pricing and the Changing Software MarketPresenta: Harry Stebbings · Con: Jason LemkinInvitadoEN
The AI Race, Founder Loyalty and the New Rules of Enterprise SoftwarePresenta: Harry Stebbings · Con: Dev Ittycheria, Jason LemkinInvitadoEN
AI Valuations, Talent Wars and the Venture Capital Tradeoffs Behind ThemPresenta: Harry Stebbings · Con: Jack Altman, Jason LemkinInvitadoEN
AI Agents, Venture Pricing and the Tradeoffs Behind the Funding BoomPresenta: Harry Stebbings · Con: Jason LemkinInvitadoEN
AI Safety, Personal Agents and the Venture Market’s Uneven ExitsPresenta: Harry Stebbings · Con: Jason LemkinInvitadoEN
AI Assistants, Enterprise Adoption and the Venture Market’s New RisksPresenta: Harry Stebbings · Con: Jason LemkinInvitadoEN
AI Compute, Agent Security and the Race to Build More SoftwarePresenta: Harry Stebbings · Con: Jason LemkinInvitadoEN
20VC: AI Funding, Model Competition and the Economics of AgentsPresenta: Harry Stebbings · Con: Jason LemkinInvitadoEN
20VC: AI Acquisitions, Model Costs and Software ValuationsPresenta: Harry Stebbings · Con: Jason LemkinInvitadoEN
20VC on AI Competition, Founder Control and Software ValuationsPresenta: Harry Stebbings · Con: Jason LemkinInvitadoEN
20VC on AI Security, Software Deals and the Economics of ComputePresenta: Harry Stebbings · Con: Nikesh Arora, Jason LemkinInvitadoEN
20VC Roundtable on Open Weights, AI Spending and Software InvestingPresenta: Harry Stebbings · Con: Jason LemkinInvitadoEN
20VC Roundtable on Open Models, AI Economics and Payments DealsPresenta: Harry Stebbings · Con: Jason LemkinInvitadoEN
20VC Roundtable on AI Competition, Enterprise Spending and Venture CapitalPresenta: Harry Stebbings · Con: Jason LemkinInvitadoEN
20VC on AI Regulation, Compute Economics and Enterprise AdoptionPresenta: Harry Stebbings · Con: Jason LemkinInvitadoEN
20VC Roundtable: AI Spending, Model Competition and Software AcquisitionsPresenta: Harry Stebbings · Con: Jason LemkinInvitadoEN
20VC Roundtable: Open Models, AI Spending and the Cost of CompetitionPresenta: Harry Stebbings · Con: Jason LemkinInvitadoEN
20VC Roundtable: AI Policy, Software Valuations and RoboticsPresenta: Harry Stebbings · Con: Everett RandleInvitadoEN
20VC on IPO Expectations, Lean AI Startups and Investor RiskPresenta: Harry Stebbings · Con: Jason LemkinInvitadoEN
20VC on AI Financing, Token Budgets and the Cost of Startup IntensityPresenta: Harry Stebbings · Con: Jason LemkinInvitadoEN
AI Spending, Layoffs and IPO Speculation: Jason Lemkin and Rory O’Driscoll on the Economics of AgentsPresenta: Harry Stebbings · Con: Jason LemkinInvitadoEN
AI Funding, IPO Expectations and the Politics of Layoffs: Jason Lemkin and Rory O’DriscollPresenta: Harry Stebbings · Con: Jason LemkinInvitadoEN
AI Compute Deals, Cerebras’s IPO and the Cost of Building: A 20VC RoundtablePresenta: Harry Stebbings · Con: Jason LemkinInvitadoEN
AI Spending, Software Stocks and IPO Speculation: A 20VC Earnings RoundtablePresenta: Harry Stebbings · Con: Jason LemkinInvitadoEN
AI Compute, Private Equity and the Narrowing Exit: A 20VC RoundtablePresenta: Harry Stebbings · Con: Jason LemkinInvitadoEN
Cursor Deal Claims, AI Valuations and the Enterprise Agent Race: A 20VC RoundtablePresenta: Harry Stebbings · Con: Jason LemkinInvitadoEN
AI Security, Software Valuations and SpaceX IPO Speculation: A 20VC RoundtablePresenta: Harry Stebbings · Con: Jason LemkinInvitadoEN
AI Financing, Model Routing and Security Risks: A 20VC RoundtablePresenta: Harry Stebbings · Con: Jason LemkinInvitadoEN
AI Security, Revenue Claims and Wearable Economics: A 20VC Investor RoundtablePresenta: Harry Stebbings · Con: Jason LemkinInvitadoEN
Series A Fund Math, SpaceX Ambitions and the AI Valuation DebatePresenta: Harry Stebbings · Con: Jason LemkinInvitadoEN
Nvidia’s AI Spending Outlook, Anduril’s Army Contract and the Venture Math Behind Big BetsPresenta: Harry Stebbings · Con: Jason LemkinInvitadoEN
Anthropic’s Pentagon Dispute, AI Infrastructure and the Venture Investors’ Market DebatePresenta: Harry Stebbings · Con: Jason LemkinInvitadoEN
Anthropic, Block and Cursor: A 20VC Roundtable on AI and SoftwarePresenta: Harry Stebbings · Con: Jason LemkinInvitadoEN
Citrini’s Hypothetical 2028 Scenario, AI Agents and Figma: A 20VC RoundtablePresenta: Harry Stebbings · Con: Jason LemkinInvitadoEN
Anthropic, OpenClaw and Software Valuations: A 20VC Investor RoundtablePresenta: Harry Stebbings · Con: Jason LemkinInvitadoEN
Mike Cannon-Brookes and 20VC on AI, Software Markets and LeadershipPresenta: Harry Stebbings · Con: Mike Cannon-Brookes, Jason LemkinInvitadoEN
Software Stocks, AI Financing and Autonomous Agents: A 20VC RoundtablePresenta: Harry Stebbings · Con: Jason LemkinInvitadoEN
Brex, AI Inference Costs and the IPO Market: A 20VC RoundtablePresenta: Harry Stebbings · Con: Jason LemkinInvitadoEN
Venture Returns, OpenAI Litigation and the Economics of AI GrowthPresenta: Harry Stebbings · Con: Jason LemkinInvitadoEN
AI Financing, Venture Scale and the Risks Behind Growth ValuationsPresenta: Harry Stebbings · Con: Jason LemkinInvitadoEN
AI Chip Deals, Founder Exits and the Future of WorkPresenta: Harry Stebbings · Con: Jason LemkinInvitadoEN202537 episodios
Investors’ 2026 Predictions: AI, Software Valuations and EmploymentPresenta: Harry Stebbings · Con: Jason LemkinInvitadoEN
Cursor, Figma and the Race to Build Across AI WorkflowsPresenta: Harry Stebbings · Con: Jason LemkinInvitadoEN
SpaceX Valuations, Harvey’s Growth and the Risks Behind AI DealsPresenta: Harry Stebbings · Con: Jason LemkinInvitadoEN
Eventbrite, Databricks and the Search for Durable Software GrowthPresenta: Harry Stebbings · Con: Jason LemkinInvitadoEN
Anthropic’s Financing, NVIDIA’s Chip Risks and the Enterprise AI RacePresenta: Harry Stebbings · Con: Jason LemkinInvitadoEN
AI Coding Valuations, NVIDIA Risk and the Future of Private MarketsPresenta: Harry Stebbings · Con: Tomasz Tunguz, Jason LemkinInvitadoEN
AI Defensibility, Venture Risk and the Difficulty of Timing a ShortPresenta: Harry Stebbings · Con: Jason LemkinInvitadoEN
Navan’s IPO, Harvey’s Valuation and the New Economics of VenturePresenta: Harry Stebbings · Con: Jason LemkinInvitadoEN
OpenAI’s Restructuring, Mercor’s Valuation and the Math of Venture ReturnsPresenta: Harry Stebbings · Con: Jason LemkinInvitadoEN
The Venture Capital Cycle: AI Markets, Compute and the Cost of Moving Too FastPresenta: Harry Stebbings · Con: Jason LemkinInvitadoEN
Thinking Machines, AI Infrastructure and the Venture Portfolio TradeoffPresenta: Harry Stebbings · Con: Roger Ehrenberg, Jason LemkinInvitadoEN
OpenAI’s AMD Deal and the Venture Math Behind AI’s Biggest RoundsPresenta: Harry Stebbings · Con: Jason LemkinInvitadoEN
AI Burn Multiples, Infrastructure Financing and the Venture MarketPresenta: Harry Stebbings · Con: Jason LemkinInvitadoEN
Nvidia’s OpenAI Commitment, H-1B Policy and the Venture Investor’s RiskPresenta: Harry Stebbings · Con: Jason LemkinInvitadoEN
Kaz Nejatian on Opendoor, AI Financing and the Cost of GrowthPresenta: Harry Stebbings · Con: Kaz Nejatian, Jason LemkinInvitadoEN
OpenAI Secondaries, Ramp and the Price of AI GrowthPresenta: Harry Stebbings · Con: Jason Lemkin, Jeff LawsonInvitadoEN
Anthropic, Statsig and the Economics of AI Growth: Cliff Obrecht and 20VCPresenta: Harry Stebbings · Con: Cliff Obrecht, Jason LemkinInvitadoEN
Marc Benioff on Enterprise AI, Anthropic’s Funding and Klarna’s IPOPresenta: Harry Stebbings · Con: Marc Benioff, Jason LemkinInvitadoENMostrando 60 de 79