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1:18:06EN
20VC with Harry Stebbings· 16 mars 2026Podcast · 2 voixGokul Rajaram on Software Moats, AI Products and Venture ReturnsInvité : Gokul Rajaram · Anime : Harry StebbingsThe operator and investor explains his eight-part framework for software defensibility and debates how AI changes product strategy, growth and venture investing. His company assessments and forecasts are opinions, and he has investments or board roles in several businesses discussed.
1:21:20EN20VC with Harry Stebbings· 12 mars 2026Podcast · 3 voixAnthropic’s Pentagon Dispute, AI Infrastructure and the Venture Investors’ Market DebateInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate an unresolved government dispute, the economics of compute, junior hiring and software valuations.
1:03:53EN20VC with Harry Stebbings· 9 mars 2026Podcast · 2 voixMiles Clements on Cursor, AI Investing and Venture Fund DecisionsInvité : Miles Clements · Anime : Harry StebbingsThe Accel partner discusses AI product durability, pricing fast-growing companies and the choices investors face around ownership and liquidity. Accel has invested in Cursor, Anthropic and other companies he discusses.
1:04:15EN20VC with Harry Stebbings· 7 mars 2026Podcast · 2 voixMitchell Green on Software Stocks, Venture Liquidity and Investing Through AI ChangeInvité : Mitchell Green · Anime : Harry StebbingsThe Lead Edge founder explains his approach to buying, selling and assessing retention while debating AI disruption and venture-fund economics.
1:00:33EN20VC with Harry Stebbings· 28 févr. 2026Podcast · 2 voixJerry Murdock on Autonomous Agents, Software Investing and Adapting to ChangeInvité : Jerry Murdock · Anime : Harry StebbingsThe Insight Partners co-founder discusses agent infrastructure, investment judgment, employment and lessons from previous technology cycles.
1:21:53EN20VC with Harry Stebbings· 26 févr. 2026Podcast · 3 voixCitrini’s Hypothetical 2028 Scenario, AI Agents and Figma: A 20VC RoundtableInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI adoption, employment, security and software valuations, separating a hypothetical crisis scenario from their investment views.
1:06:37EN20VC with Harry Stebbings· 23 févr. 2026Podcast · 2 voixLucas Swisher on AI Growth Investing, Fund Size and the Price of ScaleInvité : Lucas Swisher · Anime : Harry StebbingsThe Coatue growth investor discusses software valuations, concentrated funds, AI economics and the judgment behind follow-on investments.
1:37:01EN20VC with Harry Stebbings· 19 févr. 2026Podcast · 3 voixAnthropic, OpenClaw and Software Valuations: A 20VC Investor RoundtableInvité : Jason Lemkin, Rory O’Driscoll · Anime : 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.
1:20:02EN20VC with Harry Stebbings· 9 févr. 2026Podcast · 2 voixAnish Acharya on AI Software, Investment Judgment and the Limits of AutomationInvité : Anish Acharya · Anime : Harry StebbingsThe a16z investor discusses incumbent software, agent products, pricing, margins and the choices founders face in a fast-moving market.
1:37:14EN20VC with Harry Stebbings· 5 févr. 2026Podcast · 3 voixSoftware Stocks, AI Financing and Autonomous Agents: A 20VC RoundtableInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss software valuations, infrastructure financing, autonomous driving and the risks of networked agents.
1:15:08EN20VC with Harry Stebbings· 2 févr. 2026Podcast · 2 voixOren Zeev on AI, Venture Fund Economics and Investing Against ConsensusInvité : Oren Zeev · Anime : Harry StebbingsThe solo investor discusses growth, concentrated portfolios, fund incentives and the uncertainty facing venture firms as AI changes markets.
1:18:04EN20VC with Harry Stebbings· 29 janv. 2026Podcast · 3 voixBrex, AI Inference Costs and the IPO Market: A 20VC RoundtableInvité : Jason Lemkin, Rory O’Driscoll · Anime : 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.
1:23:12EN20VC with Harry Stebbings· 22 janv. 2026Podcast · 3 voixVenture Returns, OpenAI Litigation and the Economics of AI GrowthInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate public software prices, research talent, AI advertising and late-stage venture valuations.
1:30:52EN20VC with Harry Stebbings· 15 janv. 2026Podcast · 3 voixAI Financing, Venture Scale and the Risks Behind Growth ValuationsInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate model-provider competition, large venture funds and a proposed wealth tax.
1:15:19EN20VC with Harry Stebbings· 12 janv. 2026Podcast · 2 voixAlex Rampell on Venture Scale, Founder Judgment and Durable AI BusinessesInvité : Alex Rampell · Anime : Harry StebbingsThe Andreessen Horowitz investor explains how he weighs ownership, founder motivation and customer retention as venture funds and AI markets grow.
1:27:29EN20VC with Harry Stebbings· 8 janv. 2026Podcast · 3 voixAI Chip Deals, Founder Exits and the Future of WorkInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss reported Groq and Manus deals, AI compensation, public markets and hiring.
1:12:54EN20VC with Harry Stebbings· 22 déc. 2025Podcast · 3 voixInvestors’ 2026 Predictions: AI, Software Valuations and EmploymentInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll review 2025 and debate software stocks, possible IPOs and AI’s labor-market effects.
1:21:57EN20VC with Harry Stebbings· 18 déc. 2025Podcast · 3 voixCursor, Figma and the Race to Build Across AI WorkflowsInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss venture scale, software convergence and the risks of growth valuations.
0:37EN20VC with Harry Stebbings· 16 déc. 2025PodcastA Venture Investor’s Case That Large Funds Can SucceedA short 20VC clip uses one fund’s reported investments to argue that fund size does not determine performance alone.
1:11:52EN20VC with Harry Stebbings· 15 déc. 2025Podcast · 2 voixDavid George on Venture Fund Scale, AI Economics and Backing FoundersInvité : David George · Anime : Harry StebbingsThe Andreessen Horowitz growth investor discusses private-market returns, AI company valuations and the judgment behind the firm’s investments.
1:35:32EN20VC with Harry Stebbings· 11 déc. 2025Podcast · 3 voixSpaceX Valuations, Harvey’s Growth and the Risks Behind AI DealsInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll examine private-market prices, a proposed media deal, AI applications and fintech competition.
1:11:42EN20VC with Harry Stebbings· 4 déc. 2025Podcast · 3 voixEventbrite, Databricks and the Search for Durable Software GrowthInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate software-market limits, AI pricing and what makes a venture investment last.
1:32:23EN20VC with Harry Stebbings· 27 nov. 2025Podcast · 3 voixAnthropic’s Financing, NVIDIA’s Chip Risks and the Enterprise AI RaceInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss infrastructure commitments, customer-support software, AI marketing and IPO valuations.
1:26:40EN20VC with Harry Stebbings· 20 nov. 2025Podcast · 4 voixAI Coding Valuations, NVIDIA Risk and the Future of Private MarketsInvité : Tomasz Tunguz, Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Tomasz Tunguz, Jason Lemkin and Rory O’Driscoll debate coding tools, infrastructure risk, venture financing and secondary liquidity.