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1:15:51ENThe AI Race, Founder Loyalty and the New Rules of Enterprise SoftwareInvité : Dev Ittycheria, Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Dev Ittycheria, Jason Lemkin and Rory O’Driscoll debate model competition, startup exits and what happens when AI agents choose vendors.
1:32:50ENKaz Nejatian on Opendoor, AI Financing and the Cost of GrowthInvité : Kaz Nejatian, Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsOpendoor’s new CEO explains his housing strategy; Harry Stebbings and investors examine AI infrastructure commitments, software margins and the return of IPOs.
1:38:44ENDavid Tisch and Terrence Rohan on Seed Investing, Conviction and Founder RelationshipsInvité : David Tisch, Terrence Rohan · Anime : Harry StebbingsTwo seed investors discuss price, group decisions, follow-on capital and the limits of investor influence—and disagree on signaling.
1:14:40ENEd Sim and Jamin Ball on Startup Exits, IPOs and the 2024 Funding ResetInvité : Ed Sim, Jamin Ball · Anime : Harry StebbingsTwo investors discuss the consequences of high private valuations, founder and investor incentives, acquisition markets and the path to an IPO.
41:30ENRebecca Kaden, Nicole Quinn and Eurie Kim Debate Venture Pricing and AIInvité : Rebecca Kaden, Nicole Quinn, Eurie Kim · Anime : Harry StebbingsThe investors discuss seed competition, a tighter Series B market, AI opportunities and how to finance companies after high valuations.
46:15ENMichael Eisenberg and Adi Levanon on Israel’s Tech Community After the October 2023 AttackInvité : Michael Eisenberg, Adi Levanon · Anime : Harry StebbingsIn an interview published days after the Hamas-led attack, two investors describe family mobilisation, community support and disruption to startups.
1:24:10ENIs the Venture Capital Model Broken? A Debate on Prices, Product-Market Fit and ReturnsInvité : Eric Paley, Mike Maples, Jason Lemkin · Anime : Harry StebbingsEric Paley, Mike Maples and Jason Lemkin debate seed valuations, AI hype, fund returns and the choices founders face after raising too much.







