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59:41EN
20VC with Harry Stebbings· 22 oct. 2026Podcast · 3 voix20VC: Venture Fund Size, AI Valuations and the Changing Software MarketInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O'Driscoll debate venture concentration, infrastructure risk, code review and the assumptions behind fast-growing AI companies.Venture CapitalInvestingAI cost & performance+2
1:17:09EN
20VC with Harry Stebbings· 15 oct. 2026Podcast · 3 voix20VC on Pro Rata Rights, AI Pricing and the Changing Software MarketInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate investor rights, model economics and the choices facing software companies and their employees.Venture CapitalAI cost & performanceRobotics+2
1:19:28EN
20VC with Harry Stebbings· 17 sept. 2026Podcast · 3 voixAI Safety, Personal Agents and the Venture Market’s Uneven ExitsInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate oversight of advanced AI, the economics of personal assistants and what a weaker software exit market means for investors.AI SafetyAI agentsVenture Capital+2
1:29:42EN
20VC with Harry Stebbings· 13 août 2026Podcast · 3 voix20VC on AI Competition, Founder Control and Software ValuationsInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate how AI is reshaping software markets, talent, infrastructure and investor incentives.SaaSAI StrategyVenture Capital+2
1:30:48EN
20VC with Harry Stebbings· 8 août 2026Podcast · 2 voixDavid Frankel on Seed Investing, AI Winners and the Value of PatienceInvité : David Frankel · Anime : Harry StebbingsFounder Collective’s co-founder debates fund size, valuations and exits with Harry Stebbings, and explains why he expects both transformative AI companies and heavy losses.Venture CapitalInvestingFounders+2
1:18:23EN
20VC with Harry Stebbings· 6 août 2026Podcast · 4 voix20VC on AI Security, Software Deals and the Economics of ComputeInvité : Nikesh Arora, Jason Lemkin, Rory O’Driscoll · Anime : 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
1:04:36EN
20VC with Harry Stebbings· 13 juil. 2026Podcast · 2 voixWix CEO Avishai Abrahami on Base44, AI and Building for Small BusinessesInvité : Avishai Abrahami · Anime : Harry StebbingsThe Wix co-founder discusses AI-assisted application building, software economics, customer support and leadership through market uncertainty.SaaSVibe CodingProduct Strategy+2
1:18:07EN
20VC with Harry Stebbings· 2 juil. 2026Podcast · 3 voix20VC Roundtable: AI Spending, Model Competition and Software AcquisitionsInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate enterprise AI returns, prediction markets, SaaS roll-ups and the cost of raising capital.AI cost & performanceVenture CapitalIA en entreprise+2
1:28:19EN
20VC with Harry Stebbings· 30 avr. 2026Podcast · 3 voixAI Compute, Private Equity and the Narrowing Exit: A 20VC RoundtableInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsJason Lemkin and Rory O’Driscoll debate reported AI financing, software’s future and what private-equity losses could mean for venture investors.Venture CapitalAI cost & performanceIA en entreprise+2
1:19:18EN
20VC with Harry Stebbings· 26 mars 2026Podcast · 3 voixSeries A Fund Math, SpaceX Ambitions and the AI Valuation DebateInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll examine AI competition, speculative space infrastructure and the rising cost of venture investing.Venture CapitalInvestingIA en entreprise+2
1:04:15EN
20VC 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.Venture CapitalInvestingIA en entreprise+2
1:14:16EN
20VC with Harry Stebbings· 2 mars 2026Podcast · 2 voixEran Zinman on Monday.com’s AI Pivot, Pricing and Software MarketsInvité : Eran Zinman · Anime : Harry StebbingsThe Monday.com CEO discusses AI-built software, agent workflows, sales automation and leading a public company through a difficult market.IA en entrepriseSaaSProduct Strategy+2
1:06:37EN
20VC 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.Venture CapitalInvestingIA en entreprise+2
1:37:01EN
20VC 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.Venture CapitalSaaSAI agents+2
1:29:46EN
20VC with Harry Stebbings· 16 févr. 2026Podcast · 2 voixKlarna CEO Sebastian Siemiatkowski on AI, Software and the Future of BankingInvité : Sebastian Siemiatkowski · Anime : Harry StebbingsThe Klarna cofounder explains his predictions about software switching costs, customer service and a digital financial assistant, while discussing the pressures of building a public company.AI StrategyFintechSaaS+2
1:24:39EN
20VC with Harry Stebbings· 12 févr. 2026Podcast · 4 voixMike Cannon-Brookes and 20VC on AI, Software Markets and LeadershipInvité : Mike Cannon-Brookes, Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsThe Atlassian co-founder joins Harry Stebbings, Jason Lemkin and Rory O’Driscoll to debate AI spending, legal and support software, advertising and the demands on founders. Their financial figures and forecasts are claims or estimates, not independently verified results.AI StrategyVenture CapitalSaaS+2
1:20:02EN
20VC 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.Venture CapitalIA en entrepriseAI agents+2
1:37:14EN
20VC 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.SaaSInvestingVenture Capital+2
1:18:04EN
20VC 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.Venture CapitalAI cost & performanceInvesting+2
1:23:12EN
20VC 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.Venture CapitalSaaSAI Strategy+2
1:30:52EN
20VC 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.Venture CapitalInvestingAnthropic+2
1:27:29EN
20VC 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.Venture CapitalAI StrategyInvesting+2
1:12:54EN
20VC 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.Venture CapitalInvestingAI Strategy+2
1:21:57EN
20VC 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.Venture CapitalAI StrategyProduct Strategy+2
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